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PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

WELFARE FUND OF THE I.U.O.E. LOCAL 15, 15A, 15C, 15D AFL-CIO has sponsored the creation of one or more 401k plans.

Company Name:WELFARE FUND OF THE I.U.O.E. LOCAL 15, 15A, 15C, 15D AFL-CIO
Employer identification number (EIN):136694320
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01THOMAS A. CALLAHAN2021-11-29 MICHAEL SALGO2021-11-29
0012020-01-01THOMAS A. CALLAHAN2021-03-30 MICHAEL SALGO2021-03-30
0012020-01-01THOMAS A. CALLAHAN2021-03-30 MICHAEL SALGO2021-03-30
0012019-01-01THOMAS A. CALLAHAN2020-09-28 WILLIAM TYSON2020-09-28
0012018-01-01
0012017-01-01
0012016-01-01CATHERINE CHASE
0012015-01-01CATHERINE CHASE
0012015-01-01CATHERINE CHASE
0012014-01-01CATHY CHASE
0012013-01-01CATHERINE CHASE
0012012-01-01CATHY CHASE
0012011-01-01PATRICK KEENAN
0012010-01-01PATRICK KEENAN
0012009-01-01PATRICK KEENAN

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO

Measure Date Value
2021: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2021 401k membership
Market value of plan assets2021-04-012,294,971
Acturial value of plan assets2021-04-012,294,971
Funding target for retired participants and beneficiaries receiving payment2021-04-01694,444
Number of terminated vested participants2021-04-019
Fundng target for terminated vested participants2021-04-01996,829
Active participant vested funding target2021-04-01589,485
Number of active participants2021-04-013
Total funding liabilities for active participants2021-04-01589,485
Total participant count2021-04-0119
Total funding target for all participants2021-04-012,280,758
Balance at beginning of prior year after applicable adjustments2021-04-010
Prefunding balance at beginning of prior year after applicable adjustments2021-04-01174,302
Carryover balanced portion elected for use to offset prior years funding requirement2021-04-010
Prefunding balanced used to offset prior years funding requirement2021-04-010
Amount remaining of carryover balance2021-04-010
Amount remaining of prefunding balance2021-04-01174,302
Present value of excess contributions2021-04-0156,945
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-04-0160,037
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-04-010
Reductions in caryover balances due to elections or deemed elections2021-04-010
Reductions in prefunding balances due to elections or deemed elections2021-04-010
Balance of carryovers at beginning of current year2021-04-010
Balance of prefunding at beginning of current year2021-04-01190,146
Total employer contributions2021-04-0134,500
Total employee contributions2021-04-010
Contributions allocated toward unpaid minimum require contributions from prior years2021-04-010
Contributions made to avoid restrictions adjusted to valuation date2021-04-010
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-04-0134,356
Liquidity shortfalls end of Q12021-04-010
Liquidity shortfalls end of Q22021-04-010
Liquidity shortfalls end of Q32021-04-010
Liquidity shortfalls end of Q42021-04-010
Unpaid minimum required contributions for all prior years2021-04-010
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-04-010
Remaining amount of unpaid minimum required contributions2021-04-010
Minimum required contributions for current year target normal cost2021-04-010
Net shortfall amortization installment of oustanding balance2021-04-01175,933
Waiver amortization installment2021-04-010
Total funding amount beforereflecting carryover/prefunding balances2021-04-0118,858
Carryover balance elected to use to offset funding requirement2021-04-010
Prefunding balance elected to use to offset funding requirement2021-04-010
Additional cash requirement2021-04-0118,858
Contributions allocatedtoward minimum required contributions for current year2021-04-0134,356
Unpaid minimum required contributions for current year2021-04-010
Unpaid minimum required contributions for all years2021-04-010
Total participants, beginning-of-year2021-01-0119
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2020 401k membership
Market value of plan assets2020-12-312,100,782
Acturial value of plan assets2020-12-312,100,782
Funding target for retired participants and beneficiaries receiving payment2020-12-31723,518
Number of terminated vested participants2020-12-319
Fundng target for terminated vested participants2020-12-31892,760
Active participant vested funding target2020-12-31571,120
Number of active participants2020-12-313
Total funding liabilities for active participants2020-12-31571,120
Total participant count2020-12-3119
Total funding target for all participants2020-12-312,187,398
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31155,975
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31155,975
Present value of excess contributions2020-12-3142,836
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3145,222
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31174,302
Total employer contributions2020-12-31138,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31134,613
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-31260,918
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3177,668
Additional cash requirement2020-12-3177,668
Contributions allocatedtoward minimum required contributions for current year2020-12-31134,613
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0119
Total number of active participants reported on line 7a of the Form 55002020-01-013
Number of retired or separated participants receiving benefits2020-01-016
Number of other retired or separated participants entitled to future benefits2020-01-019
Total of all active and inactive participants2020-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2019 401k membership
Market value of plan assets2019-12-311,876,963
Acturial value of plan assets2019-12-311,876,963
Funding target for retired participants and beneficiaries receiving payment2019-12-31793,563
