401k Plan data: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN plan

LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 401k Plan overview

Plan Name	LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN
Plan identification number	001

LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN Benefits

401k Plan Type

Defined 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).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOCAL NO. 863 WELFARE PLAN has sponsored the creation of one or more 401k plans.

Company Name: LOCAL NO. 863 WELFARE PLAN

Employer identification number (EIN): 221478216

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 KATHY ZIZZA 2023-04-10
001 2021-01-01 KATHY ZIZZA 2022-04-05
001 2020-01-01 KATHY ZIZZA 2021-05-25
001 2019-01-01 KATHY ZIZZA 2020-07-16
001 2018-01-01 KATHY ZIZZA 2019-05-23
001 2017-01-01 KATHY ZIZZA 2018-06-26
001 2016-01-01 KATHY ZIZZA 2017-10-11
001 2015-01-01 KATHY ZIZZA 2016-05-11
001 2014-01-01 KATHY ZIZZA 2015-05-04
001 2013-01-01 KATHY ZIZZA 2014-06-23
001 2012-01-01 KATHY ZIZZA 2013-08-01
001 2011-01-01 KATHY ZIZZA 2012-06-26
001 2010-01-01 KATHY ZIZZA 2011-10-12
001 2008-01-01 KATHRYN ZIZZA
001 2008-01-01 KATHRYN ZIZZA
001 2007-01-01 KATHRYN ZIZZA
001 2007-01-01 KATHRYN ZIZZA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	KATHY ZIZZA	2023-04-10
001	2021-01-01	KATHY ZIZZA	2022-04-05
001	2020-01-01	KATHY ZIZZA	2021-05-25
001	2019-01-01	KATHY ZIZZA	2020-07-16
001	2018-01-01	KATHY ZIZZA	2019-05-23
001	2017-01-01	KATHY ZIZZA	2018-06-26
001	2016-01-01	KATHY ZIZZA	2017-10-11
001	2015-01-01	KATHY ZIZZA	2016-05-11
001	2014-01-01	KATHY ZIZZA	2015-05-04
001	2013-01-01	KATHY ZIZZA	2014-06-23
001	2012-01-01	KATHY ZIZZA	2013-08-01
001	2011-01-01	KATHY ZIZZA	2012-06-26
001	2010-01-01	KATHY ZIZZA	2011-10-12
001	2008-01-01	KATHRYN ZIZZA
001	2008-01-01	KATHRYN ZIZZA
001	2007-01-01	KATHRYN ZIZZA
001	2007-01-01	KATHRYN ZIZZA

Plan Statistics for LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN

401k plan membership statisitcs for LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN

Measure Date Value
2022: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2022 401k membership
Market value of plan assets 2022-12-31 467,349
Acturial value of plan assets 2022-12-31 467,349
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 0
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 288,620
Number of active participants 2022-12-31 1
Total funding liabilities for active participants 2022-12-31 288,620
Total participant count 2022-12-31 1
Total funding target for all participants 2022-12-31 288,620
Balance at beginning of prior year after applicable adjustments 2022-12-31 26,876
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 28,620
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 26,876
Amount remaining of prefunding balance 2022-12-31 28,620
Present value of excess contributions 2022-12-31 10,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 11,226
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 27,903
Balance of prefunding at beginning of current year 2022-12-31 29,713
Total employer contributions 2022-12-31 10,920
Total employee contributions 2022-12-31 10,920
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 10,672
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 4,892
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 10,672
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2021 401k membership
Market value of plan assets 2021-12-31 439,412
Acturial value of plan assets 2021-12-31 439,412
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 0
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 294,404
Number of active participants 2021-12-31 1
Total funding liabilities for active participants 2021-12-31 294,404
Total participant count 2021-12-31 1
Total funding target for all participants 2021-12-31 294,404
Balance at beginning of prior year after applicable adjustments 2021-12-31 26,078
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 27,770
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 26,078
Amount remaining of prefunding balance 2021-12-31 27,770
Present value of excess contributions 2021-12-31 10,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 11,231
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 26,876
Balance of prefunding at beginning of current year 2021-12-31 28,620
Total employer contributions 2021-12-31 10,920
Total employee contributions 2021-12-31 10,920
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 10,662
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 5,075
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 10,662
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2020 401k membership
Market value of plan assets 2020-12-31 415,591
Acturial value of plan assets 2020-12-31 415,591
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 0
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 299,938
Number of active participants 2020-12-31 1
Total funding liabilities for active participants 2020-12-31 299,938
Total participant count 2020-12-31 1
Total funding target for all participants 2020-12-31 299,938
Balance at beginning of prior year after applicable adjustments 2020-12-31 24,590
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 26,186
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 24,590
Amount remaining of prefunding balance 2020-12-31 26,186
Present value of excess contributions 2020-12-31 10,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 11,215
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 26,078
Balance of prefunding at beginning of current year 2020-12-31 27,770
Total employer contributions 2020-12-31 10,920
Total employee contributions 2020-12-31 10,920
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 10,654
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 5,262
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 10,654
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2019 401k membership
Market value of plan assets 2019-12-31 381,268
Acturial value of plan assets 2019-12-31 381,268
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 0
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 259,506
Number of active participants 2019-12-31 1
Total funding liabilities for active participants 2019-12-31 259,506
Total participant count 2019-12-31 1
Total funding target for all participants 2019-12-31 259,506
Balance at beginning of prior year after applicable adjustments 2019-12-31 24,833
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 26,445
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 24,833
Amount remaining of prefunding balance 2019-12-31 26,445
Present value of excess contributions 2019-12-31 10,863
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 11,444
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 24,590
Balance of prefunding at beginning of current year 2019-12-31 26,186
Total employer contributions 2019-12-31 10,920
Total employee contributions 2019-12-31 10,920
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 10,665
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 4,634
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 0
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 0
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 10,665
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2018 401k membership
Market value of plan assets 2018-12-31 373,852
Acturial value of plan assets 2018-12-31 373,852
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 262,636
Number of active participants 2018-12-31 1
Total funding liabilities for active participants 2018-12-31 262,636
Total participant count 2018-12-31 1
Total funding target for all participants 2018-12-31 262,636
Balance at beginning of prior year after applicable adjustments 2018-12-31 24,507
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 26,098
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 24,507
Amount remaining of prefunding balance 2018-12-31 26,098
Present value of excess contributions 2018-12-31 10,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 11,245
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 24,833
Balance of prefunding at beginning of current year 2018-12-31 26,445
Total employer contributions 2018-12-31 11,130
Total employee contributions 2018-12-31 11,130
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 10,863
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 4,775
Net shortfall amortization installment of oustanding balance 2018-12-31 0
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 0
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 10,863
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2017 401k membership
Market value of plan assets 2017-12-31 358,135
Acturial value of plan assets 2017-12-31 358,135
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 250,001
Number of active participants 2017-12-31 1
Total funding liabilities for active participants 2017-12-31 250,001
Total participant count 2017-12-31 1
Total funding target for all participants 2017-12-31 250,001
Balance at beginning of prior year after applicable adjustments 2017-12-31 24,140
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 25,707
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 24,140
Amount remaining of prefunding balance 2017-12-31 25,707
Present value of excess contributions 2017-12-31 10,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 11,251
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 24,507
Balance of prefunding at beginning of current year 2017-12-31 26,098
Total employer contributions 2017-12-31 10,920
Total employee contributions 2017-12-31 10,920
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 10,654
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 4,630
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
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 10,654
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2016 401k membership
Market value of plan assets 2016-12-31 341,931
Acturial value of plan assets 2016-12-31 341,931
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 249,725
Number of active participants 2016-12-31 1
Total funding liabilities for active participants 2016-12-31 249,725
Total participant count 2016-12-31 1
Total funding target for all participants 2016-12-31 249,725
Balance at beginning of prior year after applicable adjustments 2016-12-31 24,162
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 25,730
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 24,162
Amount remaining of prefunding balance 2016-12-31 25,730
Present value of excess contributions 2016-12-31 10,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 11,257
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 24,140
Balance of prefunding at beginning of current year 2016-12-31 25,707
Total employer contributions 2016-12-31 10,920
Total employee contributions 2016-12-31 10,920
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 10,638
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 4,712
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
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 10,638
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2008: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 1
Number of retired or separated participants receiving benefits 2008-01-01 0
Number of other retired or separated participants entitled to future benefits 2008-01-01 0
Total of all active and inactive participants 2008-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-01-01 0
Total participants 2008-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-01-01 0
2007: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 1
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 1
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 0
Total of all active and inactive participants 2007-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 0

