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UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 401k Plan overview

Plan NameUNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND
Plan identification number 006

UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND Benefits

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

401k Sponsoring company profile

UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND - BOARD OF TRUSTEES
Employer identification number (EIN):116003399
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01NICHOLAS SICILIANO2023-10-09 VINCENT SABATINO2023-10-09
0062021-01-01NICHOLAS SICILIANO2022-10-17 VINCENT SABATINO2022-10-17
0062020-01-01NICHOLAS SICILIANO2021-10-15 VINCENT SABATINO2021-10-15
0062019-01-01NICHOLAS SICILIANO2020-10-12 VINCENT SABATINO2020-10-12
0062018-01-01THOMAS PEDRICK2019-10-03
0062017-01-01
0062016-01-01
0062015-01-01
0062014-01-01
0062013-01-01
0062012-01-01THOMAS PEDRICK
0062009-01-01TOM PEDRICK

Plan Statistics for UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND

401k plan membership statisitcs for UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND

Measure Date Value
2022: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2022 401k membership
Current value of assets2022-12-3193,670,569
Acturial value of assets for funding standard account2022-12-3187,608,826
Accrued liability for plan using immediate gains methods2022-12-3182,752,341
Accrued liability under unit credit cost method2022-12-3182,752,341
RPA 94 current liability2022-12-31181,088,342
Expected increase in current liability due to benefits accruing during the plan year2022-12-319,489,664
Expected release from RPA 94 current liability for plan year2022-12-312,947,466
Expected plan disbursements for the plan year2022-12-313,272,466
Current value of assets2022-12-3193,670,569
Number of retired participants and beneficiaries receiving payment2022-12-31249
Current liability for retired participants and beneficiaries receiving payment2022-12-3135,976,603
Number of terminated vested participants2022-12-31329
Current liability for terminated vested participants2022-12-3128,497,975
Current liability for active participants non vested benefits2022-12-3130,205,053
Current liability for active participants vested benefits2022-12-3186,408,711
Total number of active articipats2022-12-311,001
Current liability for active participants2022-12-31116,613,764
Total participant count with liabilities2022-12-311,579
Total current liabilitoes for participants with libailities2022-12-31181,088,342
Total employer contributions in plan year2022-12-316,902,464
Employer’s normal cost for plan year as of valuation date2022-12-313,501,264
Prior year credit balance2022-12-3117,314,380
Amortization credits as of valuation date2022-12-31978,002
Total participants, beginning-of-year2022-01-011,695
Total number of active participants reported on line 7a of the Form 55002022-01-011,285
Number of retired or separated participants receiving benefits2022-01-01217
Number of other retired or separated participants entitled to future benefits2022-01-01259
Total of all active and inactive participants2022-01-011,761
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0139
Total participants2022-01-011,800
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01555
Number of employers contributing to the scheme2022-01-01140
2021: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2021 401k membership
Current value of assets2021-12-3178,838,427
Acturial value of assets for funding standard account2021-12-3176,438,510
Accrued liability for plan using immediate gains methods2021-12-3176,742,668
Accrued liability under unit credit cost method2021-12-3176,742,668
RPA 94 current liability2021-12-31162,203,744
Expected increase in current liability due to benefits accruing during the plan year2021-12-319,002,598
Expected release from RPA 94 current liability for plan year2021-12-312,674,583
Expected plan disbursements for the plan year2021-12-312,994,583
Current value of assets2021-12-3178,838,427
Number of retired participants and beneficiaries receiving payment2021-12-31232
Current liability for retired participants and beneficiaries receiving payment2021-12-3130,750,024
Number of terminated vested participants2021-12-31340
Current liability for terminated vested participants2021-12-3126,815,779
Current liability for active participants non vested benefits2021-12-3129,467,809
Current liability for active participants vested benefits2021-12-3175,170,132
Total number of active articipats2021-12-31944
Current liability for active participants2021-12-31104,637,941
Total participant count with liabilities2021-12-311,516
Total current liabilitoes for participants with libailities2021-12-31162,203,744
Total employer contributions in plan year2021-12-316,981,246
Employer’s normal cost for plan year as of valuation date2021-12-313,461,036
Prior year credit balance2021-12-3115,104,736
Amortization credits as of valuation date2021-12-31808,069
Total participants, beginning-of-year2021-01-011,841
Total number of active participants reported on line 7a of the Form 55002021-01-011,193
Number of retired or separated participants receiving benefits2021-01-01206
Number of other retired or separated participants entitled to future benefits2021-01-01253
Total of all active and inactive participants2021-01-011,652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0143
Total participants2021-01-011,695
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01551
Number of employers contributing to the scheme2021-01-01144
2020: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2020 401k membership
Current value of assets2020-12-3169,094,863
Acturial value of assets for funding standard account2020-12-3167,890,488
Accrued liability for plan using immediate gains methods2020-12-3172,756,150
Accrued liability under unit credit cost method2020-12-3172,756,150
RPA 94 current liability2020-12-31139,718,901
Expected increase in current liability due to benefits accruing during the plan year2020-12-318,382,941
Expected release from RPA 94 current liability for plan year2020-12-312,575,610
Expected plan disbursements for the plan year2020-12-312,895,610
Current value of assets2020-12-3169,094,863
Number of retired participants and beneficiaries receiving payment2020-12-31235
Current liability for retired participants and beneficiaries receiving payment2020-12-3128,026,688
Number of terminated vested participants2020-12-31273
Current liability for terminated vested participants2020-12-3117,162,559
Current liability for active participants non vested benefits2020-12-3127,638,657
Current liability for active participants vested benefits2020-12-3166,890,997
Total number of active articipats2020-12-311,027
Current liability for active participants2020-12-3194,529,654
Total participant count with liabilities2020-12-311,535
Total current liabilitoes for participants with libailities2020-12-31139,718,901
Total employer contributions in plan year2020-12-315,872,642
Employer’s normal cost for plan year as of valuation date2020-12-313,652,843
Prior year credit balance2020-12-3114,834,904
Amortization credits as of valuation date2020-12-31531,192
Total participants, beginning-of-year2020-01-012,022
Total number of active participants reported on line 7a of the Form 55002020-01-011,347
Number of retired or separated participants receiving benefits2020-01-01191
Number of other retired or separated participants entitled to future benefits2020-01-01260
Total of all active and inactive participants2020-01-011,798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0143
Total participants2020-01-011,841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01624
Number of employers contributing to the scheme2020-01-01138
2019: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2019 401k membership
Current value of assets2019-12-3155,722,642
Acturial value of assets for funding standard account2019-12-3159,939,287
Accrued liability for plan using immediate gains methods2019-12-3166,727,479
Accrued liability under unit credit cost method2019-12-3166,727,479
RPA 94 current liability2019-12-31125,433,892
Expected increase in current liability due to benefits accruing during the plan year2019-12-317,289,672
Expected release from RPA 94 current liability for plan year2019-12-312,344,610
Expected plan disbursements for the plan year2019-12-312,654,610
Current value of assets2019-12-3155,722,642
Number of retired participants and beneficiaries receiving payment2019-12-31224
Current liability for retired participants and beneficiaries receiving payment2019-12-3125,553,231
Number of terminated vested participants2019-12-31270
Current liability for terminated vested participants2019-12-3115,164,596
Current liability for active participants non vested benefits2019-12-3125,458,989
Current liability for active participants vested benefits2019-12-3159,257,076
Total number of active articipats2019-12-31886
Current liability for active participants2019-12-3184,716,065
Total participant count with liabilities2019-12-311,380
Total current liabilitoes for participants with libailities2019-12-31125,433,892
Total employer contributions in plan year2019-12-317,002,330
Employer’s normal cost for plan year as of valuation date2019-12-313,365,467
Prior year credit balance2019-12-3113,175,569
Amortization credits as of valuation date2019-12-31472,115
Total participants, beginning-of-year2019-01-011,613
Total number of active participants reported on line 7a of the Form 55002019-01-011,579
Number of retired or separated participants receiving benefits2019-01-01204
Number of other retired or separated participants entitled to future benefits2019-01-01193
Total of all active and inactive participants2019-01-011,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0146
Total participants2019-01-012,022
Number of employers contributing to the scheme2019-01-01150
2018: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2018 401k membership
Current value of assets2018-12-3155,194,469
Acturial value of assets for funding standard account2018-12-3154,533,500
Accrued liability for plan using immediate gains methods2018-12-3154,216,597
Accrued liability under unit credit cost method2018-12-3154,216,597
RPA 94 current liability2018-12-31101,062,656
Expected increase in current liability due to benefits accruing during the plan year2018-12-315,549,227
Expected release from RPA 94 current liability for plan year2018-12-312,260,554
Expected plan disbursements for the plan year2018-12-312,560,554
Current value of assets2018-12-3155,194,469
Number of retired participants and beneficiaries receiving payment2018-12-31219
Current liability for retired participants and beneficiaries receiving payment2018-12-3125,004,963
Number of terminated vested participants2018-12-31263
Current liability for terminated vested participants2018-12-3114,998,479
Current liability for active participants non vested benefits2018-12-3121,556,576
Current liability for active participants vested benefits2018-12-3139,502,638
Total number of active articipats2018-12-31854
Current liability for active participants2018-12-3161,059,214
Total participant count with liabilities2018-12-311,336
Total current liabilitoes for participants with libailities2018-12-31101,062,656
Total employer contributions in plan year2018-12-314,174,529
Employer’s normal cost for plan year as of valuation date2018-12-312,556,865
Prior year credit balance2018-12-3111,606,910
Amortization credits as of valuation date2018-12-31312,096
Total participants, beginning-of-year2018-01-011,548
Total number of active participants reported on line 7a of the Form 55002018-01-011,150
Number of retired or separated participants receiving benefits2018-01-01185
Number of other retired or separated participants entitled to future benefits2018-01-01238
Total of all active and inactive participants2018-01-011,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0140
Total participants2018-01-011,613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01486
Number of employers contributing to the scheme2018-01-01149
2017: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2017 401k membership
Current value of assets2017-12-3147,222,258
Acturial value of assets for funding standard account2017-12-3148,828,494
Accrued liability for plan using immediate gains methods2017-12-3149,439,304
Accrued liability under unit credit cost method2017-12-3149,439,309
RPA 94 current liability2017-12-3187,231,405
Expected increase in current liability due to benefits accruing during the plan year2017-12-314,794,561
Expected release from RPA 94 current liability for plan year2017-12-312,275,611
Expected plan disbursements for the plan year2017-12-312,575,611
Current value of assets2017-12-3147,222,258
Number of retired participants and beneficiaries receiving payment2017-12-31226
Current liability for retired participants and beneficiaries receiving payment2017-12-3124,426,682
Number of terminated vested participants2017-12-31253
Current liability for terminated vested participants2017-12-3111,774,604
Current liability for active participants non vested benefits2017-12-3118,205,402
Current liability for active participants vested benefits2017-12-3132,824,717
Total number of active articipats2017-12-31775
Current liability for active participants2017-12-3151,030,119
Total participant count with liabilities2017-12-311,254
Total current liabilitoes for participants with libailities2017-12-3187,231,405
Total employer contributions in plan year2017-12-314,718,594
Employer’s normal cost for plan year as of valuation date2017-12-312,337,543
Prior year credit balance2017-12-3110,590,278
Amortization credits as of valuation date2017-12-31312,097
Total participants, beginning-of-year2017-01-011,368
Total number of active participants reported on line 7a of the Form 55002017-01-011,091
Number of retired or separated participants receiving benefits2017-01-01176
Number of other retired or separated participants entitled to future benefits2017-01-01239
Total of all active and inactive participants2017-01-011,506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0142
Total participants2017-01-011,548
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01433
Number of employers contributing to the scheme2017-01-01141
2016: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2016 401k membership
Current value of assets2016-12-3144,744,246
Acturial value of assets for funding standard account2016-12-3147,175,278
Accrued liability for plan using immediate gains methods2016-12-3146,953,905
Accrued liability under unit credit cost method2016-12-3146,953,910
RPA 94 current liability2016-12-3180,369,103
Expected increase in current liability due to benefits accruing during the plan year2016-12-314,459,233
Expected release from RPA 94 current liability for plan year2016-12-312,022,177
Expected plan disbursements for the plan year2016-12-312,322,177
Current value of assets2016-12-3144,744,246
Number of retired participants and beneficiaries receiving payment2016-12-31208
Current liability for retired participants and beneficiaries receiving payment2016-12-3120,677,439
Number of terminated vested participants2016-12-31251
Current liability for terminated vested participants2016-12-3112,513,515
Current liability for active participants non vested benefits2016-12-3116,922,589
Current liability for active participants vested benefits2016-12-3130,255,560
Total number of active articipats2016-12-31766
Current liability for active participants2016-12-3147,178,149
Total participant count with liabilities2016-12-311,225
Total current liabilitoes for participants with libailities2016-12-3180,369,103
Total employer contributions in plan year2016-12-311,273,976
Employer’s normal cost for plan year as of valuation date2016-12-312,303,797
Prior year credit balance2016-12-3113,083,124
Amortization credits as of valuation date2016-12-31289,768
Total participants, beginning-of-year2016-01-011,421
Total number of active participants reported on line 7a of the Form 55002016-01-01946
Number of retired or separated participants receiving benefits2016-01-01175
Number of other retired or separated participants entitled to future benefits2016-01-01206
Total of all active and inactive participants2016-01-011,327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0141
Total participants2016-01-011,368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01324
Number of employers contributing to the scheme2016-01-01102
2015: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2015 401k membership
Current value of assets2015-12-3143,733,069
Acturial value of assets for funding standard account2015-12-3143,826,123
Accrued liability for plan using immediate gains methods2015-12-3141,981,704
Accrued liability under unit credit cost method2015-12-3141,981,708
RPA 94 current liability2015-12-3168,460,491
Expected increase in current liability due to benefits accruing during the plan year2015-12-313,489,852
Expected release from RPA 94 current liability for plan year2015-12-311,936,878
Expected plan disbursements for the plan year2015-12-312,206,878
Current value of assets2015-12-3143,733,069
Number of retired participants and beneficiaries receiving payment2015-12-31207
Current liability for retired participants and beneficiaries receiving payment2015-12-3118,863,041
Number of terminated vested participants2015-12-31258
Current liability for terminated vested participants2015-12-3111,797,863
Current liability for active participants non vested benefits2015-12-3113,641,760
Current liability for active participants vested benefits2015-12-3124,157,827
Total number of active articipats2015-12-31707
Current liability for active participants2015-12-3137,799,587
Total participant count with liabilities2015-12-311,172
Total current liabilitoes for participants with libailities2015-12-3168,460,491
Total employer contributions in plan year2015-12-313,294,238
Employer’s normal cost for plan year as of valuation date2015-12-311,916,319
Prior year credit balance2015-12-3112,682,008
Amortization credits as of valuation date2015-12-31369,651
Total participants, beginning-of-year2015-01-011,363
Total number of active participants reported on line 7a of the Form 55002015-01-011,001
Number of retired or separated participants receiving benefits2015-01-01170
Number of other retired or separated participants entitled to future benefits2015-01-01210
Total of all active and inactive participants2015-01-011,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0140
Total participants2015-01-011,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01482
Number of employers contributing to the scheme2015-01-01143
2014: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2014 401k membership
Current value of assets2014-12-3139,406,124
Acturial value of assets for funding standard account2014-12-3139,558,780
Accrued liability for plan using immediate gains methods2014-12-3140,553,016
Accrued liability under unit credit cost method2014-12-3140,553,016
RPA 94 current liability2014-12-3164,769,911
Expected increase in current liability due to benefits accruing during the plan year2014-12-313,566,519
Expected release from RPA 94 current liability for plan year2014-12-311,910,868
Expected plan disbursements for the plan year2014-12-312,170,868
Current value of assets2014-12-3139,406,124
Number of retired participants and beneficiaries receiving payment2014-12-31209
Current liability for retired participants and beneficiaries receiving payment2014-12-3118,739,551
Number of terminated vested participants2014-12-31253
Current liability for terminated vested participants2014-12-319,785,720
Current liability for active participants non vested benefits2014-12-3113,833,300
Current liability for active participants vested benefits2014-12-3122,411,340
Total number of active articipats2014-12-31768
Current liability for active participants2014-12-3136,244,640
Total participant count with liabilities2014-12-311,230
Total current liabilitoes for participants with libailities2014-12-3164,769,911
Total employer contributions in plan year2014-12-313,725,111
Employer’s normal cost for plan year as of valuation date2014-12-311,969,844
Prior year credit balance2014-12-3112,091,947
Amortization credits as of valuation date2014-12-31252,449
Total participants, beginning-of-year2014-01-011,376
Total number of active participants reported on line 7a of the Form 55002014-01-01948
Number of retired or separated participants receiving benefits2014-01-01163
Number of other retired or separated participants entitled to future benefits2014-01-01208
Total of all active and inactive participants2014-01-011,319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0144
Total participants2014-01-011,363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01445
Number of employers contributing to the scheme2014-01-01148
2013: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2013 401k membership
Current value of assets2013-12-3132,614,787
Acturial value of assets for funding standard account2013-12-3135,227,608
Accrued liability for plan using immediate gains methods2013-12-3133,780,493
Accrued liability under unit credit cost method2013-12-3133,780,493
RPA 94 current liability2013-12-3158,725,079
Expected increase in current liability due to benefits accruing during the plan year2013-12-312,967,656
Expected release from RPA 94 current liability for plan year2013-12-311,925,905
Expected plan disbursements for the plan year2013-12-312,185,905
Current value of assets2013-12-3132,614,787
Number of retired participants and beneficiaries receiving payment2013-12-31214
Current liability for retired participants and beneficiaries receiving payment2013-12-3119,116,312
Number of terminated vested participants2013-12-31270
Current liability for terminated vested participants2013-12-319,832,301
Current liability for active participants non vested benefits2013-12-318,760,254
Current liability for active participants vested benefits2013-12-3121,016,212
Total number of active articipats2013-12-31668
Current liability for active participants2013-12-3129,776,466
Total participant count with liabilities2013-12-311,152
Total current liabilitoes for participants with libailities2013-12-3158,725,079
Total employer contributions in plan year2013-12-314,117,112
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,544,259
Prior year credit balance2013-12-319,807,521
Amortization credits as of valuation date2013-12-31671,303
Total participants, beginning-of-year2013-01-011,406
Total number of active participants reported on line 7a of the Form 55002013-01-01939
Number of retired or separated participants receiving benefits2013-01-01161
Number of other retired or separated participants entitled to future benefits2013-01-01231
Total of all active and inactive participants2013-01-011,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0145
Total participants2013-01-011,376
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01546
Number of employers contributing to the scheme2013-01-01123
2012: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,419
Total number of active participants reported on line 7a of the Form 55002012-01-01973
Number of retired or separated participants receiving benefits2012-01-01167
Number of other retired or separated participants entitled to future benefits2012-01-01221
Total of all active and inactive participants2012-01-011,361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0145
Total participants2012-01-011,406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01469
Number of employers contributing to the scheme2012-01-01129
2009: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,260
Total number of active participants reported on line 7a of the Form 55002009-01-01838
Number of retired or separated participants receiving benefits2009-01-01181
Number of other retired or separated participants entitled to future benefits2009-01-01247
Total of all active and inactive participants2009-01-011,266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0133
Total participants2009-01-011,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01465
Number of employers contributing to the scheme2009-01-0191

Financial Data on UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND

Measure Date Value
2022 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-12,386,815
Total unrealized appreciation/depreciation of assets2022-12-31$-12,386,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$312,346
Total income from all sources (including contributions)2022-12-31$-3,876,096
Total loss/gain on sale of assets2022-12-31$82,754
Total of all expenses incurred2022-12-31$3,420,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,786,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,902,464
Value of total assets at end of year2022-12-31$86,392,426
Value of total assets at beginning of year2022-12-31$93,982,915
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$634,230
Total interest from all sources2022-12-31$317,982
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,207,519
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$134,535
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$375,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$195,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$18,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$312,346
Administrative expenses (other) incurred2022-12-31$82,805
Total non interest bearing cash at end of year2022-12-31$651,036
Total non interest bearing cash at beginning of year2022-12-31$684,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,297,061
Value of net assets at end of year (total assets less liabilities)2022-12-31$86,373,508
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$93,670,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$7,832,942
Assets. partnership/joint venture interests at beginning of year2022-12-31$5,807,821
Investment advisory and management fees2022-12-31$303,538
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$25,202,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$42,123,478
Value of interest in pooled separate accounts at end of year2022-12-31$11,235,492
Value of interest in pooled separate accounts at beginning of year2022-12-31$6,502,021
Interest earned on other investments2022-12-31$259,840
Value of interest in common/collective trusts at end of year2022-12-31$4,573,840
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,333,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,864,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,864,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$58,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$15,982,195
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$17,222,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,902,464
Employer contributions (assets) at end of year2022-12-31$1,281,734
Employer contributions (assets) at beginning of year2022-12-31$1,241,896
Income. Dividends from common stock2022-12-31$1,207,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,786,735
Contract administrator fees2022-12-31$113,352
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$13,924,069
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$16,341,348
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$13,027,840
Aggregate carrying amount (costs) on sale of assets2022-12-31$12,945,086
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2022-12-31222951202
2021 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$6,728,248
Total unrealized appreciation/depreciation of assets2021-12-31$6,728,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$312,346
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$316,755
Total income from all sources (including contributions)2021-12-31$17,947,658
Total loss/gain on sale of assets2021-12-31$2,740,337
Total of all expenses incurred2021-12-31$3,115,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,526,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,981,246
Value of total assets at end of year2021-12-31$93,982,915
Value of total assets at beginning of year2021-12-31$79,155,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$588,585
Total interest from all sources2021-12-31$229,205
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,268,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$127,281
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$195,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$180,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$312,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$316,755
Administrative expenses (other) incurred2021-12-31$80,543
Total non interest bearing cash at end of year2021-12-31$684,435
Total non interest bearing cash at beginning of year2021-12-31$5,871,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,832,142
Value of net assets at end of year (total assets less liabilities)2021-12-31$93,670,569
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,838,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$5,807,821
Assets. partnership/joint venture interests at beginning of year2021-12-31$4,162,794
Investment advisory and management fees2021-12-31$267,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$42,123,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,768,422
Value of interest in pooled separate accounts at end of year2021-12-31$6,502,021
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,316,648
Interest earned on other investments2021-12-31$222,672
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,864,491
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$443,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$443,775
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$17,222,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$14,008,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$6,981,246
Employer contributions (assets) at end of year2021-12-31$1,241,896
Employer contributions (assets) at beginning of year2021-12-31$801,174
Income. Dividends from common stock2021-12-31$1,268,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,526,931
Contract administrator fees2021-12-31$113,352
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$16,341,348
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$14,602,089
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$17,122,040
Aggregate carrying amount (costs) on sale of assets2021-12-31$14,381,703
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2021-12-31222951202
2020 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,077,571
Total unrealized appreciation/depreciation of assets2020-12-31$7,077,571
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$316,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,847
Total income from all sources (including contributions)2020-12-31$12,693,412
Total loss/gain on sale of assets2020-12-31$-1,729,345
Total of all expenses incurred2020-12-31$2,949,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,382,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,872,642
Value of total assets at end of year2020-12-31$79,155,182
Value of total assets at beginning of year2020-12-31$69,110,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$567,331
Total interest from all sources2020-12-31$780,220
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$692,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$117,151
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$180,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$230,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$316,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$15,847
Administrative expenses (other) incurred2020-12-31$82,751
Total non interest bearing cash at end of year2020-12-31$5,871,958
Total non interest bearing cash at beginning of year2020-12-31$2,299,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,743,564
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,838,427
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$69,094,863
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$4,162,794
Assets. partnership/joint venture interests at beginning of year2020-12-31$3,928,500
Investment advisory and management fees2020-12-31$254,077
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,768,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,015,309
Value of interest in pooled separate accounts at end of year2020-12-31$6,316,648
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,198,964
Interest earned on other investments2020-12-31$240,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$443,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$373,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$373,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$540,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$14,008,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,351,837
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,872,642
Employer contributions (assets) at end of year2020-12-31$801,174
Employer contributions (assets) at beginning of year2020-12-31$1,001,817
Income. Dividends from common stock2020-12-31$692,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,382,517
Contract administrator fees2020-12-31$113,352
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$14,602,089
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$14,711,321
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$14,216,666
Aggregate carrying amount (costs) on sale of assets2020-12-31$15,946,011
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2020-12-31222951202
2019 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,095,293
Total unrealized appreciation/depreciation of assets2019-12-31$7,095,293
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,847
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$324,583
Total income from all sources (including contributions)2019-12-31$16,168,101
Total loss/gain on sale of assets2019-12-31$541,601
Total of all expenses incurred2019-12-31$2,795,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,247,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,002,330
Value of total assets at end of year2019-12-31$69,110,710
Value of total assets at beginning of year2019-12-31$56,047,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$547,883
Total interest from all sources2019-12-31$828,423
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$700,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$120,109
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$230,407
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$135,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$15,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$324,583
Administrative expenses (other) incurred2019-12-31$79,633
Total non interest bearing cash at end of year2019-12-31$2,299,281
Total non interest bearing cash at beginning of year2019-12-31$1,428,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$13,372,221
Value of net assets at end of year (total assets less liabilities)2019-12-31$69,094,863
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,722,642
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$3,928,500
Assets. partnership/joint venture interests at beginning of year2019-12-31$3,632,229
Investment advisory and management fees2019-12-31$237,264
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,015,309
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,909,713
Value of interest in pooled separate accounts at end of year2019-12-31$6,198,964
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,959,818
Interest earned on other investments2019-12-31$289,150
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$373,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,647,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,647,486
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$539,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,351,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,570,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,002,330
Employer contributions (assets) at end of year2019-12-31$1,001,817
Employer contributions (assets) at beginning of year2019-12-31$800,432
Income. Dividends from common stock2019-12-31$700,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,247,997
Contract administrator fees2019-12-31$110,877
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$14,711,321
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$19,963,556
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$28,216,840
Aggregate carrying amount (costs) on sale of assets2019-12-31$27,675,239
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2019-12-31222951202
2018 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,837,236
Total unrealized appreciation/depreciation of assets2018-12-31$-3,837,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$324,583
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$95,889
Total income from all sources (including contributions)2018-12-31$3,282,599
Total loss/gain on sale of assets2018-12-31$488,921
Total of all expenses incurred2018-12-31$2,754,426
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,168,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,344,220
Value of total assets at end of year2018-12-31$56,047,225
Value of total assets at beginning of year2018-12-31$55,290,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$585,927
Total interest from all sources2018-12-31$757,703
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$527,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$130,533
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,700,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$135,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$142,400
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$324,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$95,889
Other income not declared elsewhere2018-12-31$1,811
Administrative expenses (other) incurred2018-12-31$69,405
Total non interest bearing cash at end of year2018-12-31$1,428,127
Total non interest bearing cash at beginning of year2018-12-31$1,460,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$528,173
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,722,642
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,194,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$3,632,229
Assets. partnership/joint venture interests at beginning of year2018-12-31$3,356,445
Investment advisory and management fees2018-12-31$278,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,909,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,946,849
Value of interest in pooled separate accounts at end of year2018-12-31$5,959,818
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,797,345
Interest earned on other investments2018-12-31$219,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,647,486
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,111,245
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,111,245
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$538,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,570,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,994,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$5,344,220
Employer contributions (assets) at end of year2018-12-31$800,432
Employer contributions (assets) at beginning of year2018-12-31$948,003
Income. Dividends from common stock2018-12-31$527,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,168,499
Contract administrator fees2018-12-31$107,649
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$19,963,556
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$22,533,015
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$8,029,106
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,540,185
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2018-12-31222951202
2017 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$3,682,735
Total unrealized appreciation/depreciation of assets2017-12-31$3,682,735
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$95,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$48,792
Total income from all sources (including contributions)2017-12-31$10,556,268
Total loss/gain on sale of assets2017-12-31$966,746
Total of all expenses incurred2017-12-31$2,584,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,053,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,757,096
Value of total assets at end of year2017-12-31$55,290,358
Value of total assets at beginning of year2017-12-31$47,271,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$530,173
Total interest from all sources2017-12-31$725,310
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$423,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$118,620
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,700,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$142,400
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$134,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$95,889
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$48,792
Other income not declared elsewhere2017-12-31$443
Administrative expenses (other) incurred2017-12-31$57,717
Total non interest bearing cash at end of year2017-12-31$1,460,517
Total non interest bearing cash at beginning of year2017-12-31$859,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,972,211
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,194,469
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,222,258
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$3,356,445
Assets. partnership/joint venture interests at beginning of year2017-12-31$3,123,506
Investment advisory and management fees2017-12-31$256,784
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,946,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,155,439
Value of interest in pooled separate accounts at end of year2017-12-31$4,797,345
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,628,164
Interest earned on other investments2017-12-31$218,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,111,245
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,059,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,059,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$507,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,994,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,243,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$4,757,096
Employer contributions (assets) at end of year2017-12-31$948,003
Employer contributions (assets) at beginning of year2017-12-31$163,809
Income. Dividends from common stock2017-12-31$423,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,053,884
Contract administrator fees2017-12-31$97,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$22,533,015
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$18,903,149
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$9,286,933
Aggregate carrying amount (costs) on sale of assets2017-12-31$8,320,187
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2017-12-31222951202
2016 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$251,275
Total unrealized appreciation/depreciation of assets2016-12-31$251,275
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,424
Total income from all sources (including contributions)2016-12-31$4,934,825
Total loss/gain on sale of assets2016-12-31$2,303,096
Total of all expenses incurred2016-12-31$2,456,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,997,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,273,976
Value of total assets at end of year2016-12-31$47,271,050
Value of total assets at beginning of year2016-12-31$44,751,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$459,074
Total interest from all sources2016-12-31$716,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$389,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$102,574
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,700,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$134,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$140,476
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$48,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$7,424
Administrative expenses (other) incurred2016-12-31$56,915
Total non interest bearing cash at end of year2016-12-31$859,049
Total non interest bearing cash at beginning of year2016-12-31$1,640,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,478,012
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,222,258
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$44,744,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$3,123,506
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$205,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,155,439
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,358,905
Value of interest in pooled separate accounts at end of year2016-12-31$4,628,164
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,498,238
Interest earned on other investments2016-12-31$166,402
Income. Interest from corporate debt instruments2016-12-31$62
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,059,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$872,903
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$872,903
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$550,337
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,243,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,994,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,273,976
Employer contributions (assets) at end of year2016-12-31$163,809
Employer contributions (assets) at beginning of year2016-12-31$349,159
Income. Dividends from common stock2016-12-31$389,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,997,739
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$56,367
Contract administrator fees2016-12-31$93,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$18,903,149
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$16,841,311
