BAE SYSTEMS LAND & ARMAMENTS L.P. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687
401k plan membership statisitcs for PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687
Measure | Date | Value |
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2022: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 148,829,642 |
Acturial value of plan assets | 2022-12-31 | 145,528,221 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 92,682,194 |
Number of terminated vested participants | 2022-12-31 | 162 |
Fundng target for terminated vested participants | 2022-12-31 | 4,768,869 |
Active participant vested funding target | 2022-12-31 | 17,862,392 |
Number of active participants | 2022-12-31 | 810 |
Total funding liabilities for active participants | 2022-12-31 | 20,092,162 |
Total participant count | 2022-12-31 | 1,911 |
Total funding target for all participants | 2022-12-31 | 117,543,225 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 15,708,630 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 15,708,630 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 16,236,440 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 2,317,940 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 878 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 799 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 142 |
Total of all active and inactive participants | 2022-01-01 | 1,819 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 149 |
Total participants | 2022-01-01 | 1,968 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 61 |
2021: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 152,069,684 |
Acturial value of plan assets | 2021-12-31 | 136,862,716 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 86,358,061 |
Number of terminated vested participants | 2021-12-31 | 181 |
Fundng target for terminated vested participants | 2021-12-31 | 5,473,004 |
Active participant vested funding target | 2021-12-31 | 21,219,743 |
Number of active participants | 2021-12-31 | 715 |
Total funding liabilities for active participants | 2021-12-31 | 23,205,480 |
Total participant count | 2021-12-31 | 1,798 |
Total funding target for all participants | 2021-12-31 | 115,036,545 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 13,320,565 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 2,369,236 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 10,951,329 |
Present value of excess contributions | 2021-12-31 | 2,588,989 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 2,984,281 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 2,984,281 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 15,708,630 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,062,727 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,798 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 810 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 741 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 150 |
Total of all active and inactive participants | 2021-01-01 | 1,701 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 210 |
Total participants | 2021-01-01 | 1,911 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 77 |
2020: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 135,656,198 |
Acturial value of plan assets | 2020-12-31 | 127,695,791 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 85,162,571 |
Number of terminated vested participants | 2020-12-31 | 204 |
Fundng target for terminated vested participants | 2020-12-31 | 7,289,458 |
Active participant vested funding target | 2020-12-31 | 24,863,518 |
Number of active participants | 2020-12-31 | 553 |
Total funding liabilities for active participants | 2020-12-31 | 25,854,169 |
Total participant count | 2020-12-31 | 1,638 |
Total funding target for all participants | 2020-12-31 | 118,306,198 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 13,309,120 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 2,771,712 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 10,537,408 |
Present value of excess contributions | 2020-12-31 | 270,353 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 333,210 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 333,210 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 13,320,565 |
Total employer contributions | 2020-12-31 | 3,001,295 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 1,249 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 2,852,235 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,745,520 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 3,930,972 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 2,632,482 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 2,369,236 |
Additional cash requirement | 2020-12-31 | 263,246 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 2,852,235 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,638 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 715 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 713 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 171 |
Total of all active and inactive participants | 2020-01-01 | 1,599 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 199 |
Total participants | 2020-01-01 | 1,798 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 8 |
2019: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 116,289,653 |
Acturial value of plan assets | 2019-12-31 | 123,109,330 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 79,360,432 |
Number of terminated vested participants | 2019-12-31 | 233 |
Fundng target for terminated vested participants | 2019-12-31 | 8,265,708 |
Active participant vested funding target | 2019-12-31 | 28,657,937 |
Number of active participants | 2019-12-31 | 472 |
Total funding liabilities for active participants | 2019-12-31 | 29,290,251 |
Total participant count | 2019-12-31 | 1,553 |
Total funding target for all participants | 2019-12-31 | 116,916,391 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 16,975,681 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 2,771,711 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 14,203,970 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 13,309,120 |
Total employer contributions | 2019-12-31 | 1,200,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,096,002 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 2,345,732 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 7,116,181 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 3,597,361 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 2,771,712 |
Additional cash requirement | 2019-12-31 | 825,649 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,096,002 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 1,553 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 553 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 696 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 195 |
Total of all active and inactive participants | 2019-01-01 | 1,444 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 194 |
Total participants | 2019-01-01 | 1,638 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 131,449,343 |
Acturial value of plan assets | 2018-12-31 | 124,156,785 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 69,245,616 |
Number of terminated vested participants | 2018-12-31 | 275 |
Fundng target for terminated vested participants | 2018-12-31 | 10,223,920 |
Active participant vested funding target | 2018-12-31 | 32,209,506 |
Number of active participants | 2018-12-31 | 465 |
Total funding liabilities for active participants | 2018-12-31 | 32,625,094 |
Total participant count | 2018-12-31 | 1,523 |
Total funding target for all participants | 2018-12-31 | 112,094,630 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 12,267,196 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 12,267,196 |
Present value of excess contributions | 2018-12-31 | 6,441,834 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 6,817,393 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,841,418 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 16,975,681 |
Total employer contributions | 2018-12-31 | 582 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 560 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,969,579 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 4,913,526 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 2,771,711 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 2,771,711 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,523 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 472 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 686 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 224 |
Total of all active and inactive participants | 2018-01-01 | 1,382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 171 |
Total participants | 2018-01-01 | 1,553 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 12 |
