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EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 401k Plan overview

Plan NameEMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA
Plan identification number 001

EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

CROATIAN FRATERNAL UNION OF AMERICA has sponsored the creation of one or more 401k plans.

Company Name:CROATIAN FRATERNAL UNION OF AMERICA
Employer identification number (EIN):250426430
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about CROATIAN FRATERNAL UNION OF AMERICA

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0150376

More information about CROATIAN FRATERNAL UNION OF AMERICA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01EDWARD W. PAZO2013-05-30 EDWARD W. PAZO2013-05-30
0012011-01-01EDWARD W. PAZO2012-09-18 EDWARD W. PAZO2012-09-18
0012010-01-01EDWARD W. PAZO2011-09-14 EDWARD W. PAZO2011-09-14

Plan Statistics for EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA

401k plan membership statisitcs for EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA

Measure Date Value
2022: EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 2022 401k membership
Market value of plan assets2022-12-3117,185,678
Acturial value of plan assets2022-12-3117,185,678
Funding target for retired participants and beneficiaries receiving payment2022-12-318,945,552
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-31120,728
Active participant vested funding target2022-12-314,417,538
Number of active participants2022-12-3118
Total funding liabilities for active participants2022-12-314,439,034
Total participant count2022-12-3149
Total funding target for all participants2022-12-3113,505,314
Balance at beginning of prior year after applicable adjustments2022-12-31629,891
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31405,796
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31629,891
Amount remaining of prefunding balance2022-12-31405,796
Present value of excess contributions2022-12-31677,781
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31715,466
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31660,063
Balance of prefunding at beginning of current year2022-12-31425,234
Total employer contributions2022-12-31400,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31379,579
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31393,832
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31379,579
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 2021 401k membership
Market value of plan assets2021-12-3116,683,109
Acturial value of plan assets2021-12-3116,683,109
Funding target for retired participants and beneficiaries receiving payment2021-12-319,254,270
Number of terminated vested participants2021-12-313
Fundng target for terminated vested participants2021-12-31108,644
Active participant vested funding target2021-12-313,708,925
Number of active participants2021-12-3116
Total funding liabilities for active participants2021-12-313,719,033
Total participant count2021-12-3148
Total funding target for all participants2021-12-3113,081,947
Balance at beginning of prior year after applicable adjustments2021-12-31598,585
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31385,628
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31598,585
Amount remaining of prefunding balance2021-12-31385,628
Present value of excess contributions2021-12-31677,719
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31714,045
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31629,891
Balance of prefunding at beginning of current year2021-12-31405,796
Total employer contributions2021-12-31700,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31677,781
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31341,490
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31677,781
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 2020 401k membership
Market value of plan assets2020-12-3116,111,381
Acturial value of plan assets2020-12-3116,111,381
Funding target for retired participants and beneficiaries receiving payment2020-12-318,976,503
Number of terminated vested participants2020-12-313
Fundng target for terminated vested participants2020-12-31105,688
Active participant vested funding target2020-12-314,217,037
Number of active participants2020-12-3116
Total funding liabilities for active participants2020-12-314,288,163
Total participant count2020-12-3146
Total funding target for all participants2020-12-3113,370,354
Balance at beginning of prior year after applicable adjustments2020-12-31568,619
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31366,323
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31568,619
Amount remaining of prefunding balance2020-12-31366,323
Present value of excess contributions2020-12-31677,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31714,474
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31598,585
Balance of prefunding at beginning of current year2020-12-31385,628
Total employer contributions2020-12-31700,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31677,719
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31346,051
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31677,719
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 2019 401k membership
Market value of plan assets2019-12-3115,432,459
Acturial value of plan assets2019-12-3115,432,459
Funding target for retired participants and beneficiaries receiving payment2019-12-317,151,206
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-3195,475
Active participant vested funding target2019-12-315,347,282
Number of active participants2019-12-3118
Total funding liabilities for active participants2019-12-315,435,718
Total participant count2019-12-3148
Total funding target for all participants2019-12-3112,682,399
Balance at beginning of prior year after applicable adjustments2019-12-31538,414
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31346,864
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31538,414
Amount remaining of prefunding balance2019-12-31346,864
Present value of excess contributions2019-12-31676,491
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31714,916
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31568,619
Balance of prefunding at beginning of current year2019-12-31366,323
Total employer contributions2019-12-31700,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31677,162
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31363,977
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31677,162
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 2018 401k membership
Market value of plan assets2018-12-3114,645,745
Acturial value of plan assets2018-12-3114,645,745
Funding target for retired participants and beneficiaries receiving payment2018-12-315,719,198
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-31273,871
Active participant vested funding target2018-12-316,193,454
Number of active participants2018-12-3119
Total funding liabilities for active participants2018-12-316,276,879
Total participant count2018-12-3148
Total funding target for all participants2018-12-3112,269,948
Balance at beginning of prior year after applicable adjustments2018-12-31510,055
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31328,594
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31510,055
Amount remaining of prefunding balance2018-12-31328,594
Present value of excess contributions2018-12-31613,961
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31650,001
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31538,414
Balance of prefunding at beginning of current year2018-12-31346,864
Total employer contributions2018-12-31700,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31676,491
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31471,579
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31676,491
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 2017 401k membership
Market value of plan assets2017-12-3113,894,357
Acturial value of plan assets2017-12-3113,894,357
Funding target for retired participants and beneficiaries receiving payment2017-12-313,878,629
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-31299,094
Active participant vested funding target2017-12-316,918,468
Number of active participants2017-12-3120
Total funding liabilities for active participants2017-12-317,017,688
Total participant count2017-12-3149
Total funding target for all participants2017-12-3111,195,411
Balance at beginning of prior year after applicable adjustments2017-12-31482,732
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31310,992
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31482,732
Amount remaining of prefunding balance2017-12-31310,992
Present value of excess contributions2017-12-31612,918
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31650,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31510,055
Balance of prefunding at beginning of current year2017-12-31328,594
Total employer contributions2017-12-31650,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31613,961
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31450,630
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31613,961
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EMPLOYEES PENSION TRUST FUND OF THE CROATIAN FRATERNAL UNION OF AMERICA 2016 401k membership
Market value of plan assets2016-12-3112,988,686
Acturial value of plan assets2016-12-3112,988,686
Funding target for retired participants and beneficiaries receiving payment2016-12-313,754,096
Number of terminated vested participants2016-12-315
Fundng target for terminated vested participants2016-12-31307,788
Active participant vested funding target2016-12-316,485,182
Number of active participants2016-12-3121
Total funding liabilities for active participants2016-12-316,572,620
Total participant count2016-12-3147
Total funding target for all participants2016-12-3110,634,504
Balance at beginning of prior year after applicable adjustments2016-12-31456,139
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31293,860
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31456,139
Amount remaining of prefunding balance2016-12-31293,860
Present value of excess contributions2016-12-31470,588
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31500,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31482,732
Balance of prefunding at beginning of current year2016-12-31310,992
Total employer contributions2016-12-31650,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31612,918
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31540,283
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31612,918
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

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