BD OF TRT OPER. ENGIN. LOCAL 66 AFL CIO & CONS IND. COMB FDS, INC. ERP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN
401k plan membership statisitcs for OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2016: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 1,693,284 |
| Acturial value of plan assets | 2016-12-31 | 1,693,284 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 872,016 |
| Number of terminated vested participants | 2016-12-31 | 0 |
| Fundng target for terminated vested participants | 2016-12-31 | 0 |
| Active participant vested funding target | 2016-12-31 | 712,125 |
| Number of active participants | 2016-12-31 | 8 |
| Total funding liabilities for active participants | 2016-12-31 | 712,125 |
| Total participant count | 2016-12-31 | 12 |
| Total funding target for all participants | 2016-12-31 | 1,584,141 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 0 |
| Present value of excess contributions | 2016-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
| Total employer contributions | 2016-12-31 | 0 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 0 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
| Total of all active and inactive participants | 2016-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
| Total participants | 2015-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
| Total participants | 2014-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 4 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
| Total participants | 2013-01-01 | 13 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 14 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
| Total participants | 2012-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 11 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 14 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 14 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2009: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 15 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 15 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 15 |
| Measure | Date | Value |
|---|
| 2016 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2016 401k financial data |
|---|
| Transfers to/from the plan | 2016-12-31 | $-1,675,168 |
| Total plan liabilities at end of year | 2016-12-31 | $0 |
| Total plan liabilities at beginning of year | 2016-12-31 | $2,040 |
| Total income from all sources | 2016-12-31 | $61,013 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $79,129 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $70,011 |
| Total plan assets at end of year | 2016-12-31 | $0 |
| Total plan assets at beginning of year | 2016-12-31 | $1,695,324 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $9,118 |
| Other income received | 2016-12-31 | $61,013 |
| Net income (gross income less expenses) | 2016-12-31 | $-18,116 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,693,284 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $2,040 |
| Total plan liabilities at beginning of year | 2015-12-31 | $2,026 |
| Total income from all sources | 2015-12-31 | $-44,226 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $79,598 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $70,011 |
| Total plan assets at end of year | 2015-12-31 | $1,695,324 |
| Total plan assets at beginning of year | 2015-12-31 | $1,819,134 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $9,587 |
| Other income received | 2015-12-31 | $-44,226 |
| Net income (gross income less expenses) | 2015-12-31 | $-123,824 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $1,693,284 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,817,108 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| 2014 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $2,026 |
| Total plan liabilities at beginning of year | 2014-12-31 | $2,075 |
| Total income from all sources | 2014-12-31 | $114,512 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $84,340 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $74,442 |
| Total plan assets at end of year | 2014-12-31 | $1,819,134 |
| Total plan assets at beginning of year | 2014-12-31 | $1,789,011 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $9,898 |
| Other income received | 2014-12-31 | $92,512 |
| Net income (gross income less expenses) | 2014-12-31 | $30,172 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $1,817,108 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,786,936 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $22,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $2,075 |
| Total plan liabilities at beginning of year | 2013-12-31 | $2,075 |
| Total income from all sources | 2013-12-31 | $360,595 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $465,146 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $455,553 |
| Total plan assets at end of year | 2013-12-31 | $1,789,011 |
| Total plan assets at beginning of year | 2013-12-31 | $1,893,562 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $9,593 |
| Other income received | 2013-12-31 | $228,595 |
| Net income (gross income less expenses) | 2013-12-31 | $-104,551 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,786,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,891,487 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $132,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2012 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $2,075 |
| Total plan liabilities at beginning of year | 2012-12-31 | $1,933 |
| Total income from all sources | 2012-12-31 | $273,186 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $72,379 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $62,926 |
| Total plan assets at end of year | 2012-12-31 | $1,893,562 |
| Total plan assets at beginning of year | 2012-12-31 | $1,692,613 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $9,453 |
| Other income received | 2012-12-31 | $141,186 |
| Net income (gross income less expenses) | 2012-12-31 | $200,807 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $1,891,487 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,690,680 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $132,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| 2011 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-12-31 | $1,933 |
| Total plan liabilities at beginning of year | 2011-12-31 | $1,671 |
| Total income from all sources | 2011-12-31 | $121,819 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $55,415 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $46,165 |
| Total plan assets at end of year | 2011-12-31 | $1,692,613 |
| Total plan assets at beginning of year | 2011-12-31 | $1,625,947 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $9,250 |
| Other income received | 2011-12-31 | $-10,181 |
| Net income (gross income less expenses) | 2011-12-31 | $66,404 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $1,690,680 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,624,276 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $132,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| 2010 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $1,671 |
| Total plan liabilities at beginning of year | 2010-12-31 | $1,512 |
| Total income from all sources | 2010-12-31 | $233,877 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $42,089 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $34,127 |
| Total plan assets at end of year | 2010-12-31 | $1,625,947 |
| Total plan assets at beginning of year | 2010-12-31 | $1,434,000 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $7,962 |
| Other income received | 2010-12-31 | $146,877 |
| Net income (gross income less expenses) | 2010-12-31 | $191,788 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $1,624,276 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,432,488 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $87,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| 2009 : OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
| 2016: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | Yes |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OPERATING ENGINEERS LOCAL 66 AFL CIO & CONSTRUCT. COMBINED FUNDS, INC. EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |