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U.A. LOCAL 816 PENSION PLAN 401k Plan overview

Plan NameU.A. LOCAL 816 PENSION PLAN
Plan identification number 001

U.A. LOCAL 816 PENSION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

U. A. LOCAL 816 has sponsored the creation of one or more 401k plans.

Company Name:U. A. LOCAL 816
Employer identification number (EIN):386154235
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 816 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01DARRIS GAROUFALIS2024-09-09
0012022-01-01DARRIS GAROUFALIS2023-08-09
0012021-01-01DARRIS GAROUFALIS2022-03-16
0012020-01-01DARRIS GAROUFALIS2021-10-08
0012019-01-01DARRIS GAROUFALIS2020-05-22
0012018-01-01DARRIS GAROUFALIS2019-10-15
0012017-01-01DARRIS GAROUFALIS2018-10-12
0012016-01-01KRISTIN TUTHILL
0012015-01-01KRISTIN TUTHILL
0012014-01-01KRISTIN TUTHILL
0012013-01-01KRISTIN TUTHILL
0012012-01-01KRISTIN TUTHILL
0012011-01-01KRISTIN TUTHILL
0012010-01-01JAN SUGAR
0012009-01-01SCOTT BRINK

Financial Data on U.A. LOCAL 816 PENSION PLAN

Measure Date Value
2025 : U.A. LOCAL 816 PENSION PLAN 2025 401k financial data
Total expenses incurred by plan in this plan year2025-08-192380191
Net assets as of the end of the plan year2025-08-198294290
Total assets as of the beginning of the plan year2025-08-199702838
Value of plan covered by a fidelity bond2025-08-19500000
Other expenses paid from plan in this plan year2025-08-1936370
Other income to plan in this plan year2025-08-19802310
Plan net income in this plan year2025-08-19-1408548
Net assets as of the end of the plan year2025-08-198294290
Net assets as of the beginning of the plan year2025-08-199702838
Employer contributions to plan in this plan year2025-08-19169333
2024 : U.A. LOCAL 816 PENSION PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year2024-09-091033144
Net assets as of the end of the plan year2024-09-099702838
Total assets as of the beginning of the plan year2024-09-099313282
Value of plan covered by a fidelity bond2024-09-09500000
Other expenses paid from plan in this plan year2024-09-0947101
Other income to plan in this plan year2024-09-091258373
Plan net income in this plan year2024-09-09389556
Net assets as of the end of the plan year2024-09-099702838
Net assets as of the beginning of the plan year2024-09-099313282
Employer contributions to plan in this plan year2024-09-09164327
2016 : U.A. LOCAL 816 PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$1,086,213
Expenses. Total of all expenses incurred2016-12-31$1,647,864
Benefits paid (including direct rollovers)2016-12-31$1,631,984
Total plan assets at end of year2016-12-31$10,732,276
Total plan assets at beginning of year2016-12-31$11,293,927
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$15,880
Other income received2016-12-31$635,743
Net income (gross income less expenses)2016-12-31$-561,651
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,732,276
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$11,293,927
Total contributions received or receivable from employer(s)2016-12-31$450,470
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$450,470
Amount contributed by the employer to the plan for this plan year2016-12-31$450,470
2015 : U.A. LOCAL 816 PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$62,265
Expenses. Total of all expenses incurred2015-12-31$1,891,018
Benefits paid (including direct rollovers)2015-12-31$1,888,821
Total plan assets at end of year2015-12-31$11,293,927
Total plan assets at beginning of year2015-12-31$13,122,680
Value of fidelity bond covering the plan2015-12-31$500,000
Expenses. Other expenses not covered elsewhere2015-12-31$2,197
Other income received2015-12-31$-393,350
Net income (gross income less expenses)2015-12-31$-1,828,753
Net plan assets at end of year (total assets less liabilities)2015-12-31$11,293,927
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$13,122,680
Total contributions received or receivable from employer(s)2015-12-31$455,615
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$455,615
Amount contributed by the employer to the plan for this plan year2015-12-31$455,615
2014 : U.A. LOCAL 816 PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,103,282
Expenses. Total of all expenses incurred2014-12-31$1,354,005
Benefits paid (including direct rollovers)2014-12-31$1,353,126
Total plan assets at end of year2014-12-31$13,122,680
Total plan assets at beginning of year2014-12-31$13,373,403
Value of fidelity bond covering the plan2014-12-31$500,000
Expenses. Other expenses not covered elsewhere2014-12-31$879
Other income received2014-12-31$645,313
Net income (gross income less expenses)2014-12-31$-250,723
Net plan assets at end of year (total assets less liabilities)2014-12-31$13,122,680
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$13,373,403
Total contributions received or receivable from employer(s)2014-12-31$457,969
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$457,969
Amount contributed by the employer to the plan for this plan year2014-12-31$457,969
2013 : U.A. LOCAL 816 PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$2,332,712
Expenses. Total of all expenses incurred2013-12-31$1,185,921
Benefits paid (including direct rollovers)2013-12-31$1,184,834
Total plan assets at end of year2013-12-31$13,373,403
Total plan assets at beginning of year2013-12-31$12,226,612
Value of fidelity bond covering the plan2013-12-31$500,000
Expenses. Other expenses not covered elsewhere2013-12-31$1,087
Other income received2013-12-31$1,814,166
Net income (gross income less expenses)2013-12-31$1,146,791
Net plan assets at end of year (total assets less liabilities)2013-12-31$13,373,403
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$12,226,612
Total contributions received or receivable from employer(s)2013-12-31$518,546
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$518,546
Amount contributed by the employer to the plan for this plan year2013-12-31$518,546
2012 : U.A. LOCAL 816 PENSION PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,835,899
Expenses. Total of all expenses incurred2012-12-31$1,630,111
Benefits paid (including direct rollovers)2012-12-31$1,627,971
Total plan assets at end of year2012-12-31$12,226,612
Total plan assets at beginning of year2012-12-31$12,020,824
Value of fidelity bond covering the plan2012-12-31$500,000
Expenses. Other expenses not covered elsewhere2012-12-31$2,140
Other income received2012-12-31$1,325,691
Net income (gross income less expenses)2012-12-31$205,788
Net plan assets at end of year (total assets less liabilities)2012-12-31$12,226,612
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$12,020,824
Total contributions received or receivable from employer(s)2012-12-31$510,208
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$510,208
Amount contributed by the employer to the plan for this plan year2012-12-31$510,208
2011 : U.A. LOCAL 816 PENSION PLAN 2011 401k financial data
Total income from all sources2011-12-31$543,355
Expenses. Total of all expenses incurred2011-12-31$1,447,191
Benefits paid (including direct rollovers)2011-12-31$1,444,145
Total plan assets at end of year2011-12-31$12,020,824
Total plan assets at beginning of year2011-12-31$12,924,660
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$-106,976
Net income (gross income less expenses)2011-12-31$-903,836
Net plan assets at end of year (total assets less liabilities)2011-12-31$12,020,824
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$12,924,660
Total contributions received or receivable from employer(s)2011-12-31$650,331
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,046
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$650,331
Amount contributed by the employer to the plan for this plan year2011-12-31$650,331
2010 : U.A. LOCAL 816 PENSION PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,975,332
Expenses. Total of all expenses incurred2010-12-31$1,404,994
Benefits paid (including direct rollovers)2010-12-31$1,404,994
Total plan assets at end of year2010-12-31$12,924,660
Total plan assets at beginning of year2010-12-31$12,354,322
Value of fidelity bond covering the plan2010-12-31$500,000
Contributions received from other sources (not participants or employers)2010-12-31$2,097
Other income received2010-12-31$1,181,290
Net income (gross income less expenses)2010-12-31$570,338
Net plan assets at end of year (total assets less liabilities)2010-12-31$12,924,660
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$12,354,322
Total contributions received or receivable from employer(s)2010-12-31$791,945
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$791,945
Amount contributed by the employer to the plan for this plan year2010-12-31$791,945
2009 : U.A. LOCAL 816 PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$631,142
Amount contributed by the employer to the plan for this plan year2009-12-31$631,142

Form 5500 Responses for U.A. LOCAL 816 PENSION PLAN

2016: U.A. LOCAL 816 PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: U.A. LOCAL 816 PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: U.A. LOCAL 816 PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: U.A. LOCAL 816 PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: U.A. LOCAL 816 PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: U.A. LOCAL 816 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: U.A. LOCAL 816 PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: U.A. LOCAL 816 PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62357
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62357
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62357
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62357
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62357
Policy instance 1
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract numberUN62357
Policy instance 1

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