401k Plan data: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND plan

PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 401k Plan overview

Plan Name	PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND
Plan identification number	001

PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 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).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.

401k Sponsoring company profile

BOARD OF TEES OF STFRS LU 420 PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TEES OF STFRS LU 420 PENSION PLAN

Employer identification number (EIN): 232004419

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-01-01 ROBERT WINTHER 2022-03-18
001 2021-01-01 ROBERT WINTHER 2022-03-17
001 2020-01-01 ROBERT WINTHER 2021-10-12
001 2019-01-01 ROBERT WINTHER 2020-10-15
001 2018-01-01 ROBERT WINTHER 2019-10-15
001 2018-01-01 ROBERT WINTHER 2019-10-15
001 2017-01-01 ROBERT WINTHER 2018-10-12
001 2016-01-01 ROBERT WINTHER 2017-10-11
001 2015-01-01 ROBERT WINTHER 2016-10-17
001 2014-01-01 ROBERT WINTHER 2015-10-15
001 2013-01-01 GERALD J. DIVINY 2014-10-14
001 2012-01-01 GERALD J. DIVINY 2013-10-14
001 2011-01-01 GERALD J. DIVINY 2012-10-12
001 2010-01-01 GERALD J. DIVINY 2011-10-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2021-01-01	ROBERT WINTHER	2022-03-18
001	2021-01-01	ROBERT WINTHER	2022-03-17
001	2020-01-01	ROBERT WINTHER	2021-10-12
001	2019-01-01	ROBERT WINTHER	2020-10-15
001	2018-01-01	ROBERT WINTHER	2019-10-15
001	2018-01-01	ROBERT WINTHER	2019-10-15
001	2017-01-01	ROBERT WINTHER	2018-10-12
001	2016-01-01	ROBERT WINTHER	2017-10-11
001	2015-01-01	ROBERT WINTHER	2016-10-17
001	2014-01-01	ROBERT WINTHER	2015-10-15
001	2013-01-01	GERALD J. DIVINY	2014-10-14
001	2012-01-01	GERALD J. DIVINY	2013-10-14
001	2011-01-01	GERALD J. DIVINY	2012-10-12
001	2010-01-01	GERALD J. DIVINY	2011-10-17

Plan Statistics for PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND

401k plan membership statisitcs for PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND

Measure Date Value
2021: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2021 401k membership
Market value of plan assets 2021-12-31 1,452,779
Acturial value of plan assets 2021-12-31 1,413,018
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,118,150
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 0
Number of active participants 2021-12-31 0
Total funding liabilities for active participants 2021-12-31 0
Total participant count 2021-12-31 2
Total funding target for all participants 2021-12-31 1,118,150
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 115,752
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 115,752
Present value of excess contributions 2021-12-31 87,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 92,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 124,399
Total employer contributions 2021-12-31 46,000
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 45,129
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 1,000
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 1,000
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 1,000
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 45,129
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2020 401k membership
Market value of plan assets 2020-12-31 1,352,235
Acturial value of plan assets 2020-12-31 1,337,394
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,105,505
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 0
Number of active participants 2020-12-31 0
Total funding liabilities for active participants 2020-12-31 0
Total participant count 2020-12-31 2
Total funding target for all participants 2020-12-31 1,105,505
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 102,808
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 prefunding balance 2020-12-31 102,808
Present value of excess contributions 2020-12-31 86,920
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 91,605
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 115,752
Total employer contributions 2020-12-31 92,000
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 88,797
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 1,000
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 1,000
Additional cash requirement 2020-12-31 1,000
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 88,797
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2019 401k membership
Market value of plan assets 2019-12-31 1,201,995
Acturial value of plan assets 2019-12-31 1,251,191
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,116,070
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 0
Number of active participants 2019-12-31 0
Total funding liabilities for active participants 2019-12-31 0
Total participant count 2019-12-31 2
Total funding target for all participants 2019-12-31 1,116,070
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 106,141
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 prefunding balance 2019-12-31 106,141
Present value of excess contributions 2019-12-31 79,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 84,285
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 102,808
Total employer contributions 2019-12-31 92,000
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 88,920
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 2,000
Net shortfall amortization installment of oustanding balance 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 2,000
Additional cash requirement 2019-12-31 2,000
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 88,920
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2018 401k membership
Market value of plan assets 2018-12-31 1,240,331
Acturial value of plan assets 2018-12-31 1,192,874
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,124,904
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 0
Number of active participants 2018-12-31 0
Total funding liabilities for active participants 2018-12-31 0
Total participant count 2018-12-31 2
Total funding target for all participants 2018-12-31 1,124,904
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 93,897
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 93,897
Present value of excess contributions 2018-12-31 76,715
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 81,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 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 2018-12-31 106,141
Total employer contributions 2018-12-31 92,000
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 88,830
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 9,000
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 9,000
Additional cash requirement 2018-12-31 9,000
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 88,830
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2017 401k membership
Market value of plan assets 2017-12-31 1,106,174
Acturial value of plan assets 2017-12-31 1,136,051
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,098,638
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 0
Number of active participants 2017-12-31 0
Total funding liabilities for active participants 2017-12-31 0
Total participant count 2017-12-31 2
Total funding target for all participants 2017-12-31 1,098,638
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 88,607
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 93,897
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 93,897
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 93,897
Total employer contributions 2017-12-31 92,000
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 88,715
Unpaid minimum required contributions for all 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 12,000
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 12,000
Additional cash requirement 2017-12-31 12,000
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 88,715
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2016 401k membership
Market value of plan assets 2016-12-31 1,064,922
Acturial value of plan assets 2016-12-31 1,113,118
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,099,149
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 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,099,149
Balance at beginning of prior year after applicable adjustments 2016-12-31 31,583
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 31,583
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 78,811
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 83,682
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 31,438
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 92,000
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 88,607
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 0
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
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 88,607
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2021: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2021 401k membership
Market value of plan assets	2021-12-31	1,452,779
Acturial value of plan assets	2021-12-31	1,413,018
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,118,150
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	0
Number of active participants	2021-12-31	0
Total funding liabilities for active participants	2021-12-31	0
Total participant count	2021-12-31	2
Total funding target for all participants	2021-12-31	1,118,150
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	115,752
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	115,752
Present value of excess contributions	2021-12-31	87,797
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	92,389
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	124,399
Total employer contributions	2021-12-31	46,000
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	45,129
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	1,000
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	1,000
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	1,000
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	45,129
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2020 401k membership
Market value of plan assets	2020-12-31	1,352,235
Acturial value of plan assets	2020-12-31	1,337,394
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,105,505
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	0
Number of active participants	2020-12-31	0
Total funding liabilities for active participants	2020-12-31	0
Total participant count	2020-12-31	2
Total funding target for all participants	2020-12-31	1,105,505
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	102,808
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 prefunding balance	2020-12-31	102,808
Present value of excess contributions	2020-12-31	86,920
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	91,605
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	115,752
Total employer contributions	2020-12-31	92,000
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	88,797
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	1,000
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	1,000
Additional cash requirement	2020-12-31	1,000
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	88,797
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2019 401k membership
Market value of plan assets	2019-12-31	1,201,995
Acturial value of plan assets	2019-12-31	1,251,191
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,116,070
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	0
Number of active participants	2019-12-31	0
Total funding liabilities for active participants	2019-12-31	0
Total participant count	2019-12-31	2
Total funding target for all participants	2019-12-31	1,116,070
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	106,141
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 prefunding balance	2019-12-31	106,141
Present value of excess contributions	2019-12-31	79,830
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	84,285
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	102,808
Total employer contributions	2019-12-31	92,000
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	88,920
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	2,000
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	2,000
Additional cash requirement	2019-12-31	2,000
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	88,920
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2018 401k membership
Market value of plan assets	2018-12-31	1,240,331
Acturial value of plan assets	2018-12-31	1,192,874
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,124,904
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	0
Number of active participants	2018-12-31	0
Total funding liabilities for active participants	2018-12-31	0
Total participant count	2018-12-31	2
Total funding target for all participants	2018-12-31	1,124,904
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	93,897
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	93,897
Present value of excess contributions	2018-12-31	76,715
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	81,141
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	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	106,141
Total employer contributions	2018-12-31	92,000
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	88,830
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	9,000
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	9,000
Additional cash requirement	2018-12-31	9,000
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	88,830
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2017 401k membership
Market value of plan assets	2017-12-31	1,106,174
Acturial value of plan assets	2017-12-31	1,136,051
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,098,638
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	0
Number of active participants	2017-12-31	0
Total funding liabilities for active participants	2017-12-31	0
Total participant count	2017-12-31	2
Total funding target for all participants	2017-12-31	1,098,638
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	88,607
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	93,897
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	93,897
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	93,897
Total employer contributions	2017-12-31	92,000
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	88,715
Unpaid minimum required contributions for all 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	12,000
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	12,000
Additional cash requirement	2017-12-31	12,000
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	88,715
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PENSION PLAN FOR EMP OF SFTRS LU 420 PENSION FUND 2016 401k membership
Market value of plan assets	2016-12-31	1,064,922
Acturial value of plan assets	2016-12-31	1,113,118
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,099,149
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	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,099,149
Balance at beginning of prior year after applicable adjustments	2016-12-31	31,583
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	31,583
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	78,811
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	83,682
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	31,438
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	92,000
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	88,607
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	0
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
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	88,607
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	BOARD OF TEES OF STFRS LU 420 PENSION PLAN
Employer identification number (EIN):	232004419
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds