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UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 401k Plan overview

Plan NameUNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN
Plan identification number 001

UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 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).

401k Sponsoring company profile

USW INTERNATIONAL UNION has sponsored the creation of one or more 401k plans.

Company Name:USW INTERNATIONAL UNION
Employer identification number (EIN):250818080
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN

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
0012017-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2018-10-12
0012017-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2018-10-12
0012016-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2017-10-16
0012015-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2016-08-30
0012014-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2015-10-05
0012013-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2014-10-10
0012012-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2013-10-09
0012011-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2012-10-11
0012010-01-01STANLEY W. JOHNSON STANLEY W. JOHNSON2011-10-14
0012009-01-01STANLEY JOHNSON STANLEY JOHNSON2010-10-14

Plan Statistics for UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN

401k plan membership statisitcs for UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN

Measure Date Value
2022: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31886,052,031
Acturial value of plan assets2022-12-31886,052,031
Funding target for retired participants and beneficiaries receiving payment2022-12-31487,753,963
Number of terminated vested participants2022-12-3155
Fundng target for terminated vested participants2022-12-317,391,964
Active participant vested funding target2022-12-31212,014,184
Number of active participants2022-12-31693
Total funding liabilities for active participants2022-12-31227,479,616
Total participant count2022-12-312,279
Total funding target for all participants2022-12-31722,625,543
Balance at beginning of prior year after applicable adjustments2022-12-3138,719,748
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31344,416
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 balance2022-12-3138,719,748
Amount remaining of prefunding balance2022-12-31344,416
Present value of excess contributions2022-12-3121,761,218
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3122,311,777
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 year2022-12-3138,932,707
Balance of prefunding at beginning of current year2022-12-31346,310
Total employer contributions2022-12-3118,750,000
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 date2022-12-3118,558,695
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 cost2022-12-3120,581,985
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3118,558,695
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,256
Total number of active participants reported on line 7a of the Form 55002022-01-01698
Number of retired or separated participants receiving benefits2022-01-011,050
Number of other retired or separated participants entitled to future benefits2022-01-0163
Total of all active and inactive participants2022-01-011,811
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01408
Total participants2022-01-012,219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-016
2021: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31899,005,193
Acturial value of plan assets2021-12-31899,005,193
Funding target for retired participants and beneficiaries receiving payment2021-12-31509,590,985
Number of terminated vested participants2021-12-3152
Fundng target for terminated vested participants2021-12-317,639,949
Active participant vested funding target2021-12-31222,416,806
Number of active participants2021-12-31696
Total funding liabilities for active participants2021-12-31236,796,303
Total participant count2021-12-312,306
Total funding target for all participants2021-12-31754,027,237
Balance at beginning of prior year after applicable adjustments2021-12-3134,177,551
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31304,013
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 balance2021-12-3134,177,551
Amount remaining of prefunding balance2021-12-31304,013
Present value of excess contributions2021-12-3117,788,028
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3118,360,803
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 year2021-12-3138,719,748
Balance of prefunding at beginning of current year2021-12-31344,416
Total employer contributions2021-12-3122,000,000
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 date2021-12-3121,761,218
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 cost2021-12-3121,552,440
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3121,761,218
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,268
Total number of active participants reported on line 7a of the Form 55002021-01-01689
Number of retired or separated participants receiving benefits2021-01-011,075
Number of other retired or separated participants entitled to future benefits2021-01-0159
Total of all active and inactive participants2021-01-011,823
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01433
Total participants2021-01-012,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31814,132,283
Acturial value of plan assets2020-12-31814,132,283
Funding target for retired participants and beneficiaries receiving payment2020-12-31465,137,663
Number of terminated vested participants2020-12-3154
Fundng target for terminated vested participants2020-12-317,296,742
Active participant vested funding target2020-12-31200,170,736
Number of active participants2020-12-31675
Total funding liabilities for active participants2020-12-31212,091,075
Total participant count2020-12-312,321
Total funding target for all participants2020-12-31684,525,480
Balance at beginning of prior year after applicable adjustments2020-12-3129,249,081
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31260,174
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 balance2020-12-3129,249,081
Amount remaining of prefunding balance2020-12-31260,174
Present value of excess contributions2020-12-3114,747,345
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3115,396,228
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 year2020-12-3134,177,551
Balance of prefunding at beginning of current year2020-12-31304,013
Total employer contributions2020-12-3118,000,000
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 date2020-12-3117,788,028
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 cost2020-12-3117,540,378
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3117,788,028
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,298
Total number of active participants reported on line 7a of the Form 55002020-01-01674
Number of retired or separated participants receiving benefits2020-01-011,089
Number of other retired or separated participants entitled to future benefits2020-01-0157
Total of all active and inactive participants2020-01-011,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01448
Total participants2020-01-012,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31719,542,800
Acturial value of plan assets2019-12-31719,542,800
Funding target for retired participants and beneficiaries receiving payment2019-12-31406,009,406
Number of terminated vested participants2019-12-3156
Fundng target for terminated vested participants2019-12-316,315,433
Active participant vested funding target2019-12-31175,398,035
Number of active participants2019-12-31689
Total funding liabilities for active participants2019-12-31185,613,597
Total participant count2019-12-312,347
Total funding target for all participants2019-12-31597,938,436
Balance at beginning of prior year after applicable adjustments2019-12-3128,024,414