Number of terminated vested participants2019-12-319
Fundng target for terminated vested participants2019-12-31806,674
Active participant vested funding target2019-12-31545,635
Number of active participants2019-12-313
Total funding liabilities for active participants2019-12-31545,635
Total participant count2019-12-3119
Total funding target for all participants2019-12-312,145,872
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31303,223
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31303,223
Present value of excess contributions2019-12-3164,800
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3168,513
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-3168,513
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31210,000
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31155,975
Total employer contributions2019-12-31138,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31134,633
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-31424,884
Total funding amount beforereflecting carryover/prefunding balances2019-12-3191,797
Additional cash requirement2019-12-3191,797
Contributions allocatedtoward minimum required contributions for current year2019-12-31134,633
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0119
Total number of active participants reported on line 7a of the Form 55002019-01-013
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2018 401k membership
Market value of plan assets2018-12-311,976,796
Acturial value of plan assets2018-12-311,976,796
Funding target for retired participants and beneficiaries receiving payment2018-12-31733,456
Number of terminated vested participants2018-12-3110
Fundng target for terminated vested participants2018-12-31849,183
Active participant vested funding target2018-12-31502,288
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-31502,288
Total participant count2018-12-3119
Total funding target for all participants2018-12-312,084,927
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31238,014
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31238,014
Present value of excess contributions2018-12-3158,253
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3161,719
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3150,000
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31303,223
Total employer contributions2018-12-31138,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31134,415
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31411,354
Total funding amount beforereflecting carryover/prefunding balances2018-12-3169,615
Additional cash requirement2018-12-3169,615
Contributions allocatedtoward minimum required contributions for current year2018-12-31134,415
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0119
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2017 401k membership
Market value of plan assets2017-12-311,850,212
Acturial value of plan assets2017-12-311,850,212
Funding target for retired participants and beneficiaries receiving payment2017-12-31778,134
Number of terminated vested participants2017-12-3110
Fundng target for terminated vested participants2017-12-31706,496
Active participant vested funding target2017-12-31473,614
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-31473,614
Total participant count2017-12-3119
Total funding target for all participants2017-12-311,958,244
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31198,810
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31198,810
Present value of excess contributions2017-12-3131,932
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3133,896
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3133,896
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31238,014
Total employer contributions2017-12-31138,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31133,788
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-314,390
Net shortfall amortization installment of oustanding balance2017-12-31346,046
Total funding amount beforereflecting carryover/prefunding balances2017-12-3175,535
Additional cash requirement2017-12-3175,535
Contributions allocatedtoward minimum required contributions for current year2017-12-31133,788
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0119
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2016 401k membership
Market value of plan assets2016-12-311,798,119
Acturial value of plan assets2016-12-311,798,119
Funding target for retired participants and beneficiaries receiving payment2016-12-31813,531
Number of terminated vested participants2016-12-3110
Fundng target for terminated vested participants2016-12-31646,503
Active participant vested funding target2016-12-31399,589
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-31399,589
Total participant count2016-12-3119
Total funding target for all participants2016-12-311,859,623
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31102,986
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31102,986
Present value of excess contributions2016-12-3190,866
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3196,627
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-3196,627
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31198,810
Total employer contributions2016-12-31138,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31134,226
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3135,157
Net shortfall amortization installment of oustanding balance2016-12-31260,314
Total funding amount beforereflecting carryover/prefunding balances2016-12-31102,294
Additional cash requirement2016-12-31102,294
Contributions allocatedtoward minimum required contributions for current year2016-12-31134,226
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0119
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2015 401k membership
Total participants, beginning-of-year2015-01-0119
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2014 401k membership
Total participants, beginning-of-year2014-01-0120
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-0119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2013 401k membership
Total participants, beginning-of-year2013-01-0120
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0110
Total of all active and inactive participants2013-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2012 401k membership
Total participants, beginning-of-year2012-01-0120
Total number of active participants reported on line 7a of the Form 55002012-01-014
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0110
Total of all active and inactive participants2012-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0120
2011: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2011 401k membership
Total participants, beginning-of-year2011-01-0120
Total number of active participants reported on line 7a of the Form 55002011-01-014
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0120
2010: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2010 401k membership
Total participants, beginning-of-year2010-01-0120
Total number of active participants reported on line 7a of the Form 55002010-01-015
Number of retired or separated participants receiving benefits2010-01-015
Number of other retired or separated participants entitled to future benefits2010-01-0110
Total of all active and inactive participants2010-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2009 401k membership
Total participants, beginning-of-year2009-01-0120
Total number of active participants reported on line 7a of the Form 55002009-01-015
Number of retired or separated participants receiving benefits2009-01-015
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO

Measure Date Value
2021 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2021 401k financial data
Transfers to/from the plan2021-04-01$-2,315,111
Total plan liabilities at beginning of year2021-04-01$0
Total income from all sources2021-04-01$65,082
Expenses. Total of all expenses incurred2021-04-01$44,942
Benefits paid (including direct rollovers)2021-04-01$44,942
Total plan assets at end of year2021-04-01$0
Total plan assets at beginning of year2021-04-01$2,294,971
Value of fidelity bond covering the plan2021-04-01$1,000,000
Other income received2021-04-01$30,582
Net income (gross income less expenses)2021-04-01$20,140
Net plan assets at end of year (total assets less liabilities)2021-04-01$0
Net plan assets at beginning of year (total assets less liabilities)2021-04-01$2,294,971
Total contributions received or receivable from employer(s)2021-04-01$34,500
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-01$0
2020 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$328,970
Expenses. Total of all expenses incurred2020-12-31$134,783
Benefits paid (including direct rollovers)2020-12-31$134,783
Total plan assets at end of year2020-12-31$2,294,971
Total plan assets at beginning of year2020-12-31$2,100,784
Value of fidelity bond covering the plan2020-12-31$1,000,000
Other income received2020-12-31$190,970
Net income (gross income less expenses)2020-12-31$194,187
Net plan assets at end of year (total assets less liabilities)2020-12-31$2,294,971
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$2,100,784
Total contributions received or receivable from employer(s)2020-12-31$138,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$358,686
Expenses. Total of all expenses incurred2019-12-31$134,867
Benefits paid (including direct rollovers)2019-12-31$134,867
Total plan assets at end of year2019-12-31$2,100,782
Total plan assets at beginning of year2019-12-31$1,876,963
Value of fidelity bond covering the plan2019-12-31$1,000,000
Other income received2019-12-31$220,686
Net income (gross income less expenses)2019-12-31$223,819
Net plan assets at end of year (total assets less liabilities)2019-12-31$2,100,782
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$1,876,963
Total contributions received or receivable from employer(s)2019-12-31$138,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$11,500
Total income from all sources2018-12-31$100,976
Expenses. Total of all expenses incurred2018-12-31$200,809
Benefits paid (including direct rollovers)2018-12-31$200,809
Total plan assets at end of year2018-12-31$1,876,963
Total plan assets at beginning of year2018-12-31$1,988,296
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-37,024
Net income (gross income less expenses)2018-12-31$-99,833
Net plan assets at end of year (total assets less liabilities)2018-12-31$1,876,963
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$1,976,796
Total contributions received or receivable from employer(s)2018-12-31$138,000
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2017 401k financial data
Total plan liabilities at end of year2017-12-31$11,500
Total plan liabilities at beginning of year2017-12-31$11,500
Total income from all sources2017-12-31$256,216
Expenses. Total of all expenses incurred2017-12-31$129,632
Benefits paid (including direct rollovers)2017-12-31$129,632
Total plan assets at end of year2017-12-31$1,988,296
Total plan assets at beginning of year2017-12-31$1,861,712
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$0
Other income received2017-12-31$118,216
Net income (gross income less expenses)2017-12-31$126,584
Net plan assets at end of year (total assets less liabilities)2017-12-31$1,976,796
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$1,850,212
Total contributions received or receivable from employer(s)2017-12-31$138,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2016 401k financial data
Total plan liabilities at end of year2016-12-31$11,500
Total plan liabilities at beginning of year2016-12-31$16,587
Total income from all sources2016-12-31$188,262
Expenses. Total of all expenses incurred2016-12-31$136,169
Benefits paid (including direct rollovers)2016-12-31$129,632
Total plan assets at end of year2016-12-31$1,861,712
