THE BURT MANUFACTURING COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION PLAN AND TRUST FOR UNION EMPLOYEES
Measure | Date | Value |
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2022: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2022 401k membership |
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Market value of plan assets | 2022-05-31 | 368,730 |
Acturial value of plan assets | 2022-05-31 | 368,432 |
Funding target for retired participants and beneficiaries receiving payment | 2022-05-31 | 152,887 |
Number of terminated vested participants | 2022-05-31 | 7 |
Fundng target for terminated vested participants | 2022-05-31 | 98,098 |
Active participant vested funding target | 2022-05-31 | 185,924 |
Number of active participants | 2022-05-31 | 21 |
Total funding liabilities for active participants | 2022-05-31 | 201,509 |
Total participant count | 2022-05-31 | 32 |
Total funding target for all participants | 2022-05-31 | 452,494 |
Balance at beginning of prior year after applicable adjustments | 2022-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-05-31 | 1,764 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-05-31 | 0 |
Amount remaining of carryover balance | 2022-05-31 | 0 |
Amount remaining of prefunding balance | 2022-05-31 | 1,764 |
Present value of excess contributions | 2022-05-31 | 24 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-05-31 | 25 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-05-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-05-31 | 0 |
Balance of carryovers at beginning of current year | 2022-05-31 | 0 |
Balance of prefunding at beginning of current year | 2022-05-31 | 1,810 |
Total employer contributions | 2022-05-31 | 55,280 |
Total employee contributions | 2022-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-05-31 | 52,497 |
Unpaid minimum required contributions for all prior years | 2022-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-05-31 | 25,638 |
Net shortfall amortization installment of oustanding balance | 2022-05-31 | 85,872 |
Waiver amortization installment | 2022-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-05-31 | 33,645 |
Prefunding balance elected to use to offset funding requirement | 2022-05-31 | 1,810 |
Additional cash requirement | 2022-05-31 | 31,835 |
Contributions allocatedtoward minimum required contributions for current year | 2022-05-31 | 52,497 |
Unpaid minimum required contributions for current year | 2022-05-31 | 0 |
Unpaid minimum required contributions for all years | 2022-05-31 | 0 |
2021: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2021 401k membership |
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Total participants, beginning-of-year | 2021-06-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-06-01 | 20 |
Number of retired or separated participants receiving benefits | 2021-06-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2021-06-01 | 9 |
Total of all active and inactive participants | 2021-06-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-06-01 | 1 |
Total participants | 2021-06-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-06-01 | 5 |
Market value of plan assets | 2021-05-31 | 332,988 |
Acturial value of plan assets | 2021-05-31 | 332,988 |
Funding target for retired participants and beneficiaries receiving payment | 2021-05-31 | 164,551 |
Number of terminated vested participants | 2021-05-31 | 1 |
Fundng target for terminated vested participants | 2021-05-31 | 1,439 |
Active participant vested funding target | 2021-05-31 | 204,329 |
Number of active participants | 2021-05-31 | 26 |
Total funding liabilities for active participants | 2021-05-31 | 248,039 |
Total participant count | 2021-05-31 | 31 |
Total funding target for all participants | 2021-05-31 | 414,029 |
Balance at beginning of prior year after applicable adjustments | 2021-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-05-31 | 2,240 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-05-31 | 0 |
Amount remaining of carryover balance | 2021-05-31 | 0 |
Amount remaining of prefunding balance | 2021-05-31 | 2,240 |
Present value of excess contributions | 2021-05-31 | 20 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-05-31 | 21 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-05-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-05-31 | 541 |
Balance of carryovers at beginning of current year | 2021-05-31 | 0 |
Balance of prefunding at beginning of current year | 2021-05-31 | 1,764 |
Total employer contributions | 2021-05-31 | 55,226 |
Total employee contributions | 2021-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-05-31 | 53,007 |
Unpaid minimum required contributions for all prior years | 2021-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-05-31 | 29,783 |
Net shortfall amortization installment of oustanding balance | 2021-05-31 | 82,805 |
Waiver amortization installment | 2021-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-05-31 | 52,983 |
Carryover balance elected to use to offset funding requirement | 2021-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-05-31 | 0 |
