HIP-OPEIU LOCAL 153 GROUP TRUST has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN
401k plan membership statisitcs for AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN
Measure | Date | Value |
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2022: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 142,043,478 |
Acturial value of plan assets | 2022-12-31 | 142,043,478 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 92,315,133 |
Number of terminated vested participants | 2022-12-31 | 583 |
Fundng target for terminated vested participants | 2022-12-31 | 30,496,226 |
Active participant vested funding target | 2022-12-31 | 7,700,790 |
Number of active participants | 2022-12-31 | 31 |
Total funding liabilities for active participants | 2022-12-31 | 7,806,728 |
Total participant count | 2022-12-31 | 1,009 |
Total funding target for all participants | 2022-12-31 | 130,618,087 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
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 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 9,800,000 |
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 | 8,956,708 |
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 | 1,183,000 |
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 | 8,956,708 |
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 | 1,009 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 388 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 534 |
Total of all active and inactive participants | 2022-01-01 | 953 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 47 |
Total participants | 2022-01-01 | 1,000 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 150,416,259 |
Acturial value of plan assets | 2021-12-31 | 150,416,259 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 93,149,482 |
Number of terminated vested participants | 2021-12-31 | 592 |
Fundng target for terminated vested participants | 2021-12-31 | 27,618,044 |
Active participant vested funding target | 2021-12-31 | 9,568,713 |
Number of active participants | 2021-12-31 | 46 |
Total funding liabilities for active participants | 2021-12-31 | 9,751,092 |
Total participant count | 2021-12-31 | 1,034 |
Total funding target for all participants | 2021-12-31 | 130,518,618 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
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 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,306,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 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 | 0 |
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 | 1,034 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 31 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 383 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 573 |
Total of all active and inactive participants | 2021-01-01 | 987 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 22 |
Total participants | 2021-01-01 | 1,009 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 151,420,716 |
Acturial value of plan assets | 2020-12-31 | 151,420,716 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 92,524,475 |
Number of terminated vested participants | 2020-12-31 | 758 |
Fundng target for terminated vested participants | 2020-12-31 | 38,764,630 |
Active participant vested funding target | 2020-12-31 | 13,172,059 |
Number of active participants | 2020-12-31 | 63 |
Total funding liabilities for active participants | 2020-12-31 | 13,466,479 |
Total participant count | 2020-12-31 | 1,191 |
Total funding target for all participants | 2020-12-31 | 144,755,584 |
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 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 298 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 315 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
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 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
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 | 1,186,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,191 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 46 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 387 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 581 |
Total of all active and inactive participants | 2020-01-01 | 1,014 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 20 |
Total participants | 2020-01-01 | 1,034 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 131,510,317 |
Acturial value of plan assets | 2019-12-31 | 136,122,995 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 90,907,063 |
Number of terminated vested participants | 2019-12-31 | 761 |
Fundng target for terminated vested participants | 2019-12-31 | 34,762,442 |
Active participant vested funding target | 2019-12-31 | 14,061,247 |
Number of active participants | 2019-12-31 | 78 |
Total funding liabilities for active participants | 2019-12-31 | 14,585,083 |
Total participant count | 2019-12-31 | 1,193 |
Total funding target for all participants | 2019-12-31 | 140,254,588 |
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 | 0 |
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 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 4,704,446 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 4,974,952 |
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 | 0 |
Total employer contributions | 2019-12-31 | 2,250,461 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 2,164,155 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
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 | 1,488,731 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 4,131,593 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 2,163,857 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 2,163,857 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 2,164,155 |
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 | 1,193 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 63 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 365 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 749 |
Total of all active and inactive participants | 2019-01-01 | 1,177 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 14 |
Total participants | 2019-01-01 | 1,191 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 170,783,862 |
Acturial value of plan assets | 2018-12-31 | 156,772,361 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 97,171,914 |
Number of terminated vested participants | 2018-12-31 | 770 |
Fundng target for terminated vested participants | 2018-12-31 | 34,921,452 |
Active participant vested funding target | 2018-12-31 | 23,716,757 |
Number of active participants | 2018-12-31 | 112 |
Total funding liabilities for active participants | 2018-12-31 | 24,874,522 |
Total participant count | 2018-12-31 | 1,373 |
Total funding target for all participants | 2018-12-31 | 156,967,888 |
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 | 0 |
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 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
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 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 8,420,000 |
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 | 7,657,177 |
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 | 2,920,811 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 195,527 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 2,952,731 |
Additional cash requirement | 2018-12-31 | 2,952,731 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 7,657,177 |
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 | 1,370 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 78 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 350 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 752 |
Total of all active and inactive participants | 2018-01-01 | 1,180 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 13 |
Total participants | 2018-01-01 | 1,193 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 158,733,493 |
Acturial value of plan assets | 2017-12-31 | 157,254,430 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 67,451,769 |
Number of terminated vested participants | 2017-12-31 | 553 |
Fundng target for terminated vested participants | 2017-12-31 | 34,316,899 |
Active participant vested funding target | 2017-12-31 | 39,940,471 |
Number of active participants | 2017-12-31 | 173 |
Total funding liabilities for active participants | 2017-12-31 | 41,933,923 |
Total participant count | 2017-12-31 | 1,064 |
Total funding target for all participants | 2017-12-31 | 143,702,591 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 2,506,044 |
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 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
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 | 1,064 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 390 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 491 |
Total of all active and inactive participants | 2017-01-01 | 979 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 19 |
Total participants | 2017-01-01 | 998 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 162,227,129 |
Acturial value of plan assets | 2016-12-31 | 161,566,538 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 60,437,743 |
Number of terminated vested participants | 2016-12-31 | 772 |
Fundng target for terminated vested participants | 2016-12-31 | 34,298,151 |
Active participant vested funding target | 2016-12-31 | 43,334,582 |
Number of active participants | 2016-12-31 | 216 |
Total funding liabilities for active participants | 2016-12-31 | 49,213,422 |
Total participant count | 2016-12-31 | 1,305 |
Total funding target for all participants | 2016-12-31 | 143,949,316 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 247,772 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 2,490,402 |
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 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
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 | 1,305 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 173 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 322 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 551 |
Total of all active and inactive participants | 2016-01-01 | 1,046 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 18 |
Total participants | 2016-01-01 | 1,064 |
Number of participants with account balances | 2016-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,316 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 216 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 300 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 771 |
Total of all active and inactive participants | 2015-01-01 | 1,287 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 18 |
Total participants | 2015-01-01 | 1,305 |
Number of participants with account balances | 2015-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 1,324 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 266 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 291 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 743 |
Total of all active and inactive participants | 2014-01-01 | 1,300 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 16 |
Total participants | 2014-01-01 | 1,316 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 1,332 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 300 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 274 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 733 |
Total of all active and inactive participants | 2013-01-01 | 1,307 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 17 |
Total participants | 2013-01-01 | 1,324 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
2012: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 1,348 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 336 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 255 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 729 |
Total of all active and inactive participants | 2012-01-01 | 1,320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 12 |
Total participants | 2012-01-01 | 1,332 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1,366 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 363 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 251 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 723 |
Total of all active and inactive participants | 2011-01-01 | 1,337 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 11 |
Total participants | 2011-01-01 | 1,348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2009: AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,355 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 431 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 226 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 647 |
Total of all active and inactive participants | 2009-01-01 | 1,304 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 1,309 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 7 |
Measure | Date | Value |
---|
2022 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $384,313 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $218,818 |
Total income from all sources (including contributions) | 2022-12-31 | $-26,562,253 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $10,056,188 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,554,304 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,800,000 |
Value of total assets at end of year | 2022-12-31 | $105,809,350 |
Value of total assets at beginning of year | 2022-12-31 | $142,262,296 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,501,884 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $498,716 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $697,733 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $384,313 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $218,818 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-36,618,441 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $105,425,037 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $142,043,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $305,435 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $96,009,350 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $142,262,296 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $9,800,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $9,800,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,554,304 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BDO USA, P.C. |
Accountancy firm EIN | 2022-12-31 | 135381590 |
2021 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $218,818 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $441,758 |
Total income from all sources (including contributions) | 2021-12-31 | $2,637,550 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $11,010,331 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,571,454 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $86,998 |
Value of total assets at end of year | 2021-12-31 | $142,262,296 |
Value of total assets at beginning of year | 2021-12-31 | $150,858,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,438,877 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $346,869 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $696,082 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $218,818 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $441,758 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-8,372,781 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $142,043,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $150,416,259 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $395,926 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $142,262,296 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $150,858,017 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $86,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,571,454 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $441,758 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $296,415 |
Total income from all sources (including contributions) | 2020-12-31 | $25,023,721 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $26,043,526 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $24,267,945 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $150,858,017 |