2017: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 112,620,150 |
Acturial value of plan assets | 2017-12-31 | 113,630,823 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 60,138,946 |
Number of terminated vested participants | 2017-12-31 | 291 |
Fundng target for terminated vested participants | 2017-12-31 | 9,639,906 |
Active participant vested funding target | 2017-12-31 | 34,531,990 |
Number of active participants | 2017-12-31 | 414 |
Total funding liabilities for active participants | 2017-12-31 | 34,889,824 |
Total participant count | 2017-12-31 | 1,449 |
Total funding target for all participants | 2017-12-31 | 104,668,676 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 11,619,552 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 11,619,552 |
Present value of excess contributions | 2017-12-31 | 2,073,101 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 2,198,109 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 450,404 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 12,267,196 |
Total employer contributions | 2017-12-31 | 9,290,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 8,437,513 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 1,995,679 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 1,995,679 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 1,995,679 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 8,437,513 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,449 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 465 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 628 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 268 |
Total of all active and inactive participants | 2017-01-01 | 1,361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 162 |
Total participants | 2017-01-01 | 1,523 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 106,438,498 |
Acturial value of plan assets | 2016-12-31 | 110,897,643 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 54,256,685 |
Number of terminated vested participants | 2016-12-31 | 420 |
Fundng target for terminated vested participants | 2016-12-31 | 12,744,331 |
Active participant vested funding target | 2016-12-31 | 29,634,190 |
Number of active participants | 2016-12-31 | 275 |
Total funding liabilities for active participants | 2016-12-31 | 29,886,866 |
Total participant count | 2016-12-31 | 1,412 |
Total funding target for all participants | 2016-12-31 | 96,887,882 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 9,585,127 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 9,585,127 |
Present value of excess contributions | 2016-12-31 | 2,067,602 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,196,414 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 2,196,414 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 11,619,552 |
Total employer contributions | 2016-12-31 | 2,290,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,073,101 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,485,041 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,073,101 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,412 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 414 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 603 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 282 |
Total of all active and inactive participants | 2016-01-01 | 1,299 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 150 |
Total participants | 2016-01-01 | 1,449 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 1,427 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 275 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 588 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 410 |
Total of all active and inactive participants | 2015-01-01 | 1,273 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 139 |
Total participants | 2015-01-01 | 1,412 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 1,443 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 314 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 557 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 423 |
Total of all active and inactive participants | 2014-01-01 | 1,294 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 133 |
Total participants | 2014-01-01 | 1,427 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 1,464 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 361 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 506 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 442 |
Total of all active and inactive participants | 2013-01-01 | 1,309 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 134 |
Total participants | 2013-01-01 | 1,443 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 19 |
2012: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 1,439 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 536 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 469 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 331 |
Total of all active and inactive participants | 2012-01-01 | 1,336 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 128 |
Total participants | 2012-01-01 | 1,464 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 15 |
2011: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 1,551 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 452 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 438 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 434 |
Total of all active and inactive participants | 2011-01-01 | 1,324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 115 |
Total participants | 2011-01-01 | 1,439 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 40 |
2009: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 1,816 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 790 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 389 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 409 |
Total of all active and inactive participants | 2009-01-01 | 1,588 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 107 |
Total participants | 2009-01-01 | 1,695 |
Number of participants with account balances | 2009-01-01 | 103 |
2008: PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2008 401k membership |
---|
Total participants, beginning-of-year | 2008-01-01 | 1,581 |
Total number of active participants reported on line 7a of the Form 5500 | 2008-01-01 | 904 |
Number of retired or separated participants receiving benefits | 2008-01-01 | 374 |
Number of other retired or separated participants entitled to future benefits | 2008-01-01 | 437 |
Total of all active and inactive participants | 2008-01-01 | 1,715 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2008-01-01 | 101 |
Total participants | 2008-01-01 | 1,816 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2008-01-01 | 15 |
Measure | Date | Value |
---|
2022 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $60,324 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $72,159 |
Total income from all sources (including contributions) | 2022-12-31 | $-32,575,853 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,792,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,123,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $107,449,730 |
Value of total assets at beginning of year | 2022-12-31 | $148,829,642 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $668,783 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $95,973 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $246,245 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $60,324 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $72,159 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-41,368,077 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $107,389,406 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $148,757,483 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $156,033 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $107,449,730 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $148,829,642 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,123,441 |
Contract administrator fees | 2022-12-31 | $170,532 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2022-12-31 | 133891517 |
2021 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $72,159 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $78,974 |
Total income from all sources (including contributions) | 2021-12-31 | $5,177,992 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,411,219 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,835,188 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $148,829,642 |