Additional cash requirement | 2021-05-31 | 52,983 |
Contributions allocatedtoward minimum required contributions for current year | 2021-05-31 | 53,007 |
Unpaid minimum required contributions for current year | 2021-05-31 | 0 |
Unpaid minimum required contributions for all years | 2021-05-31 | 0 |
2020: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2020 401k membership |
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Total participants, beginning-of-year | 2020-06-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-06-01 | 21 |
Number of retired or separated participants receiving benefits | 2020-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-06-01 | 7 |
Total of all active and inactive participants | 2020-06-01 | 31 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-06-01 | 1 |
Total participants | 2020-06-01 | 32 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-06-01 | 4 |
Market value of plan assets | 2020-05-31 | 292,586 |
Acturial value of plan assets | 2020-05-31 | 292,586 |
Funding target for retired participants and beneficiaries receiving payment | 2020-05-31 | 171,186 |
Number of terminated vested participants | 2020-05-31 | 0 |
Fundng target for terminated vested participants | 2020-05-31 | 0 |
Active participant vested funding target | 2020-05-31 | 182,039 |
Number of active participants | 2020-05-31 | 30 |
Total funding liabilities for active participants | 2020-05-31 | 229,716 |
Total participant count | 2020-05-31 | 34 |
Total funding target for all participants | 2020-05-31 | 400,902 |
Balance at beginning of prior year after applicable adjustments | 2020-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-05-31 | 2,175 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-05-31 | 0 |
Amount remaining of carryover balance | 2020-05-31 | 0 |
Amount remaining of prefunding balance | 2020-05-31 | 2,175 |
Present value of excess contributions | 2020-05-31 | 8 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-05-31 | 9 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-05-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-05-31 | 0 |
Balance of carryovers at beginning of current year | 2020-05-31 | 0 |
Balance of prefunding at beginning of current year | 2020-05-31 | 2,240 |
Total employer contributions | 2020-05-31 | 62,157 |
Total employee contributions | 2020-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-05-31 | 57,655 |
Remaining amount of unpaid minimum required contributions | 2020-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-05-31 | 30,249 |
Net shortfall amortization installment of oustanding balance | 2020-05-31 | 110,556 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-05-31 | 57,635 |
Carryover balance elected to use to offset funding requirement | 2020-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-05-31 | 0 |
Additional cash requirement | 2020-05-31 | 57,635 |
Contributions allocatedtoward minimum required contributions for current year | 2020-05-31 | 57,655 |
Unpaid minimum required contributions for current year | 2020-05-31 | 0 |
Unpaid minimum required contributions for all years | 2020-05-31 | 0 |
2019: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2019 401k membership |
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Total participants, beginning-of-year | 2019-06-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-06-01 | 26 |
Number of retired or separated participants receiving benefits | 2019-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2019-06-01 | 1 |
Total of all active and inactive participants | 2019-06-01 | 30 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-06-01 | 1 |
Total participants | 2019-06-01 | 31 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-06-01 | 3 |
Market value of plan assets | 2019-05-31 | 283,562 |
Acturial value of plan assets | 2019-05-31 | 283,562 |
Funding target for retired participants and beneficiaries receiving payment | 2019-05-31 | 177,786 |
Number of terminated vested participants | 2019-05-31 | 0 |
Fundng target for terminated vested participants | 2019-05-31 | 0 |
Active participant vested funding target | 2019-05-31 | 157,106 |
Number of active participants | 2019-05-31 | 24 |
Total funding liabilities for active participants | 2019-05-31 | 173,942 |
Total participant count | 2019-05-31 | 29 |
Total funding target for all participants | 2019-05-31 | 351,728 |
Balance at beginning of prior year after applicable adjustments | 2019-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-05-31 | 2,108 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-05-31 | 0 |
Amount remaining of carryover balance | 2019-05-31 | 0 |
Amount remaining of prefunding balance | 2019-05-31 | 2,108 |
Present value of excess contributions | 2019-05-31 | 1,414 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-05-31 | 1,500 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-05-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-05-31 | 0 |
Balance of carryovers at beginning of current year | 2019-05-31 | 0 |
