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UNITED CONSTRUCTION WORKERS PENSION FUND 401k Plan overview

Plan NameUNITED CONSTRUCTION WORKERS PENSION FUND
Plan identification number 001

UNITED CONSTRUCTION WORKERS PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES OF UNITED CONSTRUCTION WORKERS PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF UNITED CONSTRUCTION WORKERS PENSION FUND
Employer identification number (EIN):416175080
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED CONSTRUCTION WORKERS PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ORLYNN MUELLER TOM MILLER2018-10-03
0012016-01-01ORLYNN MUELLER TOM MILLER2017-08-29
0012016-01-01 TOM MILLER2017-08-01
0012015-01-01ORLYNN MUELLER TOM MILLER2016-10-17
0012015-01-01ORLYNN MUELLER TOM MILLER2016-10-11
0012014-01-01ORLYNN MUELLER TOM MILLER2015-09-24
0012013-01-01TOM ERNST TOM MILLER2014-10-03
0012012-01-01WILLIAM FIGNAR JONI TULENCHIK2013-07-30
0012011-01-01WILLIAM FIGNAR JONI TULENCHIK2012-07-30
0012010-01-01JONI TULENCHIK WILLIAM FIGNAR2011-07-27
0012009-01-01DOUGLAS REESE WILLIAM FIGNAR2011-02-23
0012009-01-01DOUGLAS REESE WILLIAM FIGNER2010-10-13
0012009-01-01DOUGLAS REESE WILLIAM FIGNAR2011-02-28
0012009-01-01DOUGLAS REESE WILLIAM FIGNER2011-02-25
0012009-01-01DOUGLAS REESE WILLIAM FIGNER2010-10-11
0012009-01-01DOUGLAS REESE WILLIAM FIGNAR2011-02-27

Plan Statistics for UNITED CONSTRUCTION WORKERS PENSION FUND

401k plan membership statisitcs for UNITED CONSTRUCTION WORKERS PENSION FUND

Measure Date Value
2022: UNITED CONSTRUCTION WORKERS PENSION FUND 2022 401k membership
Current value of assets2022-12-3147,762,275
Acturial value of assets for funding standard account2022-12-3147,762,275
Accrued liability for plan using immediate gains methods2022-12-3133,667,811
Accrued liability under unit credit cost method2022-12-3133,667,811
RPA 94 current liability2022-12-3172,563,415
Expected increase in current liability due to benefits accruing during the plan year2022-12-311,372,127
Expected release from RPA 94 current liability for plan year2022-12-311,805,616
Expected plan disbursements for the plan year2022-12-311,805,616
Current value of assets2022-12-3147,762,275
Number of retired participants and beneficiaries receiving payment2022-12-31122
Current liability for retired participants and beneficiaries receiving payment2022-12-3129,155,260
Number of terminated vested participants2022-12-31174
Current liability for terminated vested participants2022-12-3118,329,279
Current liability for active participants non vested benefits2022-12-311,080,686
Current liability for active participants vested benefits2022-12-3123,998,190
Total number of active articipats2022-12-31164
Current liability for active participants2022-12-3125,078,876
Total participant count with liabilities2022-12-31460
Total current liabilitoes for participants with libailities2022-12-3172,563,415
Total employer contributions in plan year2022-12-311,464,219
Employer’s normal cost for plan year as of valuation date2022-12-31509,792
Prior year credit balance2022-12-3121,065,317
Total participants, beginning-of-year2022-01-01460
Total number of active participants reported on line 7a of the Form 55002022-01-01148
Number of retired or separated participants receiving benefits2022-01-01111
Number of other retired or separated participants entitled to future benefits2022-01-01184
Total of all active and inactive participants2022-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0114
Total participants2022-01-01457
Number of employers contributing to the scheme2022-01-0111
2021: UNITED CONSTRUCTION WORKERS PENSION FUND 2021 401k membership
Current value of assets2021-12-3141,777,472
Acturial value of assets for funding standard account2021-12-3141,777,472
Accrued liability for plan using immediate gains methods2021-12-3128,931,521
Accrued liability under unit credit cost method2021-12-3128,931,521
RPA 94 current liability2021-12-3162,349,319
Expected increase in current liability due to benefits accruing during the plan year2021-12-311,417,748
Expected release from RPA 94 current liability for plan year2021-12-311,540,834
Expected plan disbursements for the plan year2021-12-311,540,834
Current value of assets2021-12-3141,777,472
Number of retired participants and beneficiaries receiving payment2021-12-31116
Current liability for retired participants and beneficiaries receiving payment2021-12-3122,817,866
Number of terminated vested participants2021-12-31174
Current liability for terminated vested participants2021-12-3115,656,994
Current liability for active participants non vested benefits2021-12-311,024,825
Current liability for active participants vested benefits2021-12-3122,849,634
Total number of active articipats2021-12-31173
Current liability for active participants2021-12-3123,874,459
Total participant count with liabilities2021-12-31463
Total current liabilitoes for participants with libailities2021-12-3162,349,319
Total employer contributions in plan year2021-12-311,520,761
Employer’s normal cost for plan year as of valuation date2021-12-31516,053
Prior year credit balance2021-12-3118,699,717
Total participants, beginning-of-year2021-01-01463
Total number of active participants reported on line 7a of the Form 55002021-01-01164
Number of retired or separated participants receiving benefits2021-01-01107
Number of other retired or separated participants entitled to future benefits2021-01-01174
Total of all active and inactive participants2021-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0115
Total participants2021-01-01460
Number of employers contributing to the scheme2021-01-0112
2020: UNITED CONSTRUCTION WORKERS PENSION FUND 2020 401k membership
Current value of assets2020-12-3138,188,218
Acturial value of assets for funding standard account2020-12-3138,188,218
Accrued liability for plan using immediate gains methods2020-12-3128,718,720
Accrued liability under unit credit cost method2020-12-3128,718,270
RPA 94 current liability2020-12-3156,833,666
Expected increase in current liability due to benefits accruing during the plan year2020-12-311,311,635
Expected release from RPA 94 current liability for plan year2020-12-311,503,398
Expected plan disbursements for the plan year2020-12-311,503,398
Current value of assets2020-12-3138,188,218
Number of retired participants and beneficiaries receiving payment2020-12-31110
Current liability for retired participants and beneficiaries receiving payment2020-12-3121,968,218
Number of terminated vested participants2020-12-31173
Current liability for terminated vested participants2020-12-3114,271,499
Current liability for active participants non vested benefits2020-12-31851,565
Current liability for active participants vested benefits2020-12-3119,742,384
Total number of active articipats2020-12-31178
Current liability for active participants2020-12-3120,593,949
Total participant count with liabilities2020-12-31461
Total current liabilitoes for participants with libailities2020-12-3156,833,666
Total employer contributions in plan year2020-12-311,465,604
Employer’s normal cost for plan year as of valuation date2020-12-31507,455
Prior year credit balance2020-12-3116,535,816
Total participants, beginning-of-year2020-01-01461
Total number of active participants reported on line 7a of the Form 55002020-01-01173
Number of retired or separated participants receiving benefits2020-01-01102
Number of other retired or separated participants entitled to future benefits2020-01-01174
Total of all active and inactive participants2020-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0114
Total participants2020-01-01463
Number of employers contributing to the scheme2020-01-0111
2019: UNITED CONSTRUCTION WORKERS PENSION FUND 2019 401k membership
Current value of assets2019-12-3131,593,905
Acturial value of assets for funding standard account2019-12-3131,593,905
Accrued liability for plan using immediate gains methods2019-12-3127,820,974
Accrued liability under unit credit cost method2019-12-3127,820,974
RPA 94 current liability2019-12-3154,646,931
Expected increase in current liability due to benefits accruing during the plan year2019-12-311,146,018
Expected release from RPA 94 current liability for plan year2019-12-311,414,270
Expected plan disbursements for the plan year2019-12-311,414,270
Current value of assets2019-12-3131,593,905
Number of retired participants and beneficiaries receiving payment2019-12-31104
Current liability for retired participants and beneficiaries receiving payment2019-12-3120,026,601
Number of terminated vested participants2019-12-31174
Current liability for terminated vested participants2019-12-3113,674,791
Current liability for active participants non vested benefits2019-12-31927,623
Current liability for active participants vested benefits2019-12-3120,017,916
Total number of active articipats2019-12-31192
Current liability for active participants2019-12-3120,945,539
Total participant count with liabilities2019-12-31470
Total current liabilitoes for participants with libailities2019-12-3154,646,931
Total employer contributions in plan year2019-12-311,533,626
Employer’s normal cost for plan year as of valuation date2019-12-31468,782
Prior year credit balance2019-12-3114,412,118
Total participants, beginning-of-year2019-01-01470
Total number of active participants reported on line 7a of the Form 55002019-01-01178
Number of retired or separated participants receiving benefits2019-01-0198
Number of other retired or separated participants entitled to future benefits2019-01-01173
Total of all active and inactive participants2019-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-01461
Number of employers contributing to the scheme2019-01-0113
2018: UNITED CONSTRUCTION WORKERS PENSION FUND 2018 401k membership
Current value of assets2018-12-3133,153,034
Acturial value of assets for funding standard account2018-12-3133,153,034
Accrued liability for plan using immediate gains methods2018-12-3126,895,651
Accrued liability under unit credit cost method2018-12-3126,895,651
RPA 94 current liability2018-12-3152,329,251
Expected increase in current liability due to benefits accruing during the plan year2018-12-311,101,829
Expected release from RPA 94 current liability for plan year2018-12-311,180,948
Expected plan disbursements for the plan year2018-12-311,180,948
Current value of assets2018-12-3133,153,033
Number of retired participants and beneficiaries receiving payment2018-12-3192
Current liability for retired participants and beneficiaries receiving payment2018-12-3115,950,069
Number of terminated vested participants2018-12-31183
Current liability for terminated vested participants2018-12-3115,182,271
Current liability for active participants non vested benefits2018-12-31848,662
Current liability for active participants vested benefits2018-12-3120,348,249
Total number of active articipats2018-12-31172
Current liability for active participants2018-12-3121,196,911
Total participant count with liabilities2018-12-31447
Total current liabilitoes for participants with libailities2018-12-3152,329,251
Total employer contributions in plan year2018-12-311,681,553
Employer’s normal cost for plan year as of valuation date2018-12-31466,753
Prior year credit balance2018-12-3112,292,368
Total participants, beginning-of-year2018-01-01447
Total number of active participants reported on line 7a of the Form 55002018-01-01192
Number of retired or separated participants receiving benefits2018-01-0192
Number of other retired or separated participants entitled to future benefits2018-01-01174
Total of all active and inactive participants2018-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-01470
Number of employers contributing to the scheme2018-01-0114
2017: UNITED CONSTRUCTION WORKERS PENSION FUND 2017 401k membership
Current value of assets2017-12-3128,956,843
Acturial value of assets for funding standard account2017-12-3129,445,900
Accrued liability for plan using immediate gains methods2017-12-3125,232,173
Accrued liability under unit credit cost method2017-12-3125,232,173
RPA 94 current liability2017-12-3148,745,394
Expected increase in current liability due to benefits accruing during the plan year2017-12-31972,838
Expected release from RPA 94 current liability for plan year2017-12-311,016,446
Expected plan disbursements for the plan year2017-12-311,016,446
Current value of assets2017-12-3128,956,843
Number of retired participants and beneficiaries receiving payment2017-12-3183
Current liability for retired participants and beneficiaries receiving payment2017-12-3113,817,643
Number of terminated vested participants2017-12-31186
Current liability for terminated vested participants2017-12-3115,002,154
Current liability for active participants non vested benefits2017-12-31606,561
Current liability for active participants vested benefits2017-12-3119,319,036
Total number of active articipats2017-12-31168
Current liability for active participants2017-12-3119,925,597
Total participant count with liabilities2017-12-31437
Total current liabilitoes for participants with libailities2017-12-3148,745,394
Total employer contributions in plan year2017-12-311,481,351
Employer’s normal cost for plan year as of valuation date2017-12-31426,707
Prior year credit balance2017-12-3110,466,409
Total participants, beginning-of-year2017-01-01437
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-0182
Number of other retired or separated participants entitled to future benefits2017-01-01183
Total of all active and inactive participants2017-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-01447
Number of employers contributing to the scheme2017-01-0115
2016: UNITED CONSTRUCTION WORKERS PENSION FUND 2016 401k membership
Current value of assets2016-12-3127,782,555
Acturial value of assets for funding standard account2016-12-3128,780,669
Accrued liability for plan using immediate gains methods2016-12-3125,093,841
Accrued liability under unit credit cost method2016-12-3125,093,841
RPA 94 current liability2016-12-3146,401,869
Expected increase in current liability due to benefits accruing during the plan year2016-12-31882,342
Expected release from RPA 94 current liability for plan year2016-12-31922,497
Expected plan disbursements for the plan year2016-12-31922,497
Current value of assets2016-12-3127,782,555
Number of retired participants and beneficiaries receiving payment2016-12-3181
Current liability for retired participants and beneficiaries receiving payment2016-12-3113,683,275
Number of terminated vested participants2016-12-31190
Current liability for terminated vested participants2016-12-3114,747,191
Current liability for active participants non vested benefits2016-12-31498,435
Current liability for active participants vested benefits2016-12-3117,472,968
Total number of active articipats2016-12-31145
Current liability for active participants2016-12-3117,971,403
Total participant count with liabilities2016-12-31416
Total current liabilitoes for participants with libailities2016-12-3146,401,869
Total employer contributions in plan year2016-12-311,351,111
Employer’s normal cost for plan year as of valuation date2016-12-31426,740
Prior year credit balance2016-12-318,890,799
Total participants, beginning-of-year2016-01-01416
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-0175
Number of other retired or separated participants entitled to future benefits2016-01-01186
Total of all active and inactive participants2016-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-01437
Number of employers contributing to the scheme2016-01-0123
2015: UNITED CONSTRUCTION WORKERS PENSION FUND 2015 401k membership
Current value of assets2015-12-3127,210,289
Acturial value of assets for funding standard account2015-12-3128,707,460
Accrued liability for plan using immediate gains methods2015-12-3124,786,200
Accrued liability under unit credit cost method2015-12-3124,786,200
RPA 94 current liability2015-12-3143,392,047
Expected increase in current liability due to benefits accruing during the plan year2015-12-31770,722
Expected release from RPA 94 current liability for plan year2015-12-31930,684
