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INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 401k Plan overview

Plan NameINTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND
Plan identification number 001

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND Benefits

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

401k Sponsoring company profile

I.U.O.E. LOCAL 132 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:I.U.O.E. LOCAL 132 PENSION FUND
Employer identification number (EIN):556015364
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01JERRY MOORE2024-01-05 CHARLES PARKER2024-01-08
0012021-04-01JERRY MOORE2023-01-10 CHARLES PARKER2023-01-10
0012020-04-01JERRY MOORE2021-10-05 CHARLES PARKER2021-10-06
0012019-04-01JERRY MOORE2020-11-06 CHARLES PARKER2020-11-06
0012018-04-01JERRY MOORE2019-10-15 CHARLES PARKER2019-10-15
0012018-04-01JERRY MOORE2019-10-15 CHARLES PARKER2019-10-15
0012017-04-01
0012017-04-01JERRY MOORE2019-04-01 CHARLES PARKER2019-04-01
0012016-04-01JERRY MOORE CHARLES A. PARKER2018-01-02
0012015-04-01JERRY MOORE CHARLES A. PARKER2016-11-28
0012014-04-01JERRY MOORE CHARLES A. PARKER2016-01-08
0012013-04-01JERRY MOORE TOMMY PLYMALE2014-12-08
0012012-04-01JERRY MOORE TOMMY PLYMALE2013-12-17
0012011-04-01JERRY MOORE TOMMY PLYMALE2012-12-18
0012010-04-01JERRY MOORE TOMMY PLYMALE2011-11-17
0012009-04-01JERRY MOORE TOMMY PLYMALE2010-12-09
0012009-04-01JERRY MOORE TOMMY PLYMALE2010-12-09

Plan Statistics for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND

401k plan membership statisitcs for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND

Measure Date Value
2023: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2023 401k membership
Current value of assets2023-03-31526,376,798
Acturial value of assets for funding standard account2023-03-31466,721,525
Accrued liability for plan using immediate gains methods2023-03-31440,218,568
Accrued liability under unit credit cost method2023-03-31440,218,568
RPA 94 current liability2023-03-31844,204,510
Expected increase in current liability due to benefits accruing during the plan year2023-03-3145,367,511
Expected release from RPA 94 current liability for plan year2023-03-3127,290,460
Expected plan disbursements for the plan year2023-03-3127,546,990
Current value of assets2023-03-31526,376,798
Number of retired participants and beneficiaries receiving payment2023-03-311,540
Current liability for retired participants and beneficiaries receiving payment2023-03-31402,914,483
Number of terminated vested participants2023-03-31863
Current liability for terminated vested participants2023-03-31116,050,274
Current liability for active participants non vested benefits2023-03-3130,976,729
Current liability for active participants vested benefits2023-03-31294,263,024
Total number of active articipats2023-03-311,644
Current liability for active participants2023-03-31325,239,753
Total participant count with liabilities2023-03-314,047
Total current liabilitoes for participants with libailities2023-03-31844,204,510
Total employer contributions in plan year2023-03-3118,426,371
Total employee contributions in plan year2023-03-310
Prior year funding deficiency2023-03-310
Employer’s normal cost for plan year as of valuation date2023-03-3117,323,749
Prior year credit balance2023-03-31130,634,865
Amortization credits as of valuation date2023-03-318,673,176
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-04-014,127
Total number of active participants reported on line 7a of the Form 55002022-04-011,559
Number of retired or separated participants receiving benefits2022-04-011,552
Number of other retired or separated participants entitled to future benefits2022-04-01899
Total of all active and inactive participants2022-04-014,010
Total participants2022-04-014,010
Number of employers contributing to the scheme2022-04-01222
Current value of assets2022-03-31482,055,846
Acturial value of assets for funding standard account2022-03-31425,617,079
Accrued liability for plan using immediate gains methods2022-03-31427,144,860
Accrued liability under unit credit cost method2022-03-31427,144,860
RPA 94 current liability2022-03-31803,209,830
Expected increase in current liability due to benefits accruing during the plan year2022-03-3119,289,287
Expected release from RPA 94 current liability for plan year2022-03-3126,413,416
Expected plan disbursements for the plan year2022-03-3126,680,191
Current value of assets2022-03-31482,055,846
Number of retired participants and beneficiaries receiving payment2022-03-311,549
Current liability for retired participants and beneficiaries receiving payment2022-03-31393,925,673
Number of terminated vested participants2022-03-31887
Current liability for terminated vested participants2022-03-31118,536,892
Current liability for active participants non vested benefits2022-03-3127,968,256
Current liability for active participants vested benefits2022-03-31262,779,009
Total number of active articipats2022-03-311,691
Current liability for active participants2022-03-31290,747,265
Total participant count with liabilities2022-03-314,127
Total current liabilitoes for participants with libailities2022-03-31803,209,830
Total employer contributions in plan year2022-03-3119,322,618
Total employee contributions in plan year2022-03-310
Prior year funding deficiency2022-03-310
Employer’s normal cost for plan year as of valuation date2022-03-317,950,455
Prior year credit balance2022-03-31126,645,633
Amortization credits as of valuation date2022-03-316,621,725
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-04-014,080
Total number of active participants reported on line 7a of the Form 55002021-04-011,691
Number of retired or separated participants receiving benefits2021-04-011,549
Number of other retired or separated participants entitled to future benefits2021-04-01887
Total of all active and inactive participants2021-04-014,127
Total participants2021-04-014,127
Number of employers contributing to the scheme2021-04-01215
Current value of assets2021-03-31360,354,104
Acturial value of assets for funding standard account2021-03-31395,011,867
Accrued liability for plan using immediate gains methods2021-03-31397,476,617
Accrued liability under unit credit cost method2021-03-31397,476,617
RPA 94 current liability2021-03-31715,871,613
Expected increase in current liability due to benefits accruing during the plan year2021-03-3123,711,168
Expected release from RPA 94 current liability for plan year2021-03-3127,102,232
Expected plan disbursements for the plan year2021-03-3127,485,729
Current value of assets2021-03-31360,354,104
Number of retired participants and beneficiaries receiving payment2021-03-311,532
Current liability for retired participants and beneficiaries receiving payment2021-03-31353,185,581
Number of terminated vested participants2021-03-31730
Current liability for terminated vested participants2021-03-3171,344,486
Current liability for active participants non vested benefits2021-03-3130,545,435
Current liability for active participants vested benefits2021-03-31260,796,111
Total number of active articipats2021-03-312,630
Current liability for active participants2021-03-31291,341,546
Total participant count with liabilities2021-03-314,892
Total current liabilitoes for participants with libailities2021-03-31715,871,613
Total employer contributions in plan year2021-03-3117,339,879
Total employee contributions in plan year2021-03-310
Prior year funding deficiency2021-03-310
Employer’s normal cost for plan year as of valuation date2021-03-3110,289,164
Prior year credit balance2021-03-31127,688,770
Amortization credits as of valuation date2021-03-314,459,874
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-04-015,950
Total number of active participants reported on line 7a of the Form 55002020-04-012,445
Number of retired or separated participants receiving benefits2020-04-011,190
Number of other retired or separated participants entitled to future benefits2020-04-0186
Total of all active and inactive participants2020-04-013,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-01359
Total participants2020-04-014,080
Number of employers contributing to the scheme2020-04-01216
Current value of assets2020-03-31382,191,462
Acturial value of assets for funding standard account2020-03-31378,257,330
Accrued liability for plan using immediate gains methods2020-03-31391,987,503
Accrued liability under unit credit cost method2020-03-31391,987,503
RPA 94 current liability2020-03-31677,051,193
Expected increase in current liability due to benefits accruing during the plan year2020-03-3128,233,336
Expected release from RPA 94 current liability for plan year2020-03-3126,218,721
Expected plan disbursements for the plan year2020-03-3126,622,489
Current value of assets2020-03-31382,191,462
Number of retired participants and beneficiaries receiving payment2020-03-311,528
Current liability for retired participants and beneficiaries receiving payment2020-03-31340,192,274
Number of terminated vested participants2020-03-31665
Current liability for terminated vested participants2020-03-3156,673,068
Current liability for active participants non vested benefits2020-03-3128,042,358
Current liability for active participants vested benefits2020-03-31252,143,493
Total number of active articipats2020-03-313,757
Current liability for active participants2020-03-31280,185,851
Total participant count with liabilities2020-03-315,950
Total current liabilitoes for participants with libailities2020-03-31677,051,193
Total employer contributions in plan year2020-03-3126,755,722
Total employee contributions in plan year2020-03-310
Prior year funding deficiency2020-03-310
Employer’s normal cost for plan year as of valuation date2020-03-3112,195,340
Prior year credit balance2020-03-31122,377,768
Amortization credits as of valuation date2020-03-314,162,427
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-04-016,954
Total number of active participants reported on line 7a of the Form 55002019-04-013,757
Number of retired or separated participants receiving benefits2019-04-011,132
Number of other retired or separated participants entitled to future benefits2019-04-01665
Total of all active and inactive participants2019-04-015,554
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-01396
Total participants2019-04-015,950
Number of employers contributing to the scheme2019-04-01248
Current value of assets2019-03-31344,607,275
Acturial value of assets for funding standard account2019-03-31335,648,977
Accrued liability for plan using immediate gains methods2019-03-31355,338,335
Accrued liability under unit credit cost method2019-03-31355,338,335
RPA 94 current liability2019-03-31659,582,864
Expected increase in current liability due to benefits accruing during the plan year2019-03-3117,010,093
Expected release from RPA 94 current liability for plan year2019-03-3125,463,442
Expected plan disbursements for the plan year2019-03-3125,842,847
Current value of assets2019-03-31344,607,275
Number of retired participants and beneficiaries receiving payment2019-03-311,531
Current liability for retired participants and beneficiaries receiving payment2019-03-31342,900,790
Number of terminated vested participants2019-03-31670
Current liability for terminated vested participants2019-03-3155,950,375
Current liability for active participants non vested benefits2019-03-3116,732,912
Current liability for active participants vested benefits2019-03-31243,998,787
Total number of active articipats2019-03-311,841
Current liability for active participants2019-03-31260,731,699
Total participant count with liabilities2019-03-314,042
Total current liabilitoes for participants with libailities2019-03-31659,582,864
Total employer contributions in plan year2019-03-3141,727,189
Prior year funding deficiency2019-03-310
Employer’s normal cost for plan year as of valuation date2019-03-317,182,946
Prior year credit balance2019-03-3195,182,623
Amortization credits as of valuation date2019-03-314,223,628
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-04-014,042
Total number of active participants reported on line 7a of the Form 55002018-04-015,062
Number of retired or separated participants receiving benefits2018-04-011,536
Number of other retired or separated participants entitled to future benefits2018-04-01356
Total of all active and inactive participants2018-04-016,954
Total participants2018-04-016,954
Number of employers contributing to the scheme2018-04-01264
Current value of assets2018-03-31313,928,384
Acturial value of assets for funding standard account2018-03-31310,348,820
Accrued liability for plan using immediate gains methods2018-03-31334,227,645
Accrued liability under unit credit cost method2018-03-31334,227,645
RPA 94 current liability2018-03-31600,953,645
Expected increase in current liability due to benefits accruing during the plan year2018-03-3114,350,634
Expected release from RPA 94 current liability for plan year2018-03-3123,504,925
Expected plan disbursements for the plan year2018-03-3123,504,925
Current value of assets2018-03-31313,928,384
Number of retired participants and beneficiaries receiving payment2018-03-311,470
Current liability for retired participants and beneficiaries receiving payment2018-03-31307,277,308
Number of terminated vested participants2018-03-31679
Current liability for terminated vested participants2018-03-3153,550,012
Current liability for active participants non vested benefits2018-03-31224,628,644
Current liability for active participants vested benefits2018-03-3115,497,681
Total number of active articipats2018-03-311,500
Current liability for active participants2018-03-31240,126,325
Total participant count with liabilities2018-03-313,649
Total current liabilitoes for participants with libailities2018-03-31600,953,645
Total employer contributions in plan year2018-03-3121,953,024
Total employee contributions in plan year2018-03-310
Prior year funding deficiency2018-03-310
Employer’s normal cost for plan year as of valuation date2018-03-316,977,944
Prior year credit balance2018-03-3192,069,273
Amortization credits as of valuation date2018-03-314,223,628
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-04-013,649
Total number of active participants reported on line 7a of the Form 55002017-04-011,841
Number of retired or separated participants receiving benefits2017-04-011,531
Number of other retired or separated participants entitled to future benefits2017-04-01670
Total of all active and inactive participants2017-04-014,042
Total participants2017-04-014,042
Number of employers contributing to the scheme2017-04-01246
Current value of assets2017-03-31285,411,935
Acturial value of assets for funding standard account2017-03-31292,888,889
Accrued liability for plan using immediate gains methods2017-03-31313,318,080
Accrued liability under unit credit cost method2017-03-31313,318,080
RPA 94 current liability2017-03-31575,798,350
Expected increase in current liability due to benefits accruing during the plan year2017-03-3113,947,427
Expected release from RPA 94 current liability for plan year2017-03-3118,659,943
Expected plan disbursements for the plan year2017-03-3118,659,943
Current value of assets2017-03-31285,411,935
Number of retired participants and beneficiaries receiving payment2017-03-311,452
Current liability for retired participants and beneficiaries receiving payment2017-03-31287,959,292
Number of terminated vested participants2017-03-31691
Current liability for terminated vested participants2017-03-3153,847,138
Current liability for active participants non vested benefits2017-03-3116,960,536
Current liability for active participants vested benefits2017-03-31217,031,384
Total number of active articipats2017-03-311,655
Current liability for active participants2017-03-31233,991,920
Total participant count with liabilities2017-03-313,798
Total current liabilitoes for participants with libailities2017-03-31575,798,350
Total employer contributions in plan year2017-03-3115,593,585
Total employee contributions in plan year2017-03-310
Prior year funding deficiency2017-03-310
Employer’s normal cost for plan year as of valuation date2017-03-316,547,315
Prior year credit balance2017-03-3194,482,644
Amortization credits as of valuation date2017-03-314,040,673
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-04-013,798
Total number of active participants reported on line 7a of the Form 55002016-04-011,500
Number of retired or separated participants receiving benefits2016-04-011,087
Number of other retired or separated participants entitled to future benefits2016-04-01679
Total of all active and inactive participants2016-04-013,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-01383
Total participants2016-04-013,649
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-01180
Number of employers contributing to the scheme2016-04-01247
Current value of assets2016-03-31290,156,521
Acturial value of assets for funding standard account2016-03-31276,510,915
Accrued liability for plan using immediate gains methods2016-03-31301,226,865
Accrued liability under unit credit cost method2016-03-31301,226,865
RPA 94 current liability2016-03-31539,533,186
Expected increase in current liability due to benefits accruing during the plan year2016-03-3113,061,361
Expected release from RPA 94 current liability for plan year2016-03-3120,959,410
Expected plan disbursements for the plan year2016-03-3120,959,410
Current value of assets2016-03-31290,156,521
Number of retired participants and beneficiaries receiving payment2016-03-311,410
Current liability for retired participants and beneficiaries receiving payment2016-03-31263,585,964
Number of terminated vested participants2016-03-31720
Current liability for terminated vested participants2016-03-3148,102,476
Current liability for active participants non vested benefits2016-03-3114,941,020
Current liability for active participants vested benefits2016-03-31212,903,726
Total number of active articipats2016-03-311,703
Current liability for active participants2016-03-31227,844,746
Total participant count with liabilities2016-03-313,833
Total current liabilitoes for participants with libailities2016-03-31539,533,186
Total employer contributions in plan year2016-03-3117,360,165
Total employee contributions in plan year2016-03-310
Prior year funding deficiency2016-03-310
Employer’s normal cost for plan year as of valuation date2016-03-316,271,960
Prior year credit balance2016-03-3197,298,068
Amortization credits as of valuation date2016-03-314,040,673
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-04-013,833
Total number of active participants reported on line 7a of the Form 55002015-04-011,655
Number of retired or separated participants receiving benefits2015-04-011,110
Number of other retired or separated participants entitled to future benefits2015-04-01691
Total of all active and inactive participants2015-04-013,456
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-01342
Total participants2015-04-013,798
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-01174
Number of employers contributing to the scheme2015-04-01265
Current value of assets2015-03-31268,777,350
Acturial value of assets for funding standard account2015-03-31252,917,356
Accrued liability for plan using immediate gains methods2015-03-31291,401,063
Accrued liability under unit credit cost method2015-03-31291,401,063
RPA 94 current liability2015-03-31507,045,611
Expected increase in current liability due to benefits accruing during the plan year2015-03-3110,895,144
Expected release from RPA 94 current liability for plan year2015-03-3119,783,055
Expected plan disbursements for the plan year2015-03-3119,783,055
Current value of assets2015-03-31268,777,350
Number of retired participants and beneficiaries receiving payment2015-03-311,390
Current liability for retired participants and beneficiaries receiving payment2015-03-31248,036,570
Number of terminated vested participants2015-03-31642
Current liability for terminated vested participants2015-03-3135,925,082
Current liability for active participants non vested benefits2015-03-3112,495,666
Current liability for active participants vested benefits2015-03-31210,588,293
Total number of active articipats2015-03-311,713
Current liability for active participants2015-03-31223,083,959
Total participant count with liabilities2015-03-313,745
Total current liabilitoes for participants with libailities2015-03-31507,045,611
Total employer contributions in plan year2015-03-3118,159,814
Total employee contributions in plan year2015-03-310
Prior year funding deficiency2015-03-310
Employer’s normal cost for plan year as of valuation date2015-03-315,684,460
Prior year credit balance2015-03-3186,921,889
Amortization credits as of valuation date2015-03-3115,961,672
2014: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-04-013,745
Total number of active participants reported on line 7a of the Form 55002014-04-011,703
Number of retired or separated participants receiving benefits2014-04-011,072
Number of other retired or separated participants entitled to future benefits2014-04-01720
Total of all active and inactive participants2014-04-013,495
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-01338
Total participants2014-04-013,833
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-01216
Number of employers contributing to the scheme2014-04-01270
Current value of assets2014-03-31234,772,563
Acturial value of assets for funding standard account2014-03-31224,967,977
Accrued liability for plan using immediate gains methods2014-03-31276,175,758
Accrued liability under unit credit cost method2014-03-31276,175,758
RPA 94 current liability2014-03-31484,830,840
Expected increase in current liability due to benefits accruing during the plan year2014-03-319,200,418
Expected release from RPA 94 current liability for plan year2014-03-3118,675,868
Expected plan disbursements for the plan year2014-03-3118,675,868
Current value of assets2014-03-31234,772,563
Number of retired participants and beneficiaries receiving payment2014-03-311,353
Current liability for retired participants and beneficiaries receiving payment2014-03-31227,124,126
Number of terminated vested participants2014-03-31710
Current liability for terminated vested participants2014-03-3145,584,689
Current liability for active participants non vested benefits2014-03-3112,102,405
Current liability for active participants vested benefits2014-03-31200,019,620
Total number of active articipats2014-03-311,599
Current liability for active participants2014-03-31212,122,025
Total participant count with liabilities2014-03-313,662
Total current liabilitoes for participants with libailities2014-03-31484,830,840
Total employer contributions in plan year2014-03-3117,666,998
Total employee contributions in plan year2014-03-310
Prior year funding deficiency2014-03-310
Employer’s normal cost for plan year as of valuation date2014-03-314,710,635
Prior year credit balance2014-03-3170,368,391
Amortization credits as of valuation date2014-03-3121,870,003
2013: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-04-013,662
Total number of active participants reported on line 7a of the Form 55002013-04-011,713
Number of retired or separated participants receiving benefits2013-04-011,062
Number of other retired or separated participants entitled to future benefits2013-04-01642
Total of all active and inactive participants2013-04-013,417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-01328
Total participants2013-04-013,745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-0114
Number of employers contributing to the scheme2013-04-01278
2012: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-04-013,557
Total number of active participants reported on line 7a of the Form 55002012-04-011,599
Number of retired or separated participants receiving benefits2012-04-011,046
Number of other retired or separated participants entitled to future benefits2012-04-01710
Total of all active and inactive participants2012-04-013,355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-01307
Total participants2012-04-013,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-01122
Number of employers contributing to the scheme2012-04-01265
2011: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-04-013,335
Total number of active participants reported on line 7a of the Form 55002011-04-011,479
Number of retired or separated participants receiving benefits2011-04-011,049
Number of other retired or separated participants entitled to future benefits2011-04-01694
Total of all active and inactive participants2011-04-013,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-01335
Total participants2011-04-013,557
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-0195
Number of employers contributing to the scheme2011-04-01285
2010: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-04-013,336
Total number of active participants reported on line 7a of the Form 55002010-04-011,323
Number of retired or separated participants receiving benefits2010-04-011,036
Number of other retired or separated participants entitled to future benefits2010-04-01653
Total of all active and inactive participants2010-04-013,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-01323
Total participants2010-04-013,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-04-0179
Number of employers contributing to the scheme2010-04-01256
2009: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-04-013,316
Total number of active participants reported on line 7a of the Form 55002009-04-011,428
Number of retired or separated participants receiving benefits2009-04-011,013
Number of other retired or separated participants entitled to future benefits2009-04-01575
Total of all active and inactive participants2009-04-013,016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-01320
Total participants2009-04-013,336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-0145
Number of employers contributing to the scheme2009-04-01317

Financial Data on INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND

Measure Date Value
2023 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-03-31$-15,072,606
Total unrealized appreciation/depreciation of assets2023-03-31$-15,072,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$932,033
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$959,008
Total income from all sources (including contributions)2023-03-31$-6,156,390
Total loss/gain on sale of assets2023-03-31$-11,870,686
Total of all expenses incurred2023-03-31$29,811,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$26,851,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$18,426,371
Value of total assets at end of year2023-03-31$492,255,027
Value of total assets at beginning of year2023-03-31$528,249,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$2,960,203
Total income from rents2023-03-31$1,790,893
Total interest from all sources2023-03-31$2,763,921
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$4,994,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$897,931
Administrative expenses professional fees incurred2023-03-31$62,283
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-03-31$150,440
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-03-31$175,200
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$10,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-03-31$669,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-03-31$763,803
Other income not declared elsewhere2023-03-31$514,684
Administrative expenses (other) incurred2023-03-31$790,951
Liabilities. Value of operating payables at end of year2023-03-31$932,033
Liabilities. Value of operating payables at beginning of year2023-03-31$959,008
Total non interest bearing cash at end of year2023-03-31$131,865
Total non interest bearing cash at beginning of year2023-03-31$105,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-35,967,862
Value of net assets at end of year (total assets less liabilities)2023-03-31$491,322,994
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$527,290,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Assets. partnership/joint venture interests at end of year2023-03-31$5,778,212
Investment advisory and management fees2023-03-31$2,092,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$88,270,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$90,963,832
Income. Interest from US Government securities2023-03-31$226,277
Income. Interest from corporate debt instruments2023-03-31$2,261,093
Value of interest in common/collective trusts at end of year2023-03-31$86,746,172
Value of interest in common/collective trusts at beginning of year2023-03-31$87,936,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-03-31$15,159,696
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-03-31$17,201,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-03-31$17,201,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-03-31$276,551
Asset value of US Government securities at end of year2023-03-31$8,361,140
Asset value of US Government securities at beginning of year2023-03-31$7,360,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-5,195,190
Net investment gain or loss from common/collective trusts2023-03-31$-2,508,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31Yes
Was there a failure to transmit to the plan any participant contributions2023-03-31No
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Contributions received in cash from employer2023-03-31$18,426,371
Employer contributions (assets) at end of year2023-03-31$1,662,905
Employer contributions (assets) at beginning of year2023-03-31$1,566,880
Income. Dividends from preferred stock2023-03-31$8,952
Income. Dividends from common stock2023-03-31$4,088,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$26,851,269
Asset. Corporate debt instrument debt (other) at end of year2023-03-31$43,803,771
Asset. Corporate debt instrument debt (other) at beginning of year2023-03-31$49,316,971
Contract administrator fees2023-03-31$14,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-03-31$240,007,666
Assets. Corporate common stocks other than exployer securities at beginning of year2023-03-31$271,437,675
Assets. Value of buildings and other operty used in plan operation at end of year2023-03-31$1,512,276
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-03-31$1,422,564
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Aggregate proceeds on sale of assets2023-03-31$111,751,270
Aggregate carrying amount (costs) on sale of assets2023-03-31$123,621,956
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2023-03-31550756523
2022 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-03-31$17,923,032
Total unrealized appreciation/depreciation of assets2022-03-31$17,923,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$959,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$760,065
Total income from all sources (including contributions)2022-03-31$73,818,506
Total loss/gain on sale of assets2022-03-31$5,896,245
Total of all expenses incurred2022-03-31$29,474,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$26,375,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$19,322,618
Value of total assets at end of year2022-03-31$528,249,864
Value of total assets at beginning of year2022-03-31$483,707,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$3,098,971
Total interest from all sources2022-03-31$2,005,722
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$4,778,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$738,031
Administrative expenses professional fees incurred2022-03-31$69,424
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-03-31$175,200
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$10,000,000
If this is an individual account plan, was there a blackout period2022-03-31No
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-03-31$763,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-03-31$676,593
Other income not declared elsewhere2022-03-31$11,119
Administrative expenses (other) incurred2022-03-31$833,416
Liabilities. Value of operating payables at end of year2022-03-31$959,008
Liabilities. Value of operating payables at beginning of year2022-03-31$760,065
Total non interest bearing cash at end of year2022-03-31$105,084
Total non interest bearing cash at beginning of year2022-03-31$141,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$44,343,758
Value of net assets at end of year (total assets less liabilities)2022-03-31$527,290,856
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$482,947,098
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Investment advisory and management fees2022-03-31$2,181,731
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$90,963,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$69,285,304
Income. Interest from US Government securities2022-03-31$64,531
Income. Interest from corporate debt instruments2022-03-31$1,921,186
Value of interest in common/collective trusts at end of year2022-03-31$87,936,428
Value of interest in common/collective trusts at beginning of year2022-03-31$66,816,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-03-31$17,201,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-03-31$16,007,413
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-03-31$16,007,413
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-03-31$20,005
Asset value of US Government securities at end of year2022-03-31$7,360,376
Asset value of US Government securities at beginning of year2022-03-31$6,338,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$4,947,837
Net investment gain or loss from common/collective trusts2022-03-31$18,932,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31Yes
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Contributions received in cash from employer2022-03-31$19,322,618
Employer contributions (assets) at end of year2022-03-31$1,566,880
Employer contributions (assets) at beginning of year2022-03-31$1,645,658
Income. Dividends from preferred stock2022-03-31$2,238
Income. Dividends from common stock2022-03-31$4,038,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$26,375,777
Asset. Corporate debt instrument debt (other) at end of year2022-03-31$49,316,971
Asset. Corporate debt instrument debt (other) at beginning of year2022-03-31$44,290,363
Contract administrator fees2022-03-31$14,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-03-31$271,437,675
Assets. Corporate common stocks other than exployer securities at beginning of year2022-03-31$276,973,308
Assets. Value of buildings and other operty used in plan operation at end of year2022-03-31$1,422,564
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-03-31$1,532,047
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Aggregate proceeds on sale of assets2022-03-31$166,795,020
Aggregate carrying amount (costs) on sale of assets2022-03-31$160,898,775
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2022-03-31550756523
2021 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-03-31$89,888,926
Total unrealized appreciation/depreciation of assets2021-03-31$89,888,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$760,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$607,710
Total income from all sources (including contributions)2021-03-31$150,074,979
Total loss/gain on sale of assets2021-03-31$18,234,692
Total of all expenses incurred2021-03-31$28,329,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$25,612,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$17,339,879
Value of total assets at end of year2021-03-31$483,707,163
Value of total assets at beginning of year2021-03-31$361,809,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$2,717,723
Total interest from all sources2021-03-31$1,977,439
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$4,620,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$763,543
Administrative expenses professional fees incurred2021-03-31$51,521
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$10,000,000
If this is an individual account plan, was there a blackout period2021-03-31No
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-03-31$676,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-03-31$654,287
Other income not declared elsewhere2021-03-31$2,378
Administrative expenses (other) incurred2021-03-31$696,819
Liabilities. Value of operating payables at end of year2021-03-31$760,065
Liabilities. Value of operating payables at beginning of year2021-03-31$607,710
Total non interest bearing cash at end of year2021-03-31$141,029
Total non interest bearing cash at beginning of year2021-03-31$56,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$121,744,998
Value of net assets at end of year (total assets less liabilities)2021-03-31$482,947,098
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$361,202,100
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Investment advisory and management fees2021-03-31$1,954,983
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$69,285,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$46,287,346
Income. Interest from US Government securities2021-03-31$38,263
Income. Interest from corporate debt instruments2021-03-31$1,855,453
Value of interest in common/collective trusts at end of year2021-03-31$66,816,932
Value of interest in common/collective trusts at beginning of year2021-03-31$65,199,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-03-31$16,007,413
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-03-31$31,368,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-03-31$31,368,370
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-03-31$83,723
Asset value of US Government securities at end of year2021-03-31$6,338,516
Asset value of US Government securities at beginning of year2021-03-31$1,935,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$16,583,223
Net investment gain or loss from common/collective trusts2021-03-31$1,427,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31Yes
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Contributions received in cash from employer2021-03-31$17,339,879
Employer contributions (assets) at end of year2021-03-31$1,645,658
Employer contributions (assets) at beginning of year2021-03-31$1,164,168
Income. Dividends from common stock2021-03-31$3,857,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$25,612,258
Asset. Corporate debt instrument debt (other) at end of year2021-03-31$44,290,363
Asset. Corporate debt instrument debt (other) at beginning of year2021-03-31$42,246,107
Contract administrator fees2021-03-31$14,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-03-31$276,973,308
Assets. Corporate common stocks other than exployer securities at beginning of year2021-03-31$171,396,861
Assets. Value of buildings and other operty used in plan operation at end of year2021-03-31$1,532,047
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-03-31$1,502,318
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Aggregate proceeds on sale of assets2021-03-31$134,508,234
Aggregate carrying amount (costs) on sale of assets2021-03-31$116,273,542
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2021-03-31550756523
2020 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-25,384,845
Unrealized appreciation/depreciation of other (non real estate) assets2020-03-31$-25,384,845
Total unrealized appreciation/depreciation of assets2020-03-31$-25,384,845
Total unrealized appreciation/depreciation of assets2020-03-31$-25,384,845
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$607,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$607,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$639,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$639,200
Total income from all sources (including contributions)2020-03-31$5,777,911
Total income from all sources (including contributions)2020-03-31$5,777,911
Total loss/gain on sale of assets2020-03-31$-4,105,182
Total loss/gain on sale of assets2020-03-31$-4,105,182
Total of all expenses incurred2020-03-31$27,573,160
Total of all expenses incurred2020-03-31$27,573,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$24,833,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$24,833,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$26,755,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$26,755,722
Value of total assets at end of year2020-03-31$361,809,810
Value of total assets at end of year2020-03-31$361,809,810
Value of total assets at beginning of year2020-03-31$383,636,549
Value of total assets at beginning of year2020-03-31$383,636,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,739,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$2,739,912
Total interest from all sources2020-03-31$2,313,696
Total interest from all sources2020-03-31$2,313,696
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$4,488,511
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$4,488,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$445,352
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$445,352
Administrative expenses professional fees incurred2020-03-31$63,278
Administrative expenses professional fees incurred2020-03-31$63,278
Was this plan covered by a fidelity bond2020-03-31Yes
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$10,000,000
Value of fidelity bond cover2020-03-31$10,000,000
If this is an individual account plan, was there a blackout period2020-03-31No
If this is an individual account plan, was there a blackout period2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$654,287