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31249,280
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 balance2019-12-3128,024,414
Amount remaining of prefunding balance2019-12-31249,280
Present value of excess contributions2019-12-3119,443,708
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3120,542,278
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 year2019-12-3129,249,081
Balance of prefunding at beginning of current year2019-12-31260,174
Total employer contributions2019-12-3115,000,000
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 date2019-12-3114,747,345
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 cost2019-12-3113,543,772
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3114,747,345
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,328
Total number of active participants reported on line 7a of the Form 55002019-01-01674
Number of retired or separated participants receiving benefits2019-01-011,093
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-011,825
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01473
Total participants2019-01-012,298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-012
2018: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31707,345,628
Acturial value of plan assets2018-12-31667,136,389
Funding target for retired participants and beneficiaries receiving payment2018-12-31367,807,734
Number of terminated vested participants2018-12-3158
Fundng target for terminated vested participants2018-12-315,939,919
Active participant vested funding target2018-12-31153,326,863
Number of active participants2018-12-31701
Total funding liabilities for active participants2018-12-31160,743,423
Total participant count2018-12-312,364
Total funding target for all participants2018-12-31534,491,076
Balance at beginning of prior year after applicable adjustments2018-12-3124,117,396
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31214,527
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 balance2018-12-3124,117,396
Amount remaining of prefunding balance2018-12-31214,527
Present value of excess contributions2018-12-3131,106,248
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3132,916,632
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 year2018-12-3128,024,414
Balance of prefunding at beginning of current year2018-12-31249,280
Total employer contributions2018-12-3120,004,000
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 date2018-12-3119,443,708
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 cost2018-12-3111,074,388
Net shortfall amortization installment of oustanding balance2018-12-310
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 year2018-12-3119,443,708
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,350
Total number of active participants reported on line 7a of the Form 55002018-01-01686
Number of retired or separated participants receiving benefits2018-01-011,090
Number of other retired or separated participants entitled to future benefits2018-01-0166
Total of all active and inactive participants2018-01-011,842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01486
Total participants2018-01-012,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31614,328,069
Acturial value of plan assets2017-12-31625,574,205
Funding target for retired participants and beneficiaries receiving payment2017-12-31345,382,521
Number of terminated vested participants2017-12-3159
Fundng target for terminated vested participants2017-12-315,430,611
Active participant vested funding target2017-12-31149,199,008
Number of active participants2017-12-31715
Total funding liabilities for active participants2017-12-31156,269,082
Total participant count2017-12-312,393
Total funding target for all participants2017-12-31507,082,214
Balance at beginning of prior year after applicable adjustments2017-12-3122,537,516
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31200,474
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 balance2017-12-3122,537,516
Amount remaining of prefunding balance2017-12-31200,474
Present value of excess contributions2017-12-3131,101,044
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3132,970,217
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 year2017-12-3124,117,396
Balance of prefunding at beginning of current year2017-12-31214,527
Total employer contributions2017-12-3132,004,000
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 date2017-12-3131,106,248
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 cost2017-12-3111,888,171
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Waived amount of outstanding balance2017-12-310
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
Contributions allocatedtoward minimum required contributions for current year2017-12-3131,106,248
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,386
Total number of active participants reported on line 7a of the Form 55002017-01-01701
Number of retired or separated participants receiving benefits2017-01-011,093
Number of other retired or separated participants entitled to future benefits2017-01-0168
Total of all active and inactive participants2017-01-011,862
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01488
Total participants2017-01-012,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31579,334,880
Acturial value of plan assets2016-12-31603,875,760
Funding target for retired participants and beneficiaries receiving payment2016-12-31338,024,694
Number of terminated vested participants2016-12-3159
Fundng target for terminated vested participants2016-12-315,112,000
Active participant vested funding target2016-12-31143,953,537
Number of active participants2016-12-31726
Total funding liabilities for active participants2016-12-31150,633,107
Total participant count2016-12-312,419
Total funding target for all participants2016-12-31493,769,801
Balance at beginning of prior year after applicable adjustments2016-12-3122,479,070
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31199,954
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 balance2016-12-3122,479,070
Amount remaining of prefunding balance2016-12-31199,954
Present value of excess contributions2016-12-3131,046,247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3132,971,114
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 year2016-12-3122,537,516
Balance of prefunding at beginning of current year2016-12-31200,474
Total employer contributions2016-12-3132,004,000
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 date2016-12-3131,101,044
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 cost2016-12-3111,731,892
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
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 year2016-12-3131,101,044
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,435
Total number of active participants reported on line 7a of the Form 55002016-01-01718
Number of retired or separated participants receiving benefits2016-01-011,099
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-011,886
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01500
Total participants2016-01-012,386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,396
Total number of active participants reported on line 7a of the Form 55002015-01-01728
Number of retired or separated participants receiving benefits2015-01-011,137
Number of other retired or separated participants entitled to future benefits2015-01-0168
Total of all active and inactive participants2015-01-011,933
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01502
Total participants2015-01-012,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,370
Total number of active participants reported on line 7a of the Form 55002014-01-01648
Number of retired or separated participants receiving benefits2014-01-011,160
Number of other retired or separated participants entitled to future benefits2014-01-0171
Total of all active and inactive participants2014-01-011,879