Expected plan disbursements for the plan year2015-12-31930,684
Current value of assets2015-12-3127,210,289
Number of retired participants and beneficiaries receiving payment2015-12-3174
Current liability for retired participants and beneficiaries receiving payment2015-12-3112,479,992
Number of terminated vested participants2015-12-31190
Current liability for terminated vested participants2015-12-3113,074,413
Current liability for active participants non vested benefits2015-12-31374,097
Current liability for active participants vested benefits2015-12-3117,463,545
Total number of active articipats2015-12-31141
Current liability for active participants2015-12-3117,837,642
Total participant count with liabilities2015-12-31405
Total current liabilitoes for participants with libailities2015-12-3143,392,047
Total employer contributions in plan year2015-12-311,279,511
Employer’s normal cost for plan year as of valuation date2015-12-31384,933
Prior year credit balance2015-12-317,448,516
Total participants, beginning-of-year2015-01-01405
Total number of active participants reported on line 7a of the Form 55002015-01-01145
Number of retired or separated participants receiving benefits2015-01-0172
Number of other retired or separated participants entitled to future benefits2015-01-01190
Total of all active and inactive participants2015-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-019
Total participants2015-01-01416
Number of employers contributing to the scheme2015-01-0116
2014: UNITED CONSTRUCTION WORKERS PENSION FUND 2014 401k membership
Current value of assets2014-12-3125,054,264
Acturial value of assets for funding standard account2014-12-3127,050,492
Accrued liability for plan using immediate gains methods2014-12-3123,314,190
Accrued liability under unit credit cost method2014-12-3123,314,190
RPA 94 current liability2014-12-3139,441,472
Expected increase in current liability due to benefits accruing during the plan year2014-12-31734,633
Expected release from RPA 94 current liability for plan year2014-12-31805,585
Expected plan disbursements for the plan year2014-12-31805,585
Current value of assets2014-12-3125,054,264
Number of retired participants and beneficiaries receiving payment2014-12-3170
Current liability for retired participants and beneficiaries receiving payment2014-12-3112,090,271
Number of terminated vested participants2014-12-31179
Current liability for terminated vested participants2014-12-3111,412,716
Current liability for active participants non vested benefits2014-12-31268,078
Current liability for active participants vested benefits2014-12-3115,670,407
Total number of active articipats2014-12-31160
Current liability for active participants2014-12-3115,938,485
Total participant count with liabilities2014-12-31409
Total current liabilitoes for participants with libailities2014-12-3139,441,472
Total employer contributions in plan year2014-12-311,233,686
Employer’s normal cost for plan year as of valuation date2014-12-31393,957
Prior year credit balance2014-12-316,155,905
Total participants, beginning-of-year2014-01-01409
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-0167
Number of other retired or separated participants entitled to future benefits2014-01-01190
Total of all active and inactive participants2014-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01405
Number of employers contributing to the scheme2014-01-0116
2013: UNITED CONSTRUCTION WORKERS PENSION FUND 2013 401k membership
Current value of assets2013-12-3120,913,358
Acturial value of assets for funding standard account2013-12-3123,408,643
Accrued liability for plan using immediate gains methods2013-12-3122,105,584
Accrued liability under unit credit cost method2013-12-3122,105,584
RPA 94 current liability2013-12-3136,845,303
Expected increase in current liability due to benefits accruing during the plan year2013-12-31697,651
Expected release from RPA 94 current liability for plan year2013-12-31748,684
Expected plan disbursements for the plan year2013-12-31748,684
Current value of assets2013-12-3120,913,253
Number of retired participants and beneficiaries receiving payment2013-12-3165
Current liability for retired participants and beneficiaries receiving payment2013-12-3111,145,123
Number of terminated vested participants2013-12-31173
Current liability for terminated vested participants2013-12-319,970,601
Current liability for active participants non vested benefits2013-12-31189,870
Current liability for active participants vested benefits2013-12-3115,539,709
Total number of active articipats2013-12-31163
Current liability for active participants2013-12-3115,729,579
Total participant count with liabilities2013-12-31401
Total current liabilitoes for participants with libailities2013-12-3136,845,303
Total employer contributions in plan year2013-12-311,258,245
Employer’s normal cost for plan year as of valuation date2013-12-31368,718
Prior year credit balance2013-12-314,901,887
Total participants, beginning-of-year2013-01-01401
Total number of active participants reported on line 7a of the Form 55002013-01-01160
Number of retired or separated participants receiving benefits2013-01-0164
Number of other retired or separated participants entitled to future benefits2013-01-01179
Total of all active and inactive participants2013-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01409
Number of employers contributing to the scheme2013-01-0118
2012: UNITED CONSTRUCTION WORKERS PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01385
Total number of active participants reported on line 7a of the Form 55002012-01-01163
Number of retired or separated participants receiving benefits2012-01-0159
Number of other retired or separated participants entitled to future benefits2012-01-01173
Total of all active and inactive participants2012-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01401
Number of employers contributing to the scheme2012-01-0119
2011: UNITED CONSTRUCTION WORKERS PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01367
Total number of active participants reported on line 7a of the Form 55002011-01-01159
Number of retired or separated participants receiving benefits2011-01-0153
Number of other retired or separated participants entitled to future benefits2011-01-01167
Total of all active and inactive participants2011-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
Number of employers contributing to the scheme2011-01-0121
2010: UNITED CONSTRUCTION WORKERS PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01377
Total number of active participants reported on line 7a of the Form 55002010-01-01141
Number of retired or separated participants receiving benefits2010-01-0153
Number of other retired or separated participants entitled to future benefits2010-01-01173
Total of all active and inactive participants2010-01-01367
Total participants2010-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
Number of employers contributing to the scheme2010-01-0121
2009: UNITED CONSTRUCTION WORKERS PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01380
Total number of active participants reported on line 7a of the Form 55002009-01-01153
Number of retired or separated participants receiving benefits2009-01-0149
Number of other retired or separated participants entitled to future benefits2009-01-01175
Total of all active and inactive participants2009-01-01377
Total participants2009-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112
Number of employers contributing to the scheme2009-01-0121

Financial Data on UNITED CONSTRUCTION WORKERS PENSION FUND

Measure Date Value
2022 : UNITED CONSTRUCTION WORKERS PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-2,935,565
Total unrealized appreciation/depreciation of assets2022-12-31$-2,935,565
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,663
Total income from all sources (including contributions)2022-12-31$-4,420,858
Total loss/gain on sale of assets2022-12-31$-4,046,059
Total of all expenses incurred2022-12-31$2,302,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,687,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,464,219