Value of total assets at beginning of year | 2021-12-31 | $152,069,684 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $576,031 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $87,488 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $153,756 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $72,159 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $78,974 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-3,233,227 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $148,757,483 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $151,990,710 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $214,789 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $148,829,642 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $152,069,684 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,835,188 |
Contract administrator fees | 2021-12-31 | $119,998 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2021-12-31 | 133891517 |
2020 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $78,974 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $78,136 |
Total income from all sources (including contributions) | 2020-12-31 | $24,448,227 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $8,069,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,512,284 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $3,000,000 |
Value of total assets at end of year | 2020-12-31 | $152,069,684 |
Value of total assets at beginning of year | 2020-12-31 | $135,689,897 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $556,994 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $89,270 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $139,262 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $78,974 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $78,136 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $16,378,949 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $151,990,710 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $135,611,761 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $221,457 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $152,069,684 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $134,489,897 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $3,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,512,284 |
Contract administrator fees | 2020-12-31 | $107,005 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2020-12-31 | 133891517 |
2019 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $78,136 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $89,690 |
Total income from all sources (including contributions) | 2019-12-31 | $27,572,778 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $8,166,707 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $7,005,455 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,200,000 |
Value of total assets at end of year | 2019-12-31 | $135,689,897 |
Value of total assets at beginning of year | 2019-12-31 | $116,295,380 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,161,252 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $120,738 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $714,834 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $78,136 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $89,690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $19,406,071 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $135,611,761 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $116,205,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $228,665 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $134,489,897 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $116,295,380 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $1,200,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,200,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $7,005,455 |
Contract administrator fees | 2019-12-31 | $97,015 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2019-12-31 | 133891517 |
2018 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $89,690 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $183,530 |
Total income from all sources (including contributions) | 2018-12-31 | $-7,432,742 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $8,038,033 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $7,194,732 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $116,295,380 |
Value of total assets at beginning of year | 2018-12-31 | $131,859,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $843,301 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $129,760 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $9,602 |
Administrative expenses (other) incurred | 2018-12-31 | $360,612 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $89,690 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $183,530 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-15,470,775 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $116,205,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $131,676,465 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $256,868 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $116,295,380 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $122,560,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $9,290,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $7,194,732 |
Contract administrator fees | 2018-12-31 | $96,061 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2018-12-31 | 133891517 |
2017 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $183,530 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $130,443 |
Total income from all sources (including contributions) | 2017-12-31 | $26,005,234 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $6,934,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,765,769 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,290,000 |
Value of total assets at end of year | 2017-12-31 | $131,859,995 |
Value of total assets at beginning of year | 2017-12-31 | $112,735,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,168,428 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $212,558 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $9,602 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,437 |
Other income not declared elsewhere | 2017-12-31 | $9,602 |
Administrative expenses (other) incurred | 2017-12-31 | $514,503 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $183,530 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $130,443 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $19,071,037 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $131,676,465 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $112,605,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $267,004 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $122,560,393 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $110,444,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $9,290,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $9,290,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,290,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,765,769 |
Contract administrator fees | 2017-12-31 | $174,363 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 131673581 |
2016 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $130,443 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $113,188 |
Total income from all sources (including contributions) | 2016-12-31 | $12,217,326 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,084,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,208,209 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,290,000 |
Value of total assets at end of year | 2016-12-31 | $112,735,871 |
Value of total assets at beginning of year | 2016-12-31 | $106,585,319 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $875,820 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $125,988 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,437 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $1,437 |
Administrative expenses (other) incurred | 2016-12-31 | $394,256 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $130,443 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $113,188 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $6,133,297 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $112,605,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $106,472,131 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $271,195 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $110,444,434 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $104,295,319 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $2,290,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,290,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $2,290,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,208,209 |
Contract administrator fees | 2016-12-31 | $84,381 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 131673581 |
2015 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $113,188 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $92,268 |
Total income from all sources (including contributions) | 2015-12-31 | $696,586 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $5,343,166 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,643,531 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,290,000 |