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-03-31$654,287
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$596,155
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-03-31$596,155
Other income not declared elsewhere2020-03-31$3,389
Other income not declared elsewhere2020-03-31$3,389
Administrative expenses (other) incurred2020-03-31$813,403
Administrative expenses (other) incurred2020-03-31$813,403
Liabilities. Value of operating payables at end of year2020-03-31$607,710
Liabilities. Value of operating payables at end of year2020-03-31$607,710
Liabilities. Value of operating payables at beginning of year2020-03-31$639,200
Liabilities. Value of operating payables at beginning of year2020-03-31$639,200
Total non interest bearing cash at end of year2020-03-31$56,149
Total non interest bearing cash at end of year2020-03-31$56,149
Total non interest bearing cash at beginning of year2020-03-31$129,892
Total non interest bearing cash at beginning of year2020-03-31$129,892
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-21,795,249
Value of net income/loss2020-03-31$-21,795,249
Value of net assets at end of year (total assets less liabilities)2020-03-31$361,202,100
Value of net assets at end of year (total assets less liabilities)2020-03-31$361,202,100
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$382,997,349
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$382,997,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Investment advisory and management fees2020-03-31$1,848,831
Investment advisory and management fees2020-03-31$1,848,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$46,287,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$46,287,346
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$59,444,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$59,444,531
Income. Interest from US Government securities2020-03-31$62,445
Income. Interest from US Government securities2020-03-31$62,445
Income. Interest from corporate debt instruments2020-03-31$1,741,500
Income. Interest from corporate debt instruments2020-03-31$1,741,500
Value of interest in common/collective trusts at end of year2020-03-31$65,199,030
Value of interest in common/collective trusts at end of year2020-03-31$65,199,030
Value of interest in common/collective trusts at beginning of year2020-03-31$62,707,519
Value of interest in common/collective trusts at beginning of year2020-03-31$62,707,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$31,368,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-03-31$31,368,370
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$29,581,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$29,581,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-03-31$29,581,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-03-31$29,581,929
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$509,751
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-03-31$509,751
Asset value of US Government securities at end of year2020-03-31$1,935,174
Asset value of US Government securities at end of year2020-03-31$1,935,174
Asset value of US Government securities at beginning of year2020-03-31$3,559,855
Asset value of US Government securities at beginning of year2020-03-31$3,559,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$1,137,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$1,137,324
Net investment gain or loss from common/collective trusts2020-03-31$569,296
Net investment gain or loss from common/collective trusts2020-03-31$569,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31Yes
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Contributions received in cash from employer2020-03-31$26,755,722
Contributions received in cash from employer2020-03-31$26,755,722
Employer contributions (assets) at end of year2020-03-31$1,164,168
Employer contributions (assets) at end of year2020-03-31$1,164,168
Employer contributions (assets) at beginning of year2020-03-31$2,227,555
Employer contributions (assets) at beginning of year2020-03-31$2,227,555
Income. Dividends from common stock2020-03-31$4,043,159
Income. Dividends from common stock2020-03-31$4,043,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$24,833,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$24,833,248
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$42,246,107
Asset. Corporate debt instrument debt (other) at end of year2020-03-31$42,246,107
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$32,716,542
Asset. Corporate debt instrument debt (other) at beginning of year2020-03-31$32,716,542
Contract administrator fees2020-03-31$14,400
Contract administrator fees2020-03-31$14,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$171,396,861
Assets. Corporate common stocks other than exployer securities at end of year2020-03-31$171,396,861
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$191,175,247
Assets. Corporate common stocks other than exployer securities at beginning of year2020-03-31$191,175,247
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$1,502,318
Assets. Value of buildings and other operty used in plan operation at end of year2020-03-31$1,502,318
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$1,497,324
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-03-31$1,497,324
Did the plan have assets held for investment2020-03-31Yes
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Aggregate proceeds on sale of assets2020-03-31$142,091,101
Aggregate proceeds on sale of assets2020-03-31$142,091,101
Aggregate carrying amount (costs) on sale of assets2020-03-31$146,196,283
Aggregate carrying amount (costs) on sale of assets2020-03-31$146,196,283
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31No
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-03-31Unqualified
Accountancy firm name2020-03-31HARRIS, HARDIN & COMPANY, A. C.
Accountancy firm name2020-03-31HARRIS, HARDIN & COMPANY, A. C.
Accountancy firm EIN2020-03-31550756523
Accountancy firm EIN2020-03-31550756523
2019 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
2018 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-03-31$16,244,902
Total unrealized appreciation/depreciation of assets2018-03-31$16,244,902
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$655,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$537,339
Total income from all sources (including contributions)2018-03-31$56,375,242
Total loss/gain on sale of assets2018-03-31$3,870,909
Total of all expenses incurred2018-03-31$25,335,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$23,259,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$21,953,024
Value of total assets at end of year2018-03-31$345,623,086
Value of total assets at beginning of year2018-03-31$314,465,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$2,076,510
Total income from rents2018-03-31$31,320
Total interest from all sources2018-03-31$1,709,938
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$3,314,698
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$277,960
Administrative expenses professional fees incurred2018-03-31$78,849
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-03-31$539,362
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-03-31$541,837
Other income not declared elsewhere2018-03-31$389,608
Administrative expenses (other) incurred2018-03-31$590,871
Liabilities. Value of operating payables at end of year2018-03-31$655,346
Liabilities. Value of operating payables at beginning of year2018-03-31$537,339
Total non interest bearing cash at end of year2018-03-31$15,849
Total non interest bearing cash at beginning of year2018-03-31$133,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$31,039,356
Value of net assets at end of year (total assets less liabilities)2018-03-31$344,967,740
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$313,928,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Investment advisory and management fees2018-03-31$1,392,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$26,061,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$29,662,448
Income. Interest from US Government securities2018-03-31$47,236
Income. Interest from corporate debt instruments2018-03-31$1,571,361
Value of interest in common/collective trusts at end of year2018-03-31$87,452,644
Value of interest in common/collective trusts at beginning of year2018-03-31$80,706,429
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-03-31$13,307,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-03-31$9,374,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-03-31$9,374,196
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-03-31$91,341
Asset value of US Government securities at end of year2018-03-31$3,482,512
Asset value of US Government securities at beginning of year2018-03-31$3,094,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$2,120,669
Net investment gain or loss from common/collective trusts2018-03-31$6,740,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31Yes
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Contributions received in cash from employer2018-03-31$21,953,024
Employer contributions (assets) at end of year2018-03-31$2,675,451
Employer contributions (assets) at beginning of year2018-03-31$1,541,536
Income. Dividends from common stock2018-03-31$3,036,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$23,259,376
Asset. Corporate debt instrument debt (other) at end of year2018-03-31$31,560,647
Asset. Corporate debt instrument debt (other) at beginning of year2018-03-31$30,796,725
Contract administrator fees2018-03-31$14,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-03-31$179,840,847
Assets. Corporate common stocks other than exployer securities at beginning of year2018-03-31$157,963,023
Assets. Value of buildings and other operty used in plan operation at end of year2018-03-31$686,972
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-03-31$651,973
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Aggregate proceeds on sale of assets2018-03-31$87,612,407
Aggregate carrying amount (costs) on sale of assets2018-03-31$83,741,498
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31No
Opinion of an independent qualified public accountant for this plan2018-03-31Unqualified
Accountancy firm name2018-03-31HARRIS, HARDIN & COMPANY, A.C.
Accountancy firm EIN2018-03-31550756523
2017 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-03-31$18,248,670
Total unrealized appreciation/depreciation of assets2017-03-31$18,248,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$537,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$520,201
Total income from all sources (including contributions)2017-03-31$52,585,673
Total loss/gain on sale of assets2017-03-31$5,268,588
Total of all expenses incurred2017-03-31$24,069,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$22,017,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$15,593,585
Value of total assets at end of year2017-03-31$314,465,723
Value of total assets at beginning of year2017-03-31$285,932,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$2,051,693
Total income from rents2017-03-31$33,720
Total interest from all sources2017-03-31$1,621,125
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$4,538,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$323,599
Administrative expenses professional fees incurred2017-03-31$106,512
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$500,000
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-03-31$541,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-03-31$580,396
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$0
Other income not declared elsewhere2017-03-31$7,544
Administrative expenses (other) incurred2017-03-31$528,342
Liabilities. Value of operating payables at end of year2017-03-31$537,339
Liabilities. Value of operating payables at beginning of year2017-03-31$520,201
Total non interest bearing cash at end of year2017-03-31$133,534
Total non interest bearing cash at beginning of year2017-03-31$143,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$28,516,449
Value of net assets at end of year (total assets less liabilities)2017-03-31$313,928,384
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$285,411,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Investment advisory and management fees2017-03-31$1,402,439
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$29,662,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$31,087,331
Income. Interest from US Government securities2017-03-31$66,369
Income. Interest from corporate debt instruments2017-03-31$1,514,180
Value of interest in common/collective trusts at end of year2017-03-31$80,706,429
Value of interest in common/collective trusts at beginning of year2017-03-31$52,263,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-03-31$9,374,196
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-03-31$10,035,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-03-31$10,035,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-03-31$40,576
Asset value of US Government securities at end of year2017-03-31$3,094,022
Asset value of US Government securities at beginning of year2017-03-31$3,949,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$2,251,519
Net investment gain or loss from common/collective trusts2017-03-31$5,022,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31Yes
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Contributions received in cash from employer2017-03-31$15,593,585
Employer contributions (assets) at end of year2017-03-31$1,541,536
Employer contributions (assets) at beginning of year2017-03-31$1,386,028
Income. Dividends from common stock2017-03-31$4,215,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$22,017,531
Asset. Corporate debt instrument debt (other) at end of year2017-03-31$30,796,725
Asset. Corporate debt instrument debt (other) at beginning of year2017-03-31$27,936,199
Contract administrator fees2017-03-31$14,400
Assets. Corporate common stocks other than exployer securities at end of year2017-03-31$157,963,023
Assets. Corporate common stocks other than exployer securities at beginning of year2017-03-31$157,896,775
Assets. Value of buildings and other operty used in plan operation at end of year2017-03-31$651,973
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-03-31$653,495
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Aggregate proceeds on sale of assets2017-03-31$201,742,699
Aggregate carrying amount (costs) on sale of assets2017-03-31$196,474,111
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31No
Opinion of an independent qualified public accountant for this plan2017-03-31Unqualified
Accountancy firm name2017-03-31HARRIS HARDIN & COMPANY, A.C.
Accountancy firm EIN2017-03-31550756523
2016 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-03-31$-3,140,011
Total unrealized appreciation/depreciation of assets2016-03-31$-3,140,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$520,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$722,453
Total income from all sources (including contributions)2016-03-31$18,451,366
Total loss/gain on sale of assets2016-03-31$-5,427,947
Total of all expenses incurred2016-03-31$23,159,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$21,131,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$17,360,165
Value of total assets at end of year2016-03-31$285,932,136
Value of total assets at beginning of year2016-03-31$290,842,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$2,028,253
Total income from rents2016-03-31$33,720
Total interest from all sources2016-03-31$1,710,498
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$3,976,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$703,186
Administrative expenses professional fees incurred2016-03-31$83,071
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-03-31$580,396
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-03-31$683,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$0
Other income not declared elsewhere2016-03-31$28,670
Administrative expenses (other) incurred2016-03-31$536,199
Liabilities. Value of operating payables at end of year2016-03-31$520,201
Liabilities. Value of operating payables at beginning of year2016-03-31$722,453
Total non interest bearing cash at end of year2016-03-31$143,063
Total non interest bearing cash at beginning of year2016-03-31$140,473
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-4,708,608
Value of net assets at end of year (total assets less liabilities)2016-03-31$285,411,935
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$290,120,543
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Investment advisory and management fees2016-03-31$1,394,583
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$31,087,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$32,719,522
Interest on participant loans2016-03-31$0
Income. Interest from loans (other than to participants)2016-03-31$0
Interest earned on other investments2016-03-31$0
Income. Interest from US Government securities2016-03-31$75,282
Income. Interest from corporate debt instruments2016-03-31$1,592,575
Value of interest in common/collective trusts at end of year2016-03-31$52,263,869
Value of interest in common/collective trusts at beginning of year2016-03-31$38,018,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-03-31$10,035,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-03-31$16,831,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-03-31$16,831,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-03-31$42,641
Asset value of US Government securities at end of year2016-03-31$3,949,631
Asset value of US Government securities at beginning of year2016-03-31$3,368,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-2,335,377
Net investment gain or loss from common/collective trusts2016-03-31$6,245,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31Yes
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Contributions received in cash from employer2016-03-31$17,360,165
Employer contributions (assets) at end of year2016-03-31$1,386,028
Employer contributions (assets) at beginning of year2016-03-31$1,116,198
Income. Dividends from preferred stock2016-03-31$821
Income. Dividends from common stock2016-03-31$3,272,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$21,131,721
Asset. Corporate debt instrument debt (other) at end of year2016-03-31$27,936,199
Asset. Corporate debt instrument debt (other) at beginning of year2016-03-31$30,873,510
Contract administrator fees2016-03-31$14,400
Assets. Corporate common stocks other than exployer securities at end of year2016-03-31$157,896,775
Assets. Corporate common stocks other than exployer securities at beginning of year2016-03-31$166,484,203
Assets. Value of buildings and other operty used in plan operation at end of year2016-03-31$653,495
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-03-31$608,039
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Aggregate proceeds on sale of assets2016-03-31$87,213,780
Aggregate carrying amount (costs) on sale of assets2016-03-31$92,641,727
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31No
Opinion of an independent qualified public accountant for this plan2016-03-31Unqualified
Accountancy firm name2016-03-31HARRIS HARDIN & COMPANY, A.C.
Accountancy firm EIN2016-03-31550756523
2015 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-03-31$13,312,496
Total unrealized appreciation/depreciation of assets2015-03-31$13,312,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$722,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$5,909,341
Total income from all sources (including contributions)2015-03-31$43,240,589
Total loss/gain on sale of assets2015-03-31$1,536,495
Total of all expenses incurred2015-03-31$21,861,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$19,989,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$18,159,814
Value of total assets at end of year2015-03-31$290,878,974
Value of total assets at beginning of year2015-03-31$274,686,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$1,871,977
Total income from rents2015-03-31$33,720
Total interest from all sources2015-03-31$1,796,727
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$3,511,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$486,959
Administrative expenses professional fees incurred2015-03-31$101,084
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Assets. Other investments not covered elsewhere at end of year2015-03-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-03-31$75,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-03-31$683,095
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-03-31$454,697
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$5,321,414
Other income not declared elsewhere2015-03-31$53,290
Administrative expenses (other) incurred2015-03-31$414,267
Liabilities. Value of operating payables at end of year2015-03-31$722,453
Liabilities. Value of operating payables at beginning of year2015-03-31$587,927
Total non interest bearing cash at end of year2015-03-31$140,473
Total non interest bearing cash at beginning of year2015-03-31$11,235,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$21,379,171
Value of net assets at end of year (total assets less liabilities)2015-03-31$290,156,521
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$268,777,350
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Investment advisory and management fees2015-03-31$1,342,226
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$32,719,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$31,683,211
Interest earned on other investments2015-03-31$763
Income. Interest from US Government securities2015-03-31$64,745
Income. Interest from corporate debt instruments2015-03-31$1,690,925
Value of interest in common/collective trusts at end of year2015-03-31$38,018,335
Value of interest in common/collective trusts at beginning of year2015-03-31$21,735,647
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-03-31$16,831,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-03-31$22,839,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-03-31$22,839,558
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$40,294
Asset value of US Government securities at end of year2015-03-31$3,368,237
Asset value of US Government securities at beginning of year2015-03-31$4,851,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$549,352
Net investment gain or loss from common/collective trusts2015-03-31$4,286,728
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31Yes
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Contributions received in cash from employer2015-03-31$18,159,814
Employer contributions (assets) at end of year2015-03-31$1,116,198
Employer contributions (assets) at beginning of year2015-03-31$1,603,607
Income. Dividends from preferred stock2015-03-31$1,112
Income. Dividends from common stock2015-03-31$3,023,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$19,989,441
Asset. Corporate debt instrument debt (other) at end of year2015-03-31$30,873,510
Asset. Corporate debt instrument debt (other) at beginning of year2015-03-31$24,537,559
Contract administrator fees2015-03-31$14,400
Assets. Corporate common stocks other than exployer securities at end of year2015-03-31$166,484,203
Assets. Corporate common stocks other than exployer securities at beginning of year2015-03-31$155,070,458
Assets. Value of buildings and other operty used in plan operation at end of year2015-03-31$644,017
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-03-31$600,006
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Aggregate proceeds on sale of assets2015-03-31$95,129,252
Aggregate carrying amount (costs) on sale of assets2015-03-31$93,592,757
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31No
Opinion of an independent qualified public accountant for this plan2015-03-31Unqualified
Accountancy firm name2015-03-31HARRIS HARDIN & COMPANY, A.C.
Accountancy firm EIN2015-03-31550756523
2014 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$22,413,658
Total unrealized appreciation/depreciation of assets2014-03-31$22,413,658
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$5,909,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$455,616
Total income from all sources (including contributions)2014-03-31$54,584,746
Total loss/gain on sale of assets2014-03-31$4,495,721
Total of all expenses incurred2014-03-31$20,579,959
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$18,912,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$17,666,998
Value of total assets at end of year2014-03-31$274,686,691
Value of total assets at beginning of year2014-03-31$235,228,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$1,667,184
Total income from rents2014-03-31$33,720
Total interest from all sources2014-03-31$789,338
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$2,818,432
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$291,168
Administrative expenses professional fees incurred2014-03-31$79,730
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$75,750
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$223,320
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$454,697
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$253,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$5,321,414
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$0
Other income not declared elsewhere2014-03-31$17,294
Administrative expenses (other) incurred2014-03-31$483,311
Liabilities. Value of operating payables at end of year2014-03-31$587,927
Liabilities. Value of operating payables at beginning of year2014-03-31$455,616
Total non interest bearing cash at end of year2014-03-31$11,235,029
Total non interest bearing cash at beginning of year2014-03-31$1,755,504
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$34,004,787
Value of net assets at end of year (total assets less liabilities)2014-03-31$268,777,350
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$234,772,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Investment advisory and management fees2014-03-31$1,089,743
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$31,683,211
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$92,011,624
Interest earned on other investments2014-03-31$6,456
Income. Interest from US Government securities2014-03-31$115,346
Income. Interest from corporate debt instruments2014-03-31$619,170
Value of interest in common/collective trusts at end of year2014-03-31$21,735,647
Value of interest in common/collective trusts at beginning of year2014-03-31$9,788,367
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$22,839,558
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$7,822,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$7,822,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$48,366
Asset value of US Government securities at end of year2014-03-31$4,851,169
Asset value of US Government securities at beginning of year2014-03-31$5,196,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$4,403,291
Net investment gain or loss from common/collective trusts2014-03-31$1,946,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$17,666,998
Employer contributions (assets) at end of year2014-03-31$1,603,607
Employer contributions (assets) at beginning of year2014-03-31$1,387,360
Income. Dividends from common stock2014-03-31$2,527,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$18,912,775
Asset. Corporate debt instrument debt (other) at end of year2014-03-31$24,537,559
Asset. Corporate debt instrument debt (other) at beginning of year2014-03-31$11,466,098
Contract administrator fees2014-03-31$14,400
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$155,070,458
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$104,722,878
Assets. Value of buildings and other operty used in plan operation at end of year2014-03-31$600,006
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-03-31$600,708
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$70,675,922
Aggregate carrying amount (costs) on sale of assets2014-03-31$66,180,201
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31HARRIS HARDIN & COMPANY, A.C.
Accountancy firm EIN2014-03-31550756523
2013 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$9,797,641
Total unrealized appreciation/depreciation of assets2013-03-31$9,797,641
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$455,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$905,696
Total income from all sources (including contributions)2013-03-31$34,348,261
Total loss/gain on sale of assets2013-03-31$-479,447
Total of all expenses incurred2013-03-31$19,191,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$17,769,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$14,528,439
Value of total assets at end of year2013-03-31$235,228,179
Value of total assets at beginning of year2013-03-31$220,521,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$1,422,324
Total income from rents2013-03-31$36,472
Total interest from all sources2013-03-31$753,975
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$2,181,849
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$455,406
Administrative expenses professional fees incurred2013-03-31$89,273
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-03-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$223,320
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$258,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$253,085
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$282,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$500,000
Other income not declared elsewhere2013-03-31$10,433
Administrative expenses (other) incurred2013-03-31$390,883
Liabilities. Value of operating payables at end of year2013-03-31$455,616
Liabilities. Value of operating payables at beginning of year2013-03-31$405,696
Total non interest bearing cash at end of year2013-03-31$1,755,504
Total non interest bearing cash at beginning of year2013-03-31$1,365,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$15,156,288
Value of net assets at end of year (total assets less liabilities)2013-03-31$234,772,563
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$219,616,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Investment advisory and management fees2013-03-31$927,768
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$92,011,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$74,814,054
Interest earned on other investments2013-03-31$9,751
Income. Interest from US Government securities2013-03-31$182,920
Income. Interest from corporate debt instruments2013-03-31$527,812
Value of interest in common/collective trusts at end of year2013-03-31$9,788,367
Value of interest in common/collective trusts at beginning of year2013-03-31$9,011,632
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$7,822,329
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$6,126,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$6,126,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$33,492
Asset value of US Government securities at end of year2013-03-31$5,196,906
Asset value of US Government securities at beginning of year2013-03-31$13,921,429
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$6,742,164
Net investment gain or loss from common/collective trusts2013-03-31$776,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$14,528,439
Employer contributions (assets) at end of year2013-03-31$1,387,360
Employer contributions (assets) at beginning of year2013-03-31$1,302,061
Income. Dividends from common stock2013-03-31$1,726,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$17,769,649
Asset. Corporate debt instrument debt (other) at end of year2013-03-31$11,466,098
Asset. Corporate debt instrument debt (other) at beginning of year2013-03-31$13,240,920
Contract administrator fees2013-03-31$14,400
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$104,722,878
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$99,597,457
Assets. Value of buildings and other operty used in plan operation at end of year2013-03-31$600,708
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-03-31$601,284
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$74,300,767
Aggregate carrying amount (costs) on sale of assets2013-03-31$74,780,214
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31HARRIS HARDIN & COMPANY
Accountancy firm EIN2013-03-31550756523
2012 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$6,690,606
Total unrealized appreciation/depreciation of assets2012-03-31$6,690,606
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$905,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$328,267
Total income from all sources (including contributions)2012-03-31$22,104,722
Total loss/gain on sale of assets2012-03-31$-1,719,652
Total of all expenses incurred2012-03-31$18,089,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$16,709,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$11,817,795
Value of total assets at end of year2012-03-31$220,521,971
Value of total assets at beginning of year2012-03-31$215,929,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$1,380,328
Total income from rents2012-03-31$37,848
Total interest from all sources2012-03-31$962,227
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$1,533,638
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Administrative expenses professional fees incurred2012-03-31$119,025
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$258,628
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$228,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$282,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$259,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$500,000
Other income not declared elsewhere2012-03-31$235,393
Administrative expenses (other) incurred2012-03-31$377,549
Liabilities. Value of operating payables at end of year2012-03-31$405,696
Liabilities. Value of operating payables at beginning of year2012-03-31$328,267
Total non interest bearing cash at end of year2012-03-31$1,365,619
Total non interest bearing cash at beginning of year2012-03-31$87,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$4,015,180
Value of net assets at end of year (total assets less liabilities)2012-03-31$219,616,275
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$215,601,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$0
Assets. partnership/joint venture interests at beginning of year2012-03-31$1,782,174
Investment advisory and management fees2012-03-31$883,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$74,814,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$76,115,570
Interest earned on other investments2012-03-31$14,219
Income. Interest from US Government securities2012-03-31$369,594
Income. Interest from corporate debt instruments2012-03-31$577,733
Value of interest in common/collective trusts at end of year2012-03-31$9,011,632
Value of interest in common/collective trusts at beginning of year2012-03-31$7,879,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$6,126,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$3,220,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$3,220,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$681
Asset value of US Government securities at end of year2012-03-31$13,921,429
Asset value of US Government securities at beginning of year2012-03-31$18,129,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$1,415,133
Net investment gain or loss from common/collective trusts2012-03-31$1,131,734
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$11,817,795
Employer contributions (assets) at end of year2012-03-31$1,302,061
Employer contributions (assets) at beginning of year2012-03-31$898,992
Income. Dividends from common stock2012-03-31$1,533,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$16,709,214
Asset. Corporate debt instrument debt (other) at end of year2012-03-31$13,240,920
Asset. Corporate debt instrument debt (other) at beginning of year2012-03-31$11,124,088
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$99,597,457
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$95,786,037
Assets. Value of buildings and other operty used in plan operation at end of year2012-03-31$601,284
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-03-31$416,858
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$100,698,010
Aggregate carrying amount (costs) on sale of assets2012-03-31$102,417,662
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31HARRIS HARDIN & COMPANY
Accountancy firm EIN2012-03-31550756523
2011 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$13,990,359
Total unrealized appreciation/depreciation of assets2011-03-31$13,990,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$328,267
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$943,287
Total income from all sources (including contributions)2011-03-31$37,576,740
Total loss/gain on sale of assets2011-03-31$1,934,925
Total of all expenses incurred2011-03-31$17,106,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$15,752,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$10,890,789
Value of total assets at end of year2011-03-31$215,925,114
Value of total assets at beginning of year2011-03-31$196,070,108
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$1,354,448
Total interest from all sources2011-03-31$939,920
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$1,539,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$48,477
Administrative expenses professional fees incurred2011-03-31$86,136
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$228,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$259,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$259,020
Other income not declared elsewhere2011-03-31$90,493
Administrative expenses (other) incurred2011-03-31$410,986
Liabilities. Value of operating payables at end of year2011-03-31$328,267
Liabilities. Value of operating payables at beginning of year2011-03-31$943,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$20,470,026
Value of net assets at end of year (total assets less liabilities)2011-03-31$215,596,847
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$195,126,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Assets. partnership/joint venture interests at end of year2011-03-31$1,782,174
Assets. partnership/joint venture interests at beginning of year2011-03-31$1,779,777
Investment advisory and management fees2011-03-31$857,326
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$76,115,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$79,621,736
Interest earned on other investments2011-03-31$5,275
Income. Interest from US Government securities2011-03-31$404,142
Income. Interest from corporate debt instruments2011-03-31$530,503
Value of interest in common/collective trusts at end of year2011-03-31$7,879,899
Value of interest in common/collective trusts at beginning of year2011-03-31$6,474,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$3,308,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$8,045,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$8,045,554
Asset value of US Government securities at end of year2011-03-31$18,129,534
Asset value of US Government securities at beginning of year2011-03-31$15,170,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$8,190,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Contributions received in cash from employer2011-03-31$10,890,789
Employer contributions (assets) at end of year2011-03-31$898,992
Employer contributions (assets) at beginning of year2011-03-31$745,245
Income. Dividends from common stock2011-03-31$1,491,026
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$15,752,266
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$11,124,088
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$10,971,304
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$95,786,037
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$72,557,506
Assets. Value of buildings and other operty used in plan operation at end of year2011-03-31$412,610
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-03-31$444,804
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$86,677,332
Aggregate carrying amount (costs) on sale of assets2011-03-31$84,742,407
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31HARRIS & COMPANY, CPAS
Accountancy firm EIN2011-03-31550756523
2010 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND

2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2022 form 5500 responses
2022-04-01Type of plan entityMulti-employer plan
2022-04-01Plan is a collectively bargained planYes
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2021 form 5500 responses
2021-04-01Type of plan entityMulti-employer plan
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2020 form 5500 responses
2020-04-01Type of plan entityMulti-employer plan
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2019 form 5500 responses
2019-04-01Type of plan entityMulti-employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2018 form 5500 responses
2018-04-01Type of plan entityMulti-employer plan
2018-04-01Submission has been amendedYes
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2017 form 5500 responses
2017-04-01Type of plan entityMulti-employer plan
2017-04-01Submission has been amendedYes
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2016 form 5500 responses
2016-04-01Type of plan entityMulti-employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2015 form 5500 responses
2015-04-01Type of plan entityMulti-employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2014 form 5500 responses
2014-04-01Type of plan entityMulti-employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2013 form 5500 responses
2013-04-01Type of plan entityMulti-employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planYes
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2012 form 5500 responses
2012-04-01Type of plan entityMulti-employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planYes
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2011 form 5500 responses
2011-04-01Type of plan entityMulti-employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planYes
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2010 form 5500 responses
2010-04-01Type of plan entityMulti-employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planYes
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 132 PENSION FUND 2009 form 5500 responses
2009-04-01Type of plan entityMulti-employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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