Measure	Date	Value
2022: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2022 401k membership
Market value of plan assets	2022-12-31	467,349
Acturial value of plan assets	2022-12-31	467,349
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	0
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	288,620
Number of active participants	2022-12-31	1
Total funding liabilities for active participants	2022-12-31	288,620
Total participant count	2022-12-31	1
Total funding target for all participants	2022-12-31	288,620
Balance at beginning of prior year after applicable adjustments	2022-12-31	26,876
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	28,620
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	26,876
Amount remaining of prefunding balance	2022-12-31	28,620
Present value of excess contributions	2022-12-31	10,662
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	11,226
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	27,903
Balance of prefunding at beginning of current year	2022-12-31	29,713
Total employer contributions	2022-12-31	10,920
Total employee contributions	2022-12-31	10,920
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	10,672
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	4,892
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	10,672
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2021 401k membership
Market value of plan assets	2021-12-31	439,412
Acturial value of plan assets	2021-12-31	439,412
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	0
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	294,404
Number of active participants	2021-12-31	1
Total funding liabilities for active participants	2021-12-31	294,404
Total participant count	2021-12-31	1
Total funding target for all participants	2021-12-31	294,404
Balance at beginning of prior year after applicable adjustments	2021-12-31	26,078
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	27,770
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	26,078
Amount remaining of prefunding balance	2021-12-31	27,770
Present value of excess contributions	2021-12-31	10,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	11,231
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	26,876
Balance of prefunding at beginning of current year	2021-12-31	28,620
Total employer contributions	2021-12-31	10,920
Total employee contributions	2021-12-31	10,920
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	10,662
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	5,075
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	10,662
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2020 401k membership
Market value of plan assets	2020-12-31	415,591
Acturial value of plan assets	2020-12-31	415,591
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	0
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	299,938
Number of active participants	2020-12-31	1
Total funding liabilities for active participants	2020-12-31	299,938
Total participant count	2020-12-31	1
Total funding target for all participants	2020-12-31	299,938
Balance at beginning of prior year after applicable adjustments	2020-12-31	24,590
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	26,186
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	24,590
Amount remaining of prefunding balance	2020-12-31	26,186
Present value of excess contributions	2020-12-31	10,665
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	11,215
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	26,078
Balance of prefunding at beginning of current year	2020-12-31	27,770
Total employer contributions	2020-12-31	10,920
Total employee contributions	2020-12-31	10,920
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	10,654
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	5,262
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	10,654
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2019 401k membership
Market value of plan assets	2019-12-31	381,268
Acturial value of plan assets	2019-12-31	381,268
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	0
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	259,506
Number of active participants	2019-12-31	1
Total funding liabilities for active participants	2019-12-31	259,506
Total participant count	2019-12-31	1
Total funding target for all participants	2019-12-31	259,506
Balance at beginning of prior year after applicable adjustments	2019-12-31	24,833
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	26,445
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	24,833
Amount remaining of prefunding balance	2019-12-31	26,445
Present value of excess contributions	2019-12-31	10,863
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	11,444
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	24,590
Balance of prefunding at beginning of current year	2019-12-31	26,186
Total employer contributions	2019-12-31	10,920
Total employee contributions	2019-12-31	10,920
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	10,665
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	4,634
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	0
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	0
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	10,665
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2018 401k membership
Market value of plan assets	2018-12-31	373,852
Acturial value of plan assets	2018-12-31	373,852
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	262,636
Number of active participants	2018-12-31	1
Total funding liabilities for active participants	2018-12-31	262,636
Total participant count	2018-12-31	1
Total funding target for all participants	2018-12-31	262,636
Balance at beginning of prior year after applicable adjustments	2018-12-31	24,507
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	26,098
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	24,507
Amount remaining of prefunding balance	2018-12-31	26,098
Present value of excess contributions	2018-12-31	10,654
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	11,245
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	24,833
Balance of prefunding at beginning of current year	2018-12-31	26,445
Total employer contributions	2018-12-31	11,130
Total employee contributions	2018-12-31	11,130
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	10,863
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	4,775
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	0
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	10,863
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2017 401k membership
Market value of plan assets	2017-12-31	358,135
Acturial value of plan assets	2017-12-31	358,135
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	250,001
Number of active participants	2017-12-31	1
Total funding liabilities for active participants	2017-12-31	250,001
Total participant count	2017-12-31	1
Total funding target for all participants	2017-12-31	250,001
Balance at beginning of prior year after applicable adjustments	2017-12-31	24,140
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	25,707
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	24,140
Amount remaining of prefunding balance	2017-12-31	25,707
Present value of excess contributions	2017-12-31	10,638
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	11,251
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	24,507
Balance of prefunding at beginning of current year	2017-12-31	26,098
Total employer contributions	2017-12-31	10,920
Total employee contributions	2017-12-31	10,920
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	10,654
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	4,630
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
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	10,654
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2016 401k membership
Market value of plan assets	2016-12-31	341,931
Acturial value of plan assets	2016-12-31	341,931
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	249,725
Number of active participants	2016-12-31	1
Total funding liabilities for active participants	2016-12-31	249,725
Total participant count	2016-12-31	1
Total funding target for all participants	2016-12-31	249,725
Balance at beginning of prior year after applicable adjustments	2016-12-31	24,162
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	25,730
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	24,162
Amount remaining of prefunding balance	2016-12-31	25,730
Present value of excess contributions	2016-12-31	10,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	11,257
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	24,140
Balance of prefunding at beginning of current year	2016-12-31	25,707
Total employer contributions	2016-12-31	10,920
Total employee contributions	2016-12-31	10,920
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	10,638
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	4,712
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
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	10,638
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2008: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	1
Number of retired or separated participants receiving benefits	2008-01-01	0
Number of other retired or separated participants entitled to future benefits	2008-01-01	0
Total of all active and inactive participants	2008-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-01-01	0
Total participants	2008-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-01-01	0
2007: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	1
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	1
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	0
Total of all active and inactive participants	2007-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	0

Form 5500 Responses for LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN

2008: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes
2007: LOCAL UNION 863 I .B. OF T. WELFARE FUND ANNUITY PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	Yes
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOCAL NO. 863 WELFARE PLAN
Employer identification number (EIN):	221478216
NAIC Classification:	812990
NAIC Description:	All Other Personal Services