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PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 401k Plan overview

Plan NamePENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO
Plan identification number 001

PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO Benefits

401k Plan TypeDefined 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

BOARD OF TRUSTEES, CALIFORNIA LABOR FEDERATION has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, CALIFORNIA LABOR FEDERATION
Employer identification number (EIN):940362030
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01MILLER KAPLAN ARASE LLP
0012016-01-01MILLER KAPLAN ARASE LLP
0012015-01-01MILLER KAPLAN ARASE LLP
0012014-01-01ART PULASKI ART PULASKI2015-10-13
0012013-01-01RIC RODERICK RIC RODERICK2014-10-08
0012012-01-01ANTHONY BARR ART PULASKI2013-10-15
0012011-01-01ART PULASKI
0012009-01-01ART PULASKI

Plan Statistics for PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO

401k plan membership statisitcs for PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO

Measure Date Value
2022: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2022 401k membership
Market value of plan assets2022-12-3119,670,257
Acturial value of plan assets2022-12-3118,930,132
Funding target for retired participants and beneficiaries receiving payment2022-12-313,424,916
Number of terminated vested participants2022-12-3128
Fundng target for terminated vested participants2022-12-313,332,816
Active participant vested funding target2022-12-313,997,743
Number of active participants2022-12-3117
Total funding liabilities for active participants2022-12-314,097,878
Total participant count2022-12-3158
Total funding target for all participants2022-12-3110,855,610
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-315,087,759
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-315,087,759
Present value of excess contributions2022-12-31724,764
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31761,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31761,582
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-316,567,224
Total employer contributions2022-12-31868,761
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31846,652
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31319,480
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31846,652
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0158
Total number of active participants reported on line 7a of the Form 55002022-01-0112
Number of retired or separated participants receiving benefits2022-01-0115
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2021 401k membership
Market value of plan assets2021-12-3116,994,499
Acturial value of plan assets2021-12-3116,577,914
Funding target for retired participants and beneficiaries receiving payment2021-12-313,665,155
Number of terminated vested participants2021-12-3130
Fundng target for terminated vested participants2021-12-313,442,129
Active participant vested funding target2021-12-313,750,915
Number of active participants2021-12-3113
Total funding liabilities for active participants2021-12-313,942,027
Total participant count2021-12-3155
Total funding target for all participants2021-12-3111,049,311
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-313,936,593
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-313,936,593
Present value of excess contributions2021-12-31664,221
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31700,820
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31700,820
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-315,087,759
Total employer contributions2021-12-31743,247
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31724,764
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31257,695
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31724,764
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0155
Total number of active participants reported on line 7a of the Form 55002021-01-0117
Number of retired or separated participants receiving benefits2021-01-0113
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-0158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0158
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2020 401k membership
Market value of plan assets2020-12-3115,017,170
Acturial value of plan assets2020-12-3114,281,840
Funding target for retired participants and beneficiaries receiving payment2020-12-313,702,540
Number of terminated vested participants2020-12-3127
Fundng target for terminated vested participants2020-12-312,518,568
Active participant vested funding target2020-12-313,729,098
Number of active participants2020-12-3116
Total funding liabilities for active participants2020-12-313,861,317
Total participant count2020-12-3155
Total funding target for all participants2020-12-3110,082,425
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-313,468,019
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-313,468,019
Present value of excess contributions2020-12-31691,081
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31730,196
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31730,196
Reductions in prefunding balances due to elections or deemed elections2020-12-31875,461
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-313,936,593
Total employer contributions2020-12-31681,230
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31664,221
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31262,822
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31664,221
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0155
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-0112
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0155
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2019 401k membership
Market value of plan assets2019-12-3112,607,648
Acturial value of plan assets2019-12-3113,246,368
Funding target for retired participants and beneficiaries receiving payment2019-12-313,204,726
Number of terminated vested participants2019-12-3129
Fundng target for terminated vested participants2019-12-311,942,021
Active participant vested funding target2019-12-314,243,811
Number of active participants2019-12-3117
Total funding liabilities for active participants2019-12-314,334,877
Total participant count2019-12-3157
Total funding target for all participants2019-12-319,481,624
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-313,107,795
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,107,795
Present value of excess contributions2019-12-31784,705
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31830,375
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31830,375
Reductions in prefunding balances due to elections or deemed elections2019-12-31356,095
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,468,019
Total employer contributions2019-12-31709,773
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31691,081
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31296,725
Contributions allocatedtoward minimum required contributions for current year2019-12-31691,081