Value of total assets at beginning of year | 2020-12-31 | $151,732,479 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,775,581 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $548,744 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $767,004 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $441,758 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $296,415 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-1,019,805 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $150,416,259 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $151,436,064 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $459,833 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $150,858,017 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $150,958,384 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $774,095 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $24,267,945 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $296,415 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $156,374 |
Total income from all sources (including contributions) | 2019-12-31 | $29,235,692 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $9,877,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $8,387,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,971,221 |
Value of total assets at end of year | 2019-12-31 | $151,445,252 |
Value of total assets at beginning of year | 2019-12-31 | $131,947,412 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,490,493 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $749,640 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $7,987 |
Administrative expenses (other) incurred | 2019-12-31 | $740,853 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $296,415 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $156,374 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $19,357,799 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $151,148,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $131,791,038 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $150,958,384 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $123,527,412 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,963,234 |
Employer contributions (assets) at end of year | 2019-12-31 | $486,868 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,420,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $8,387,400 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2019-12-31 | 135381590 |
2018 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $11,509,961 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $156,374 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $408,740 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,900,143 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $37,272,715 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $36,055,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,498,843 |
Value of total assets at end of year | 2018-12-31 | $131,947,412 |
Value of total assets at beginning of year | 2018-12-31 | $159,862,675 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,217,383 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $272,157 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $20,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $78,843 |
Administrative expenses (other) incurred | 2018-12-31 | $817,890 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $156,374 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $408,740 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-39,172,858 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $131,791,038 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $159,453,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $127,336 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $123,527,412 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $159,862,675 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $26,294,929 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $8,420,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,420,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,760,403 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2018-12-31 | 135381590 |
2017 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $408,740 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $312,212 |
Total income from all sources (including contributions) | 2017-12-31 | $21,609,715 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $20,889,273 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $19,257,956 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $154,700 |
Value of total assets at end of year | 2017-12-31 | $159,862,675 |
Value of total assets at beginning of year | 2017-12-31 | $159,045,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,631,317 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $344,705 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $154,700 |
Administrative expenses (other) incurred | 2017-12-31 | $615,206 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $408,740 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $312,212 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $720,442 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $159,453,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $158,733,493 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $671,406 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $159,862,675 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $159,045,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $19,257,956 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2017-12-31 | 135381590 |
2016 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $312,212 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $221,841 |
Total income from all sources (including contributions) | 2016-12-31 | $14,829,277 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $18,322,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $17,101,198 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $247,772 |
Value of total assets at end of year | 2016-12-31 | $159,045,705 |
Value of total assets at beginning of year | 2016-12-31 | $162,448,970 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,221,715 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $409,125 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $247,772 |
Administrative expenses (other) incurred | 2016-12-31 | $410,835 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $312,212 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $221,841 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-3,493,636 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $158,733,493 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $162,227,129 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $401,755 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $159,045,705 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $162,448,970 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $17,101,198 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2016-12-31 | 135381590 |
2015 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $221,841 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $329,197 |
Total income from all sources (including contributions) | 2015-12-31 | $-3,603,828 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $7,091,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $6,175,874 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $310,523 |
Value of total assets at end of year | 2015-12-31 | $162,448,970 |
Value of total assets at beginning of year | 2015-12-31 | $173,252,077 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $916,049 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $285,368 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $310,523 |
Administrative expenses (other) incurred | 2015-12-31 | $110,694 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $221,841 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $329,197 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-10,695,751 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $162,227,129 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $172,922,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $519,987 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $162,448,970 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $173,252,077 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $6,175,874 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2015-12-31 | 135381590 |