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01517
Total participants2014-01-012,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,396
Total number of active participants reported on line 7a of the Form 55002013-01-01652
Number of retired or separated participants receiving benefits2013-01-011,142
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-011,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01503
Total participants2013-01-012,370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,425
Total number of active participants reported on line 7a of the Form 55002012-01-01653
Number of retired or separated participants receiving benefits2012-01-011,160
Number of other retired or separated participants entitled to future benefits2012-01-0175
Total of all active and inactive participants2012-01-011,888
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01508
Total participants2012-01-012,396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,439
Total number of active participants reported on line 7a of the Form 55002011-01-01642
Number of retired or separated participants receiving benefits2011-01-011,176
Number of other retired or separated participants entitled to future benefits2011-01-0177
Total of all active and inactive participants2011-01-011,895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01530
Total participants2011-01-012,425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-012,520
Total number of active participants reported on line 7a of the Form 55002010-01-01628
Number of retired or separated participants receiving benefits2010-01-011,208
Number of other retired or separated participants entitled to future benefits2010-01-0177
Total of all active and inactive participants2010-01-011,913
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01526
Total participants2010-01-012,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,565
Total number of active participants reported on line 7a of the Form 55002009-01-01669
Number of retired or separated participants receiving benefits2009-01-011,247
Number of other retired or separated participants entitled to future benefits2009-01-0175
Total of all active and inactive participants2009-01-011,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01529
Total participants2009-01-012,520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN

Measure Date Value
2022 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-206,111,430
Total unrealized appreciation/depreciation of assets2022-12-31$-206,111,430
Total income from all sources (including contributions)2022-12-31$-157,066,854
Total loss/gain on sale of assets2022-12-31$462,438
Total of all expenses incurred2022-12-31$41,606,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$39,965,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,750,000
Value of total assets at end of year2022-12-31$687,379,081
Value of total assets at beginning of year2022-12-31$886,052,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,640,213
Total interest from all sources2022-12-31$24,590,906
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$886,218
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$137,853
Administrative expenses professional fees incurred2022-12-31$141,021
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$20,581,258
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$6,000,914
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,673,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-198,672,950
Value of net assets at end of year (total assets less liabilities)2022-12-31$687,379,081
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$886,052,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$10,487,022
Assets. partnership/joint venture interests at beginning of year2022-12-31$11,864,180
Investment advisory and management fees2022-12-31$1,499,192
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$12,123,846
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,773,480
Interest earned on other investments2022-12-31$113,458
Income. Interest from US Government securities2022-12-31$614,605
Income. Interest from corporate debt instruments2022-12-31$23,481,770
Value of interest in common/collective trusts at end of year2022-12-31$21,543,781
Value of interest in common/collective trusts at beginning of year2022-12-31$26,205,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$24,479,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$381,073
Asset value of US Government securities at end of year2022-12-31$20,268,902
Asset value of US Government securities at beginning of year2022-12-31$37,612,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-339,360
Net investment gain or loss from common/collective trusts2022-12-31$4,694,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,750,000
Income. Dividends from common stock2022-12-31$748,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$39,965,883
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$532,481,663
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$686,863,150
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$59,993,369
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$81,478,208
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$184,911,957
Aggregate carrying amount (costs) on sale of assets2022-12-31$184,449,519
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2022-12-31251408703
2021 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-48,110,507
Total unrealized appreciation/depreciation of assets2021-12-31$-48,110,507
Total income from all sources (including contributions)2021-12-31$28,595,001
Total loss/gain on sale of assets2021-12-31$16,815,613
Total of all expenses incurred2021-12-31$41,548,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,806,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$22,000,000
Value of total assets at end of year2021-12-31$886,052,031
Value of total assets at beginning of year2021-12-31$899,005,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,741,561
Total interest from all sources2021-12-31$24,223,939
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$864,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$273,617
Administrative expenses professional fees incurred2021-12-31$170,201
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$20,581,258
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$12,761,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,673,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,718,120
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-12,953,162
Value of net assets at end of year (total assets less liabilities)2021-12-31$886,052,031
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$899,005,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$11,864,180
Assets. partnership/joint venture interests at beginning of year2021-12-31$12,266,815
Investment advisory and management fees2021-12-31$1,571,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,773,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$14,034,060
Interest earned on other investments2021-12-31$20,857
Income. Interest from US Government securities2021-12-31$724,059
Income. Interest from corporate debt instruments2021-12-31$23,458,063
Value of interest in common/collective trusts at end of year2021-12-31$26,205,742
Value of interest in common/collective trusts at beginning of year2021-12-31$19,114,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$20,960
Asset value of US Government securities at end of year2021-12-31$37,612,953
Asset value of US Government securities at beginning of year2021-12-31$25,203,594
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,444,882
Net investment gain or loss from common/collective trusts2021-12-31$9,356,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$22,000,000
Income. Dividends from common stock2021-12-31$591,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,806,602
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$686,863,150