Total plan assets at beginning of year2016-12-31$1,814,706
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$1,352
Other income received2016-12-31$50,262
Net income (gross income less expenses)2016-12-31$52,093
Net plan assets at end of year (total assets less liabilities)2016-12-31$1,850,212
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,798,119
Total contributions received or receivable from employer(s)2016-12-31$138,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$5,185
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2015 401k financial data
Total plan liabilities at end of year2015-12-31$16,587
Total plan liabilities at beginning of year2015-12-31$55,020
Total income from all sources2015-12-31$148,513
Expenses. Total of all expenses incurred2015-12-31$190,671
Benefits paid (including direct rollovers)2015-12-31$129,632
Total plan assets at end of year2015-12-31$1,814,706
Total plan assets at beginning of year2015-12-31$1,895,297
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$5,640
Other income received2015-12-31$10,513
Net income (gross income less expenses)2015-12-31$-42,158
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,798,119
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,840,277
Total contributions received or receivable from employer(s)2015-12-31$138,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$55,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2014 401k financial data
Total plan liabilities at end of year2014-12-31$55,020
Total plan liabilities at beginning of year2014-12-31$11,933
Total income from all sources2014-12-31$212,227
Expenses. Total of all expenses incurred2014-12-31$244,085
Benefits paid (including direct rollovers)2014-12-31$193,299
Total plan assets at end of year2014-12-31$1,895,297
Total plan assets at beginning of year2014-12-31$1,884,068
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$4,177
Other income received2014-12-31$74,227
Net income (gross income less expenses)2014-12-31$-31,858
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,840,277
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,872,135
Total contributions received or receivable from employer(s)2014-12-31$138,000
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$46,609
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2013 401k financial data
Total plan liabilities at end of year2013-12-31$11,933
Total income from all sources2013-12-31$204,377
Expenses. Total of all expenses incurred2013-12-31$209,513
Benefits paid (including direct rollovers)2013-12-31$156,114
Total plan assets at end of year2013-12-31$1,884,068
Total plan assets at beginning of year2013-12-31$1,877,271
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$66,379
Net income (gross income less expenses)2013-12-31$-5,136
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,872,135
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,877,271
Total contributions received or receivable from employer(s)2013-12-31$137,998
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$53,399
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$57,008
Total income from all sources2012-12-31$238,890
Expenses. Total of all expenses incurred2012-12-31$186,624
Benefits paid (including direct rollovers)2012-12-31$162,735
Total plan assets at end of year2012-12-31$1,877,271
Total plan assets at beginning of year2012-12-31$1,882,013
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$102,171
Net income (gross income less expenses)2012-12-31$52,266
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,877,271
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,825,005
Total contributions received or receivable from employer(s)2012-12-31$136,719
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$23,889
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2011 401k financial data
Total plan liabilities at end of year2011-12-31$57,008
Total plan liabilities at beginning of year2011-12-31$5,675
Total income from all sources2011-12-31$195,924
Expenses. Total of all expenses incurred2011-12-31$186,334
Benefits paid (including direct rollovers)2011-12-31$167,344
Total plan assets at end of year2011-12-31$1,882,013
Total plan assets at beginning of year2011-12-31$1,821,090
Value of fidelity bond covering the plan2011-12-31$200,000
Other income received2011-12-31$60,016
Net income (gross income less expenses)2011-12-31$9,590
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,825,005
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,815,415
Total contributions received or receivable from employer(s)2011-12-31$135,908
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$18,990
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2010 401k financial data
Total plan liabilities at end of year2010-12-31$5,675
Total plan liabilities at beginning of year2010-12-31$10,815
Total income from all sources2010-12-31$247,265
Expenses. Total of all expenses incurred2010-12-31$198,264
Benefits paid (including direct rollovers)2010-12-31$181,277
Total plan assets at end of year2010-12-31$1,821,090
Total plan assets at beginning of year2010-12-31$1,777,229
Value of fidelity bond covering the plan2010-12-31$200,000
Total contributions received or receivable from participants2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$127,788
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$49,001
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,815,415
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,766,414
Total contributions received or receivable from employer(s)2010-12-31$119,477
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$16,987
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO

2021: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF WELFARE & PENSION FD OF LOCAL UNIONS 15, 15A, 15C, 15D, AFL-CIO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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