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0157
Total number of active participants reported on line 7a of the Form 55002019-01-0116
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-0127
Total of all active and inactive participants2019-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0155
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2018 401k membership
Market value of plan assets2018-12-3112,645,382
Acturial value of plan assets2018-12-3112,316,434
Funding target for retired participants and beneficiaries receiving payment2018-12-312,885,142
Number of terminated vested participants2018-12-3128
Fundng target for terminated vested participants2018-12-311,378,635
Active participant vested funding target2018-12-314,525,183
Number of active participants2018-12-3120
Total funding liabilities for active participants2018-12-314,598,484
Total participant count2018-12-3158
Total funding target for all participants2018-12-318,862,261
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,307,550
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-312,307,550
Present value of excess contributions2018-12-31747,733
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31792,672
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31792,672
Reductions in prefunding balances due to elections or deemed elections2018-12-31279,025
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-313,107,795
Total employer contributions2018-12-31806,327
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31784,705
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31317,415
Contributions allocatedtoward minimum required contributions for current year2018-12-31784,705
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0157
Total number of active participants reported on line 7a of the Form 55002018-01-0117
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-0157
2017: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2017 401k membership
Market value of plan assets2017-12-3110,900,409
Acturial value of plan assets2017-12-3110,873,722
Funding target for retired participants and beneficiaries receiving payment2017-12-313,009,072
Number of terminated vested participants2017-12-3127
Fundng target for terminated vested participants2017-12-311,216,919
Active participant vested funding target2017-12-314,032,741
Number of active participants2017-12-3118
Total funding liabilities for active participants2017-12-314,062,754
Total participant count2017-12-3155
Total funding target for all participants2017-12-318,288,745
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,746,947
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,746,947
Present value of excess contributions2017-12-31717,729
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31762,228
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31762,228
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-31327,230
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,307,550
Total employer contributions2017-12-31769,629
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31747,733
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31270,321
Contributions allocatedtoward minimum required contributions for current year2017-12-31747,733
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0154
Total number of active participants reported on line 7a of the Form 55002017-01-0120
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0127
Total of all active and inactive participants2017-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-0157
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2016 401k membership
Market value of plan assets2016-12-319,763,681
Acturial value of plan assets2016-12-3110,014,527
Funding target for retired participants and beneficiaries receiving payment2016-12-312,556,679
Number of terminated vested participants2016-12-3126
Fundng target for terminated vested participants2016-12-311,097,965
Active participant vested funding target2016-12-313,705,672
Number of active participants2016-12-3120
Total funding liabilities for active participants2016-12-313,766,386
Total participant count2016-12-3155
Total funding target for all participants2016-12-317,421,030
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,713,779
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,713,779
Present value of excess contributions2016-12-31755,598
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31803,805
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31803,805
Reductions in prefunding balances due to elections or deemed elections2016-12-31796,172
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,746,947
Total employer contributions2016-12-31616,921
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31717,729
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31235,065
Contributions allocatedtoward minimum required contributions for current year2016-12-31717,729
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0155
Total number of active participants reported on line 7a of the Form 55002016-01-0117
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-0154
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2015 401k membership
Total participants, beginning-of-year2015-01-0154
Total number of active participants reported on line 7a of the Form 55002015-01-0120
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-0153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-0155
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2014 401k membership
Total participants, beginning-of-year2014-01-0152
Total number of active participants reported on line 7a of the Form 55002014-01-0118
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-0154
Total participants2014-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2013 401k membership
Total participants, beginning-of-year2013-01-0152
Total number of active participants reported on line 7a of the Form 55002013-01-0116
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2012 401k membership
Total participants, beginning-of-year2012-01-0151
Total number of active participants reported on line 7a of the Form 55002012-01-0118
Number of retired or separated participants receiving benefits2012-01-017
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-0152
Number of participants with account balances2012-01-0152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2011 401k membership
Total participants, beginning-of-year2011-01-0152
Total number of active participants reported on line 7a of the Form 55002011-01-0120
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0124
Total of all active and inactive participants2011-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2009 401k membership
Total participants, beginning-of-year2009-01-0147
Total number of active participants reported on line 7a of the Form 55002009-01-0119
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-0123
Total of all active and inactive participants2009-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0150