Balance of prefunding at beginning of current year | 2019-05-31 | 2,175 |
Total employer contributions | 2019-05-31 | 31,858 |
Total employee contributions | 2019-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-05-31 | 30,435 |
Unpaid minimum required contributions for all prior years | 2019-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-05-31 | 22,591 |
Net shortfall amortization installment of oustanding balance | 2019-05-31 | 70,341 |
Waiver amortization installment | 2019-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-05-31 | 30,427 |
Carryover balance elected to use to offset funding requirement | 2019-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-05-31 | 0 |
Additional cash requirement | 2019-05-31 | 30,427 |
Contributions allocatedtoward minimum required contributions for current year | 2019-05-31 | 30,435 |
Unpaid minimum required contributions for current year | 2019-05-31 | 0 |
Unpaid minimum required contributions for all years | 2019-05-31 | 0 |
2018: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2018 401k membership |
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Total participants, beginning-of-year | 2018-06-01 | 29 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-06-01 | 30 |
Number of retired or separated participants receiving benefits | 2018-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-06-01 | 0 |
Total of all active and inactive participants | 2018-06-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-06-01 | 1 |
Total participants | 2018-06-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-06-01 | 4 |
Market value of plan assets | 2018-05-31 | 267,712 |
Acturial value of plan assets | 2018-05-31 | 267,712 |
Funding target for retired participants and beneficiaries receiving payment | 2018-05-31 | 183,704 |
Number of terminated vested participants | 2018-05-31 | 2 |
Fundng target for terminated vested participants | 2018-05-31 | 47,991 |
Active participant vested funding target | 2018-05-31 | 90,235 |
Number of active participants | 2018-05-31 | 23 |
Total funding liabilities for active participants | 2018-05-31 | 100,284 |
Total participant count | 2018-05-31 | 30 |
Total funding target for all participants | 2018-05-31 | 331,979 |
Balance at beginning of prior year after applicable adjustments | 2018-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-05-31 | 2,024 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-05-31 | 0 |
Amount remaining of carryover balance | 2018-05-31 | 0 |
Amount remaining of prefunding balance | 2018-05-31 | 2,024 |
Present value of excess contributions | 2018-05-31 | 70,778 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-05-31 | 75,223 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-05-31 | 0 |
Balance of carryovers at beginning of current year | 2018-05-31 | 0 |
Balance of prefunding at beginning of current year | 2018-05-31 | 2,108 |
Total employer contributions | 2018-05-31 | 41,324 |
Total employee contributions | 2018-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-05-31 | 39,334 |
Unpaid minimum required contributions for all prior years | 2018-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-05-31 | 18,999 |
Net shortfall amortization installment of oustanding balance | 2018-05-31 | 66,375 |
Waiver amortization installment | 2018-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-05-31 | 37,920 |
Additional cash requirement | 2018-05-31 | 37,920 |
Contributions allocatedtoward minimum required contributions for current year | 2018-05-31 | 39,334 |
Unpaid minimum required contributions for current year | 2018-05-31 | 0 |
Unpaid minimum required contributions for all years | 2018-05-31 | 0 |
2017: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2017 401k membership |
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Total participants, beginning-of-year | 2017-06-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-06-01 | 24 |
Number of retired or separated participants receiving benefits | 2017-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2017-06-01 | 0 |
Total of all active and inactive participants | 2017-06-01 | 27 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-06-01 | 2 |
Total participants | 2017-06-01 | 29 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-06-01 | 5 |
Market value of plan assets | 2017-05-31 | 289,484 |
Acturial value of plan assets | 2017-05-31 | 289,484 |
Funding target for retired participants and beneficiaries receiving payment | 2017-05-31 | 189,391 |
Number of terminated vested participants | 2017-05-31 | 4 |
Fundng target for terminated vested participants | 2017-05-31 | 91,875 |
Active participant vested funding target | 2017-05-31 | 65,617 |
Number of active participants | 2017-05-31 | 15 |
Total funding liabilities for active participants | 2017-05-31 | 69,342 |
Total participant count | 2017-05-31 | 24 |
Total funding target for all participants | 2017-05-31 | 350,608 |
