401k Plan data: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN plan

COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN
Plan identification number	002

COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION 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).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 has sponsored the creation of one or more 401k plans.

Company Name: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037

Employer identification number (EIN): 222386252

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-10-01 MAURO CAMPOREALE 2023-06-22 MAURO CAMPOREALE 2023-06-22
002 2020-10-01 MAURO CAMPOREALE 2022-10-28 MAURO CAMPOREALE 2022-10-28
002 2019-10-01 MAURO CAMPOREALE 2021-07-16 MAURO CAMPOREALE 2021-07-16
002 2018-10-01 KAREN CUNNINGHAM 2020-07-15 KAREN CUNNINGHAM 2020-07-15
002 2017-10-01 KAREN CUNNINGHAM 2019-07-12 KAREN CUNNINGHAM 2019-07-12
002 2016-10-01 KAREN CUNNINGHAM 2018-07-13 KAREN CUNNINGHAM 2018-07-13
002 2015-10-01 KAREN CUNNINGHAM 2017-07-17 KAREN CUNNINGHAM 2017-07-17
002 2014-10-01 KAREN CUNNINGHAM 2017-07-17 KAREN CUNNINGHAM 2017-07-17
002 2014-10-01 KAREN CUNNINGHAM 2016-07-15 KAREN CUNNINGHAM 2016-07-15
002 2013-10-01 KENNETH MCNAMARA 2015-07-14 KENNETH MCNAMARA 2015-07-14
002 2012-10-01 KENNETH MCNAMARA 2014-07-14 KENNETH MCNAMARA 2014-07-14
002 2011-10-01 KENNETH MCNAMARA 2013-07-12 KENNETH MCNAMARA 2013-07-12
002 2010-10-01 KENNETH MCNAMARA 2012-07-13
002 2009-01-01 KENNETH MCNAMARA
002 2009-01-01 KENNETH MCNAMARA
002 2009-01-01 KENNETH MCNAMARA

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-10-01	MAURO CAMPOREALE	2023-06-22	MAURO CAMPOREALE	2023-06-22
002	2020-10-01	MAURO CAMPOREALE	2022-10-28	MAURO CAMPOREALE	2022-10-28
002	2019-10-01	MAURO CAMPOREALE	2021-07-16	MAURO CAMPOREALE	2021-07-16
002	2018-10-01	KAREN CUNNINGHAM	2020-07-15	KAREN CUNNINGHAM	2020-07-15
002	2017-10-01	KAREN CUNNINGHAM	2019-07-12	KAREN CUNNINGHAM	2019-07-12
002	2016-10-01	KAREN CUNNINGHAM	2018-07-13	KAREN CUNNINGHAM	2018-07-13
002	2015-10-01	KAREN CUNNINGHAM	2017-07-17	KAREN CUNNINGHAM	2017-07-17
002	2014-10-01	KAREN CUNNINGHAM	2017-07-17	KAREN CUNNINGHAM	2017-07-17
002	2014-10-01	KAREN CUNNINGHAM	2016-07-15	KAREN CUNNINGHAM	2016-07-15
002	2013-10-01	KENNETH MCNAMARA	2015-07-14	KENNETH MCNAMARA	2015-07-14
002	2012-10-01	KENNETH MCNAMARA	2014-07-14	KENNETH MCNAMARA	2014-07-14
002	2011-10-01	KENNETH MCNAMARA	2013-07-12	KENNETH MCNAMARA	2013-07-12
002	2010-10-01	KENNETH MCNAMARA	2012-07-13
002	2009-01-01	KENNETH MCNAMARA
002	2009-01-01	KENNETH MCNAMARA
002	2009-01-01	KENNETH MCNAMARA

Plan Statistics for COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-09-30 4,747,000
Acturial value of plan assets 2022-09-30 4,747,000
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 1,243,887
Number of terminated vested participants 2022-09-30 7
Fundng target for terminated vested participants 2022-09-30 139,878
Active participant vested funding target 2022-09-30 1,194,354
Number of active participants 2022-09-30 7
Total funding liabilities for active participants 2022-09-30 1,222,483
Total participant count 2022-09-30 17
Total funding target for all participants 2022-09-30 2,606,248
Balance at beginning of prior year after applicable adjustments 2022-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-09-30 2,177,092
Amount remaining of carryover balance 2022-09-30 0
Amount remaining of prefunding balance 2022-09-30 2,177,092
Present value of excess contributions 2022-09-30 17,740
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 18,767
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-09-30 18,767
Balance of carryovers at beginning of current year 2022-09-30 0
Balance of prefunding at beginning of current year 2022-09-30 2,535,921
Total employer contributions 2022-09-30 91,000
Total employee contributions 2022-09-30 45,272
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 88,391
Remaining amount of unpaid minimum required contributions 2022-09-30 0
Minimum required contributions for current year target normal cost 2022-09-30 135,447
Net shortfall amortization installment of oustanding balance 2022-09-30 395,169
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 172,293
Prefunding balance elected to use to offset funding requirement 2022-09-30 83,902
Additional cash requirement 2022-09-30 88,391
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 88,391
Unpaid minimum required contributions for current year 2022-09-30 0
Unpaid minimum required contributions for all years 2022-09-30 0
2021: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-09-30 4,853,167
Acturial value of plan assets 2021-09-30 4,853,167
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 1,263,528
Number of terminated vested participants 2021-09-30 4
Fundng target for terminated vested participants 2021-09-30 15,890
Active participant vested funding target 2021-09-30 1,707,231
Number of active participants 2021-09-30 11
Total funding liabilities for active participants 2021-09-30 1,670,422
Total participant count 2021-09-30 18
Total funding target for all participants 2021-09-30 2,949,840
Balance at beginning of prior year after applicable adjustments 2021-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-09-30 2,062,070
Amount remaining of carryover balance 2021-09-30 0
Amount remaining of prefunding balance 2021-09-30 2,062,070
Present value of excess contributions 2021-09-30 24,760
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-09-30 26,147
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-09-30 26,147
Balance of carryovers at beginning of current year 2021-09-30 0
Balance of prefunding at beginning of current year 2021-09-30 2,177,092
Total employer contributions 2021-09-30 98,600
Total employee contributions 2021-09-30 46,652
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-09-30 95,980
Liquidity shortfalls end of Q1 2021-09-30 0
Liquidity shortfalls end of Q2 2021-09-30 0
Liquidity shortfalls end of Q3 2021-09-30 0
Liquidity shortfalls end of Q4 2021-09-30 0
Remaining amount of unpaid minimum required contributions 2021-09-30 0
Minimum required contributions for current year target normal cost 2021-09-30 78,240
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 78,240
Additional cash requirement 2021-09-30 78,240
Contributions allocatedtoward minimum required contributions for current year 2021-09-30 95,980
Unpaid minimum required contributions for current year 2021-09-30 0
Unpaid minimum required contributions for all years 2021-09-30 0
2020: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-09-30 4,620,435
Acturial value of plan assets 2020-09-30 4,620,435
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 1,320,164
Number of terminated vested participants 2020-09-30 4
Fundng target for terminated vested participants 2020-09-30 15,445
Active participant vested funding target 2020-09-30 1,456,188
Number of active participants 2020-09-30 11
Total funding liabilities for active participants 2020-09-30 1,484,316
Total participant count 2020-09-30 18
Total funding target for all participants 2020-09-30 2,819,925
Prefunding balance at beginning of prior year after applicable adjustments 2020-09-30 1,979,305
Amount remaining of carryover balance 2020-09-30 0
Amount remaining of prefunding balance 2020-09-30 1,979,305
Present value of excess contributions 2020-09-30 46,660
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 49,315
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-09-30 49,315
Balance of carryovers at beginning of current year 2020-09-30 0
Balance of prefunding at beginning of current year 2020-09-30 2,062,070
Total employer contributions 2020-09-30 96,819
Total employee contributions 2020-09-30 42,101
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 94,320
Liquidity shortfalls end of Q1 2020-09-30 0
Liquidity shortfalls end of Q2 2020-09-30 0
Liquidity shortfalls end of Q3 2020-09-30 0
Liquidity shortfalls end of Q4 2020-09-30 0
Remaining amount of unpaid minimum required contributions 2020-09-30 0
Minimum required contributions for current year target normal cost 2020-09-30 69,560
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 69,560
Additional cash requirement 2020-09-30 69,560
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 94,320
Unpaid minimum required contributions for current year 2020-09-30 0
Unpaid minimum required contributions for all years 2020-09-30 0
2019: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-09-30 4,501,360
Acturial value of plan assets 2019-09-30 4,501,360
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 1,370,198
Number of terminated vested participants 2019-09-30 4
Fundng target for terminated vested participants 2019-09-30 13,888
Active participant vested funding target 2019-09-30 1,289,271
Number of active participants 2019-09-30 9
Total funding liabilities for active participants 2019-09-30 1,413,167
Total participant count 2019-09-30 16
Total funding target for all participants 2019-09-30 2,797,253
Balance at beginning of prior year after applicable adjustments 2019-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-30 1,711,774
Amount remaining of carryover balance 2019-09-30 0
Amount remaining of prefunding balance 2019-09-30 1,711,774
Present value of excess contributions 2019-09-30 159,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 169,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-30 169,446
Balance of carryovers at beginning of current year 2019-09-30 0
Balance of prefunding at beginning of current year 2019-09-30 1,979,305
Total employer contributions 2019-09-30 108,482
Total employee contributions 2019-09-30 44,796
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 105,565
Remaining amount of unpaid minimum required contributions 2019-09-30 0
Minimum required contributions for current year target normal cost 2019-09-30 58,905
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 58,905
Additional cash requirement 2019-09-30 58,905
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 105,565
Unpaid minimum required contributions for current year 2019-09-30 0
Unpaid minimum required contributions for all years 2019-09-30 0
2018: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-09-30 4,148,360
Acturial value of plan assets 2018-09-30 4,148,360
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 1,334,447
Number of terminated vested participants 2018-09-30 4
Fundng target for terminated vested participants 2018-09-30 12,052
Active participant vested funding target 2018-09-30 1,099,076
Number of active participants 2018-09-30 8
Total funding liabilities for active participants 2018-09-30 1,106,296
Total participant count 2018-09-30 15
Total funding target for all participants 2018-09-30 2,452,795
Balance at beginning of prior year after applicable adjustments 2018-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-09-30 1,361,480
Amount remaining of carryover balance 2018-09-30 0
Amount remaining of prefunding balance 2018-09-30 1,361,480
Present value of excess contributions 2018-09-30 218,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-09-30 231,573
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-09-30 231,573
Balance of carryovers at beginning of current year 2018-09-30 0
Balance of prefunding at beginning of current year 2018-09-30 1,711,774
Total employer contributions 2018-09-30 184,608
Total employee contributions 2018-09-30 38,086
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 179,095
Remaining amount of unpaid minimum required contributions 2018-09-30 0
Minimum required contributions for current year target normal cost 2018-09-30 19,165
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 19,165
Additional cash requirement 2018-09-30 19,165
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 179,095
Unpaid minimum required contributions for current year 2018-09-30 0
Unpaid minimum required contributions for all years 2018-09-30 0
2017: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-09-30 3,731,062
Acturial value of plan assets 2017-09-30 3,731,062
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 1,338,175
Number of terminated vested participants 2017-09-30 4
Fundng target for terminated vested participants 2017-09-30 59,770
Active participant vested funding target 2017-09-30 925,000
Number of active participants 2017-09-30 9
Total funding liabilities for active participants 2017-09-30 951,734
Total participant count 2017-09-30 16
Total funding target for all participants 2017-09-30 2,349,679
Balance at beginning of prior year after applicable adjustments 2017-09-30 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-30 1,005,729
Amount remaining of carryover balance 2017-09-30 0
Amount remaining of prefunding balance 2017-09-30 1,005,729
Present value of excess contributions 2017-09-30 250,675
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-30 266,543
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-30 266,543
Reductions in prefunding balances due to elections or deemed elections 2017-09-30 0
Balance of carryovers at beginning of current year 2017-09-30 0
Balance of prefunding at beginning of current year 2017-09-30 1,361,480
Total employer contributions 2017-09-30 249,990
Total employee contributions 2017-09-30 38,389
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 242,140
Remaining amount of unpaid minimum required contributions 2017-09-30 0
Minimum required contributions for current year target normal cost 2017-09-30 43,866
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 23,963
Additional cash requirement 2017-09-30 23,963
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 242,140
Unpaid minimum required contributions for current year 2017-09-30 0
Unpaid minimum required contributions for all years 2017-09-30 0
2009: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 17
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 12
Total of all active and inactive participants 2009-01-01 29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 29
Number of participants with account balances 2009-01-01 25
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: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-09-30	4,747,000
Acturial value of plan assets	2022-09-30	4,747,000
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	1,243,887
Number of terminated vested participants	2022-09-30	7
Fundng target for terminated vested participants	2022-09-30	139,878
Active participant vested funding target	2022-09-30	1,194,354
Number of active participants	2022-09-30	7
Total funding liabilities for active participants	2022-09-30	1,222,483
Total participant count	2022-09-30	17
Total funding target for all participants	2022-09-30	2,606,248
Balance at beginning of prior year after applicable adjustments	2022-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-09-30	2,177,092
Amount remaining of carryover balance	2022-09-30	0
Amount remaining of prefunding balance	2022-09-30	2,177,092
Present value of excess contributions	2022-09-30	17,740
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	18,767
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-09-30	18,767
Balance of carryovers at beginning of current year	2022-09-30	0
Balance of prefunding at beginning of current year	2022-09-30	2,535,921
Total employer contributions	2022-09-30	91,000
Total employee contributions	2022-09-30	45,272
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	88,391
Remaining amount of unpaid minimum required contributions	2022-09-30	0
Minimum required contributions for current year target normal cost	2022-09-30	135,447
Net shortfall amortization installment of oustanding balance	2022-09-30	395,169
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	172,293