Financial Data on PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO

Measure Date Value
2022 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2022 401k financial data
Total income from all sources2022-12-31$-1,885,925
Expenses. Total of all expenses incurred2022-12-31$545,809
Benefits paid (including direct rollovers)2022-12-31$431,935
Total plan assets at end of year2022-12-31$17,238,523
Total plan assets at beginning of year2022-12-31$19,670,257
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$11,509
Other income received2022-12-31$-2,754,686
Net income (gross income less expenses)2022-12-31$-2,431,734
Net plan assets at end of year (total assets less liabilities)2022-12-31$17,238,523
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$19,670,257
Total contributions received or receivable from employer(s)2022-12-31$868,761
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$102,365
2021 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2021 401k financial data
Total income from all sources2021-12-31$3,173,023
Expenses. Total of all expenses incurred2021-12-31$497,265
Benefits paid (including direct rollovers)2021-12-31$417,512
Total plan assets at end of year2021-12-31$19,670,257
Total plan assets at beginning of year2021-12-31$16,994,499
Value of fidelity bond covering the plan2021-12-31$500,000
Expenses. Other expenses not covered elsewhere2021-12-31$10,765
Other income received2021-12-31$2,429,763
Net income (gross income less expenses)2021-12-31$2,675,758
Net plan assets at end of year (total assets less liabilities)2021-12-31$19,670,257
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$16,994,499
Total contributions received or receivable from employer(s)2021-12-31$743,260
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$68,988
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$0
Amount contributed by the employer to the plan for this plan year2021-12-31$0
2020 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2020 401k financial data
Total income from all sources2020-12-31$2,432,456
Expenses. Total of all expenses incurred2020-12-31$455,127
Benefits paid (including direct rollovers)2020-12-31$378,361
Total plan assets at end of year2020-12-31$16,994,499
Total plan assets at beginning of year2020-12-31$15,017,170
Value of fidelity bond covering the plan2020-12-31$6,000,000
Expenses. Other expenses not covered elsewhere2020-12-31$10,600
Other income received2020-12-31$1,751,226
Net income (gross income less expenses)2020-12-31$1,977,329
Net plan assets at end of year (total assets less liabilities)2020-12-31$16,994,499
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$15,017,170
Total contributions received or receivable from employer(s)2020-12-31$681,230
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$66,166
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2019 401k financial data
Total income from all sources2019-12-31$2,978,360
Expenses. Total of all expenses incurred2019-12-31$568,900
Benefits paid (including direct rollovers)2019-12-31$471,264
Total plan assets at end of year2019-12-31$15,017,170
Total plan assets at beginning of year2019-12-31$12,607,710
Value of fidelity bond covering the plan2019-12-31$500,000
Expenses. Other expenses not covered elsewhere2019-12-31$10,595
Other income received2019-12-31$2,268,587
Net income (gross income less expenses)2019-12-31$2,409,460
Net plan assets at end of year (total assets less liabilities)2019-12-31$15,017,170
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$12,607,710
Total contributions received or receivable from employer(s)2019-12-31$709,773
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$87,041
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-310
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2018 401k financial data
Total income from all sources2018-12-31$361,395
Expenses. Total of all expenses incurred2018-12-31$399,067
Benefits paid (including direct rollovers)2018-12-31$317,274
Total plan assets at end of year2018-12-31$12,607,710
Total plan assets at beginning of year2018-12-31$12,645,382
Value of fidelity bond covering the plan2018-12-31$500,000
Expenses. Other expenses not covered elsewhere2018-12-31$9,212
Other income received2018-12-31$-444,932
Net income (gross income less expenses)2018-12-31$-37,672
Net plan assets at end of year (total assets less liabilities)2018-12-31$12,607,710
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$12,645,382
Total contributions received or receivable from employer(s)2018-12-31$806,327
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$72,581
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$5,000
Total income from all sources2017-12-31$2,178,182
Expenses. Total of all expenses incurred2017-12-31$433,209
Benefits paid (including direct rollovers)2017-12-31$341,679
Total plan assets at end of year2017-12-31$12,645,382
Total plan assets at beginning of year2017-12-31$10,905,409
Value of fidelity bond covering the plan2017-12-31$500,000
Expenses. Other expenses not covered elsewhere2017-12-31$8,407
Other income received2017-12-31$1,408,552
Net income (gross income less expenses)2017-12-31$1,744,973
Net plan assets at end of year (total assets less liabilities)2017-12-31$12,645,382
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$10,900,409
Total contributions received or receivable from employer(s)2017-12-31$769,630
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$83,123
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2016 401k financial data
Total plan liabilities at end of year2016-12-31$5,000
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$1,474,480
Expenses. Total of all expenses incurred2016-12-31$337,752
Benefits paid (including direct rollovers)2016-12-31$265,030
Total plan assets at end of year2016-12-31$10,905,409
Total plan assets at beginning of year2016-12-31$9,763,681
Value of fidelity bond covering the plan2016-12-31$500,000
Expenses. Other expenses not covered elsewhere2016-12-31$6,712
Other income received2016-12-31$736,037
Net income (gross income less expenses)2016-12-31$1,136,728
Net plan assets at end of year (total assets less liabilities)2016-12-31$10,900,409
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$9,763,681
Total contributions received or receivable from employer(s)2016-12-31$738,443
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$66,010
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2015 401k financial data
Total income from all sources2015-12-31$928,755
Expenses. Total of all expenses incurred2015-12-31$400,916
Benefits paid (including direct rollovers)2015-12-31$328,862
Total plan assets at end of year2015-12-31$9,763,681
Total plan assets at beginning of year2015-12-31$9,235,842
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$151,620
Net income (gross income less expenses)2015-12-31$527,839
Net plan assets at end of year (total assets less liabilities)2015-12-31$9,763,681
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$9,235,842
Total contributions received or receivable from employer(s)2015-12-31$777,135
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$72,054
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$3,290
Total income from all sources2014-12-31$1,585,535
Expenses. Total of all expenses incurred2014-12-31$349,826
Benefits paid (including direct rollovers)2014-12-31$275,336
Total plan assets at end of year2014-12-31$9,235,842
Total plan assets at beginning of year2014-12-31$8,003,423
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$793,599
Net income (gross income less expenses)2014-12-31$1,235,709
Net plan assets at end of year (total assets less liabilities)2014-12-31$9,235,842
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$8,000,133
Total contributions received or receivable from employer(s)2014-12-31$791,936
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$74,490
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2013 401k financial data
Total plan liabilities at end of year2013-12-31$3,290
Total plan liabilities at beginning of year2013-12-31$1,432
Total income from all sources2013-12-31$2,093,399
Expenses. Total of all expenses incurred2013-12-31$740,522
Benefits paid (including direct rollovers)2013-12-31$660,722
Total plan assets at end of year2013-12-31$8,003,423
Total plan assets at beginning of year2013-12-31$6,648,688
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$1,293,139
Net income (gross income less expenses)2013-12-31$1,352,877
Net plan assets at end of year (total assets less liabilities)2013-12-31$8,000,133
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,647,256
Total contributions received or receivable from employer(s)2013-12-31$800,260
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$79,800
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,432
Total plan liabilities at beginning of year2012-12-31$4,142
Total income from all sources2012-12-31$1,476,781
Expenses. Total of all expenses incurred2012-12-31$300,854
Benefits paid (including direct rollovers)2012-12-31$252,674
Total plan assets at end of year2012-12-31$6,648,688
Total plan assets at beginning of year2012-12-31$5,475,471
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$762,280
Net income (gross income less expenses)2012-12-31$1,175,927
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,647,256
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,471,329
Total contributions received or receivable from employer(s)2012-12-31$714,501
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$48,180
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2011 401k financial data
Total plan liabilities at end of year2011-12-31$4,142
Total plan liabilities at beginning of year2011-12-31$1,715
Total income from all sources2011-12-31$669,723
Expenses. Total of all expenses incurred2011-12-31$303,670
Benefits paid (including direct rollovers)2011-12-31$236,441
Total plan assets at end of year2011-12-31$5,475,471
Total plan assets at beginning of year2011-12-31$5,106,991
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$4,865
Other income received2011-12-31$28,454
Net income (gross income less expenses)2011-12-31$366,053
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,471,329
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,105,276
Total contributions received or receivable from employer(s)2011-12-31$641,269
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$62,364
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,715
Total plan liabilities at beginning of year2010-12-31$4,586
Total income from all sources2010-12-31$1,187,499
Expenses. Total of all expenses incurred2010-12-31$268,446
Benefits paid (including direct rollovers)2010-12-31$236,441
Total plan assets at end of year2010-12-31$5,106,991
Total plan assets at beginning of year2010-12-31$4,190,809
Value of fidelity bond covering the plan2010-12-31$500,000
Expenses. Other expenses not covered elsewhere2010-12-31$32,005
Other income received2010-12-31$537,499
Net income (gross income less expenses)2010-12-31$919,053
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,105,276
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,186,223
Total contributions received or receivable from employer(s)2010-12-31$650,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO

2022: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR EMPLOYEES OF CALIFORNIA LABOR FEDERATION AFL-CIO 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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