Value of total assets at end of year2022-12-31$41,041,158
Value of total assets at beginning of year2022-12-31$47,764,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$615,497
Total interest from all sources2022-12-31$372,471
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$724,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11
Administrative expenses professional fees incurred2022-12-31$64,451
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$131,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$131,372
Administrative expenses (other) incurred2022-12-31$50,329
Liabilities. Value of operating payables at end of year2022-12-31$2,663
Liabilities. Value of operating payables at beginning of year2022-12-31$2,663
Total non interest bearing cash at end of year2022-12-31$163,422
Total non interest bearing cash at beginning of year2022-12-31$151,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,723,780
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,038,495
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,762,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$495,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,672,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,926,101
Income. Interest from US Government securities2022-12-31$119,345
Income. Interest from corporate debt instruments2022-12-31$253,124
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2
Asset value of US Government securities at end of year2022-12-31$5,485,059
Asset value of US Government securities at beginning of year2022-12-31$6,450,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,464,219
Employer contributions (assets) at end of year2022-12-31$104,008
Employer contributions (assets) at beginning of year2022-12-31$130,114
Income. Dividends from common stock2022-12-31$724,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,687,425
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$6,908,624
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$7,744,222
Contract administrator fees2022-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$26,552,626
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$31,198,398
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$24,032
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$29,372
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$13,385,626
Aggregate carrying amount (costs) on sale of assets2022-12-31$17,431,685
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2022-12-31411792388
2021 : UNITED CONSTRUCTION WORKERS PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,503,667
Total unrealized appreciation/depreciation of assets2021-12-31$4,503,667
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,663
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,692
Total income from all sources (including contributions)2021-12-31$8,069,928
Total loss/gain on sale of assets2021-12-31$1,048,517
Total of all expenses incurred2021-12-31$2,085,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,470,961
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,520,761
Value of total assets at end of year2021-12-31$47,764,938
Value of total assets at beginning of year2021-12-31$41,780,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$614,164
Total interest from all sources2021-12-31$331,588
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$665,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$54,762
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$131,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$131,372
Administrative expenses (other) incurred2021-12-31$48,922
Liabilities. Value of operating payables at end of year2021-12-31$2,663
Liabilities. Value of operating payables at beginning of year2021-12-31$2,692
Total non interest bearing cash at end of year2021-12-31$151,271
Total non interest bearing cash at beginning of year2021-12-31$107,044
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,984,803
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,762,275
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,777,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$505,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,926,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,300,693
Income. Interest from US Government securities2021-12-31$114,359
Income. Interest from corporate debt instruments2021-12-31$217,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$11,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$11,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6
Asset value of US Government securities at end of year2021-12-31$6,450,599
Asset value of US Government securities at beginning of year2021-12-31$5,329,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,520,761
Employer contributions (assets) at end of year2021-12-31$130,114
Employer contributions (assets) at beginning of year2021-12-31$119,835
Income. Dividends from common stock2021-12-31$665,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,470,961
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$7,744,222
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$6,329,916
Contract administrator fees2021-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$31,198,398
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$28,415,420
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$29,372
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$34,712
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$17,612,587
Aggregate carrying amount (costs) on sale of assets2021-12-31$16,564,070
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2021-12-31411792388
2020 : UNITED CONSTRUCTION WORKERS PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$4,000,644
Total unrealized appreciation/depreciation of assets2020-12-31$4,000,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,692
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$2,619
Total income from all sources (including contributions)2020-12-31$5,425,769
Total loss/gain on sale of assets2020-12-31$-954,788
Total of all expenses incurred2020-12-31$1,836,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,321,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,465,604
Value of total assets at end of year2020-12-31$41,780,164
Value of total assets at beginning of year2020-12-31$38,190,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$514,908
Total interest from all sources2020-12-31$325,177
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$589,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,570
Administrative expenses professional fees incurred2020-12-31$54,990
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$131,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$131,372
Administrative expenses (other) incurred2020-12-31$38,758
Liabilities. Value of operating payables at end of year2020-12-31$2,692
Liabilities. Value of operating payables at beginning of year2020-12-31$2,619
Total non interest bearing cash at end of year2020-12-31$107,044
Total non interest bearing cash at beginning of year2020-12-31$103,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,589,254
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,777,472
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$38,188,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$416,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,300,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$786,148
Interest earned on other investments2020-12-31$12
Income. Interest from US Government securities2020-12-31$136,965
Income. Interest from corporate debt instruments2020-12-31$188,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$11,362
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$504
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$504
Asset value of US Government securities at end of year2020-12-31$5,329,810
Asset value of US Government securities at beginning of year2020-12-31$5,480,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,465,604