Balance at beginning of prior year after applicable adjustments | 2017-05-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-05-31 | 1,951 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-05-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-05-31 | 0 |
Amount remaining of carryover balance | 2017-05-31 | 0 |
Amount remaining of prefunding balance | 2017-05-31 | 1,951 |
Present value of excess contributions | 2017-05-31 | 2 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-05-31 | 2 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-05-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-05-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-05-31 | 0 |
Balance of carryovers at beginning of current year | 2017-05-31 | 0 |
Balance of prefunding at beginning of current year | 2017-05-31 | 2,024 |
Total employer contributions | 2017-05-31 | 106,296 |
Total employee contributions | 2017-05-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-05-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-05-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-05-31 | 99,401 |
Unpaid minimum required contributions for all prior years | 2017-05-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-05-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-05-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-05-31 | 12,425 |
Net shortfall amortization installment of oustanding balance | 2017-05-31 | 63,148 |
Waiver amortization installment | 2017-05-31 | 0 |
Waived amount of outstanding balance | 2017-05-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-05-31 | 28,623 |
Carryover balance elected to use to offset funding requirement | 2017-05-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-05-31 | 0 |
Additional cash requirement | 2017-05-31 | 28,623 |
Contributions allocatedtoward minimum required contributions for current year | 2017-05-31 | 99,401 |
Unpaid minimum required contributions for current year | 2017-05-31 | 0 |
Unpaid minimum required contributions for all years | 2017-05-31 | 0 |
2016: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2016 401k membership |
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Total participants, beginning-of-year | 2016-06-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-06-01 | 23 |
Number of retired or separated participants receiving benefits | 2016-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-06-01 | 2 |
Total of all active and inactive participants | 2016-06-01 | 28 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-06-01 | 2 |
Total participants | 2016-06-01 | 30 |
2015: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2015 401k membership |
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Total participants, beginning-of-year | 2015-06-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-06-01 | 15 |
Number of retired or separated participants receiving benefits | 2015-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2015-06-01 | 4 |
Total of all active and inactive participants | 2015-06-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-06-01 | 2 |
Total participants | 2015-06-01 | 24 |
2014: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2014 401k membership |
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Total participants, beginning-of-year | 2014-06-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-06-01 | 13 |
Number of retired or separated participants receiving benefits | 2014-06-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2014-06-01 | 3 |
Total of all active and inactive participants | 2014-06-01 | 19 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-06-01 | 2 |
Total participants | 2014-06-01 | 21 |
2013: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2013 401k membership |
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Total participants, beginning-of-year | 2013-06-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-06-01 | 11 |
Number of retired or separated participants receiving benefits | 2013-06-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2013-06-01 | 3 |
Total of all active and inactive participants | 2013-06-01 | 18 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-06-01 | 2 |
Total participants | 2013-06-01 | 20 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-06-01 | 0 |
2012: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2012 401k membership |
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Total participants, beginning-of-year | 2012-06-01 | 22 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-06-01 | 12 |
Number of retired or separated participants receiving benefits | 2012-06-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-06-01 | 4 |
Total of all active and inactive participants | 2012-06-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-06-01 | 2 |
Total participants | 2012-06-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-06-01 | 0 |
2011: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2011 401k membership |
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Total participants, beginning-of-year | 2011-06-01 | 24 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-06-01 | 11 |