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$740,765,422
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$81,478,208
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$69,140,774
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$150,522,777
Aggregate carrying amount (costs) on sale of assets2021-12-31$133,707,164
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$49,467,611
Total unrealized appreciation/depreciation of assets2020-12-31$49,467,611
Total income from all sources (including contributions)2020-12-31$126,512,118
Total loss/gain on sale of assets2020-12-31$21,735,773
Total of all expenses incurred2020-12-31$41,639,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$39,938,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,000,000
Value of total assets at end of year2020-12-31$899,005,193
Value of total assets at beginning of year2020-12-31$814,132,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,701,042
Total interest from all sources2020-12-31$24,088,898
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$581,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$58,197
Administrative expenses professional fees incurred2020-12-31$345,470
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$12,761,709
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$10,595,377
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,718,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,913,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$84,872,910
Value of net assets at end of year (total assets less liabilities)2020-12-31$899,005,193
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$814,132,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$12,266,815
Assets. partnership/joint venture interests at beginning of year2020-12-31$11,747,328
Investment advisory and management fees2020-12-31$1,355,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,034,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,584,506
Interest earned on other investments2020-12-31$28,639
Income. Interest from US Government securities2020-12-31$668,253
Income. Interest from corporate debt instruments2020-12-31$23,282,357
Value of interest in common/collective trusts at end of year2020-12-31$19,114,699
Value of interest in common/collective trusts at beginning of year2020-12-31$13,217,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$109,649
Asset value of US Government securities at end of year2020-12-31$25,203,594
Asset value of US Government securities at beginning of year2020-12-31$45,521,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,970,440
Net investment gain or loss from common/collective trusts2020-12-31$9,668,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$18,000,000
Income. Dividends from common stock2020-12-31$523,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,938,166
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$740,765,422
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$658,466,814
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$69,140,774
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$46,086,374
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$386,091,570
Aggregate carrying amount (costs) on sale of assets2020-12-31$364,355,797
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$79,224,421
Total unrealized appreciation/depreciation of assets2019-12-31$79,224,421
Total income from all sources (including contributions)2019-12-31$135,426,102
Total loss/gain on sale of assets2019-12-31$7,582,886
Total of all expenses incurred2019-12-31$40,836,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$39,561,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,000,000
Value of total assets at end of year2019-12-31$814,132,283
Value of total assets at beginning of year2019-12-31$719,542,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,274,898
Total interest from all sources2019-12-31$24,840,410
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,439,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$955,483
Administrative expenses professional fees incurred2019-12-31$46,793
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$10,595,377
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$48,254,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,913,576
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$8,701,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$94,589,483
Value of net assets at end of year (total assets less liabilities)2019-12-31$814,132,283
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$719,542,800
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$11,747,328
Assets. partnership/joint venture interests at beginning of year2019-12-31$10,553,900
Investment advisory and management fees2019-12-31$1,228,105
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,584,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,803,743
Interest earned on other investments2019-12-31$24,334
Income. Interest from US Government securities2019-12-31$765,446
Income. Interest from corporate debt instruments2019-12-31$23,666,368
Value of interest in common/collective trusts at end of year2019-12-31$13,217,156
Value of interest in common/collective trusts at beginning of year2019-12-31$7,884,492
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$384,262
Asset value of US Government securities at end of year2019-12-31$45,521,152
Asset value of US Government securities at beginning of year2019-12-31$24,342,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$988,612
Net investment gain or loss from common/collective trusts2019-12-31$6,350,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$15,000,000
Income. Dividends from common stock2019-12-31$484,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$39,561,721
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$658,466,814
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$585,172,867
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$46,086,374
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$21,829,934
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$166,326,175
Aggregate carrying amount (costs) on sale of assets2019-12-31$158,743,289
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
2018 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-133,292,624
Total unrealized appreciation/depreciation of assets2018-12-31$-133,292,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,010,350
Total income from all sources (including contributions)2018-12-31$53,231,752
Total loss/gain on sale of assets2018-12-31$147,534,581
Total of all expenses incurred2018-12-31$41,034,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,024,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$20,004,000
Value of total assets at end of year2018-12-31$719,542,800
Value of total assets at beginning of year2018-12-31$720,355,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,009,656
Total interest from all sources2018-12-31$10,537,396
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,267,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$373,085
Administrative expenses professional fees incurred2018-12-31$391,348
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$48,254,218
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$17,713,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$8,701,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,360,612
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$13,010,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$12,197,172
Value of net assets at end of year (total assets less liabilities)2018-12-31$719,542,800
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$707,345,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$10,553,900
Assets. partnership/joint venture interests at beginning of year2018-12-31$10,889,558