Employer contributions (assets) at end of year2020-12-31$119,835
Employer contributions (assets) at beginning of year2020-12-31$113,122
Income. Dividends from common stock2020-12-31$587,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,321,607
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$6,329,916
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$5,233,871
Contract administrator fees2020-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$28,415,420
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$26,301,467
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$34,712
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$40,052
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$23,861,832
Aggregate carrying amount (costs) on sale of assets2020-12-31$24,816,620
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2020-12-31411792388
2019 : UNITED CONSTRUCTION WORKERS PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,443,413
Total unrealized appreciation/depreciation of assets2019-12-31$4,443,413
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,719
Total income from all sources (including contributions)2019-12-31$8,339,454
Total loss/gain on sale of assets2019-12-31$1,416,436
Total of all expenses incurred2019-12-31$1,745,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,249,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,533,626
Value of total assets at end of year2019-12-31$38,190,837
Value of total assets at beginning of year2019-12-31$31,596,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$495,601
Total interest from all sources2019-12-31$349,581
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$596,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,935
Administrative expenses professional fees incurred2019-12-31$47,942
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$523,717
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$131,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$131,372
Administrative expenses (other) incurred2019-12-31$54,127
Liabilities. Value of operating payables at end of year2019-12-31$2,619
Liabilities. Value of operating payables at beginning of year2019-12-31$2,719
Total non interest bearing cash at end of year2019-12-31$103,742
Total non interest bearing cash at beginning of year2019-12-31$110,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,594,313
Value of net assets at end of year (total assets less liabilities)2019-12-31$38,188,218
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,593,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$388,732
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$786,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$887,382
Interest earned on other investments2019-12-31$7,058
Income. Interest from US Government securities2019-12-31$138,570
Income. Interest from corporate debt instruments2019-12-31$203,953
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$504
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$10,546
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$10,546
Asset value of US Government securities at end of year2019-12-31$5,480,559
Asset value of US Government securities at beginning of year2019-12-31$3,981,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,533,626
Employer contributions (assets) at end of year2019-12-31$113,122
Employer contributions (assets) at beginning of year2019-12-31$141,879
Income. Dividends from common stock2019-12-31$582,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,249,540
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$5,233,871
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$5,167,869
Contract administrator fees2019-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$26,301,467
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$20,596,719
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$40,052
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$45,392
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$17,087,760
Aggregate carrying amount (costs) on sale of assets2019-12-31$15,671,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2019-12-31411792388
2018 : UNITED CONSTRUCTION WORKERS PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-2,569,115
Total unrealized appreciation/depreciation of assets2018-12-31$-2,569,115
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,048
Total income from all sources (including contributions)2018-12-31$15,947
Total loss/gain on sale of assets2018-12-31$-32,588
Total of all expenses incurred2018-12-31$1,575,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,084,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,681,553
Value of total assets at end of year2018-12-31$31,596,624
Value of total assets at beginning of year2018-12-31$33,156,081
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$490,770
Total interest from all sources2018-12-31$324,640
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$611,457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$9,527
Administrative expenses professional fees incurred2018-12-31$54,297
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$523,717
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$204,109
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$131,372
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$124,766
Administrative expenses (other) incurred2018-12-31$52,757
Liabilities. Value of operating payables at end of year2018-12-31$2,719
Liabilities. Value of operating payables at beginning of year2018-12-31$3,048
Total non interest bearing cash at end of year2018-12-31$110,448
Total non interest bearing cash at beginning of year2018-12-31$84,010
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,559,128
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,593,905
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$33,153,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$378,916
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$887,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$842,349
Interest earned on other investments2018-12-31$9,928
Income. Interest from US Government securities2018-12-31$100,050
Income. Interest from corporate debt instruments2018-12-31$214,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$10,546
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$9,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$9,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$11
Asset value of US Government securities at end of year2018-12-31$3,981,300
Asset value of US Government securities at beginning of year2018-12-31$4,593,831
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,681,553
Employer contributions (assets) at end of year2018-12-31$141,879
Employer contributions (assets) at beginning of year2018-12-31$138,033
Income. Dividends from common stock2018-12-31$601,930
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,084,305
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$5,167,869
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$4,982,054
Contract administrator fees2018-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$20,596,719
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$22,126,813
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$45,392
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$50,732
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$9,204,653
Aggregate carrying amount (costs) on sale of assets2018-12-31$9,237,241
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2018-12-31411792388
2017 : UNITED CONSTRUCTION WORKERS PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,723,428
Total unrealized appreciation/depreciation of assets2017-12-31$2,723,428
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,806
Total income from all sources (including contributions)2017-12-31$5,616,401
Total loss/gain on sale of assets2017-12-31$518,346
Total of all expenses incurred2017-12-31$1,420,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,010,876
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,481,351
