401k Plan data: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST plan

LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 401k Plan overview

Plan Name	LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST
Plan identification number	001

LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related

401k Sponsoring company profile

LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST has sponsored the creation of one or more 401k plans.

Company Name: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST

Employer identification number (EIN): 221577364

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LINDA KELLNER 2023-09-26 ROBERT BELLACH 2023-09-26
001 2021-01-01 LINDA KELLNER 2022-09-21
001 2020-01-01 GEORGE MIRANDA 2021-10-05 GEORGE MIRANDA 2021-10-05
001 2019-01-01 GEORGE MIRANDA 2020-09-21 GEORGE MIRANDA 2020-09-21
001 2018-01-01 GEORGE MIRANDA 2019-09-30 GEORGE MIRANDA 2019-09-30
001 2017-01-01 GEORGE MIRANDA 2018-09-14 GEORGE MIRANDA 2018-09-14
001 2016-01-01 GEORGE MIRANDA 2017-09-15 GEORGE MIRANDA 2017-09-15
001 2015-01-01 GEORGE MIRANDA 2016-09-26 GEORGE MIRANDA 2016-09-26
001 2014-01-01 GEORGE MIRANDA 2015-10-06 GEORGE MIRANDA 2015-10-06
001 2013-01-01 GEORGE MIRANDA 2014-10-08 GEORGE MIRANDA 2014-10-08
001 2012-01-01 GEORGE MIRANDA 2013-10-08 GEORGE MIRANDA 2013-10-08
001 2011-01-01 GEORGE MIRANDA 2012-10-10 GEORGE MIRANDA 2012-10-10
001 2010-01-01 GEORGE MIRANDA 2011-10-04 GEORGE MIRANDA 2011-10-04
001 2009-01-01 GEORGE MIRANDA GEORGE MIRANDA 2010-10-07

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	LINDA KELLNER	2023-09-26	ROBERT BELLACH	2023-09-26
001	2021-01-01	LINDA KELLNER	2022-09-21
001	2020-01-01	GEORGE MIRANDA	2021-10-05	GEORGE MIRANDA	2021-10-05
001	2019-01-01	GEORGE MIRANDA	2020-09-21	GEORGE MIRANDA	2020-09-21
001	2018-01-01	GEORGE MIRANDA	2019-09-30	GEORGE MIRANDA	2019-09-30
001	2017-01-01	GEORGE MIRANDA	2018-09-14	GEORGE MIRANDA	2018-09-14
001	2016-01-01	GEORGE MIRANDA	2017-09-15	GEORGE MIRANDA	2017-09-15
001	2015-01-01	GEORGE MIRANDA	2016-09-26	GEORGE MIRANDA	2016-09-26
001	2014-01-01	GEORGE MIRANDA	2015-10-06	GEORGE MIRANDA	2015-10-06
001	2013-01-01	GEORGE MIRANDA	2014-10-08	GEORGE MIRANDA	2014-10-08
001	2012-01-01	GEORGE MIRANDA	2013-10-08	GEORGE MIRANDA	2013-10-08
001	2011-01-01	GEORGE MIRANDA	2012-10-10	GEORGE MIRANDA	2012-10-10
001	2010-01-01	GEORGE MIRANDA	2011-10-04	GEORGE MIRANDA	2011-10-04
001	2009-01-01	GEORGE MIRANDA		GEORGE MIRANDA	2010-10-07

Plan Statistics for LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST

401k plan membership statisitcs for LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST

Measure Date Value
2022: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-12-31 9,359,902
Acturial value of plan assets 2022-12-31 9,359,902
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,296,068
Number of terminated vested participants 2022-12-31 9
Fundng target for terminated vested participants 2022-12-31 906,227
Active participant vested funding target 2022-12-31 4,969,150
Number of active participants 2022-12-31 19
Total funding liabilities for active participants 2022-12-31 5,160,937
Total participant count 2022-12-31 39
Total funding target for all participants 2022-12-31 9,363,232
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 545,575
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 545,575
Present value of excess contributions 2022-12-31 9,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 9,687
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 9,687
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 629,078
Total employer contributions 2022-12-31 422,000
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 391,384
Liquidity shortfalls end of Q1 2022-12-31 0
Liquidity shortfalls end of Q2 2022-12-31 0
Liquidity shortfalls end of Q3 2022-12-31 0
Liquidity shortfalls end of Q4 2022-12-31 0
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 2022-12-31 432,080
Net shortfall amortization installment of oustanding balance 2022-12-31 632,408
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 490,522
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 99,138
Additional cash requirement 2022-12-31 391,384
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 391,384
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-12-31 8,072,304
Acturial value of plan assets 2021-12-31 8,072,304
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,585,062
Number of terminated vested participants 2021-12-31 8
Fundng target for terminated vested participants 2021-12-31 251,793
Active participant vested funding target 2021-12-31 5,765,021
Number of active participants 2021-12-31 18
Total funding liabilities for active participants 2021-12-31 5,854,265
Total participant count 2021-12-31 36
Total funding target for all participants 2021-12-31 7,691,120
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 326,923
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 326,923
Present value of excess contributions 2021-12-31 165,683
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 174,779
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 174,779
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 545,575
Total employer contributions 2021-12-31 370,000
Total employee contributions 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 345,923
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 336,755
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 336,755
Additional cash requirement 2021-12-31 336,755
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 345,923
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-12-31 6,974,555
Acturial value of plan assets 2020-12-31 6,974,555
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,655,956
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 260,480
Active participant vested funding target 2020-12-31 4,525,774
Number of active participants 2020-12-31 18
Total funding liabilities for active participants 2020-12-31 4,581,716
Total participant count 2020-12-31 36
Total funding target for all participants 2020-12-31 6,498,152
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 208,039
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 208,039
Present value of excess contributions 2020-12-31 66,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 70,577
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 70,577
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 326,923
Total employer contributions 2020-12-31 330,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 307,637
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 2020-12-31 291,434
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 141,954
Additional cash requirement 2020-12-31 141,954
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 307,637
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-12-31 5,432,569
Acturial value of plan assets 2019-12-31 5,432,569
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,238,623
Number of terminated vested participants 2019-12-31 8
Fundng target for terminated vested participants 2019-12-31 237,116
Active participant vested funding target 2019-12-31 4,332,123
Number of active participants 2019-12-31 19
Total funding liabilities for active participants 2019-12-31 4,359,534
Total participant count 2019-12-31 36
Total funding target for all participants 2019-12-31 5,835,273
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 16,155
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 16,155
Present value of excess contributions 2019-12-31 182,277
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 192,886
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 192,886
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 208,039
Total employer contributions 2019-12-31 450,000
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 418,971
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 252,930
Net shortfall amortization installment of oustanding balance 2019-12-31 610,743
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 352,168
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 2019-12-31 352,168
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 418,971
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-12-31 5,455,170
Acturial value of plan assets 2018-12-31 5,455,170
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,027,508
Number of terminated vested participants 2018-12-31 8
Fundng target for terminated vested participants 2018-12-31 214,828
Active participant vested funding target 2018-12-31 4,188,941
Number of active participants 2018-12-31 19
Total funding liabilities for active participants 2018-12-31 4,194,885
Total participant count 2018-12-31 36
Total funding target for all participants 2018-12-31 5,437,221
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 5,400
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 5,400
Present value of excess contributions 2018-12-31 9,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 9,936
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 9,936
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 16,155
Total employer contributions 2018-12-31 420,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 391,561
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 2018-12-31 211,078
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 2018-12-31 209,284
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 2018-12-31 209,284
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 391,561
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-12-31 4,427,180
Acturial value of plan assets 2017-12-31 4,427,180
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 996,892
Number of terminated vested participants 2017-12-31 8
Fundng target for terminated vested participants 2017-12-31 187,592
Active participant vested funding target 2017-12-31 3,554,112
Number of active participants 2017-12-31 18
Total funding liabilities for active participants 2017-12-31 3,557,366
Total participant count 2017-12-31 35
Total funding target for all participants 2017-12-31 4,741,850
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 5,082
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 5,400
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 5,400
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 0
Balance of prefunding at beginning of current year 2017-12-31 5,400
Total employer contributions 2017-12-31 480,000
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 440,043
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 371,362
Net shortfall amortization installment of oustanding balance 2017-12-31 320,070
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 430,670
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 2017-12-31 430,670
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 440,043
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets 2016-12-31 3,858,776
Acturial value of plan assets 2016-12-31 3,858,776
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,001,900
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 83,876
Active participant vested funding target 2016-12-31 3,119,227
Number of active participants 2016-12-31 20
Total funding liabilities for active participants 2016-12-31 3,120,299
Total participant count 2016-12-31 33
Total funding target for all participants 2016-12-31 4,206,075
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
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 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 468,000
Total employee contributions 2016-12-31 0
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 2016-12-31 435,117
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 2016-12-31 372,653
Net shortfall amortization installment of oustanding balance 2016-12-31 347,299
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 430,035
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 2016-12-31 430,035
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 435,117
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-12-31	9,359,902