Number of retired or separated participants receiving benefits | 2011-06-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2011-06-01 | 4 |
Total of all active and inactive participants | 2011-06-01 | 20 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-06-01 | 2 |
Total participants | 2011-06-01 | 22 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-06-01 | 0 |
2010: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2010 401k membership |
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Total participants, beginning-of-year | 2010-06-01 | 34 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-06-01 | 10 |
Number of retired or separated participants receiving benefits | 2010-06-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2010-06-01 | 7 |
Total of all active and inactive participants | 2010-06-01 | 22 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-06-01 | 2 |
Total participants | 2010-06-01 | 24 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-06-01 | 0 |
2009: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2009 401k membership |
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Total participants, beginning-of-year | 2009-06-01 | 37 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-06-01 | 23 |
Number of retired or separated participants receiving benefits | 2009-06-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2009-06-01 | 3 |
Total of all active and inactive participants | 2009-06-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-06-01 | 1 |
Total participants | 2009-06-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-06-01 | 0 |
Measure | Date | Value |
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2022 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2022 401k financial data |
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Total income from all sources | 2022-05-31 | $63,541 |
Expenses. Total of all expenses incurred | 2022-05-31 | $35,791 |
Benefits paid (including direct rollovers) | 2022-05-31 | $29,621 |
Total plan assets at end of year | 2022-05-31 | $396,480 |
Total plan assets at beginning of year | 2022-05-31 | $368,730 |
Value of fidelity bond covering the plan | 2022-05-31 | $195,000 |
Expenses. Other expenses not covered elsewhere | 2022-05-31 | $6,170 |
Other income received | 2022-05-31 | $8,261 |
Net income (gross income less expenses) | 2022-05-31 | $27,750 |
Net plan assets at end of year (total assets less liabilities) | 2022-05-31 | $396,480 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-05-31 | $368,730 |
Total contributions received or receivable from employer(s) | 2022-05-31 | $55,280 |
2021 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2021 401k financial data |
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Total income from all sources | 2021-05-31 | $63,493 |
Expenses. Total of all expenses incurred | 2021-05-31 | $28,965 |
Benefits paid (including direct rollovers) | 2021-05-31 | $22,748 |
Total plan assets at end of year | 2021-05-31 | $368,730 |
Total plan assets at beginning of year | 2021-05-31 | $334,202 |
Value of fidelity bond covering the plan | 2021-05-31 | $195,000 |
Expenses. Other expenses not covered elsewhere | 2021-05-31 | $6,217 |
Other income received | 2021-05-31 | $8,267 |
Net income (gross income less expenses) | 2021-05-31 | $34,528 |
Net plan assets at end of year (total assets less liabilities) | 2021-05-31 | $368,730 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-05-31 | $334,202 |
Total contributions received or receivable from employer(s) | 2021-05-31 | $55,226 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-05-31 | $0 |
2020 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2020 401k financial data |
---|
Total income from all sources | 2020-05-31 | $70,279 |
Expenses. Total of all expenses incurred | 2020-05-31 | $28,853 |
Benefits paid (including direct rollovers) | 2020-05-31 | $22,748 |
Total plan assets at end of year | 2020-05-31 | $334,202 |
Total plan assets at beginning of year | 2020-05-31 | $292,776 |
Value of fidelity bond covering the plan | 2020-05-31 | $195,000 |
Expenses. Other expenses not covered elsewhere | 2020-05-31 | $6,105 |
Other income received | 2020-05-31 | $8,122 |
Net income (gross income less expenses) | 2020-05-31 | $41,426 |
Net plan assets at end of year (total assets less liabilities) | 2020-05-31 | $334,202 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-05-31 | $292,776 |
Total contributions received or receivable from employer(s) | 2020-05-31 | $62,157 |
2019 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2019 401k financial data |
---|
Total income from all sources | 2019-05-31 | $40,023 |
Expenses. Total of all expenses incurred | 2019-05-31 | $31,006 |
Benefits paid (including direct rollovers) | 2019-05-31 | $24,504 |
Total plan assets at end of year | 2019-05-31 | $292,776 |
Total plan assets at beginning of year | 2019-05-31 | $283,759 |
Value of fidelity bond covering the plan | 2019-05-31 | $195,000 |
Expenses. Other expenses not covered elsewhere | 2019-05-31 | $6,502 |
Other income received | 2019-05-31 | $8,165 |
Net income (gross income less expenses) | 2019-05-31 | $9,017 |
Net plan assets at end of year (total assets less liabilities) | 2019-05-31 | $292,776 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-05-31 | $283,759 |
Total contributions received or receivable from employer(s) | 2019-05-31 | $31,858 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-05-31 | $0 |
2018 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2018 401k financial data |
---|
Total income from all sources | 2018-05-31 | $49,024 |
Expenses. Total of all expenses incurred | 2018-05-31 | $34,191 |
Benefits paid (including direct rollovers) | 2018-05-31 | $27,474 |
Total plan assets at end of year | 2018-05-31 | $283,759 |
Total plan assets at beginning of year | 2018-05-31 | $268,926 |
Value of fidelity bond covering the plan | 2018-05-31 | $195,000 |
Total contributions received or receivable from participants | 2018-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2018-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2018-05-31 | $0 |
Other income received | 2018-05-31 | $7,700 |
Noncash contributions received | 2018-05-31 | $0 |
Net income (gross income less expenses) | 2018-05-31 | $14,833 |
Net plan assets at end of year (total assets less liabilities) | 2018-05-31 | $283,759 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-05-31 | $268,926 |
Total contributions received or receivable from employer(s) | 2018-05-31 | $41,324 |
Value of certain deemed distributions of participant loans | 2018-05-31 | $0 |
Value of corrective distributions | 2018-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-05-31 | $6,717 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-05-31 | $0 |
2017 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2017 401k financial data |
---|
Total income from all sources | 2017-05-31 | $116,650 |
Expenses. Total of all expenses incurred | 2017-05-31 | $137,432 |
Benefits paid (including direct rollovers) | 2017-05-31 | $130,459 |
Total plan assets at end of year | 2017-05-31 | $268,926 |
Total plan assets at beginning of year | 2017-05-31 | $289,708 |
Value of fidelity bond covering the plan | 2017-05-31 | $195,000 |
Total contributions received or receivable from participants | 2017-05-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-05-31 | $0 |
Other income received | 2017-05-31 | $10,354 |
Noncash contributions received | 2017-05-31 | $0 |
Net income (gross income less expenses) | 2017-05-31 | $-20,782 |
Net plan assets at end of year (total assets less liabilities) | 2017-05-31 | $268,926 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-05-31 | $289,708 |
Total contributions received or receivable from employer(s) | 2017-05-31 | $106,296 |
Value of certain deemed distributions of participant loans | 2017-05-31 | $0 |
Value of corrective distributions | 2017-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-05-31 | $6,973 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-05-31 | $0 |
2016 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2016 401k financial data |
---|
Total income from all sources | 2016-05-31 | $42,889 |
Expenses. Total of all expenses incurred | 2016-05-31 | $53,583 |
Benefits paid (including direct rollovers) | 2016-05-31 | $47,294 |
Total plan assets at end of year | 2016-05-31 | $289,708 |
Total plan assets at beginning of year | 2016-05-31 | $300,402 |
Value of fidelity bond covering the plan | 2016-05-31 | $195,000 |
Other income received | 2016-05-31 | $15,364 |
Net income (gross income less expenses) | 2016-05-31 | $-10,694 |
Net plan assets at end of year (total assets less liabilities) | 2016-05-31 | $289,708 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-05-31 | $300,402 |
Total contributions received or receivable from employer(s) | 2016-05-31 | $27,525 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-05-31 | $6,289 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-05-31 | $0 |
2015 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2015 401k financial data |
---|
Total income from all sources | 2015-05-31 | $30,960 |
Expenses. Total of all expenses incurred | 2015-05-31 | $46,756 |
Benefits paid (including direct rollovers) | 2015-05-31 | $40,707 |
Total plan assets at end of year | 2015-05-31 | $300,402 |
Total plan assets at beginning of year | 2015-05-31 | $316,198 |
Value of fidelity bond covering the plan | 2015-05-31 | $195,000 |
Other income received | 2015-05-31 | $10,834 |
Net income (gross income less expenses) | 2015-05-31 | $-15,796 |
Net plan assets at end of year (total assets less liabilities) | 2015-05-31 | $300,402 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-05-31 | $316,198 |
Total contributions received or receivable from employer(s) | 2015-05-31 | $20,126 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-05-31 | $6,049 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-05-31 | $0 |
2014 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2014 401k financial data |
---|
Total income from all sources | 2014-05-31 | $35,311 |
Expenses. Total of all expenses incurred | 2014-05-31 | $91,150 |
Benefits paid (including direct rollovers) | 2014-05-31 | $84,918 |
Total plan assets at end of year | 2014-05-31 | $316,198 |
Total plan assets at beginning of year | 2014-05-31 | $372,037 |
Value of fidelity bond covering the plan | 2014-05-31 | $195,000 |
Other income received | 2014-05-31 | $15,179 |
Net income (gross income less expenses) | 2014-05-31 | $-55,839 |
Net plan assets at end of year (total assets less liabilities) | 2014-05-31 | $316,198 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-05-31 | $372,037 |
Total contributions received or receivable from employer(s) | 2014-05-31 | $20,132 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-05-31 | $6,232 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-05-31 | $0 |
2013 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2013 401k financial data |
---|
Total income from all sources | 2013-05-31 | $29,744 |
Expenses. Total of all expenses incurred | 2013-05-31 | $33,228 |
Benefits paid (including direct rollovers) | 2013-05-31 | $27,052 |
Total plan assets at end of year | 2013-05-31 | $372,037 |
Total plan assets at beginning of year | 2013-05-31 | $375,521 |
Value of fidelity bond covering the plan | 2013-05-31 | $195,000 |
Total contributions received or receivable from participants | 2013-05-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-05-31 | $0 |
Other income received | 2013-05-31 | $17,518 |
Net income (gross income less expenses) | 2013-05-31 | $-3,484 |
Net plan assets at end of year (total assets less liabilities) | 2013-05-31 | $372,037 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-05-31 | $375,521 |
Total contributions received or receivable from employer(s) | 2013-05-31 | $12,226 |
Value of corrective distributions | 2013-05-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-05-31 | $6,176 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-05-31 | $0 |
2012 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2012 401k financial data |
---|
Total income from all sources | 2012-05-31 | $67,114 |
Expenses. Total of all expenses incurred | 2012-05-31 | $233,500 |
Benefits paid (including direct rollovers) | 2012-05-31 | $228,131 |
Total plan assets at end of year | 2012-05-31 | $375,521 |
Total plan assets at beginning of year | 2012-05-31 | $541,907 |
Value of fidelity bond covering the plan | 2012-05-31 | $195,000 |
Other income received | 2012-05-31 | $36,780 |
Net income (gross income less expenses) | 2012-05-31 | $-166,386 |
Net plan assets at end of year (total assets less liabilities) | 2012-05-31 | $375,521 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-05-31 | $541,907 |
Total contributions received or receivable from employer(s) | 2012-05-31 | $30,334 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-05-31 | $5,369 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-05-31 | $0 |
2011 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2011 401k financial data |
---|
Total income from all sources | 2011-05-31 | $63,336 |
Expenses. Total of all expenses incurred | 2011-05-31 | $310,205 |
Benefits paid (including direct rollovers) | 2011-05-31 | $303,598 |
Total plan assets at end of year | 2011-05-31 | $541,907 |
Total plan assets at beginning of year | 2011-05-31 | $788,776 |
Value of fidelity bond covering the plan | 2011-05-31 | $195,000 |
Other income received | 2011-05-31 | $37,955 |
Net income (gross income less expenses) | 2011-05-31 | $-246,869 |
Net plan assets at end of year (total assets less liabilities) | 2011-05-31 | $541,907 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-05-31 | $788,776 |
Total contributions received or receivable from employer(s) | 2011-05-31 | $25,381 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-05-31 | $6,607 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-05-31 | $0 |
2010 : PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-05-31 | $0 |
2021: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2021 form 5500 responses |
---|
2021-06-01 | Type of plan entity | Single employer plan |
2021-06-01 | Submission has been amended | No |
2021-06-01 | This submission is the final filing | No |
2021-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-06-01 | Plan is a collectively bargained plan | Yes |
2021-06-01 | Plan funding arrangement – Insurance | Yes |
2021-06-01 | Plan benefit arrangement – Insurance | Yes |
2020: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2020 form 5500 responses |
---|
2020-06-01 | Type of plan entity | Single employer plan |
2020-06-01 | Submission has been amended | No |
2020-06-01 | This submission is the final filing | No |
2020-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-06-01 | Plan is a collectively bargained plan | Yes |
2020-06-01 | Plan funding arrangement – Insurance | Yes |
2020-06-01 | Plan benefit arrangement – Insurance | Yes |
2019: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2019 form 5500 responses |
---|
2019-06-01 | Type of plan entity | Single employer plan |
2019-06-01 | Submission has been amended | No |
2019-06-01 | This submission is the final filing | No |
2019-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-06-01 | Plan is a collectively bargained plan | Yes |
2019-06-01 | Plan funding arrangement – Insurance | Yes |
2019-06-01 | Plan benefit arrangement – Insurance | Yes |
2018: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2018 form 5500 responses |
---|
2018-06-01 | Type of plan entity | Single employer plan |
2018-06-01 | Submission has been amended | No |
2018-06-01 | This submission is the final filing | No |
2018-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-06-01 | Plan is a collectively bargained plan | Yes |
2018-06-01 | Plan funding arrangement – Insurance | Yes |
2018-06-01 | Plan benefit arrangement – Insurance | Yes |
2017: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2017 form 5500 responses |
---|
2017-06-01 | Type of plan entity | Single employer plan |
2017-06-01 | Submission has been amended | No |
2017-06-01 | This submission is the final filing | No |
2017-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-06-01 | Plan is a collectively bargained plan | Yes |
2017-06-01 | Plan funding arrangement – Insurance | Yes |
2017-06-01 | Plan benefit arrangement – Insurance | Yes |
2016: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2016 form 5500 responses |
---|
2016-06-01 | Type of plan entity | Single employer plan |
2016-06-01 | Submission has been amended | No |
2016-06-01 | This submission is the final filing | No |
2016-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-06-01 | Plan is a collectively bargained plan | Yes |
2016-06-01 | Plan funding arrangement – Insurance | Yes |
2016-06-01 | Plan benefit arrangement – Insurance | Yes |
2015: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2015 form 5500 responses |
---|
2015-06-01 | Type of plan entity | Single employer plan |
2015-06-01 | Submission has been amended | No |
2015-06-01 | This submission is the final filing | No |
2015-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-06-01 | Plan is a collectively bargained plan | Yes |
2015-06-01 | Plan funding arrangement – Insurance | Yes |
2015-06-01 | Plan benefit arrangement – Insurance | Yes |
2014: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2014 form 5500 responses |
---|
2014-06-01 | Type of plan entity | Single employer plan |
2014-06-01 | Submission has been amended | Yes |
2014-06-01 | This submission is the final filing | No |
2014-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-06-01 | Plan is a collectively bargained plan | No |
2014-06-01 | Plan funding arrangement – Insurance | Yes |
2014-06-01 | Plan benefit arrangement – Insurance | Yes |
2013: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2013 form 5500 responses |
---|
2013-06-01 | Type of plan entity | Single employer plan |
2013-06-01 | Submission has been amended | Yes |
2013-06-01 | This submission is the final filing | No |
2013-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-06-01 | Plan is a collectively bargained plan | No |
2013-06-01 | Plan funding arrangement – Insurance | Yes |
2013-06-01 | Plan benefit arrangement – Insurance | Yes |
2012: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2012 form 5500 responses |
---|
2012-06-01 | Type of plan entity | Single employer plan |
2012-06-01 | Submission has been amended | No |
2012-06-01 | This submission is the final filing | No |
2012-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-06-01 | Plan is a collectively bargained plan | Yes |
2012-06-01 | Plan funding arrangement – Insurance | Yes |
2012-06-01 | Plan benefit arrangement – Insurance | Yes |
2011: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2011 form 5500 responses |
---|
2011-06-01 | Type of plan entity | Single employer plan |
2011-06-01 | Submission has been amended | No |
2011-06-01 | This submission is the final filing | No |
2011-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-06-01 | Plan is a collectively bargained plan | Yes |
2011-06-01 | Plan funding arrangement – Insurance | Yes |
2011-06-01 | Plan benefit arrangement – Insurance | Yes |
2010: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2010 form 5500 responses |
---|
2010-06-01 | Type of plan entity | Single employer plan |
2010-06-01 | Submission has been amended | No |
2010-06-01 | This submission is the final filing | No |
2010-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-06-01 | Plan is a collectively bargained plan | Yes |
2010-06-01 | Plan funding arrangement – Insurance | Yes |
2010-06-01 | Plan benefit arrangement – Insurance | Yes |
2009: PENSION PLAN AND TRUST FOR UNION EMPLOYEES 2009 form 5500 responses |
---|
2009-06-01 | Type of plan entity | Single employer plan |
2009-06-01 | Submission has been amended | No |
2009-06-01 | This submission is the final filing | No |
2009-06-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-06-01 | Plan is a collectively bargained plan | Yes |
2009-06-01 | Plan funding arrangement – Insurance | Yes |
2009-06-01 | Plan benefit arrangement – Insurance | Yes |