Value of total assets at end of year2017-12-31$33,156,081
Value of total assets at beginning of year2017-12-31$28,964,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$409,335
Total interest from all sources2017-12-31$378,695
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$514,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$58,304
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$204,109
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$65,097
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$124,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$9,104
Administrative expenses (other) incurred2017-12-31$42,297
Liabilities. Value of operating payables at end of year2017-12-31$3,048
Liabilities. Value of operating payables at beginning of year2017-12-31$7,806
Total non interest bearing cash at end of year2017-12-31$84,010
Total non interest bearing cash at beginning of year2017-12-31$117,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,196,190
Value of net assets at end of year (total assets less liabilities)2017-12-31$33,153,033
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,956,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$303,934
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$842,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,267,642
Interest earned on other investments2017-12-31$3,178
Income. Interest from US Government securities2017-12-31$155,081
Income. Interest from corporate debt instruments2017-12-31$220,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$9,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$9,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$9,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$37
Asset value of US Government securities at end of year2017-12-31$4,593,831
Asset value of US Government securities at beginning of year2017-12-31$6,883,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,481,351
Employer contributions (assets) at end of year2017-12-31$138,033
Employer contributions (assets) at beginning of year2017-12-31$121,871
Income. Dividends from common stock2017-12-31$514,581
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,010,876
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$4,982,054
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$2,088,209
Contract administrator fees2017-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$22,126,813
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$18,367,945
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$50,732
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$34,917
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$10,403,694
Aggregate carrying amount (costs) on sale of assets2017-12-31$9,885,348
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2017-12-31411792388
2016 : UNITED CONSTRUCTION WORKERS PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$732,264
Total unrealized appreciation/depreciation of assets2016-12-31$732,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,984
Total income from all sources (including contributions)2016-12-31$2,379,625
Total loss/gain on sale of assets2016-12-31$-311,247
Total of all expenses incurred2016-12-31$1,205,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$801,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,351,111
Value of total assets at end of year2016-12-31$28,964,649
Value of total assets at beginning of year2016-12-31$27,785,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$403,803
Total interest from all sources2016-12-31$290,519
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$316,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$45
Administrative expenses professional fees incurred2016-12-31$50,687
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$65,097
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$64,907
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$9,104
Administrative expenses (other) incurred2016-12-31$36,468
Liabilities. Value of operating payables at end of year2016-12-31$7,806
Liabilities. Value of operating payables at beginning of year2016-12-31$2,984
Total non interest bearing cash at end of year2016-12-31$117,407
Total non interest bearing cash at beginning of year2016-12-31$105,705
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,174,288
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,956,843
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,782,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$311,848
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,267,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$737,694
Interest earned on other investments2016-12-31$1,610
Income. Interest from US Government securities2016-12-31$220,111
Income. Interest from corporate debt instruments2016-12-31$68,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$9,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$17,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$17,473
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$29
Asset value of US Government securities at end of year2016-12-31$6,883,013
Asset value of US Government securities at beginning of year2016-12-31$7,405,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,351,111
Employer contributions (assets) at end of year2016-12-31$121,871
Employer contributions (assets) at beginning of year2016-12-31$136,987
Income. Dividends from common stock2016-12-31$316,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$801,534
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$2,088,209
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,869,911
Contract administrator fees2016-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$18,367,945
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$17,447,623
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$34,917
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$15,045,167
Aggregate carrying amount (costs) on sale of assets2016-12-31$15,356,414
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2016-12-31411792388
2015 : UNITED CONSTRUCTION WORKERS PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$222,330
Total unrealized appreciation/depreciation of assets2015-12-31$222,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,803
Total income from all sources (including contributions)2015-12-31$1,806,300
Total loss/gain on sale of assets2015-12-31$-292,011
Total of all expenses incurred2015-12-31$1,234,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$823,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,279,511
Value of total assets at end of year2015-12-31$27,785,539
Value of total assets at beginning of year2015-12-31$27,213,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$410,501
Total interest from all sources2015-12-31$312,856
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$283,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$88
Administrative expenses professional fees incurred2015-12-31$69,059
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$64,907
Administrative expenses (other) incurred2015-12-31$36,262
Liabilities. Value of operating payables at end of year2015-12-31$2,984
Liabilities. Value of operating payables at beginning of year2015-12-31$2,803
Total non interest bearing cash at end of year2015-12-31$105,705
Total non interest bearing cash at beginning of year2015-12-31$106,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$572,266
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,782,555
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$27,210,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$300,380
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$737,694
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$801,757
Interest earned on other investments2015-12-31$1,476
Income. Interest from US Government securities2015-12-31$244,995
Income. Interest from corporate debt instruments2015-12-31$66,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$17,473
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$18,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$18,688
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$46
Asset value of US Government securities at end of year2015-12-31$7,405,239
Asset value of US Government securities at beginning of year2015-12-31$7,854,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,279,511
Employer contributions (assets) at end of year2015-12-31$136,987
Employer contributions (assets) at beginning of year2015-12-31$141,378
Income. Dividends from common stock2015-12-31$283,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$823,533
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,869,911
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,371,008
Contract administrator fees2015-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$17,447,623
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$16,919,757
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$15,360,634
Aggregate carrying amount (costs) on sale of assets2015-12-31$15,652,645
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2015-12-31411792388
2014 : UNITED CONSTRUCTION WORKERS PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,924,646
Total unrealized appreciation/depreciation of assets2014-12-31$1,924,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,803
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$528
Total income from all sources (including contributions)2014-12-31$3,256,729
Total loss/gain on sale of assets2014-12-31$-489,405
Total of all expenses incurred2014-12-31$1,100,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$742,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,233,687
Value of total assets at end of year2014-12-31$27,213,092
Value of total assets at beginning of year2014-12-31$25,054,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$358,084
Total interest from all sources2014-12-31$253,826
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$333,975
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$45,583
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$22,358
Liabilities. Value of operating payables at end of year2014-12-31$2,803
Liabilities. Value of operating payables at beginning of year2014-12-31$528
Total non interest bearing cash at end of year2014-12-31$106,365
Total non interest bearing cash at beginning of year2014-12-31$347,539
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,156,025
Value of net assets at end of year (total assets less liabilities)2014-12-31$27,210,289
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,054,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$285,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$801,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,173,936
Income. Interest from US Government securities2014-12-31$252,135
Income. Interest from corporate debt instruments2014-12-31$1,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$18,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$18,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$18,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$57
Asset value of US Government securities at end of year2014-12-31$7,854,139
Asset value of US Government securities at beginning of year2014-12-31$7,071,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,233,687
Employer contributions (assets) at end of year2014-12-31$141,378
Employer contributions (assets) at beginning of year2014-12-31$120,960
Income. Dividends from common stock2014-12-31$333,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$742,620
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,371,008
Contract administrator fees2014-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$16,919,757
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$15,322,631
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$14,460,462
Aggregate carrying amount (costs) on sale of assets2014-12-31$14,949,867
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2014-12-31411792388
2013 : UNITED CONSTRUCTION WORKERS PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,015,294
Total unrealized appreciation/depreciation of assets2013-12-31$3,015,294
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,464
Total income from all sources (including contributions)2013-12-31$5,180,238
Total loss/gain on sale of assets2013-12-31$454,313
Total of all expenses incurred2013-12-31$1,039,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$704,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,258,246
Value of total assets at end of year2013-12-31$25,054,792
Value of total assets at beginning of year2013-12-31$20,915,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$334,389
Total interest from all sources2013-12-31$193,960
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$258,425
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$54,718
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$20,606
Liabilities. Value of operating payables at end of year2013-12-31$528
Liabilities. Value of operating payables at beginning of year2013-12-31$2,464
Total non interest bearing cash at end of year2013-12-31$347,539
Total non interest bearing cash at beginning of year2013-12-31$64,849
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,141,011
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,054,264
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,913,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$254,265
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,173,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,747,168
Income. Interest from US Government securities2013-12-31$193,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$18,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$654,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$654,429
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$75
Asset value of US Government securities at end of year2013-12-31$7,071,692
Asset value of US Government securities at beginning of year2013-12-31$6,067,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,258,246
Employer contributions (assets) at end of year2013-12-31$120,960
Employer contributions (assets) at beginning of year2013-12-31$111,097
Income. Dividends from common stock2013-12-31$258,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$704,838
Contract administrator fees2013-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$15,322,631
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$12,270,886
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$8,904,575
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,450,262
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2013-12-31411792388
2012 : UNITED CONSTRUCTION WORKERS PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,368,580
Total unrealized appreciation/depreciation of assets2012-12-31$1,368,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,464
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,342
Total income from all sources (including contributions)2012-12-31$3,183,559
Total loss/gain on sale of assets2012-12-31$96,992
Total of all expenses incurred2012-12-31$928,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$635,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,231,894
Value of total assets at end of year2012-12-31$20,915,717
Value of total assets at beginning of year2012-12-31$18,660,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$293,094
Total interest from all sources2012-12-31$202,524
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$283,569
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$52,008
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$14,008
Liabilities. Value of operating payables at end of year2012-12-31$2,464
Liabilities. Value of operating payables at beginning of year2012-12-31$2,342
Total non interest bearing cash at end of year2012-12-31$64,849
Total non interest bearing cash at beginning of year2012-12-31$51,925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,254,855
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,913,253