Acturial value of plan assets	2022-12-31	9,359,902
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,296,068
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	906,227
Active participant vested funding target	2022-12-31	4,969,150
Number of active participants	2022-12-31	19
Total funding liabilities for active participants	2022-12-31	5,160,937
Total participant count	2022-12-31	39
Total funding target for all participants	2022-12-31	9,363,232
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	545,575
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	545,575
Present value of excess contributions	2022-12-31	9,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	9,687
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	9,687
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	629,078
Total employer contributions	2022-12-31	422,000
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	391,384
Liquidity shortfalls end of Q1	2022-12-31	0
Liquidity shortfalls end of Q2	2022-12-31	0
Liquidity shortfalls end of Q3	2022-12-31	0
Liquidity shortfalls end of Q4	2022-12-31	0
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	432,080
Net shortfall amortization installment of oustanding balance	2022-12-31	632,408
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	490,522
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	99,138
Additional cash requirement	2022-12-31	391,384
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	391,384
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-12-31	8,072,304
Acturial value of plan assets	2021-12-31	8,072,304
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,585,062
Number of terminated vested participants	2021-12-31	8
Fundng target for terminated vested participants	2021-12-31	251,793
Active participant vested funding target	2021-12-31	5,765,021
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	5,854,265
Total participant count	2021-12-31	36
Total funding target for all participants	2021-12-31	7,691,120
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	326,923
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	326,923
Present value of excess contributions	2021-12-31	165,683
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	174,779
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	174,779
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	545,575
Total employer contributions	2021-12-31	370,000
Total employee contributions	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	345,923
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	336,755
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	336,755
Additional cash requirement	2021-12-31	336,755
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	345,923
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-12-31	6,974,555
Acturial value of plan assets	2020-12-31	6,974,555
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,655,956
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	260,480
Active participant vested funding target	2020-12-31	4,525,774
Number of active participants	2020-12-31	18
Total funding liabilities for active participants	2020-12-31	4,581,716
Total participant count	2020-12-31	36
Total funding target for all participants	2020-12-31	6,498,152
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	208,039
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	208,039
Present value of excess contributions	2020-12-31	66,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	70,577
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	70,577
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	326,923
Total employer contributions	2020-12-31	330,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	307,637
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	291,434
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	141,954
Additional cash requirement	2020-12-31	141,954
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	307,637
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-12-31	5,432,569
Acturial value of plan assets	2019-12-31	5,432,569
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,238,623
Number of terminated vested participants	2019-12-31	8
Fundng target for terminated vested participants	2019-12-31	237,116
Active participant vested funding target	2019-12-31	4,332,123
Number of active participants	2019-12-31	19
Total funding liabilities for active participants	2019-12-31	4,359,534
Total participant count	2019-12-31	36
Total funding target for all participants	2019-12-31	5,835,273
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	16,155
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	16,155
Present value of excess contributions	2019-12-31	182,277
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	192,886
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	192,886
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	208,039
Total employer contributions	2019-12-31	450,000
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	418,971
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	252,930
Net shortfall amortization installment of oustanding balance	2019-12-31	610,743
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	352,168
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	352,168
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	418,971
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-12-31	5,455,170
Acturial value of plan assets	2018-12-31	5,455,170
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,027,508
Number of terminated vested participants	2018-12-31	8
Fundng target for terminated vested participants	2018-12-31	214,828
Active participant vested funding target	2018-12-31	4,188,941
Number of active participants	2018-12-31	19
Total funding liabilities for active participants	2018-12-31	4,194,885
Total participant count	2018-12-31	36
Total funding target for all participants	2018-12-31	5,437,221
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	5,400
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	5,400
Present value of excess contributions	2018-12-31	9,373
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	9,936
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	9,936
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	16,155
Total employer contributions	2018-12-31	420,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	391,561
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	211,078
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	209,284
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	209,284
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	391,561
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-12-31	4,427,180
Acturial value of plan assets	2017-12-31	4,427,180
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	996,892
Number of terminated vested participants	2017-12-31	8
Fundng target for terminated vested participants	2017-12-31	187,592
Active participant vested funding target	2017-12-31	3,554,112
Number of active participants	2017-12-31	18
Total funding liabilities for active participants	2017-12-31	3,557,366
Total participant count	2017-12-31	35
Total funding target for all participants	2017-12-31	4,741,850
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	5,082
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	5,400
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	5,400
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	0
Balance of prefunding at beginning of current year	2017-12-31	5,400
Total employer contributions	2017-12-31	480,000
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	440,043
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	371,362
Net shortfall amortization installment of oustanding balance	2017-12-31	320,070
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	430,670
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	430,670
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	440,043
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets	2016-12-31	3,858,776
Acturial value of plan assets	2016-12-31	3,858,776
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,001,900
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	83,876
Active participant vested funding target	2016-12-31	3,119,227
Number of active participants	2016-12-31	20
Total funding liabilities for active participants	2016-12-31	3,120,299
Total participant count	2016-12-31	33
Total funding target for all participants	2016-12-31	4,206,075
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
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	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	468,000
Total employee contributions	2016-12-31	0
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	435,117
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	372,653
Net shortfall amortization installment of oustanding balance	2016-12-31	347,299
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	430,035
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	430,035
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	435,117
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST

Measure	Date	Value
2009 : LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST

2009: LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	LOCAL 210, IBT, OFFICERS AND STAFF PENSION PLAN AND TRUST
Employer identification number (EIN):	221577364
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations