401k Plan data: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES plan

LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 401k Plan overview

Plan Name	LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES
Plan identification number	003

LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

INTL LONGSHOREMENS ASSN LOCAL 1526 ASSOCIATION LOCAL 1526 has sponsored the creation of one or more 401k plans.

Company Name: INTL LONGSHOREMENS ASSN LOCAL 1526 ASSOCIATION LOCAL 1526

Employer identification number (EIN): 590792522

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-10-01 JOHNNIE L DIXON
003 2022-10-01
003 2022-10-01 JOHNNY L DIXON
003 2021-10-01
003 2021-10-01 JOHNNY L DIXON
003 2020-10-01
003 2020-10-01
003 2019-10-01
003 2016-10-01 CHRISTOPHER ROLAND
003 2015-10-01 CHRISTOPHER ROLAND
003 2014-10-01 CHRISTOPHER ROLAND
003 2013-10-01 CHRISTOPHER ROLAND
003 2012-10-01 CHRISTOPHER ROLAND
003 2011-10-01 GUS WILKERSON III
003 2009-10-01 GUS WILKERSON III
003 2008-10-01

Plan Statistics for LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES

401k plan membership statisitcs for LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES

Measure Date Value
2023: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2023 401k membership
Market value of plan assets 2023-09-30 1,288,427
Acturial value of plan assets 2023-09-30 1,261,358
Funding target for retired participants and beneficiaries receiving payment 2023-09-30 539,325
Number of terminated vested participants 2023-09-30 2
Fundng target for terminated vested participants 2023-09-30 582,053
Active participant vested funding target 2023-09-30 359,308
Number of active participants 2023-09-30 4
Total funding liabilities for active participants 2023-09-30 377,104
Total participant count 2023-09-30 10
Total funding target for all participants 2023-09-30 1,498,482
Present value of excess contributions 2023-09-30 23
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-09-30 24
Total employer contributions 2023-09-30 81,926
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-09-30 75,478
Minimum required contributions for current year target normal cost 2023-09-30 51,190
Net shortfall amortization installment of oustanding balance 2023-09-30 237,124
Total funding amount beforereflecting carryover/prefunding balances 2023-09-30 75,478
Additional cash requirement 2023-09-30 75,478
Contributions allocatedtoward minimum required contributions for current year 2023-09-30 75,478
Unpaid minimum required contributions for all years 2023-09-30 0
2022: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2022 401k membership
Total participants, beginning-of-year 2022-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2022-10-01 2
Number of retired or separated participants receiving benefits 2022-10-01 2
Number of other retired or separated participants entitled to future benefits 2022-10-01 2
Total of all active and inactive participants 2022-10-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-10-01 2
Total participants 2022-10-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-10-01 0
Market value of plan assets 2022-09-30 1,226,715
Acturial value of plan assets 2022-09-30 1,206,793
Funding target for retired participants and beneficiaries receiving payment 2022-09-30 557,596
Number of terminated vested participants 2022-09-30 2
Fundng target for terminated vested participants 2022-09-30 540,257
Active participant vested funding target 2022-09-30 239,914
Number of active participants 2022-09-30 3
Total funding liabilities for active participants 2022-09-30 301,512
Total participant count 2022-09-30 9
Total funding target for all participants 2022-09-30 1,399,365
Present value of excess contributions 2022-09-30 4,171
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-09-30 4,407
Total employer contributions 2022-09-30 61,410
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-09-30 58,012
Minimum required contributions for current year target normal cost 2022-09-30 38,634
Net shortfall amortization installment of oustanding balance 2022-09-30 192,572
Total funding amount beforereflecting carryover/prefunding balances 2022-09-30 57,989
Additional cash requirement 2022-09-30 57,989
Contributions allocatedtoward minimum required contributions for current year 2022-09-30 58,012
Unpaid minimum required contributions for all years 2022-09-30 0
2021: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 4
Number of retired or separated participants receiving benefits 2021-10-01 4
Number of other retired or separated participants entitled to future benefits 2021-10-01 2
Total of all active and inactive participants 2021-10-01 10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-10-01 0
Total participants 2021-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-10-01 0
Market value of plan assets 2021-09-30 1,057,247
Acturial value of plan assets 2021-09-30 1,139,422
Funding target for retired participants and beneficiaries receiving payment 2021-09-30 576,367
Number of terminated vested participants 2021-09-30 2
Fundng target for terminated vested participants 2021-09-30 490,127
Active participant vested funding target 2021-09-30 195,943
Number of active participants 2021-09-30 3
Total funding liabilities for active participants 2021-09-30 236,476
Total participant count 2021-09-30 9
Total funding target for all participants 2021-09-30 1,302,970
Total employer contributions 2021-09-30 94,248
Minimum required contributions for current year target normal cost 2021-09-30 47,682
Net shortfall amortization installment of oustanding balance 2021-09-30 163,548
Total funding amount beforereflecting carryover/prefunding balances 2021-09-30 63,676
Additional cash requirement 2021-09-30 63,676
Unpaid minimum required contributions for current year 2021-09-30 63,676
Unpaid minimum required contributions for all years 2021-09-30 63,676
2020: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 3
Number of retired or separated participants receiving benefits 2020-10-01 4
Number of other retired or separated participants entitled to future benefits 2020-10-01 2
Total of all active and inactive participants 2020-10-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-10-01 0
Total participants 2020-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-10-01 0
Market value of plan assets 2020-09-30 1,092,194
Acturial value of plan assets 2020-09-30 1,133,012
Funding target for retired participants and beneficiaries receiving payment 2020-09-30 607,545
Number of terminated vested participants 2020-09-30 1
Fundng target for terminated vested participants 2020-09-30 135,594
Active participant vested funding target 2020-09-30 520,945
Number of active participants 2020-09-30 4
Total funding liabilities for active participants 2020-09-30 545,734
Total participant count 2020-09-30 9
Total funding target for all participants 2020-09-30 1,288,873
Present value of excess contributions 2020-09-30 26
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-09-30 27
Total employer contributions 2020-09-30 76,107
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-09-30 73,892
Minimum required contributions for current year target normal cost 2020-09-30 80,396
Net shortfall amortization installment of oustanding balance 2020-09-30 155,861
Total funding amount beforereflecting carryover/prefunding balances 2020-09-30 94,807
Additional cash requirement 2020-09-30 94,807
Contributions allocatedtoward minimum required contributions for current year 2020-09-30 73,892
Unpaid minimum required contributions for current year 2020-09-30 20,915
Unpaid minimum required contributions for all years 2020-09-30 20,915
2019: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 3
Number of retired or separated participants receiving benefits 2019-10-01 4
Number of other retired or separated participants entitled to future benefits 2019-10-01 2
Total of all active and inactive participants 2019-10-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-10-01 0
Total participants 2019-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-10-01 0
Market value of plan assets 2019-09-30 1,029,788
Acturial value of plan assets 2019-09-30 1,057,046
Funding target for retired participants and beneficiaries receiving payment 2019-09-30 624,274
Number of terminated vested participants 2019-09-30 1
Fundng target for terminated vested participants 2019-09-30 136,369
Active participant vested funding target 2019-09-30 372,986
Number of active participants 2019-09-30 4
Total funding liabilities for active participants 2019-09-30 435,923
Total participant count 2019-09-30 9
Total funding target for all participants 2019-09-30 1,196,566
Present value of excess contributions 2019-09-30 1,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-30 2,081
Total employer contributions 2019-09-30 106,223
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-30 101,503
Minimum required contributions for current year target normal cost 2019-09-30 74,084
Net shortfall amortization installment of oustanding balance 2019-09-30 139,520
Total funding amount beforereflecting carryover/prefunding balances 2019-09-30 101,477
Additional cash requirement 2019-09-30 101,477
Contributions allocatedtoward minimum required contributions for current year 2019-09-30 101,503
Unpaid minimum required contributions for all years 2019-09-30 0
2018: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2018 401k membership
Market value of plan assets 2018-09-30 1,001,259
Acturial value of plan assets 2018-09-30 986,085
Funding target for retired participants and beneficiaries receiving payment 2018-09-30 631,259
Number of terminated vested participants 2018-09-30 1
Fundng target for terminated vested participants 2018-09-30 123,788
Active participant vested funding target 2018-09-30 292,277
Number of active participants 2018-09-30 3
Total funding liabilities for active participants 2018-09-30 329,901
Total participant count 2018-09-30 9
Total funding target for all participants 2018-09-30 1,084,948
Total employer contributions 2018-09-30 94,052
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-09-30 90,783
Minimum required contributions for current year target normal cost 2018-09-30 60,601
Net shortfall amortization installment of oustanding balance 2018-09-30 98,863
Total funding amount beforereflecting carryover/prefunding balances 2018-09-30 88,816
Additional cash requirement 2018-09-30 88,816
Contributions allocatedtoward minimum required contributions for current year 2018-09-30 90,783
Unpaid minimum required contributions for all years 2018-09-30 0
2017: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2017 401k membership
Market value of plan assets 2017-09-30 884,406
Acturial value of plan assets 2017-09-30 905,168
Funding target for retired participants and beneficiaries receiving payment 2017-09-30 642,424
Number of terminated vested participants 2017-09-30 1
Fundng target for terminated vested participants 2017-09-30 113,928
Active participant vested funding target 2017-09-30 243,747
Number of active participants 2017-09-30 4
Total funding liabilities for active participants 2017-09-30 266,374
Total participant count 2017-09-30 10
Total funding target for all participants 2017-09-30 1,022,726
Total employer contributions 2017-09-30 113,845
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-30 108,166
Minimum required contributions for current year target normal cost 2017-09-30 70,622
Net shortfall amortization installment of oustanding balance 2017-09-30 117,558
Total funding amount beforereflecting carryover/prefunding balances 2017-09-30 108,166
Additional cash requirement 2017-09-30 108,166
Contributions allocatedtoward minimum required contributions for current year 2017-09-30 108,166
Unpaid minimum required contributions for all years 2017-09-30 0
2016: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 3
Number of retired or separated participants receiving benefits 2016-10-01 4
Number of other retired or separated participants entitled to future benefits 2016-10-01 1
Total of all active and inactive participants 2016-10-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-10-01 1
Total participants 2016-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-10-01 1
2015: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 4
Number of retired or separated participants receiving benefits 2015-10-01 4
Number of other retired or separated participants entitled to future benefits 2015-10-01 1
Total of all active and inactive participants 2015-10-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-10-01 1
Total participants 2015-10-01 10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-10-01 0
2014: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 3
Number of retired or separated participants receiving benefits 2014-10-01 4
Number of other retired or separated participants entitled to future benefits 2014-10-01 1
Total of all active and inactive participants 2014-10-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-10-01 1
Total participants 2014-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-10-01 0
2013: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 3
Number of retired or separated participants receiving benefits 2013-10-01 4
Number of other retired or separated participants entitled to future benefits 2013-10-01 1
Total of all active and inactive participants 2013-10-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-10-01 1
Total participants 2013-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-10-01 0
2012: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 4
Number of retired or separated participants receiving benefits 2012-10-01 3
Number of other retired or separated participants entitled to future benefits 2012-10-01 1
Total of all active and inactive participants 2012-10-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-10-01 1
Total participants 2012-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-10-01 0
2011: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-10-01 9
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 4
Number of retired or separated participants receiving benefits 2011-10-01 3
Number of other retired or separated participants entitled to future benefits 2011-10-01 1
Total of all active and inactive participants 2011-10-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-10-01 1
Total participants 2011-10-01 9
2009: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-10-01 10
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 4
Number of retired or separated participants receiving benefits 2009-10-01 3
Number of other retired or separated participants entitled to future benefits 2009-10-01 1
Total of all active and inactive participants 2009-10-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-10-01 1
Total participants 2009-10-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-10-01 1

Measure	Date	Value
2023: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2023 401k membership
Market value of plan assets	2023-09-30	1,288,427
Acturial value of plan assets	2023-09-30	1,261,358
Funding target for retired participants and beneficiaries receiving payment	2023-09-30	539,325
Number of terminated vested participants	2023-09-30	2
Fundng target for terminated vested participants	2023-09-30	582,053
Active participant vested funding target	2023-09-30	359,308
Number of active participants	2023-09-30	4
Total funding liabilities for active participants	2023-09-30	377,104
Total participant count	2023-09-30	10
Total funding target for all participants	2023-09-30	1,498,482
Present value of excess contributions	2023-09-30	23
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-09-30	24
Total employer contributions	2023-09-30	81,926
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-09-30	75,478
Minimum required contributions for current year target normal cost	2023-09-30	51,190
Net shortfall amortization installment of oustanding balance	2023-09-30	237,124
Total funding amount beforereflecting carryover/prefunding balances	2023-09-30	75,478
Additional cash requirement	2023-09-30	75,478
Contributions allocatedtoward minimum required contributions for current year	2023-09-30	75,478
Unpaid minimum required contributions for all years	2023-09-30	0
2022: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2022 401k membership
Total participants, beginning-of-year	2022-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2022-10-01	2
Number of retired or separated participants receiving benefits	2022-10-01	2
Number of other retired or separated participants entitled to future benefits	2022-10-01	2
Total of all active and inactive participants	2022-10-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-10-01	2
Total participants	2022-10-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-10-01	0
Market value of plan assets	2022-09-30	1,226,715
Acturial value of plan assets	2022-09-30	1,206,793
Funding target for retired participants and beneficiaries receiving payment	2022-09-30	557,596
Number of terminated vested participants	2022-09-30	2
Fundng target for terminated vested participants	2022-09-30	540,257
Active participant vested funding target	2022-09-30	239,914
Number of active participants	2022-09-30	3
Total funding liabilities for active participants	2022-09-30	301,512
Total participant count	2022-09-30	9
Total funding target for all participants	2022-09-30	1,399,365
Present value of excess contributions	2022-09-30	4,171
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-09-30	4,407
Total employer contributions	2022-09-30	61,410
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-09-30	58,012
Minimum required contributions for current year target normal cost	2022-09-30	38,634
Net shortfall amortization installment of oustanding balance	2022-09-30	192,572
Total funding amount beforereflecting carryover/prefunding balances	2022-09-30	57,989
Additional cash requirement	2022-09-30	57,989
Contributions allocatedtoward minimum required contributions for current year	2022-09-30	58,012
Unpaid minimum required contributions for all years	2022-09-30	0
2021: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	4
Number of retired or separated participants receiving benefits	2021-10-01	4
Number of other retired or separated participants entitled to future benefits	2021-10-01	2
Total of all active and inactive participants	2021-10-01	10
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-10-01	0
Total participants	2021-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-10-01	0
Market value of plan assets	2021-09-30	1,057,247
Acturial value of plan assets	2021-09-30	1,139,422
Funding target for retired participants and beneficiaries receiving payment	2021-09-30	576,367
Number of terminated vested participants	2021-09-30	2
Fundng target for terminated vested participants	2021-09-30	490,127
Active participant vested funding target	2021-09-30	195,943
Number of active participants	2021-09-30	3
Total funding liabilities for active participants	2021-09-30	236,476
Total participant count	2021-09-30	9
Total funding target for all participants	2021-09-30	1,302,970
Total employer contributions	2021-09-30	94,248
Minimum required contributions for current year target normal cost	2021-09-30	47,682
Net shortfall amortization installment of oustanding balance	2021-09-30	163,548
Total funding amount beforereflecting carryover/prefunding balances	2021-09-30	63,676
Additional cash requirement	2021-09-30	63,676
Unpaid minimum required contributions for current year	2021-09-30	63,676
Unpaid minimum required contributions for all years	2021-09-30	63,676
2020: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	3
Number of retired or separated participants receiving benefits	2020-10-01	4
Number of other retired or separated participants entitled to future benefits	2020-10-01	2
Total of all active and inactive participants	2020-10-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-10-01	0
Total participants	2020-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-10-01	0
Market value of plan assets	2020-09-30	1,092,194
Acturial value of plan assets	2020-09-30	1,133,012
Funding target for retired participants and beneficiaries receiving payment	2020-09-30	607,545
Number of terminated vested participants	2020-09-30	1
Fundng target for terminated vested participants	2020-09-30	135,594
Active participant vested funding target	2020-09-30	520,945
Number of active participants	2020-09-30	4
Total funding liabilities for active participants	2020-09-30	545,734
Total participant count	2020-09-30	9
Total funding target for all participants	2020-09-30	1,288,873
Present value of excess contributions	2020-09-30	26
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-09-30	27
Total employer contributions	2020-09-30	76,107
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-09-30	73,892
Minimum required contributions for current year target normal cost	2020-09-30	80,396
Net shortfall amortization installment of oustanding balance	2020-09-30	155,861
Total funding amount beforereflecting carryover/prefunding balances	2020-09-30	94,807
Additional cash requirement	2020-09-30	94,807
Contributions allocatedtoward minimum required contributions for current year	2020-09-30	73,892
Unpaid minimum required contributions for current year	2020-09-30	20,915
Unpaid minimum required contributions for all years	2020-09-30	20,915
2019: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	3
Number of retired or separated participants receiving benefits	2019-10-01	4
Number of other retired or separated participants entitled to future benefits	2019-10-01	2
Total of all active and inactive participants	2019-10-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-10-01	0
Total participants	2019-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-10-01	0
Market value of plan assets	2019-09-30	1,029,788
Acturial value of plan assets	2019-09-30	1,057,046
Funding target for retired participants and beneficiaries receiving payment	2019-09-30	624,274
Number of terminated vested participants	2019-09-30	1
Fundng target for terminated vested participants	2019-09-30	136,369
Active participant vested funding target	2019-09-30	372,986
Number of active participants	2019-09-30	4
Total funding liabilities for active participants	2019-09-30	435,923
Total participant count	2019-09-30	9
Total funding target for all participants	2019-09-30	1,196,566
Present value of excess contributions	2019-09-30	1,967
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-30	2,081
Total employer contributions	2019-09-30	106,223
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-30	101,503
Minimum required contributions for current year target normal cost	2019-09-30	74,084
Net shortfall amortization installment of oustanding balance	2019-09-30	139,520
Total funding amount beforereflecting carryover/prefunding balances	2019-09-30	101,477
Additional cash requirement	2019-09-30	101,477
Contributions allocatedtoward minimum required contributions for current year	2019-09-30	101,503
Unpaid minimum required contributions for all years	2019-09-30	0
2018: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2018 401k membership
Market value of plan assets	2018-09-30	1,001,259
Acturial value of plan assets	2018-09-30	986,085
Funding target for retired participants and beneficiaries receiving payment	2018-09-30	631,259
Number of terminated vested participants	2018-09-30	1
Fundng target for terminated vested participants	2018-09-30	123,788
Active participant vested funding target	2018-09-30	292,277
Number of active participants	2018-09-30	3
Total funding liabilities for active participants	2018-09-30	329,901
Total participant count	2018-09-30	9
Total funding target for all participants	2018-09-30	1,084,948
Total employer contributions	2018-09-30	94,052
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-09-30	90,783
Minimum required contributions for current year target normal cost	2018-09-30	60,601
Net shortfall amortization installment of oustanding balance	2018-09-30	98,863
Total funding amount beforereflecting carryover/prefunding balances	2018-09-30	88,816
Additional cash requirement	2018-09-30	88,816
Contributions allocatedtoward minimum required contributions for current year	2018-09-30	90,783
Unpaid minimum required contributions for all years	2018-09-30	0
2017: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2017 401k membership
Market value of plan assets	2017-09-30	884,406
Acturial value of plan assets	2017-09-30	905,168
Funding target for retired participants and beneficiaries receiving payment	2017-09-30	642,424
Number of terminated vested participants	2017-09-30	1
Fundng target for terminated vested participants	2017-09-30	113,928
Active participant vested funding target	2017-09-30	243,747
Number of active participants	2017-09-30	4
Total funding liabilities for active participants	2017-09-30	266,374
Total participant count	2017-09-30	10
Total funding target for all participants	2017-09-30	1,022,726
Total employer contributions	2017-09-30	113,845
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-30	108,166
Minimum required contributions for current year target normal cost	2017-09-30	70,622
Net shortfall amortization installment of oustanding balance	2017-09-30	117,558
Total funding amount beforereflecting carryover/prefunding balances	2017-09-30	108,166
Additional cash requirement	2017-09-30	108,166
Contributions allocatedtoward minimum required contributions for current year	2017-09-30	108,166
Unpaid minimum required contributions for all years	2017-09-30	0
2016: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	3
Number of retired or separated participants receiving benefits	2016-10-01	4
Number of other retired or separated participants entitled to future benefits	2016-10-01	1
Total of all active and inactive participants	2016-10-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-10-01	1
Total participants	2016-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-10-01	1
2015: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	4
Number of retired or separated participants receiving benefits	2015-10-01	4
Number of other retired or separated participants entitled to future benefits	2015-10-01	1
Total of all active and inactive participants	2015-10-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-10-01	1
Total participants	2015-10-01	10
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-10-01	0
2014: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	3
Number of retired or separated participants receiving benefits	2014-10-01	4
Number of other retired or separated participants entitled to future benefits	2014-10-01	1
Total of all active and inactive participants	2014-10-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-10-01	1
Total participants	2014-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-10-01	0
2013: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	3
Number of retired or separated participants receiving benefits	2013-10-01	4
Number of other retired or separated participants entitled to future benefits	2013-10-01	1
Total of all active and inactive participants	2013-10-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-10-01	1
Total participants	2013-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-10-01	0
2012: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	4
Number of retired or separated participants receiving benefits	2012-10-01	3
Number of other retired or separated participants entitled to future benefits	2012-10-01	1
Total of all active and inactive participants	2012-10-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-10-01	1
Total participants	2012-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-10-01	0
2011: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-10-01	9
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	4
Number of retired or separated participants receiving benefits	2011-10-01	3
Number of other retired or separated participants entitled to future benefits	2011-10-01	1
Total of all active and inactive participants	2011-10-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-10-01	1
Total participants	2011-10-01	9
2009: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-10-01	10
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	4
Number of retired or separated participants receiving benefits	2009-10-01	3
Number of other retired or separated participants entitled to future benefits	2009-10-01	1
Total of all active and inactive participants	2009-10-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-10-01	1
Total participants	2009-10-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-10-01	1

Financial Data on LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES

Measure	Date	Value
2023 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2023 401k financial data
Total income from all sources	2023-09-30	$84,744
Expenses. Total of all expenses incurred	2023-09-30	$62,859
Benefits paid (including direct rollovers)	2023-09-30	$55,643
Total plan assets at end of year	2023-09-30	$1,290,723
Total plan assets at beginning of year	2023-09-30	$1,268,838
Value of fidelity bond covering the plan	2023-09-30	$1,000,000
Other income received	2023-09-30	$35,421
Net income (gross income less expenses)	2023-09-30	$21,885
Net plan assets at end of year (total assets less liabilities)	2023-09-30	$1,290,723
Net plan assets at beginning of year (total assets less liabilities)	2023-09-30	$1,268,838
Total contributions received or receivable from employer(s)	2023-09-30	$49,323
Expenses. Administrative service providers (salaries,fees and commissions)	2023-09-30	$7,216
2022 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2022 401k financial data
Total income from all sources	2022-09-30	$112,770
Expenses. Total of all expenses incurred	2022-09-30	$70,646
Benefits paid (including direct rollovers)	2022-09-30	$63,563
Total plan assets at end of year	2022-09-30	$1,268,838
Total plan assets at beginning of year	2022-09-30	$1,226,714
Value of fidelity bond covering the plan	2022-09-30	$1,000,000
Other income received	2022-09-30	$71,688
Net income (gross income less expenses)	2022-09-30	$42,124
Net plan assets at end of year (total assets less liabilities)	2022-09-30	$1,268,838
Net plan assets at beginning of year (total assets less liabilities)	2022-09-30	$1,226,714
Total contributions received or receivable from employer(s)	2022-09-30	$41,082
Expenses. Administrative service providers (salaries,fees and commissions)	2022-09-30	$7,083
2021 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2021 401k financial data
Total income from all sources	2021-09-30	$239,939
Expenses. Total of all expenses incurred	2021-09-30	$70,472
Benefits paid (including direct rollovers)	2021-09-30	$63,563
Total plan assets at end of year	2021-09-30	$1,226,714
Total plan assets at beginning of year	2021-09-30	$1,057,247
Value of fidelity bond covering the plan	2021-09-30	$1,000,000
Other income received	2021-09-30	$145,691
Net income (gross income less expenses)	2021-09-30	$169,467
Net plan assets at end of year (total assets less liabilities)	2021-09-30	$1,226,714
Net plan assets at beginning of year (total assets less liabilities)	2021-09-30	$1,057,247
Total contributions received or receivable from employer(s)	2021-09-30	$94,248
Expenses. Administrative service providers (salaries,fees and commissions)	2021-09-30	$6,909
2020 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2020 401k financial data
Total income from all sources	2020-09-30	$74,378
Expenses. Total of all expenses incurred	2020-09-30	$70,412
Benefits paid (including direct rollovers)	2020-09-30	$63,563
Total plan assets at end of year	2020-09-30	$1,057,247
Total plan assets at beginning of year	2020-09-30	$1,053,281
Value of fidelity bond covering the plan	2020-09-30	$1,000,000
Other income received	2020-09-30	$-41,340
Net income (gross income less expenses)	2020-09-30	$3,966
Net plan assets at end of year (total assets less liabilities)	2020-09-30	$1,057,247
Net plan assets at beginning of year (total assets less liabilities)	2020-09-30	$1,053,281
Total contributions received or receivable from employer(s)	2020-09-30	$115,718
Expenses. Administrative service providers (salaries,fees and commissions)	2020-09-30	$6,849
2019 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2019 401k financial data
Total income from all sources	2019-09-30	$113,705
Expenses. Total of all expenses incurred	2019-09-30	$70,273
Benefits paid (including direct rollovers)	2019-09-30	$63,563
Total plan assets at end of year	2019-09-30	$1,053,281
Total plan assets at beginning of year	2019-09-30	$1,009,849
Value of fidelity bond covering the plan	2019-09-30	$1,000,000
Other income received	2019-09-30	$27,109
Net income (gross income less expenses)	2019-09-30	$43,432
Net plan assets at end of year (total assets less liabilities)	2019-09-30	$1,053,281
Net plan assets at beginning of year (total assets less liabilities)	2019-09-30	$1,009,849
Total contributions received or receivable from employer(s)	2019-09-30	$86,596
Expenses. Administrative service providers (salaries,fees and commissions)	2019-09-30	$6,710
2017 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2017 401k financial data
Total income from all sources	2017-09-30	$203,406
Expenses. Total of all expenses incurred	2017-09-30	$74,359
Benefits paid (including direct rollovers)	2017-09-30	$68,044
Total plan assets at end of year	2017-09-30	$978,165
Total plan assets at beginning of year	2017-09-30	$849,118
Value of fidelity bond covering the plan	2017-09-30	$1,000,000
Other income received	2017-09-30	$77,603
Net income (gross income less expenses)	2017-09-30	$129,047
Net plan assets at end of year (total assets less liabilities)	2017-09-30	$978,165
Net plan assets at beginning of year (total assets less liabilities)	2017-09-30	$849,118
Total contributions received or receivable from employer(s)	2017-09-30	$125,803
Expenses. Administrative service providers (salaries,fees and commissions)	2017-09-30	$6,315
2016 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2016 401k financial data
Total income from all sources	2016-09-30	$128,140
Expenses. Total of all expenses incurred	2016-09-30	$74,034
Benefits paid (including direct rollovers)	2016-09-30	$68,044
Total plan assets at end of year	2016-09-30	$849,118
Total plan assets at beginning of year	2016-09-30	$795,012
Value of fidelity bond covering the plan	2016-09-30	$1,000,000
Other income received	2016-09-30	$42,390
Net income (gross income less expenses)	2016-09-30	$54,106
Net plan assets at end of year (total assets less liabilities)	2016-09-30	$849,118
Net plan assets at beginning of year (total assets less liabilities)	2016-09-30	$795,012
Total contributions received or receivable from employer(s)	2016-09-30	$85,750
Expenses. Administrative service providers (salaries,fees and commissions)	2016-09-30	$5,990
2015 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2015 401k financial data
Total income from all sources	2015-09-30	$94,898
Expenses. Total of all expenses incurred	2015-09-30	$73,963
Benefits paid (including direct rollovers)	2015-09-30	$68,044
Total plan assets at end of year	2015-09-30	$795,012
Total plan assets at beginning of year	2015-09-30	$774,077
Value of fidelity bond covering the plan	2015-09-30	$1,000,000
Other income received	2015-09-30	$4,180
Net income (gross income less expenses)	2015-09-30	$20,935
Net plan assets at end of year (total assets less liabilities)	2015-09-30	$795,012
Net plan assets at beginning of year (total assets less liabilities)	2015-09-30	$774,077
Total contributions received or receivable from employer(s)	2015-09-30	$90,718
Expenses. Administrative service providers (salaries,fees and commissions)	2015-09-30	$5,919
2014 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2014 401k financial data
Total income from all sources	2014-09-30	$121,113
Expenses. Total of all expenses incurred	2014-09-30	$60,626
Benefits paid (including direct rollovers)	2014-09-30	$54,953
Total plan assets at end of year	2014-09-30	$774,077
Total plan assets at beginning of year	2014-09-30	$713,590
Value of fidelity bond covering the plan	2014-09-30	$1,000,000
Other income received	2014-09-30	$59,158
Net income (gross income less expenses)	2014-09-30	$60,487
Net plan assets at end of year (total assets less liabilities)	2014-09-30	$774,077
Net plan assets at beginning of year (total assets less liabilities)	2014-09-30	$713,590
Total contributions received or receivable from employer(s)	2014-09-30	$61,955
Expenses. Administrative service providers (salaries,fees and commissions)	2014-09-30	$5,673
2013 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2013 401k financial data
Total income from all sources	2013-09-30	$142,296
Expenses. Total of all expenses incurred	2013-09-30	$41,888
Benefits paid (including direct rollovers)	2013-09-30	$36,612
Total plan assets at end of year	2013-09-30	$713,590
Total plan assets at beginning of year	2013-09-30	$613,182
Value of fidelity bond covering the plan	2013-09-30	$1,000,000
Other income received	2013-09-30	$80,803
Net income (gross income less expenses)	2013-09-30	$100,408
Net plan assets at end of year (total assets less liabilities)	2013-09-30	$713,590
Net plan assets at beginning of year (total assets less liabilities)	2013-09-30	$613,182
Total contributions received or receivable from employer(s)	2013-09-30	$61,493
Expenses. Administrative service providers (salaries,fees and commissions)	2013-09-30	$5,276
2012 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2012 401k financial data
Total income from all sources	2012-09-30	$131,436
Expenses. Total of all expenses incurred	2012-09-30	$23,191
Benefits paid (including direct rollovers)	2012-09-30	$18,177
Total plan assets at end of year	2012-09-30	$613,182
Total plan assets at beginning of year	2012-09-30	$504,937
Value of fidelity bond covering the plan	2012-09-30	$1,000,000
Other income received	2012-09-30	$39,908
Net income (gross income less expenses)	2012-09-30	$108,245
Net plan assets at end of year (total assets less liabilities)	2012-09-30	$613,182
Net plan assets at beginning of year (total assets less liabilities)	2012-09-30	$504,937
Total contributions received or receivable from employer(s)	2012-09-30	$91,528
Expenses. Administrative service providers (salaries,fees and commissions)	2012-09-30	$5,014
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-09-30	$0
2011 : LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2011 401k financial data
Total income from all sources	2011-09-30	$121,251
Expenses. Total of all expenses incurred	2011-09-30	$59,746
Benefits paid (including direct rollovers)	2011-09-30	$55,047
Total plan assets at end of year	2011-09-30	$504,937
Total plan assets at beginning of year	2011-09-30	$443,432
Value of fidelity bond covering the plan	2011-09-30	$1,000,000
Other income received	2011-09-30	$10,157
Net income (gross income less expenses)	2011-09-30	$61,505
Net plan assets at end of year (total assets less liabilities)	2011-09-30	$504,937
Net plan assets at beginning of year (total assets less liabilities)	2011-09-30	$443,432
Total contributions received or receivable from employer(s)	2011-09-30	$111,094
Expenses. Administrative service providers (salaries,fees and commissions)	2011-09-30	$4,699
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-09-30	$0

Form 5500 Responses for LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES

2022: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2022 form 5500 responses
2022-10-01	Type of plan entity	Single employer plan
2022-10-01	Plan funding arrangement – Insurance	Yes
2022-10-01	Plan benefit arrangement – Insurance	Yes
2021: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2020: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	Yes
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2019: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2016: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Plan funding arrangement – Insurance	Yes
2016-10-01	Plan benefit arrangement – Insurance	Yes
2015: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Plan funding arrangement – Insurance	Yes
2015-10-01	Plan benefit arrangement – Insurance	Yes
2014: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Plan funding arrangement – Insurance	Yes
2014-10-01	Plan benefit arrangement – Insurance	Yes
2013: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	Yes
2013-10-01	Plan funding arrangement – Insurance	Yes
2013-10-01	Plan benefit arrangement – Insurance	Yes
2012: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Plan funding arrangement – Insurance	Yes
2012-10-01	Plan benefit arrangement – Insurance	Yes
2011: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Plan funding arrangement – Insurance	Yes
2011-10-01	Plan benefit arrangement – Insurance	Yes
2009: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	This submission is the final filing	No
2009-10-01	Plan funding arrangement – Insurance	Yes
2009-10-01	Plan benefit arrangement – Insurance	Yes
2008: LOCAL UNION 1526 - RETIREMENT INCOME PLAN FOR OFFICE EMPLOYEES 2008 form 5500 responses
2008-10-01	Type of plan entity	Single employer plan
2008-10-01	Submission has been amended	No
2008-10-01	This submission is the final filing	No
2008-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-10-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	(3)33304
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	(3)33304
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	(3)33304
Policy instance	1
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number	(3)33304
Policy instance	1

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	INTL LONGSHOREMENS ASSN LOCAL 1526 ASSOCIATION LOCAL 1526
Employer identification number (EIN):	590792522
NAIC Classification:	561110
NAIC Description:	Office Administrative Services

Plan id#	Filing Submission Date	Name of Administrator
003	2023-10-01	JOHNNIE L DIXON
003	2022-10-01
003	2022-10-01	JOHNNY L DIXON
003	2021-10-01
003	2021-10-01	JOHNNY L DIXON
003	2020-10-01
003	2020-10-01
003	2019-10-01
003	2016-10-01	CHRISTOPHER ROLAND
003	2015-10-01	CHRISTOPHER ROLAND
003	2014-10-01	CHRISTOPHER ROLAND
003	2013-10-01	CHRISTOPHER ROLAND
003	2012-10-01	CHRISTOPHER ROLAND
003	2011-10-01	GUS WILKERSON III
003	2009-10-01	GUS WILKERSON III
003	2008-10-01