Prefunding balance elected to use to offset funding requirement	2022-09-30	83,902
Additional cash requirement	2022-09-30	88,391
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	88,391
Unpaid minimum required contributions for current year	2022-09-30	0
Unpaid minimum required contributions for all years	2022-09-30	0
2021: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-09-30	4,853,167
Acturial value of plan assets	2021-09-30	4,853,167
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	1,263,528
Number of terminated vested participants	2021-09-30	4
Fundng target for terminated vested participants	2021-09-30	15,890
Active participant vested funding target	2021-09-30	1,707,231
Number of active participants	2021-09-30	11
Total funding liabilities for active participants	2021-09-30	1,670,422
Total participant count	2021-09-30	18
Total funding target for all participants	2021-09-30	2,949,840
Balance at beginning of prior year after applicable adjustments	2021-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-09-30	2,062,070
Amount remaining of carryover balance	2021-09-30	0
Amount remaining of prefunding balance	2021-09-30	2,062,070
Present value of excess contributions	2021-09-30	24,760
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-09-30	26,147
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-09-30	26,147
Balance of carryovers at beginning of current year	2021-09-30	0
Balance of prefunding at beginning of current year	2021-09-30	2,177,092
Total employer contributions	2021-09-30	98,600
Total employee contributions	2021-09-30	46,652
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-09-30	95,980
Liquidity shortfalls end of Q1	2021-09-30	0
Liquidity shortfalls end of Q2	2021-09-30	0
Liquidity shortfalls end of Q3	2021-09-30	0
Liquidity shortfalls end of Q4	2021-09-30	0
Remaining amount of unpaid minimum required contributions	2021-09-30	0
Minimum required contributions for current year target normal cost	2021-09-30	78,240
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	78,240
Additional cash requirement	2021-09-30	78,240
Contributions allocatedtoward minimum required contributions for current year	2021-09-30	95,980
Unpaid minimum required contributions for current year	2021-09-30	0
Unpaid minimum required contributions for all years	2021-09-30	0
2020: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-09-30	4,620,435
Acturial value of plan assets	2020-09-30	4,620,435
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	1,320,164
Number of terminated vested participants	2020-09-30	4
Fundng target for terminated vested participants	2020-09-30	15,445
Active participant vested funding target	2020-09-30	1,456,188
Number of active participants	2020-09-30	11
Total funding liabilities for active participants	2020-09-30	1,484,316
Total participant count	2020-09-30	18
Total funding target for all participants	2020-09-30	2,819,925
Prefunding balance at beginning of prior year after applicable adjustments	2020-09-30	1,979,305
Amount remaining of carryover balance	2020-09-30	0
Amount remaining of prefunding balance	2020-09-30	1,979,305
Present value of excess contributions	2020-09-30	46,660
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	49,315
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-09-30	49,315
Balance of carryovers at beginning of current year	2020-09-30	0
Balance of prefunding at beginning of current year	2020-09-30	2,062,070
Total employer contributions	2020-09-30	96,819
Total employee contributions	2020-09-30	42,101
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	94,320
Liquidity shortfalls end of Q1	2020-09-30	0
Liquidity shortfalls end of Q2	2020-09-30	0
Liquidity shortfalls end of Q3	2020-09-30	0
Liquidity shortfalls end of Q4	2020-09-30	0
Remaining amount of unpaid minimum required contributions	2020-09-30	0
Minimum required contributions for current year target normal cost	2020-09-30	69,560
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	69,560
Additional cash requirement	2020-09-30	69,560
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	94,320
Unpaid minimum required contributions for current year	2020-09-30	0
Unpaid minimum required contributions for all years	2020-09-30	0
2019: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-09-30	4,501,360
Acturial value of plan assets	2019-09-30	4,501,360
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	1,370,198
Number of terminated vested participants	2019-09-30	4
Fundng target for terminated vested participants	2019-09-30	13,888
Active participant vested funding target	2019-09-30	1,289,271
Number of active participants	2019-09-30	9
Total funding liabilities for active participants	2019-09-30	1,413,167
Total participant count	2019-09-30	16
Total funding target for all participants	2019-09-30	2,797,253
Balance at beginning of prior year after applicable adjustments	2019-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-30	1,711,774
Amount remaining of carryover balance	2019-09-30	0
Amount remaining of prefunding balance	2019-09-30	1,711,774
Present value of excess contributions	2019-09-30	159,930
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	169,446
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-30	169,446
Balance of carryovers at beginning of current year	2019-09-30	0
Balance of prefunding at beginning of current year	2019-09-30	1,979,305
Total employer contributions	2019-09-30	108,482
Total employee contributions	2019-09-30	44,796
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	105,565
Remaining amount of unpaid minimum required contributions	2019-09-30	0
Minimum required contributions for current year target normal cost	2019-09-30	58,905
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	58,905
Additional cash requirement	2019-09-30	58,905
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	105,565
Unpaid minimum required contributions for current year	2019-09-30	0
Unpaid minimum required contributions for all years	2019-09-30	0
2018: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-09-30	4,148,360
Acturial value of plan assets	2018-09-30	4,148,360
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	1,334,447
Number of terminated vested participants	2018-09-30	4
Fundng target for terminated vested participants	2018-09-30	12,052
Active participant vested funding target	2018-09-30	1,099,076
Number of active participants	2018-09-30	8
Total funding liabilities for active participants	2018-09-30	1,106,296
Total participant count	2018-09-30	15
Total funding target for all participants	2018-09-30	2,452,795
Balance at beginning of prior year after applicable adjustments	2018-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-09-30	1,361,480
Amount remaining of carryover balance	2018-09-30	0
Amount remaining of prefunding balance	2018-09-30	1,361,480
Present value of excess contributions	2018-09-30	218,177
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-09-30	231,573
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-09-30	231,573
Balance of carryovers at beginning of current year	2018-09-30	0
Balance of prefunding at beginning of current year	2018-09-30	1,711,774
Total employer contributions	2018-09-30	184,608
Total employee contributions	2018-09-30	38,086
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	179,095
Remaining amount of unpaid minimum required contributions	2018-09-30	0
Minimum required contributions for current year target normal cost	2018-09-30	19,165
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	19,165
Additional cash requirement	2018-09-30	19,165
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	179,095
Unpaid minimum required contributions for current year	2018-09-30	0
Unpaid minimum required contributions for all years	2018-09-30	0
2017: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-09-30	3,731,062
Acturial value of plan assets	2017-09-30	3,731,062
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	1,338,175
Number of terminated vested participants	2017-09-30	4
Fundng target for terminated vested participants	2017-09-30	59,770
Active participant vested funding target	2017-09-30	925,000
Number of active participants	2017-09-30	9
Total funding liabilities for active participants	2017-09-30	951,734
Total participant count	2017-09-30	16
Total funding target for all participants	2017-09-30	2,349,679
Balance at beginning of prior year after applicable adjustments	2017-09-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-30	1,005,729
Amount remaining of carryover balance	2017-09-30	0
Amount remaining of prefunding balance	2017-09-30	1,005,729
Present value of excess contributions	2017-09-30	250,675
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-30	266,543
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-30	266,543
Reductions in prefunding balances due to elections or deemed elections	2017-09-30	0
Balance of carryovers at beginning of current year	2017-09-30	0
Balance of prefunding at beginning of current year	2017-09-30	1,361,480
Total employer contributions	2017-09-30	249,990
Total employee contributions	2017-09-30	38,389
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	242,140
Remaining amount of unpaid minimum required contributions	2017-09-30	0
Minimum required contributions for current year target normal cost	2017-09-30	43,866
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	23,963
Additional cash requirement	2017-09-30	23,963
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	242,140
Unpaid minimum required contributions for current year	2017-09-30	0
Unpaid minimum required contributions for all years	2017-09-30	0
2009: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	17
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	12
Total of all active and inactive participants	2009-01-01	29
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	29
Number of participants with account balances	2009-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2009 : COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 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 COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN

2009: COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037 DEFINED BENEFIT PENSION PLAN 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	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	COMMUNICATIONS WORKERS OF AMERICA LOCAL 1037
Employer identification number (EIN):	222386252
NAIC Classification:	561110
NAIC Description:	Office Administrative Services