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EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 401k Plan overview

Plan NameEMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.
Plan identification number 003

EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 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

INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION 743 has sponsored the creation of one or more 401k plans.

Company Name:INT'L BROTHERHOOD OF TEAMSTERS LOCAL UNION 743
Employer identification number (EIN):361757834
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01DEBRA SIMMONS-PETERSON2023-10-02 DEBRA SIMMONS-PETERSON2023-10-02
0032021-01-01DEBRA SIMMONS-PETERSON2022-10-04 DEBRA SIMMONS-PETERSON2022-10-04
0032020-01-01DEBRA SIMMONS-PETERSON2021-09-30
0032019-01-01DEBRA SIMMONS-PETERSON2020-10-06
0032018-01-01DEBRA SIMMONS-PETERSON2019-09-23
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01DEBRA SIMMONS
0032013-01-01DEBRA SIMMONS
0032012-01-01DONNIE VON MOORE
0032011-01-01DONNIE VON MOORE
0032009-01-01LARRY DAVIS

Plan Statistics for EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

401k plan membership statisitcs for EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

Measure Date Value
2022: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2022 401k membership
Market value of plan assets2022-12-314,813,193
Acturial value of plan assets2022-12-314,813,193
Funding target for retired participants and beneficiaries receiving payment2022-12-312,254,032
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-31106,947
Active participant vested funding target2022-12-311,981,901
Number of active participants2022-12-3118
Total funding liabilities for active participants2022-12-312,097,368
Total participant count2022-12-3141
Total funding target for all participants2022-12-314,458,347
Balance at beginning of prior year after applicable adjustments2022-12-311,025
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-311,025
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-311,226
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31257,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31247,682
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31319,719
Total funding amount beforereflecting carryover/prefunding balances2022-12-31-33,900
Contributions allocatedtoward minimum required contributions for current year2022-12-31247,682
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0141
Total number of active participants reported on line 7a of the Form 55002022-01-0117
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-0139
2021: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2021 401k membership
Market value of plan assets2021-12-314,078,564
Acturial value of plan assets2021-12-314,078,564
Funding target for retired participants and beneficiaries receiving payment2021-12-311,548,670
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-31106,535
Active participant vested funding target2021-12-311,999,403
Number of active participants2021-12-3117
Total funding liabilities for active participants2021-12-312,076,483
Total participant count2021-12-3140
Total funding target for all participants2021-12-313,731,688
Balance at beginning of prior year after applicable adjustments2021-12-31888
Amount remaining of carryover balance2021-12-31888
Balance of carryovers at beginning of current year2021-12-311,025
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31150,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31145,728
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31275,810
Total funding amount beforereflecting carryover/prefunding balances2021-12-31-70,041
Contributions allocatedtoward minimum required contributions for current year2021-12-31145,728
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-0140
Total number of active participants reported on line 7a of the Form 55002021-01-0118
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-012
Total of all active and inactive participants2021-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-0141
2020: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2020 401k membership
Market value of plan assets2020-12-313,901,381
Acturial value of plan assets2020-12-313,899,506
Funding target for retired participants and beneficiaries receiving payment2020-12-311,586,973
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-3194,267
Active participant vested funding target2020-12-311,617,634
Number of active participants2020-12-3120
Total funding liabilities for active participants2020-12-311,662,129
Total participant count2020-12-3142
Total funding target for all participants2020-12-313,343,369
Balance at beginning of prior year after applicable adjustments2020-12-31731
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-31731
Present value of excess contributions2020-12-3111
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3112
Balance of carryovers at beginning of current year2020-12-31888
Balance of prefunding at beginning of current year2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31256,400
Net shortfall amortization installment of oustanding balance2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-31-298,849
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-0142
Total number of active participants reported on line 7a of the Form 55002020-01-0117
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-0140
2019: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2019 401k membership
Market value of plan assets2019-12-313,272,121
Acturial value of plan assets2019-12-313,272,110
Funding target for retired participants and beneficiaries receiving payment2019-12-311,951,820
Number of terminated vested participants2019-12-311
Fundng target for terminated vested participants2019-12-3181,718
Active participant vested funding target2019-12-311,264,142
Number of active participants2019-12-3116
Total funding liabilities for active participants2019-12-311,296,386
Total participant count2019-12-3139
Total funding target for all participants2019-12-313,329,924
Balance at beginning of prior year after applicable adjustments2019-12-31728
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-31728
Present value of excess contributions2019-12-311,921
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,022
Balance of carryovers at beginning of current year2019-12-31731
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31192,800
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31182,330
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31172,806
Net shortfall amortization installment of oustanding balance2019-12-3158,545
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31182,319
Additional cash requirement2019-12-31182,319
Contributions allocatedtoward minimum required contributions for current year2019-12-31182,330
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-0139
Total number of active participants reported on line 7a of the Form 55002019-01-0120
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-012
Total of all active and inactive participants2019-01-0138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-0142
2018: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2018 401k membership
Market value of plan assets2018-12-313,790,741
Acturial value of plan assets2018-12-313,790,643
Funding target for retired participants and beneficiaries receiving payment2018-12-312,026,112
Number of terminated vested participants2018-12-314
Fundng target for terminated vested participants2018-12-31345,816
Active participant vested funding target2018-12-311,212,860
Number of active participants2018-12-3117
Total funding liabilities for active participants2018-12-311,346,559
Total participant count2018-12-3144
Total funding target for all participants2018-12-313,718,487
Balance at beginning of prior year after applicable adjustments2018-12-31647
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-31647
Present value of excess contributions2018-12-311,052
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-311,110
Balance of carryovers at beginning of current year2018-12-31728
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3195,959
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3193,093
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31162,600
Total funding amount beforereflecting carryover/prefunding balances2018-12-3191,172
Additional cash requirement2018-12-3191,172
Contributions allocatedtoward minimum required contributions for current year2018-12-3193,093
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0144
Total number of active participants reported on line 7a of the Form 55002018-01-0116
Number of retired or separated participants receiving benefits2018-01-0119
Number of other retired or separated participants entitled to future benefits2018-01-011
Total of all active and inactive participants2018-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-0139
2017: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2017 401k membership
Market value of plan assets2017-12-313,848,491
Acturial value of plan assets2017-12-313,845,423
Funding target for retired participants and beneficiaries receiving payment2017-12-312,182,351
Number of terminated vested participants2017-12-314
Fundng target for terminated vested participants2017-12-31211,552
Active participant vested funding target2017-12-311,367,531
Number of active participants2017-12-3117
Total funding liabilities for active participants2017-12-311,461,694
Total participant count2017-12-3145
Total funding target for all participants2017-12-313,855,597
Balance at beginning of prior year after applicable adjustments2017-12-31270,244
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31269,631
Amount remaining of carryover balance2017-12-31613
Present value of excess contributions2017-12-31479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31506
Balance of carryovers at beginning of current year2017-12-31647
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3145,102
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3143,059
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3131,874
Net shortfall amortization installment of oustanding balance2017-12-3110,821
Total funding amount beforereflecting carryover/prefunding balances2017-12-3142,007
Additional cash requirement2017-12-3142,007
Contributions allocatedtoward minimum required contributions for current year2017-12-3143,059
Unpaid minimum required contributions for current year2017-12-310
Total participants, beginning-of-year2017-01-0145
Total number of active participants reported on line 7a of the Form 55002017-01-0117
Number of retired or separated participants receiving benefits2017-01-0118
Number of other retired or separated participants entitled to future benefits2017-01-014
Total of all active and inactive participants2017-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-015
Total participants2017-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2016 401k membership
Market value of plan assets2016-12-313,863,926
Acturial value of plan assets2016-12-313,862,860
Funding target for retired participants and beneficiaries receiving payment2016-12-311,975,760
Number of terminated vested participants2016-12-316
Fundng target for terminated vested participants2016-12-31518,339
Active participant vested funding target2016-12-311,453,715
Number of active participants2016-12-3120
Total funding liabilities for active participants2016-12-311,529,595
Total participant count2016-12-3150
Total funding target for all participants2016-12-314,023,694
Balance at beginning of prior year after applicable adjustments2016-12-31318,799
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-3152,286
Amount remaining of carryover balance2016-12-31266,513
Present value of excess contributions2016-12-313,298
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-313,492
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-313,492
Balance of carryovers at beginning of current year2016-12-31270,244
Balance of prefunding at beginning of current year2016-12-313,492
Total employer contributions2016-12-3194,095
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3186,176
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31284,280
Net shortfall amortization installment of oustanding balance2016-12-31430,011
Total funding amount beforereflecting carryover/prefunding balances2016-12-31351,836
Carryover balance elected to use to offset funding requirement2016-12-31269,631
Additional cash requirement2016-12-3182,205
Contributions allocatedtoward minimum required contributions for current year2016-12-3186,176
Unpaid minimum required contributions for current year2016-12-310
Total participants, beginning-of-year2016-01-0150
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-014
2015: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2015 401k membership
Total participants, beginning-of-year2015-01-0156
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-0117
Number of other retired or separated participants entitled to future benefits2015-01-016
Total of all active and inactive participants2015-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2014 401k membership
Total participants, beginning-of-year2014-01-0156
Total number of active participants reported on line 7a of the Form 55002014-01-0120
Number of retired or separated participants receiving benefits2014-01-0120
Number of other retired or separated participants entitled to future benefits2014-01-017
Total of all active and inactive participants2014-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2013 401k membership
Total participants, beginning-of-year2013-01-0157
Total number of active participants reported on line 7a of the Form 55002013-01-0117
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-017
Total of all active and inactive participants2013-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2012 401k membership
Total participants, beginning-of-year2012-01-0159
Total number of active participants reported on line 7a of the Form 55002012-01-0119
Number of retired or separated participants receiving benefits2012-01-0120
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2011 401k membership
Total participants, beginning-of-year2011-01-0160
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-0122
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2009 401k membership
Total participants, beginning-of-year2009-01-0162
Total number of active participants reported on line 7a of the Form 55002009-01-0125
Number of retired or separated participants receiving benefits2009-01-0121
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-018
Total participants2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

Measure Date Value
2022 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2022 401k financial data
Total income from all sources2022-12-31$-366,741
Expenses. Total of all expenses incurred2022-12-31$1,859,434
Benefits paid (including direct rollovers)2022-12-31$1,805,756
Total plan assets at end of year2022-12-31$2,587,017
Total plan assets at beginning of year2022-12-31$4,813,192
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$6,273
Other income received2022-12-31$-623,741
Net income (gross income less expenses)2022-12-31$-2,226,175
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,587,017
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,813,192
Total contributions received or receivable from employer(s)2022-12-31$257,000
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$47,405
2021 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2021 401k financial data
Total income from all sources2021-12-31$984,190
Expenses. Total of all expenses incurred2021-12-31$249,562
Benefits paid (including direct rollovers)2021-12-31$209,932
Total plan assets at end of year2021-12-31$4,813,192
Total plan assets at beginning of year2021-12-31$4,078,564
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$6,228
Other income received2021-12-31$834,190
Net income (gross income less expenses)2021-12-31$734,628
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,813,192
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,078,564
Total contributions received or receivable from employer(s)2021-12-31$150,000
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$33,402
2020 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$23,840
Total income from all sources2020-12-31$634,246
Expenses. Total of all expenses incurred2020-12-31$433,222
Benefits paid (including direct rollovers)2020-12-31$393,623
Total plan assets at end of year2020-12-31$4,078,564
Total plan assets at beginning of year2020-12-31$3,901,380
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$6,827
Other income received2020-12-31$634,246
Net income (gross income less expenses)2020-12-31$201,024
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,078,564
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,877,540
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$32,772
2019 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2019 401k financial data
Total plan liabilities at end of year2019-12-31$23,840
Total income from all sources2019-12-31$953,622
Expenses. Total of all expenses incurred2019-12-31$341,043
Benefits paid (including direct rollovers)2019-12-31$259,315
Total plan assets at end of year2019-12-31$3,901,380
Total plan assets at beginning of year2019-12-31$3,264,961
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$6,195
Contributions received from other sources (not participants or employers)2019-12-31$7,159
Other income received2019-12-31$753,663
Net income (gross income less expenses)2019-12-31$612,579
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,877,540
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$3,264,961
Total contributions received or receivable from employer(s)2019-12-31$192,800
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$75,533
2018 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2018 401k financial data
Total income from all sources2018-12-31$122,493
Expenses. Total of all expenses incurred2018-12-31$637,197
Benefits paid (including direct rollovers)2018-12-31$627,378
Total plan assets at end of year2018-12-31$3,264,961
Total plan assets at beginning of year2018-12-31$3,779,665
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$22,617
Net income (gross income less expenses)2018-12-31$-514,704
Net plan assets at end of year (total assets less liabilities)2018-12-31$3,264,961
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$3,779,665
Total contributions received or receivable from employer(s)2018-12-31$99,876
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$9,819
2017 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2017 401k financial data
Total plan liabilities at beginning of year2017-12-31$5,756
Total income from all sources2017-12-31$497,494
Expenses. Total of all expenses incurred2017-12-31$566,320
Benefits paid (including direct rollovers)2017-12-31$557,780
Total plan assets at end of year2017-12-31$3,779,665
Total plan assets at beginning of year2017-12-31$3,854,247
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$463,468
Net income (gross income less expenses)2017-12-31$-68,826
Net plan assets at end of year (total assets less liabilities)2017-12-31$3,779,665
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,848,491
Total contributions received or receivable from employer(s)2017-12-31$34,026
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$8,540
2016 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2016 401k financial data
Total plan liabilities at end of year2016-12-31$5,756
Total plan liabilities at beginning of year2016-12-31$16,628
Total income from all sources2016-12-31$314,487
Expenses. Total of all expenses incurred2016-12-31$329,922
Benefits paid (including direct rollovers)2016-12-31$316,943
Total plan assets at end of year2016-12-31$3,854,247
Total plan assets at beginning of year2016-12-31$3,880,554
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$3,440
Other income received2016-12-31$220,392
Net income (gross income less expenses)2016-12-31$-15,435
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,848,491
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,863,926
Total contributions received or receivable from employer(s)2016-12-31$94,095
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$9,539
2015 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2015 401k financial data
Total plan liabilities at end of year2015-12-31$16,628
Total plan liabilities at beginning of year2015-12-31$5,756
Total income from all sources2015-12-31$150,731
Expenses. Total of all expenses incurred2015-12-31$348,055
Benefits paid (including direct rollovers)2015-12-31$282,960
Total plan assets at end of year2015-12-31$3,880,554
Total plan assets at beginning of year2015-12-31$4,067,006
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$30,608
Other income received2015-12-31$90,731
Net income (gross income less expenses)2015-12-31$-197,324
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,863,926
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,061,250
Total contributions received or receivable from employer(s)2015-12-31$60,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$34,487
2014 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2014 401k financial data
Total plan liabilities at end of year2014-12-31$5,756
Total plan liabilities at beginning of year2014-12-31$2,221
Total income from all sources2014-12-31$394,917
Expenses. Total of all expenses incurred2014-12-31$1,358,396
Benefits paid (including direct rollovers)2014-12-31$1,312,057
Total plan assets at end of year2014-12-31$4,067,006
Total plan assets at beginning of year2014-12-31$5,026,950
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$11,820
Other income received2014-12-31$342,488
Net income (gross income less expenses)2014-12-31$-963,479
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,061,250
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$5,024,729
Total contributions received or receivable from employer(s)2014-12-31$52,429
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$34,519
2013 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2013 401k financial data
Total plan liabilities at end of year2013-12-31$2,221
Total plan liabilities at beginning of year2013-12-31$2,221
Total income from all sources2013-12-31$814,659
Expenses. Total of all expenses incurred2013-12-31$324,154
Benefits paid (including direct rollovers)2013-12-31$309,071
Total plan assets at end of year2013-12-31$5,026,950
Total plan assets at beginning of year2013-12-31$4,536,445
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$2,777
Other income received2013-12-31$709,659
Net income (gross income less expenses)2013-12-31$490,505
Net plan assets at end of year (total assets less liabilities)2013-12-31$5,024,729
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$4,534,224
Total contributions received or receivable from employer(s)2013-12-31$105,000
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$12,306
2012 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2012 401k financial data
Total plan liabilities at end of year2012-12-31$2,221
Total plan liabilities at beginning of year2012-12-31$7,497
Total income from all sources2012-12-31$547,157
Expenses. Total of all expenses incurred2012-12-31$367,812
Benefits paid (including direct rollovers)2012-12-31$326,712
Total plan assets at end of year2012-12-31$4,536,445
Total plan assets at beginning of year2012-12-31$4,362,376
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$13,504
Other income received2012-12-31$464,960
Net income (gross income less expenses)2012-12-31$179,345
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,534,224
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,354,879
Total contributions received or receivable from employer(s)2012-12-31$82,197
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$27,596
2011 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2011 401k financial data
Total plan liabilities at end of year2011-12-31$7,497
Total plan liabilities at beginning of year2011-12-31$2,124
Total income from all sources2011-12-31$81,775
Expenses. Total of all expenses incurred2011-12-31$469,704
Benefits paid (including direct rollovers)2011-12-31$379,677
Total plan assets at end of year2011-12-31$4,362,376
Total plan assets at beginning of year2011-12-31$4,744,932
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$20,916
Other income received2011-12-31$81,775
Net income (gross income less expenses)2011-12-31$-387,929
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,354,879
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,742,808
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$69,111
2010 : EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2010 401k financial data
Total plan liabilities at end of year2010-12-31$2,124
Total plan liabilities at beginning of year2010-12-31$17,470
Total income from all sources2010-12-31$529,771
Expenses. Total of all expenses incurred2010-12-31$694,809
Benefits paid (including direct rollovers)2010-12-31$610,743
Total plan assets at end of year2010-12-31$4,744,932
Total plan assets at beginning of year2010-12-31$4,925,316
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$84,066
Other income received2010-12-31$529,771
Net income (gross income less expenses)2010-12-31$-165,038
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,742,808
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,907,846

Form 5500 Responses for EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T.

2022: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' PENSION PLAN OF LOCAL 743 I.B. OF T. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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