Investment advisory and management fees2018-12-31$2,618,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,803,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$67,033,914
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$17,113,428
Interest earned on other investments2018-12-31$3,868,785
Income. Interest from US Government securities2018-12-31$2,215,388
Income. Interest from corporate debt instruments2018-12-31$4,278,748
Value of interest in common/collective trusts at end of year2018-12-31$7,884,492
Value of interest in common/collective trusts at beginning of year2018-12-31$108,902,987
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$174,475
Asset value of US Government securities at end of year2018-12-31$24,342,570
Asset value of US Government securities at beginning of year2018-12-31$80,439,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-836,668
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$4,017,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$20,004,000
Income. Dividends from common stock2018-12-31$4,894,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,024,924
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$585,172,867
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$106,573,967
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$21,829,934
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$310,328,094
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$2,364,245,017
Aggregate carrying amount (costs) on sale of assets2018-12-31$2,216,710,436
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2018-12-31251408703
2017 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$27,412,115
Total unrealized appreciation/depreciation of assets2017-12-31$27,412,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,010,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,391,798
Total income from all sources (including contributions)2017-12-31$133,497,840
Total loss/gain on sale of assets2017-12-31$37,417,886
Total of all expenses incurred2017-12-31$40,480,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,678,569
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,004,000
Value of total assets at end of year2017-12-31$720,355,978
Value of total assets at beginning of year2017-12-31$632,719,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,801,712
Total interest from all sources2017-12-31$5,633,629
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,830,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$731,521
Administrative expenses professional fees incurred2017-12-31$270,024
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$17,713,923
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$35,512,614
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,360,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,019,323
Liabilities. Value of operating payables at end of year2017-12-31$13,010,350
Liabilities. Value of operating payables at beginning of year2017-12-31$18,391,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$93,017,559
Value of net assets at end of year (total assets less liabilities)2017-12-31$707,345,628
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$614,328,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$10,889,558
Assets. partnership/joint venture interests at beginning of year2017-12-31$8,259,419
Investment advisory and management fees2017-12-31$2,531,688
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$67,033,914
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$50,218,832
Value of interest in pooled separate accounts at end of year2017-12-31$17,113,428
Value of interest in pooled separate accounts at beginning of year2017-12-31$16,710,568
Interest earned on other investments2017-12-31$3,507,813
Income. Interest from US Government securities2017-12-31$810,727
Income. Interest from corporate debt instruments2017-12-31$1,270,498
Value of interest in common/collective trusts at end of year2017-12-31$108,902,987
Value of interest in common/collective trusts at beginning of year2017-12-31$96,466,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$44,591
Asset value of US Government securities at end of year2017-12-31$80,439,495
Asset value of US Government securities at beginning of year2017-12-31$55,354,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$6,493,097
Net investment gain/loss from pooled separate accounts2017-12-31$376,635
Net investment gain or loss from common/collective trusts2017-12-31$17,330,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$32,004,000
Income. Dividends from common stock2017-12-31$6,098,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,678,569
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$106,573,967
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$81,075,419
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$310,328,094
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$288,102,428
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,021,986,985
Aggregate carrying amount (costs) on sale of assets2017-12-31$3,984,569,099
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2017-12-31251408703
2016 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$16,940,214
Total unrealized appreciation/depreciation of assets2016-12-31$16,940,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,391,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$8,155,573
Total income from all sources (including contributions)2016-12-31$74,736,949
Total loss/gain on sale of assets2016-12-31$8,251,311
Total of all expenses incurred2016-12-31$39,743,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,245,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$32,004,000
Value of total assets at end of year2016-12-31$632,719,867
Value of total assets at beginning of year2016-12-31$587,490,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,497,927
Total interest from all sources2016-12-31$4,169,531
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,561,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$974,659
Administrative expenses professional fees incurred2016-12-31$271,834
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$35,512,614
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$39,756,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,019,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,261,447
Liabilities. Value of operating payables at end of year2016-12-31$18,391,798
Liabilities. Value of operating payables at beginning of year2016-12-31$8,155,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$34,993,189
Value of net assets at end of year (total assets less liabilities)2016-12-31$614,328,069
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$579,334,880
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$8,259,419
Assets. partnership/joint venture interests at beginning of year2016-12-31$8,113,134
Investment advisory and management fees2016-12-31$2,226,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$50,218,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,814,376
Value of interest in pooled separate accounts at end of year2016-12-31$16,710,568
Value of interest in pooled separate accounts at beginning of year2016-12-31$20,829,879
Interest earned on other investments2016-12-31$2,536,724
Income. Interest from US Government securities2016-12-31$675,226
Income. Interest from corporate debt instruments2016-12-31$953,638
Value of interest in common/collective trusts at end of year2016-12-31$96,466,751
Value of interest in common/collective trusts at beginning of year2016-12-31$99,278,506
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3,943
Asset value of US Government securities at end of year2016-12-31$55,354,513
Asset value of US Government securities at beginning of year2016-12-31$39,171,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,502,610
Net investment gain/loss from pooled separate accounts2016-12-31$-3,070,353
Net investment gain or loss from common/collective trusts2016-12-31$8,378,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$32,004,000
Income. Dividends from common stock2016-12-31$5,586,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,245,833
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$81,075,419
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$80,919,636
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$288,102,428
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$269,345,703
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$5,599,900,811
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,591,649,500
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2016-12-31251408703
2015 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-23,072,317
Total unrealized appreciation/depreciation of assets2015-12-31$-23,072,317
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,155,573
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,721,593
Total income from all sources (including contributions)2015-12-31$35,892,328
Total loss/gain on sale of assets2015-12-31$22,869,525
Total of all expenses incurred2015-12-31$39,093,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$36,667,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$32,004,000
Value of total assets at end of year2015-12-31$587,490,453
Value of total assets at beginning of year2015-12-31$584,257,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,425,707
Total interest from all sources2015-12-31$2,969,331
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,320,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,928,412
Administrative expenses professional fees incurred2015-12-31$31,997
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$39,756,122
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$25,356,659
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,261,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,302,794
Liabilities. Value of operating payables at end of year2015-12-31$8,155,573
Liabilities. Value of operating payables at beginning of year2015-12-31$1,721,593
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,201,312
Value of net assets at end of year (total assets less liabilities)2015-12-31$579,334,880
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$582,536,192
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$8,113,134
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$2,393,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,814,376
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$35,446,290
Value of interest in pooled separate accounts at end of year2015-12-31$20,829,879
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,991,558
Interest earned on other investments2015-12-31$1,064,097
Income. Interest from US Government securities2015-12-31$875,510
Income. Interest from corporate debt instruments2015-12-31$1,027,098
Value of interest in common/collective trusts at end of year2015-12-31$99,278,506
Value of interest in common/collective trusts at beginning of year2015-12-31$96,989,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,626
Asset value of US Government securities at end of year2015-12-31$39,171,650
Asset value of US Government securities at beginning of year2015-12-31$48,485,963
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-917,666
Net investment gain/loss from pooled separate accounts2015-12-31$2,089,911
Net investment gain or loss from common/collective trusts2015-12-31$-7,371,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,004,000
Income. Dividends from common stock2015-12-31$5,392,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$36,667,933
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$80,919,636
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$73,322,050
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$269,345,703
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$277,363,193
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$633,191,619
Aggregate carrying amount (costs) on sale of assets2015-12-31$610,322,094
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2015-12-31251408703
2014 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-5,653,873
Total unrealized appreciation/depreciation of assets2014-12-31$-5,653,873
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,721,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,025,909
Total income from all sources (including contributions)2014-12-31$64,534,308
Total loss/gain on sale of assets2014-12-31$33,099,493
Total of all expenses incurred2014-12-31$38,910,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,439,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$21,671,000
Value of total assets at end of year2014-12-31$584,257,785
Value of total assets at beginning of year2014-12-31$575,938,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,470,844
Total interest from all sources2014-12-31$3,826,235
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,511,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,059,614
Administrative expenses professional fees incurred2014-12-31$31,374
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$25,356,659
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$27,956,208
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,302,794
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,397,639
Liabilities. Value of operating payables at end of year2014-12-31$1,721,593
Liabilities. Value of operating payables at beginning of year2014-12-31$19,025,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$25,623,571
Value of net assets at end of year (total assets less liabilities)2014-12-31$582,536,192
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$556,912,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,439,470
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$35,446,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,497,288
Value of interest in pooled separate accounts at end of year2014-12-31$25,991,558
Value of interest in pooled separate accounts at beginning of year2014-12-31$23,601,806
Interest earned on other investments2014-12-31$1,567,381
Income. Interest from US Government securities2014-12-31$1,230,292
Income. Interest from corporate debt instruments2014-12-31$1,025,420
Value of interest in common/collective trusts at end of year2014-12-31$96,989,278
Value of interest in common/collective trusts at beginning of year2014-12-31$103,229,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,142
Asset value of US Government securities at end of year2014-12-31$48,485,963
Asset value of US Government securities at beginning of year2014-12-31$74,943,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-963,924
Net investment gain/loss from pooled separate accounts2014-12-31$2,106,924
Net investment gain or loss from common/collective trusts2014-12-31$2,937,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$21,671,000
Income. Dividends from common stock2014-12-31$6,451,436
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,439,893
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$73,322,050
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$74,374,716
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$277,363,193
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$256,938,587
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$433,155,475
Aggregate carrying amount (costs) on sale of assets2014-12-31$400,055,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2014-12-31251408703
2013 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$35,092,888
Total unrealized appreciation/depreciation of assets2013-12-31$35,092,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,025,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$10,136,800
Total income from all sources (including contributions)2013-12-31$110,825,413
Total loss/gain on sale of assets2013-12-31$14,523,538
Total of all expenses incurred2013-12-31$38,331,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$35,961,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$21,671,000
Value of total assets at end of year2013-12-31$575,938,530
Value of total assets at beginning of year2013-12-31$494,555,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,369,530
Total interest from all sources2013-12-31$4,662,789
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,380,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$281,372
Administrative expenses professional fees incurred2013-12-31$27,913
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$27,956,208
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$14,467,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,397,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,371,641
Administrative expenses (other) incurred2013-12-31$100,632
Liabilities. Value of operating payables at end of year2013-12-31$19,025,909
Liabilities. Value of operating payables at beginning of year2013-12-31$10,136,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$72,494,307
Value of net assets at end of year (total assets less liabilities)2013-12-31$556,912,621
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$484,418,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,240,985
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,497,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,211,042
Value of interest in pooled separate accounts at end of year2013-12-31$23,601,806
Value of interest in pooled separate accounts at beginning of year2013-12-31$21,387,425
Interest earned on other investments2013-12-31$1,731,337
Income. Interest from US Government securities2013-12-31$1,343,401
Income. Interest from corporate debt instruments2013-12-31$1,574,635
Value of interest in common/collective trusts at end of year2013-12-31$103,229,219
Value of interest in common/collective trusts at beginning of year2013-12-31$77,588,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13,416
Asset value of US Government securities at end of year2013-12-31$74,943,067
Asset value of US Government securities at beginning of year2013-12-31$76,407,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,859,903
Net investment gain/loss from pooled separate accounts2013-12-31$1,994,883
Net investment gain or loss from common/collective trusts2013-12-31$25,640,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$21,671,000
Income. Dividends from common stock2013-12-31$5,098,664
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$35,961,576
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$74,374,716
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$100,392,670
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$256,938,587
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$186,728,320
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$592,499,283
Aggregate carrying amount (costs) on sale of assets2013-12-31$577,975,745
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2013-12-31251408703
2012 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$21,247,734
Total unrealized appreciation/depreciation of assets2012-12-31$21,247,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$10,136,800
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,972,655
Total income from all sources (including contributions)2012-12-31$75,934,993
Total loss/gain on sale of assets2012-12-31$13,193,382
Total of all expenses incurred2012-12-31$38,120,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,970,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$21,671,000
Value of total assets at end of year2012-12-31$494,555,114
Value of total assets at beginning of year2012-12-31$449,576,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,149,946
Total interest from all sources2012-12-31$5,968,255
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,637,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$27,247
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$14,467,435
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$17,704,850
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,371,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,402,955
Administrative expenses (other) incurred2012-12-31$94,536
Liabilities. Value of operating payables at end of year2012-12-31$10,136,800
Liabilities. Value of operating payables at beginning of year2012-12-31$2,972,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$37,814,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$484,418,314
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$446,603,730
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,028,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,211,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$20,181,284
Value of interest in pooled separate accounts at end of year2012-12-31$21,387,425
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,912,829
Interest earned on other investments2012-12-31$1,712,854
Income. Interest from US Government securities2012-12-31$1,543,739
Income. Interest from corporate debt instruments2012-12-31$2,631,544
Value of interest in common/collective trusts at end of year2012-12-31$77,588,843
Value of interest in common/collective trusts at beginning of year2012-12-31$66,989,913
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$80,118
Asset value of US Government securities at end of year2012-12-31$76,407,738
Asset value of US Government securities at beginning of year2012-12-31$52,482,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$170,987
Net investment gain/loss from pooled separate accounts2012-12-31$-593,425
Net investment gain or loss from common/collective trusts2012-12-31$9,639,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$21,671,000
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$25,000,000
Income. Dividends from common stock2012-12-31$4,637,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,970,463
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$100,392,670
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$85,987,993
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$186,728,320
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$159,914,337
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$683,985,042
Aggregate carrying amount (costs) on sale of assets2012-12-31$670,791,660
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2012-12-31251408703
2011 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-14,464,570
Total unrealized appreciation/depreciation of assets2011-12-31$-14,464,570
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,972,655
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,970,650
Total income from all sources (including contributions)2011-12-31$55,466,281
Total loss/gain on sale of assets2011-12-31$10,602,390
Total of all expenses incurred2011-12-31$38,508,385
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$36,087,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$46,671,000
Value of total assets at end of year2011-12-31$449,576,385
Value of total assets at beginning of year2011-12-31$437,616,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,420,391
Total interest from all sources2011-12-31$6,507,101
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,479,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$26,916
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$17,704,850
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$16,172,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,402,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,430,674
Administrative expenses (other) incurred2011-12-31$565,425
Liabilities. Value of operating payables at end of year2011-12-31$2,972,655
Liabilities. Value of operating payables at beginning of year2011-12-31$7,970,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$16,957,896
Value of net assets at end of year (total assets less liabilities)2011-12-31$446,603,730
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$429,645,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$256,750
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,828,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$20,181,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$32,974,229
Value of interest in pooled separate accounts at end of year2011-12-31$19,912,829
Value of interest in pooled separate accounts at beginning of year2011-12-31$17,582,105
Interest earned on other investments2011-12-31$2,553,913
Income. Interest from US Government securities2011-12-31$1,399,293
Income. Interest from corporate debt instruments2011-12-31$2,513,169
Value of interest in common/collective trusts at end of year2011-12-31$66,989,913
Value of interest in common/collective trusts at beginning of year2011-12-31$67,119,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$40,726
Asset value of US Government securities at end of year2011-12-31$52,482,224
Asset value of US Government securities at beginning of year2011-12-31$75,381,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$625,553
Net investment gain/loss from pooled separate accounts2011-12-31$2,937,126
Net investment gain or loss from common/collective trusts2011-12-31$-892,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$46,671,000
Employer contributions (assets) at end of year2011-12-31$25,000,000
Employer contributions (assets) at beginning of year2011-12-31$0
Income. Dividends from common stock2011-12-31$3,479,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$36,087,994
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$85,987,993
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$58,521,681
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$159,914,337
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$168,433,946
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$395,753,201
Aggregate carrying amount (costs) on sale of assets2011-12-31$385,150,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31SCHNDEIDER DOWNS & CO., INC.
Accountancy firm EIN2011-12-31251408703
2010 : UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$13,716,162
Total unrealized appreciation/depreciation of assets2010-12-31$13,716,162
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,970,650
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$69,771,881
Total loss/gain on sale of assets2010-12-31$10,979,794
Total of all expenses incurred2010-12-31$39,104,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$36,706,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$21,671,000
Value of total assets at end of year2010-12-31$437,616,484
Value of total assets at beginning of year2010-12-31$398,978,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,397,851
Total interest from all sources2010-12-31$7,948,328
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,851,971
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$28,804
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$16,172,691
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$9,471,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,430,674
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,328,291
Administrative expenses (other) incurred2010-12-31$609,435
Liabilities. Value of operating payables at end of year2010-12-31$7,970,650
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$30,667,628
Value of net assets at end of year (total assets less liabilities)2010-12-31$429,645,834
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$398,978,206
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$229,250
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,759,612
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$32,974,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$19,583,093
Value of interest in pooled separate accounts at end of year2010-12-31$17,582,105
Value of interest in pooled separate accounts at beginning of year2010-12-31$15,372,899
Interest earned on other investments2010-12-31$1,704,768
Income. Interest from US Government securities2010-12-31$2,354,725
Income. Interest from corporate debt instruments2010-12-31$3,861,317
Value of interest in common/collective trusts at end of year2010-12-31$67,119,532
Value of interest in common/collective trusts at beginning of year2010-12-31$59,404,569
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$27,518
Asset value of US Government securities at end of year2010-12-31$75,381,626
Asset value of US Government securities at beginning of year2010-12-31$76,123,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$94,637
Net investment gain/loss from pooled separate accounts2010-12-31$2,481,042
Net investment gain or loss from common/collective trusts2010-12-31$10,028,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$21,671,000
Income. Dividends from common stock2010-12-31$2,851,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$36,706,402
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$58,521,681
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$61,226,204
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$168,433,946
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$145,468,840
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$404,058,185
Aggregate carrying amount (costs) on sale of assets2010-12-31$393,078,391
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2010-12-31251408703

Form 5500 Responses for UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN

2022: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED STEELWORKERS INTERNATIONAL UNION STAFF PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered2350
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number707448
Policy instance 2
Insurance contract or identification number707448
Number of Individuals Covered2435
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered2435
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number030244
Policy instance 2
Insurance contract or identification number030244
Number of Individuals Covered2396
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered2396
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number707448
Policy instance 3
Insurance contract or identification number707448
Number of Individuals Covered2396
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered2370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number707448
Policy instance 3
Insurance contract or identification number707448
Number of Individuals Covered2370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number030244
Policy instance 2
Insurance contract or identification number030244
Number of Individuals Covered2370
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number030244
Policy instance 2
Insurance contract or identification number030244
Number of Individuals Covered2396
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered2396
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number707448
Policy instance 3
Insurance contract or identification number707448
Number of Individuals Covered2396
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered2425
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number030244
Policy instance 2
Insurance contract or identification number030244
Number of Individuals Covered2425
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number707448
Policy instance 3
Insurance contract or identification number707448
Number of Individuals Covered2425
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number030244
Policy instance 2
Insurance contract or identification number030244
Number of Individuals Covered2439
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number707448
Policy instance 3
Insurance contract or identification number707448
Number of Individuals Covered2439
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030272
Policy instance 1
Insurance contract or identification number030272
Number of Individuals Covered2439
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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