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$18,658,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$227,078
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,747,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,399,724
Income. Interest from US Government securities2012-12-31$202,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$654,429
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$662,885
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$662,885
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$124
Asset value of US Government securities at end of year2012-12-31$6,067,288
Asset value of US Government securities at beginning of year2012-12-31$5,520,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,231,894
Employer contributions (assets) at end of year2012-12-31$111,097
Employer contributions (assets) at beginning of year2012-12-31$101,824
Income. Dividends from common stock2012-12-31$283,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$635,610
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$12,270,886
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$10,923,516
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$8,426,317
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,329,325
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2012-12-31411792388
2011 : UNITED CONSTRUCTION WORKERS PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-75,956
Total unrealized appreciation/depreciation of assets2011-12-31$-75,956
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$3,471
Total income from all sources (including contributions)2011-12-31$1,326,884
Total loss/gain on sale of assets2011-12-31$-132,696
Total of all expenses incurred2011-12-31$811,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$519,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,103,360
Value of total assets at end of year2011-12-31$18,660,740
Value of total assets at beginning of year2011-12-31$18,146,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$292,019
Total interest from all sources2011-12-31$205,399
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$226,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$67,163
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$12,636
Liabilities. Value of operating payables at end of year2011-12-31$2,341
Liabilities. Value of operating payables at beginning of year2011-12-31$3,471
Total non interest bearing cash at end of year2011-12-31$51,925
Total non interest bearing cash at beginning of year2011-12-31$39,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$515,724
Value of net assets at end of year (total assets less liabilities)2011-12-31$18,658,399
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$18,142,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$212,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,399,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,059,699
Income. Interest from US Government securities2011-12-31$205,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$662,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$650,008
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$650,008
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$99
Asset value of US Government securities at end of year2011-12-31$5,520,866
Asset value of US Government securities at beginning of year2011-12-31$4,958,283
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,103,360
Employer contributions (assets) at end of year2011-12-31$101,824
Employer contributions (assets) at beginning of year2011-12-31$98,706
Income. Dividends from common stock2011-12-31$226,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$519,141
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$10,923,516
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$11,340,294
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$11,635,462
Aggregate carrying amount (costs) on sale of assets2011-12-31$11,768,158
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2011-12-31411792388
2010 : UNITED CONSTRUCTION WORKERS PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,949,752
Total unrealized appreciation/depreciation of assets2010-12-31$1,949,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,471
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$3,404
Total income from all sources (including contributions)2010-12-31$3,192,073
Total loss/gain on sale of assets2010-12-31$-145,456
Total of all expenses incurred2010-12-31$779,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$512,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$967,825
Value of total assets at end of year2010-12-31$18,146,146
Value of total assets at beginning of year2010-12-31$15,733,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$266,742
Total interest from all sources2010-12-31$176,506
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$243,446
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$74,541
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$9,150
Liabilities. Value of operating payables at end of year2010-12-31$3,471
Liabilities. Value of operating payables at beginning of year2010-12-31$3,404
Total non interest bearing cash at end of year2010-12-31$39,156
Total non interest bearing cash at beginning of year2010-12-31$37,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,412,871
Value of net assets at end of year (total assets less liabilities)2010-12-31$18,142,675
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,729,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$183,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,059,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$787,566
Income. Interest from US Government securities2010-12-31$176,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$650,008
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$485,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$485,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$106
Asset value of US Government securities at end of year2010-12-31$4,958,283
Asset value of US Government securities at beginning of year2010-12-31$4,459,639
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$967,825
Employer contributions (assets) at end of year2010-12-31$98,706
Employer contributions (assets) at beginning of year2010-12-31$89,514
Income. Dividends from common stock2010-12-31$243,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$512,460
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$11,340,294
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$9,873,439
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$8,006,247
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,151,703
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WESTBERG EISCHENS, PLLP
Accountancy firm EIN2010-12-31411792388

Form 5500 Responses for UNITED CONSTRUCTION WORKERS PENSION FUND

2022: UNITED CONSTRUCTION WORKERS PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED CONSTRUCTION WORKERS PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED CONSTRUCTION WORKERS PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED CONSTRUCTION WORKERS PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED CONSTRUCTION WORKERS PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED CONSTRUCTION WORKERS PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED CONSTRUCTION WORKERS PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED CONSTRUCTION WORKERS PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedYes
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED CONSTRUCTION WORKERS PENSION FUND 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED CONSTRUCTION WORKERS PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED CONSTRUCTION WORKERS PENSION FUND 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED CONSTRUCTION WORKERS PENSION FUND 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED CONSTRUCTION WORKERS PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED CONSTRUCTION WORKERS PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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