2014 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $329,197 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $202,362 |
Total income from all sources (including contributions) | 2014-12-31 | $32,377,344 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,824,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,081,181 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $336,737 |
Value of total assets at end of year | 2014-12-31 | $173,252,077 |
Value of total assets at beginning of year | 2014-12-31 | $147,572,071 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $742,992 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $249,996 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $336,737 |
Administrative expenses (other) incurred | 2014-12-31 | $85,760 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $329,197 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $202,362 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $25,553,171 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $172,922,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $147,369,709 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $407,236 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $173,252,077 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $144,392,071 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $3,180,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,081,181 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2014-12-31 | 135381590 |
2013 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $202,362 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $270,529 |
Total income from all sources (including contributions) | 2013-12-31 | $6,650,602 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $6,209,832 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,456,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,342,144 |
Value of total assets at end of year | 2013-12-31 | $147,572,071 |
Value of total assets at beginning of year | 2013-12-31 | $147,199,468 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $753,177 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $264,145 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $368,161 |
Administrative expenses (other) incurred | 2013-12-31 | $90,833 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $202,362 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $270,529 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $440,770 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $147,369,709 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $146,928,939 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $398,199 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $144,392,071 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $128,606,533 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $5,973,983 |
Employer contributions (assets) at end of year | 2013-12-31 | $3,180,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $18,592,935 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,456,655 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2013-12-31 | 135381590 |
2012 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $270,529 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $169,970 |
Total income from all sources (including contributions) | 2012-12-31 | $35,687,209 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $5,924,301 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,125,521 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $24,042,282 |
Value of total assets at end of year | 2012-12-31 | $147,199,468 |
Value of total assets at beginning of year | 2012-12-31 | $117,336,001 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $798,780 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $291,823 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $389,238 |
Administrative expenses (other) incurred | 2012-12-31 | $127,183 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $270,529 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $169,970 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $29,762,908 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $146,928,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $117,166,031 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $379,774 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $128,606,533 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $92,882,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $23,653,044 |
Employer contributions (assets) at end of year | 2012-12-31 | $18,592,935 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $24,453,557 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,125,521 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2012-12-31 | 135381590 |
2011 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $169,970 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $314,332 |
Total income from all sources (including contributions) | 2011-12-31 | $31,281,278 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $5,983,995 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,107,334 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $28,793,035 |
Value of total assets at end of year | 2011-12-31 | $117,336,001 |
Value of total assets at beginning of year | 2011-12-31 | $92,183,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $876,661 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $184,433 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $409,757 |
Administrative expenses (other) incurred | 2011-12-31 | $185,903 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $169,970 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $314,332 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $25,297,283 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $117,166,031 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $91,868,748 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $506,325 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $92,882,444 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $86,006,878 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $28,383,278 |
Employer contributions (assets) at end of year | 2011-12-31 | $24,453,557 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $6,176,202 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,107,334 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | BDO USA, LLP |
Accountancy firm EIN | 2011-12-31 | 135381590 |
2010 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $314,332 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $186,740 |
Total income from all sources (including contributions) | 2010-12-31 | $15,827,589 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $5,400,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,421,946 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,586,825 |
Value of total assets at end of year | 2010-12-31 | $92,183,080 |
Value of total assets at beginning of year | 2010-12-31 | $81,628,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $978,659 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $375,614 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $410,623 |
Administrative expenses (other) incurred | 2010-12-31 | $187,461 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $314,332 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $186,740 |
Total non interest bearing cash at end of year | 2010-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $24,773 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $10,426,984 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $91,868,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $81,441,764 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $415,584 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $86,006,878 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $78,067,840 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $6,176,202 |
Employer contributions (assets) at end of year | 2010-12-31 | $6,176,202 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $3,535,891 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,421,946 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | SALIBELLO & BRODER, LLP |
Accountancy firm EIN | 2010-12-31 | 133051814 |
2009 : AMENDED AND RESTATED HIP-LOCAL 153 PENSION PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |