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PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 401k Plan overview

Plan NamePENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION
Plan identification number 001

PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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

LIQUOR AND ALLIED WORKERS UNION LOCAL NO has sponsored the creation of one or more 401k plans.

Company Name:LIQUOR AND ALLIED WORKERS UNION LOCAL NO
Employer identification number (EIN):364044987
NAIC Classification:424800

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01PATRICK DUFF JR2024-10-04
0012022-01-01PATRICK DUFF JR2023-09-19
0012021-01-01PATRICK DUFF JR2022-10-06
0012020-01-01PATRICK G. DUFF JR2021-10-04
0012019-01-01PATRICK G. DUFF JR2020-10-06
0012018-01-01PATRICK DUFF2019-10-10
0012018-01-01PATRICK DUFF2019-10-10
0012017-01-01
0012017-01-01PATRICK DUFF2019-10-10
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PATRICK DUFF PATRICK DUFF2013-07-31
0012011-01-01PATRICK DUFF PATRICK G. DUFF2012-10-14
0012010-01-01PATRICK DUFF PATRICK G. DUFF2011-10-14
0012009-01-01JOHN DUFF III PATRICK G. DUFF2010-10-13

Financial Data on PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION

Measure Date Value
2023 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2023 401k financial data
Total plan liabilities at end of year2023-12-31$200
Total plan liabilities at beginning of year2023-12-31$4,250
Total income from all sources2023-12-31$684,753
Expenses. Total of all expenses incurred2023-12-31$124,693
Benefits paid (including direct rollovers)2023-12-31$55,368
Total plan assets at end of year2023-12-31$5,972,091
Total plan assets at beginning of year2023-12-31$5,416,081
Value of fidelity bond covering the plan2023-12-31$500,000
Expenses. Other expenses not covered elsewhere2023-12-31$2,868
Other income received2023-12-31$684,753
Net income (gross income less expenses)2023-12-31$560,060
Net plan assets at end of year (total assets less liabilities)2023-12-31$5,971,891
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$5,411,831
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$66,457
2022 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2022 401k financial data
Total plan liabilities at end of year2022-12-31$4,250
Total income from all sources2022-12-31$-543,363
Expenses. Total of all expenses incurred2022-12-31$187,210
Benefits paid (including direct rollovers)2022-12-31$143,368
Total plan assets at end of year2022-12-31$5,416,081
Total plan assets at beginning of year2022-12-31$6,142,404
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$1,017
Other income received2022-12-31$-543,363
Net income (gross income less expenses)2022-12-31$-730,573
Net plan assets at end of year (total assets less liabilities)2022-12-31$5,411,831
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$6,142,404
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$42,825
2021 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2021 401k financial data
Total income from all sources2021-12-31$952,853
Expenses. Total of all expenses incurred2021-12-31$205,338
Benefits paid (including direct rollovers)2021-12-31$143,368
Total plan assets at end of year2021-12-31$6,142,404
Total plan assets at beginning of year2021-12-31$5,394,889
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$9,001
Other income received2021-12-31$952,853
Net income (gross income less expenses)2021-12-31$747,515
Net plan assets at end of year (total assets less liabilities)2021-12-31$6,142,404
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$5,394,889
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$52,969
2020 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2020 401k financial data
Total income from all sources2020-12-31$587,637
Expenses. Total of all expenses incurred2020-12-31$185,557
Benefits paid (including direct rollovers)2020-12-31$143,368
Total plan assets at end of year2020-12-31$5,394,889
Total plan assets at beginning of year2020-12-31$4,992,809
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$3,679
Other income received2020-12-31$587,637
Net income (gross income less expenses)2020-12-31$402,080
Net plan assets at end of year (total assets less liabilities)2020-12-31$5,394,889
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$4,992,809
Total contributions received or receivable from employer(s)2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$38,510
2019 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2019 401k financial data
Total plan liabilities at beginning of year2019-12-31$8,198
Total income from all sources2019-12-31$997,304
Expenses. Total of all expenses incurred2019-12-31$190,596
Benefits paid (including direct rollovers)2019-12-31$143,368
Total plan assets at end of year2019-12-31$4,992,809
Total plan assets at beginning of year2019-12-31$4,194,299
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$4,674
Other income received2019-12-31$897,304
Net income (gross income less expenses)2019-12-31$806,708
Net plan assets at end of year (total assets less liabilities)2019-12-31$4,992,809
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,186,101
Total contributions received or receivable from employer(s)2019-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$42,554
2018 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2018 401k financial data
Total plan liabilities at end of year2018-12-31$8,198
Total plan liabilities at beginning of year2018-12-31$11,473
Total income from all sources2018-12-31$-78,357
Expenses. Total of all expenses incurred2018-12-31$194,810
Benefits paid (including direct rollovers)2018-12-31$155,149
Total plan assets at end of year2018-12-31$4,194,299
Total plan assets at beginning of year2018-12-31$4,470,741
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$3,935
Other income received2018-12-31$-78,357
Net income (gross income less expenses)2018-12-31$-273,167
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,186,101
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,459,268
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$35,726
2017 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2017 401k financial data
Total plan liabilities at end of year2017-12-31$11,473
Total plan liabilities at beginning of year2017-12-31$10,907
Total income from all sources2017-12-31$727,541
Expenses. Total of all expenses incurred2017-12-31$213,310
Benefits paid (including direct rollovers)2017-12-31$159,076
Total plan assets at end of year2017-12-31$4,470,741
Total plan assets at beginning of year2017-12-31$3,955,944
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$6,572
Other income received2017-12-31$627,541
Net income (gross income less expenses)2017-12-31$514,231
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,459,268
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$3,945,037
Total contributions received or receivable from employer(s)2017-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$47,662
2016 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2016 401k financial data
Total plan liabilities at end of year2016-12-31$10,907
Total plan liabilities at beginning of year2016-12-31$10,057
Total income from all sources2016-12-31$205,015
Expenses. Total of all expenses incurred2016-12-31$210,607
Benefits paid (including direct rollovers)2016-12-31$159,076
Total plan assets at end of year2016-12-31$3,955,944
Total plan assets at beginning of year2016-12-31$3,960,686
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$5,897
Other income received2016-12-31$105,015
Net income (gross income less expenses)2016-12-31$-5,592
Net plan assets at end of year (total assets less liabilities)2016-12-31$3,945,037
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,950,629
Total contributions received or receivable from employer(s)2016-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$45,634
2015 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2015 401k financial data
Total plan liabilities at end of year2015-12-31$10,057
Total plan liabilities at beginning of year2015-12-31$5,453
Total income from all sources2015-12-31$156,197
Expenses. Total of all expenses incurred2015-12-31$205,634
Benefits paid (including direct rollovers)2015-12-31$159,076
Total plan assets at end of year2015-12-31$3,960,686
Total plan assets at beginning of year2015-12-31$4,005,519
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$816
Other income received2015-12-31$56,197
Net income (gross income less expenses)2015-12-31$-49,437
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,950,629
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$4,000,066
Total contributions received or receivable from employer(s)2015-12-31$100,000
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$45,742
2014 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2014 401k financial data
Total plan liabilities at end of year2014-12-31$5,453
Total plan liabilities at beginning of year2014-12-31$4,950
Total income from all sources2014-12-31$251,640
Expenses. Total of all expenses incurred2014-12-31$203,109
Benefits paid (including direct rollovers)2014-12-31$159,076
Total plan assets at end of year2014-12-31$4,005,519
Total plan assets at beginning of year2014-12-31$3,956,485
Value of fidelity bond covering the plan2014-12-31$350,000
Expenses. Other expenses not covered elsewhere2014-12-31$3,934
Other income received2014-12-31$194,824
Net income (gross income less expenses)2014-12-31$48,531
Net plan assets at end of year (total assets less liabilities)2014-12-31$4,000,066
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,951,535
Total contributions received or receivable from employer(s)2014-12-31$56,816
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$40,099
2013 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2013 401k financial data
Total plan liabilities at end of year2013-12-31$4,950
Total income from all sources2013-12-31$741,679
Expenses. Total of all expenses incurred2013-12-31$197,127
Benefits paid (including direct rollovers)2013-12-31$151,076
Total plan assets at end of year2013-12-31$3,956,485
Total plan assets at beginning of year2013-12-31$3,406,983
Value of fidelity bond covering the plan2013-12-31$320,000
Expenses. Other expenses not covered elsewhere2013-12-31$4,326
Other income received2013-12-31$508,351
Net income (gross income less expenses)2013-12-31$544,552
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,951,535
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$3,406,983
Total contributions received or receivable from employer(s)2013-12-31$233,328
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$41,725
2012 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$3,532
Total income from all sources2012-12-31$668,928
Expenses. Total of all expenses incurred2012-12-31$47,193
Benefits paid (including direct rollovers)2012-12-31$15,708
Total plan assets at end of year2012-12-31$3,406,983
Total plan assets at beginning of year2012-12-31$2,788,780
Value of fidelity bond covering the plan2012-12-31$320,000
Expenses. Other expenses not covered elsewhere2012-12-31$6,012
Other income received2012-12-31$162,673
Net income (gross income less expenses)2012-12-31$621,735
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,406,983
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,785,248
Total contributions received or receivable from employer(s)2012-12-31$506,255
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$25,473
2011 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2011 401k financial data
Total plan liabilities at end of year2011-12-31$3,532
Total plan liabilities at beginning of year2011-12-31$2,044
Total income from all sources2011-12-31$222,213
Expenses. Total of all expenses incurred2011-12-31$56,822
Benefits paid (including direct rollovers)2011-12-31$15,708
Total plan assets at end of year2011-12-31$2,788,780
Total plan assets at beginning of year2011-12-31$2,621,901
Value of fidelity bond covering the plan2011-12-31$200,000
Expenses. Other expenses not covered elsewhere2011-12-31$3,470
Other income received2011-12-31$-29,895
Net income (gross income less expenses)2011-12-31$165,391
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,785,248
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,619,857
Total contributions received or receivable from employer(s)2011-12-31$252,108
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$37,644
2010 : PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2010 401k financial data
Total plan liabilities at end of year2010-12-31$2,044
Total plan liabilities at beginning of year2010-12-31$3,073
Total income from all sources2010-12-31$391,054
Expenses. Total of all expenses incurred2010-12-31$54,189
Benefits paid (including direct rollovers)2010-12-31$15,708
Total plan assets at end of year2010-12-31$2,621,901
Total plan assets at beginning of year2010-12-31$2,286,065
Value of fidelity bond covering the plan2010-12-31$100,000
Expenses. Other expenses not covered elsewhere2010-12-31$3,966
Other income received2010-12-31$138,945
Net income (gross income less expenses)2010-12-31$336,865
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,619,857
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,282,992
Total contributions received or receivable from employer(s)2010-12-31$252,109
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$34,515

Form 5500 Responses for PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION

2023: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR THE EMPLOYEES OF LOCAL 3 UNION 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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