Value of total assets at end of year | 2015-12-31 | $106,585,319 |
Value of total assets at beginning of year | 2015-12-31 | $111,210,979 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $699,635 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $55,125 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $253,686 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $113,188 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $92,268 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,646,580 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $106,472,131 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $111,118,711 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $282,352 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $104,295,319 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $109,010,979 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,290,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,290,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,200,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,643,531 |
Contract administrator fees | 2015-12-31 | $108,472 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 131673581 |
2014 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $92,268 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $33,210 |
Total income from all sources (including contributions) | 2014-12-31 | $14,232,544 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,749,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,133,836 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,200,000 |
Value of total assets at end of year | 2014-12-31 | $111,210,979 |
Value of total assets at beginning of year | 2014-12-31 | $101,668,527 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $615,314 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $61,534 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $132,654 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $92,268 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $33,210 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $9,483,394 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $111,118,711 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $101,635,317 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $304,535 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $109,010,979 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $99,227,739 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $2,200,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,200,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $2,440,788 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,133,836 |
Contract administrator fees | 2014-12-31 | $116,591 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 131673581 |
2013 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $33,210 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $75,839 |
Total income from all sources (including contributions) | 2013-12-31 | $12,609,416 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $3,949,470 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,639,273 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $2,440,788 |
Value of total assets at end of year | 2013-12-31 | $101,668,527 |
Value of total assets at beginning of year | 2013-12-31 | $93,051,210 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $310,197 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $47,847 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $4,098 |
Administrative expenses (other) incurred | 2013-12-31 | $133,560 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $33,210 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $75,839 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $8,659,946 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $101,635,317 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $92,975,371 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $99,227,739 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $88,190,766 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,440,788 |
Employer contributions (assets) at end of year | 2013-12-31 | $2,440,788 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,856,346 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,639,273 |
Contract administrator fees | 2013-12-31 | $128,790 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 131673581 |
2012 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $75,839 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $98,518 |
Total income from all sources (including contributions) | 2012-12-31 | $17,248,806 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $3,691,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $3,320,766 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $5,040,392 |
Value of total assets at end of year | 2012-12-31 | $93,051,210 |
Value of total assets at beginning of year | 2012-12-31 | $79,516,806 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $370,957 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $231,466 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $184,046 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $4,098 |
Administrative expenses (other) incurred | 2012-12-31 | $133,554 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $75,839 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $98,518 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $13,557,083 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $92,975,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $79,418,288 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $5,937 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $88,190,766 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $73,691,379 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $4,856,346 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,856,346 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,825,427 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $3,320,766 |
Contract administrator fees | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 131673581 |
2011 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $98,518 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $164,189 |
Total income from all sources (including contributions) | 2011-12-31 | $10,976,478 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,288,997 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,961,490 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,495,427 |
Value of total assets at end of year | 2011-12-31 | $79,516,806 |
Value of total assets at beginning of year | 2011-12-31 | $71,894,996 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $327,507 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $172,539 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $89,475 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $98,518 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $164,189 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $7,687,481 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $79,418,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $71,730,807 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $73,691,379 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $71,894,996 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,495,427 |
Employer contributions (assets) at end of year | 2011-12-31 | $5,825,427 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,961,490 |
Contract administrator fees | 2011-12-31 | $65,493 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 131673581 |
2010 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $164,189 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $9,302,943 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,244,822 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,521,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $71,894,996 |
Value of total assets at beginning of year | 2010-12-31 | $65,672,686 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $723,388 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $163,090 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $108,303 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $164,189 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $6,058,121 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $71,730,807 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $65,672,686 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $71,894,996 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $65,672,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,521,434 |
Contract administrator fees | 2010-12-31 | $451,995 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | KPMG LLC |
Accountancy firm EIN | 2010-12-31 | 131673581 |
2008 : PENSION AGREEMENT BETWEEN U.D.L.P. GROUND SYSTEMS DIVISION- YORK AND UNITED STEEL WORKERS OF AMERICA LOCAL UNION NO. 7687 2008 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |