401k Plan data: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN plan

INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 401k Plan overview

Plan Name	INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN
Plan identification number	001

INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 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

INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATION

Employer identification number (EIN): 940294755

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01 STACEY CUE 2023-12-01
001 2021-04-01 STACEY CUE 2022-12-28
001 2020-04-01 STACEY CUE 2022-01-14
001 2019-04-01 STACEY CUE 2020-12-22
001 2018-04-01 STACEY CUE 2020-01-15
001 2018-04-01 STACEY CUE 2020-01-15
001 2017-04-01 TONY ANGELO 2019-01-14
001 2016-04-01 DAVID MCKENZIE 2018-02-07
001 2015-04-01 DAVID MCKENZIE 2017-01-17
001 2014-04-01 DAVID MCKENZIE 2016-01-14
001 2013-04-01 DAVID MCKENZIE 2015-01-14
001 2012-04-01 DAVID MCKENZIE 2014-01-15
001 2011-04-01 DAVID MCKENZIE 2013-01-14
001 2010-04-01 DAVID MCKENZIE 2012-01-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-04-01	STACEY CUE	2023-12-01
001	2021-04-01	STACEY CUE	2022-12-28
001	2020-04-01	STACEY CUE	2022-01-14
001	2019-04-01	STACEY CUE	2020-12-22
001	2018-04-01	STACEY CUE	2020-01-15
001	2018-04-01	STACEY CUE	2020-01-15
001	2017-04-01	TONY ANGELO	2019-01-14
001	2016-04-01	DAVID MCKENZIE	2018-02-07
001	2015-04-01	DAVID MCKENZIE	2017-01-17
001	2014-04-01	DAVID MCKENZIE	2016-01-14
001	2013-04-01	DAVID MCKENZIE	2015-01-14
001	2012-04-01	DAVID MCKENZIE	2014-01-15
001	2011-04-01	DAVID MCKENZIE	2013-01-14
001	2010-04-01	DAVID MCKENZIE	2012-01-17

Plan Statistics for INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN

401k plan membership statisitcs for INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN

Measure Date Value
2023: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2023 401k membership
Market value of plan assets 2023-03-31 14,606,462
Acturial value of plan assets 2023-03-31 13,815,551
Funding target for retired participants and beneficiaries receiving payment 2023-03-31 13,765,817
Number of terminated vested participants 2023-03-31 7
Fundng target for terminated vested participants 2023-03-31 464,458
Active participant vested funding target 2023-03-31 1,294,142
Number of active participants 2023-03-31 7
Total funding liabilities for active participants 2023-03-31 1,451,107
Total participant count 2023-03-31 42
Total funding target for all participants 2023-03-31 15,681,382
Balance at beginning of prior year after applicable adjustments 2023-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-03-31 0
Amount remaining of carryover balance 2023-03-31 0
Amount remaining of prefunding balance 2023-03-31 0
Present value of excess contributions 2023-03-31 270,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-03-31 284,904
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-03-31 0
Reductions in caryover balances due to elections or deemed elections 2023-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-03-31 0
Balance of carryovers at beginning of current year 2023-03-31 0
Balance of prefunding at beginning of current year 2023-03-31 0
Total employer contributions 2023-03-31 390,000
Total employee contributions 2023-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-03-31 380,355
Unpaid minimum required contributions for all prior years 2023-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-03-31 0
Remaining amount of unpaid minimum required contributions 2023-03-31 0
Minimum required contributions for current year target normal cost 2023-03-31 159,963
Net shortfall amortization installment of oustanding balance 2023-03-31 1,865,831
Waiver amortization installment 2023-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-03-31 353,320
Additional cash requirement 2023-03-31 353,320
Contributions allocatedtoward minimum required contributions for current year 2023-03-31 380,355
Unpaid minimum required contributions for current year 2023-03-31 0
Unpaid minimum required contributions for all years 2023-03-31 0
2022: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-03-31 14,420,544
Acturial value of plan assets 2022-03-31 13,146,957
Funding target for retired participants and beneficiaries receiving payment 2022-03-31 13,731,739
Number of terminated vested participants 2022-03-31 8
Fundng target for terminated vested participants 2022-03-31 456,779
Active participant vested funding target 2022-03-31 1,125,478
Number of active participants 2022-03-31 7
Total funding liabilities for active participants 2022-03-31 1,226,347
Total participant count 2022-03-31 42
Total funding target for all participants 2022-03-31 15,414,865
Balance at beginning of prior year after applicable adjustments 2022-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-03-31 0
Amount remaining of carryover balance 2022-03-31 0
Amount remaining of prefunding balance 2022-03-31 0
Present value of excess contributions 2022-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-31 0
Reductions in caryover balances due to elections or deemed elections 2022-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-03-31 0
Balance of carryovers at beginning of current year 2022-03-31 0
Balance of prefunding at beginning of current year 2022-03-31 0
Total employer contributions 2022-03-31 632,422
Total employee contributions 2022-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-31 620,413
Unpaid minimum required contributions for all prior years 2022-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-03-31 0
Remaining amount of unpaid minimum required contributions 2022-03-31 0
Minimum required contributions for current year target normal cost 2022-03-31 128,725
Net shortfall amortization installment of oustanding balance 2022-03-31 2,267,908
Total funding amount beforereflecting carryover/prefunding balances 2022-03-31 350,336
Additional cash requirement 2022-03-31 350,336
Contributions allocatedtoward minimum required contributions for current year 2022-03-31 620,413
Unpaid minimum required contributions for current year 2022-03-31 0
Unpaid minimum required contributions for all years 2022-03-31 0
2021: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-03-31 12,009,457
Acturial value of plan assets 2021-03-31 13,017,011
Funding target for retired participants and beneficiaries receiving payment 2021-03-31 13,008,145
Number of terminated vested participants 2021-03-31 8
Fundng target for terminated vested participants 2021-03-31 420,610
Active participant vested funding target 2021-03-31 1,920,487
Number of active participants 2021-03-31 8
Total funding liabilities for active participants 2021-03-31 1,996,071
Total participant count 2021-03-31 43
Total funding target for all participants 2021-03-31 15,424,826
Balance at beginning of prior year after applicable adjustments 2021-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-03-31 0
Amount remaining of carryover balance 2021-03-31 0
Amount remaining of prefunding balance 2021-03-31 0
Present value of excess contributions 2021-03-31 2,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-31 3,070
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-03-31 0
Reductions in caryover balances due to elections or deemed elections 2021-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-03-31 0
Balance of carryovers at beginning of current year 2021-03-31 0
Balance of prefunding at beginning of current year 2021-03-31 0
Total employer contributions 2021-03-31 324,733
Total employee contributions 2021-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-31 308,618
Unpaid minimum required contributions for all prior years 2021-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-03-31 0
Remaining amount of unpaid minimum required contributions 2021-03-31 0
Minimum required contributions for current year target normal cost 2021-03-31 82,556
Net shortfall amortization installment of oustanding balance 2021-03-31 2,407,815
Total funding amount beforereflecting carryover/prefunding balances 2021-03-31 308,618
Additional cash requirement 2021-03-31 308,618
Contributions allocatedtoward minimum required contributions for current year 2021-03-31 308,618
Unpaid minimum required contributions for current year 2021-03-31 0
Unpaid minimum required contributions for all years 2021-03-31 0
2020: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-03-31 12,958,723
Acturial value of plan assets 2020-03-31 12,929,463
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 11,906,497
Number of terminated vested participants 2020-03-31 9
Fundng target for terminated vested participants 2020-03-31 429,094
Active participant vested funding target 2020-03-31 3,284,429
Number of active participants 2020-03-31 11
Total funding liabilities for active participants 2020-03-31 3,284,429
Total participant count 2020-03-31 44
Total funding target for all participants 2020-03-31 15,620,020
Balance at beginning of prior year after applicable adjustments 2020-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 0
Amount remaining of carryover balance 2020-03-31 0
Amount remaining of prefunding balance 2020-03-31 0
Present value of excess contributions 2020-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 0
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 0
Balance of prefunding at beginning of current year 2020-03-31 0
Total employer contributions 2020-03-31 902,174
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 833,803
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 220,988
Net shortfall amortization installment of oustanding balance 2020-03-31 2,690,557
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 833,803
Additional cash requirement 2020-03-31 833,803
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 833,803
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-03-31 14,104,422
Acturial value of plan assets 2019-03-31 13,755,273
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 12,166,460
Number of terminated vested participants 2019-03-31 9
Fundng target for terminated vested participants 2019-03-31 440,983
Active participant vested funding target 2019-03-31 2,821,243
Number of active participants 2019-03-31 11
Total funding liabilities for active participants 2019-03-31 2,821,243
Total participant count 2019-03-31 43
Total funding target for all participants 2019-03-31 15,428,686
Balance at beginning of prior year after applicable adjustments 2019-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 0
Amount remaining of carryover balance 2019-03-31 0
Amount remaining of prefunding balance 2019-03-31 0
Present value of excess contributions 2019-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 0
Balance of carryovers at beginning of current year 2019-03-31 0
Balance of prefunding at beginning of current year 2019-03-31 0
Total employer contributions 2019-03-31 387,634
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 348,495
Liquidity shortfalls end of Q1 2019-03-31 0
Liquidity shortfalls end of Q2 2019-03-31 0
Liquidity shortfalls end of Q3 2019-03-31 0
Liquidity shortfalls end of Q4 2019-03-31 0
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 173,118
Net shortfall amortization installment of oustanding balance 2019-03-31 1,673,413
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 348,495
Additional cash requirement 2019-03-31 348,495
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 348,495
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-03-31 13,350,863
Acturial value of plan assets 2018-03-31 13,307,363
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 10,406,922
Number of terminated vested participants 2018-03-31 9
Fundng target for terminated vested participants 2018-03-31 327,392
Active participant vested funding target 2018-03-31 4,293,603
Number of active participants 2018-03-31 13
Total funding liabilities for active participants 2018-03-31 4,293,603
Total participant count 2018-03-31 43
Total funding target for all participants 2018-03-31 15,027,917
Balance at beginning of prior year after applicable adjustments 2018-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 0
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 0
Amount remaining of prefunding balance 2018-03-31 0
Present value of excess contributions 2018-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 0
Balance of prefunding at beginning of current year 2018-03-31 0
Total employer contributions 2018-03-31 432,195
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 402,756
Liquidity shortfalls end of Q1 2018-03-31 0
Liquidity shortfalls end of Q2 2018-03-31 0
Liquidity shortfalls end of Q3 2018-03-31 0
Liquidity shortfalls end of Q4 2018-03-31 0
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 24,957
Net shortfall amortization installment of oustanding balance 2018-03-31 1,720,554
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 402,756
Additional cash requirement 2018-03-31 402,756
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 402,756
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-03-31 11,812,293
Acturial value of plan assets 2017-03-31 12,424,676
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 10,015,704
Number of terminated vested participants 2017-03-31 9
Fundng target for terminated vested participants 2017-03-31 413,710
Active participant vested funding target 2017-03-31 3,266,736
Number of active participants 2017-03-31 13
Total funding liabilities for active participants 2017-03-31 3,493,355
Total participant count 2017-03-31 42
Total funding target for all participants 2017-03-31 13,922,769
Balance at beginning of prior year after applicable adjustments 2017-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 0
Amount remaining of prefunding balance 2017-03-31 0
Present value of excess contributions 2017-03-31 495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 0
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 1,001,150
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 945,633
Liquidity shortfalls end of Q1 2017-03-31 0
Liquidity shortfalls end of Q2 2017-03-31 0
Liquidity shortfalls end of Q3 2017-03-31 0
Liquidity shortfalls end of Q4 2017-03-31 0
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 412,852
Net shortfall amortization installment of oustanding balance 2017-03-31 1,498,093
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 945,633
Additional cash requirement 2017-03-31 945,633
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 945,633
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2023: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2023 401k membership
Market value of plan assets	2023-03-31	14,606,462
Acturial value of plan assets	2023-03-31	13,815,551
Funding target for retired participants and beneficiaries receiving payment	2023-03-31	13,765,817
Number of terminated vested participants	2023-03-31	7
Fundng target for terminated vested participants	2023-03-31	464,458
Active participant vested funding target	2023-03-31	1,294,142
Number of active participants	2023-03-31	7
Total funding liabilities for active participants	2023-03-31	1,451,107
Total participant count	2023-03-31	42
Total funding target for all participants	2023-03-31	15,681,382
Balance at beginning of prior year after applicable adjustments	2023-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-03-31	0
Amount remaining of carryover balance	2023-03-31	0
Amount remaining of prefunding balance	2023-03-31	0
Present value of excess contributions	2023-03-31	270,077
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-03-31	284,904
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-03-31	0
Reductions in caryover balances due to elections or deemed elections	2023-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-03-31	0
Balance of carryovers at beginning of current year	2023-03-31	0
Balance of prefunding at beginning of current year	2023-03-31	0
Total employer contributions	2023-03-31	390,000
Total employee contributions	2023-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-03-31	380,355
Unpaid minimum required contributions for all prior years	2023-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-03-31	0
Remaining amount of unpaid minimum required contributions	2023-03-31	0
Minimum required contributions for current year target normal cost	2023-03-31	159,963
Net shortfall amortization installment of oustanding balance	2023-03-31	1,865,831
Waiver amortization installment	2023-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-03-31	353,320
Additional cash requirement	2023-03-31	353,320
Contributions allocatedtoward minimum required contributions for current year	2023-03-31	380,355
Unpaid minimum required contributions for current year	2023-03-31	0
Unpaid minimum required contributions for all years	2023-03-31	0
2022: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-03-31	14,420,544
Acturial value of plan assets	2022-03-31	13,146,957
Funding target for retired participants and beneficiaries receiving payment	2022-03-31	13,731,739
Number of terminated vested participants	2022-03-31	8
Fundng target for terminated vested participants	2022-03-31	456,779
Active participant vested funding target	2022-03-31	1,125,478
Number of active participants	2022-03-31	7
Total funding liabilities for active participants	2022-03-31	1,226,347
Total participant count	2022-03-31	42
Total funding target for all participants	2022-03-31	15,414,865
Balance at beginning of prior year after applicable adjustments	2022-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-03-31	0
Amount remaining of carryover balance	2022-03-31	0
Amount remaining of prefunding balance	2022-03-31	0
Present value of excess contributions	2022-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-31	0
Reductions in caryover balances due to elections or deemed elections	2022-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-03-31	0
Balance of carryovers at beginning of current year	2022-03-31	0
Balance of prefunding at beginning of current year	2022-03-31	0
Total employer contributions	2022-03-31	632,422
Total employee contributions	2022-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-31	620,413
Unpaid minimum required contributions for all prior years	2022-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-03-31	0
Remaining amount of unpaid minimum required contributions	2022-03-31	0
Minimum required contributions for current year target normal cost	2022-03-31	128,725
Net shortfall amortization installment of oustanding balance	2022-03-31	2,267,908
Total funding amount beforereflecting carryover/prefunding balances	2022-03-31	350,336
Additional cash requirement	2022-03-31	350,336
Contributions allocatedtoward minimum required contributions for current year	2022-03-31	620,413
Unpaid minimum required contributions for current year	2022-03-31	0
Unpaid minimum required contributions for all years	2022-03-31	0
2021: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-03-31	12,009,457
Acturial value of plan assets	2021-03-31	13,017,011
Funding target for retired participants and beneficiaries receiving payment	2021-03-31	13,008,145
Number of terminated vested participants	2021-03-31	8
Fundng target for terminated vested participants	2021-03-31	420,610
Active participant vested funding target	2021-03-31	1,920,487
Number of active participants	2021-03-31	8
Total funding liabilities for active participants	2021-03-31	1,996,071
Total participant count	2021-03-31	43
Total funding target for all participants	2021-03-31	15,424,826
Balance at beginning of prior year after applicable adjustments	2021-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-03-31	0
Amount remaining of carryover balance	2021-03-31	0
Amount remaining of prefunding balance	2021-03-31	0
Present value of excess contributions	2021-03-31	2,912
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-31	3,070
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-03-31	0
Reductions in caryover balances due to elections or deemed elections	2021-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-03-31	0
Balance of carryovers at beginning of current year	2021-03-31	0
Balance of prefunding at beginning of current year	2021-03-31	0
Total employer contributions	2021-03-31	324,733
Total employee contributions	2021-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-31	308,618
Unpaid minimum required contributions for all prior years	2021-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-03-31	0
Remaining amount of unpaid minimum required contributions	2021-03-31	0
Minimum required contributions for current year target normal cost	2021-03-31	82,556
Net shortfall amortization installment of oustanding balance	2021-03-31	2,407,815
Total funding amount beforereflecting carryover/prefunding balances	2021-03-31	308,618
Additional cash requirement	2021-03-31	308,618
Contributions allocatedtoward minimum required contributions for current year	2021-03-31	308,618
Unpaid minimum required contributions for current year	2021-03-31	0
Unpaid minimum required contributions for all years	2021-03-31	0
2020: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-03-31	12,958,723
Acturial value of plan assets	2020-03-31	12,929,463
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	11,906,497
Number of terminated vested participants	2020-03-31	9
Fundng target for terminated vested participants	2020-03-31	429,094
Active participant vested funding target	2020-03-31	3,284,429
Number of active participants	2020-03-31	11
Total funding liabilities for active participants	2020-03-31	3,284,429
Total participant count	2020-03-31	44
Total funding target for all participants	2020-03-31	15,620,020
Balance at beginning of prior year after applicable adjustments	2020-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	0
Amount remaining of carryover balance	2020-03-31	0
Amount remaining of prefunding balance	2020-03-31	0
Present value of excess contributions	2020-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	0
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	0
Balance of prefunding at beginning of current year	2020-03-31	0
Total employer contributions	2020-03-31	902,174
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	833,803
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	220,988
Net shortfall amortization installment of oustanding balance	2020-03-31	2,690,557
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	833,803
Additional cash requirement	2020-03-31	833,803
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	833,803
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-03-31	14,104,422
Acturial value of plan assets	2019-03-31	13,755,273
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	12,166,460
Number of terminated vested participants	2019-03-31	9
Fundng target for terminated vested participants	2019-03-31	440,983
Active participant vested funding target	2019-03-31	2,821,243
Number of active participants	2019-03-31	11
Total funding liabilities for active participants	2019-03-31	2,821,243
Total participant count	2019-03-31	43
Total funding target for all participants	2019-03-31	15,428,686
Balance at beginning of prior year after applicable adjustments	2019-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	0
Amount remaining of carryover balance	2019-03-31	0
Amount remaining of prefunding balance	2019-03-31	0
Present value of excess contributions	2019-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	0
Balance of carryovers at beginning of current year	2019-03-31	0
Balance of prefunding at beginning of current year	2019-03-31	0
Total employer contributions	2019-03-31	387,634
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	348,495
Liquidity shortfalls end of Q1	2019-03-31	0
Liquidity shortfalls end of Q2	2019-03-31	0
Liquidity shortfalls end of Q3	2019-03-31	0
Liquidity shortfalls end of Q4	2019-03-31	0
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	173,118
Net shortfall amortization installment of oustanding balance	2019-03-31	1,673,413
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	348,495
Additional cash requirement	2019-03-31	348,495
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	348,495
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-03-31	13,350,863
Acturial value of plan assets	2018-03-31	13,307,363
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	10,406,922
Number of terminated vested participants	2018-03-31	9
Fundng target for terminated vested participants	2018-03-31	327,392
Active participant vested funding target	2018-03-31	4,293,603
Number of active participants	2018-03-31	13
Total funding liabilities for active participants	2018-03-31	4,293,603
Total participant count	2018-03-31	43
Total funding target for all participants	2018-03-31	15,027,917
Balance at beginning of prior year after applicable adjustments	2018-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	0
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	0
Amount remaining of prefunding balance	2018-03-31	0
Present value of excess contributions	2018-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	0
Balance of prefunding at beginning of current year	2018-03-31	0
Total employer contributions	2018-03-31	432,195
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	402,756
Liquidity shortfalls end of Q1	2018-03-31	0
Liquidity shortfalls end of Q2	2018-03-31	0
Liquidity shortfalls end of Q3	2018-03-31	0
Liquidity shortfalls end of Q4	2018-03-31	0
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	24,957
Net shortfall amortization installment of oustanding balance	2018-03-31	1,720,554
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	402,756
Additional cash requirement	2018-03-31	402,756
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	402,756
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOCIATION RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-03-31	11,812,293
Acturial value of plan assets	2017-03-31	12,424,676
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	10,015,704
Number of terminated vested participants	2017-03-31	9
Fundng target for terminated vested participants	2017-03-31	413,710
Active participant vested funding target	2017-03-31	3,266,736
Number of active participants	2017-03-31	13
Total funding liabilities for active participants	2017-03-31	3,493,355
Total participant count	2017-03-31	42
Total funding target for all participants	2017-03-31	13,922,769
Balance at beginning of prior year after applicable adjustments	2017-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	0
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	495
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	526
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	0
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	1,001,150
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	945,633
Liquidity shortfalls end of Q1	2017-03-31	0
Liquidity shortfalls end of Q2	2017-03-31	0
Liquidity shortfalls end of Q3	2017-03-31	0
Liquidity shortfalls end of Q4	2017-03-31	0
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	412,852
Net shortfall amortization installment of oustanding balance	2017-03-31	1,498,093
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	945,633
Additional cash requirement	2017-03-31	945,633
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	945,633
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

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INDUSTRIAL EMPLOYERS AND DISTRIBUTORS ASSOC. HEALTH AND WELFARE AND LIFE INSURANCE TRUST [EIN = 946064474]

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Company Name:	INDUSTRIAL EMPLOYERS & DISTRIBUTORS ASSOCIATION
Employer identification number (EIN):	940294755
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services