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$7,671,474
Aggregate carrying amount (costs) on sale of assets2016-12-31$5,368,378
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2016-12-31222951202
2015 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$709,780
Total unrealized appreciation/depreciation of assets2015-12-31$709,780
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$7,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$58,277
Total income from all sources (including contributions)2015-12-31$3,416,669
Total loss/gain on sale of assets2015-12-31$-1,664,003
Total of all expenses incurred2015-12-31$2,405,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,900,403
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,294,238
Value of total assets at end of year2015-12-31$44,751,670
Value of total assets at beginning of year2015-12-31$43,791,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$505,089
Total interest from all sources2015-12-31$620,940
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$449,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$130,133
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,700,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$140,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$158,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$7,424
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$58,277
Other income not declared elsewhere2015-12-31$6,221
Administrative expenses (other) incurred2015-12-31$65,251
Total non interest bearing cash at end of year2015-12-31$1,640,033
Total non interest bearing cash at beginning of year2015-12-31$3,152,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,011,177
Value of net assets at end of year (total assets less liabilities)2015-12-31$44,744,246
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,733,069
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$217,329
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,358,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,381,183
Value of interest in pooled separate accounts at end of year2015-12-31$4,498,238
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,376,651
Interest earned on other investments2015-12-31$166,402
Income. Interest from corporate debt instruments2015-12-31$111,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$872,903
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,245,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,245,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$343,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,994,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,793,883
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$4,172,532
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,294,238
Employer contributions (assets) at end of year2015-12-31$349,159
Employer contributions (assets) at beginning of year2015-12-31$683,303
Income. Dividends from common stock2015-12-31$449,493
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,900,403
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$56,367
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,811,396
Contract administrator fees2015-12-31$92,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$16,841,311
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$17,016,196
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$39,864,877
Aggregate carrying amount (costs) on sale of assets2015-12-31$41,528,880
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2015-12-31222951202
2014 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,856,863
Total unrealized appreciation/depreciation of assets2014-12-31$1,856,863
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$58,277
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$72,709
Total income from all sources (including contributions)2014-12-31$6,632,885
Total loss/gain on sale of assets2014-12-31$26,204
Total of all expenses incurred2014-12-31$2,305,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,840,376
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,727,012
Value of total assets at end of year2014-12-31$43,791,346
Value of total assets at beginning of year2014-12-31$39,478,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$465,564
Total interest from all sources2014-12-31$563,047
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$459,759
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$124,588
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,700,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$158,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$161,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$58,277
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$72,709
Administrative expenses (other) incurred2014-12-31$45,704
Total non interest bearing cash at end of year2014-12-31$3,152,390
Total non interest bearing cash at beginning of year2014-12-31$3,047,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,326,945
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,733,069
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,406,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$206,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,381,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,375,660
Value of interest in pooled separate accounts at end of year2014-12-31$4,376,651
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,222,189
Interest earned on other investments2014-12-31$168,779
Income. Interest from corporate debt instruments2014-12-31$172,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,245,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,004,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,004,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$221,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,793,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$5,716,115
Asset value of US Government securities at end of year2014-12-31$4,172,532
Asset value of US Government securities at beginning of year2014-12-31$3,797,458
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,727,012
Employer contributions (assets) at end of year2014-12-31$683,303
Employer contributions (assets) at beginning of year2014-12-31$657,667
Income. Dividends from common stock2014-12-31$459,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,840,376
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,811,396
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,017,447
Contract administrator fees2014-12-31$88,824
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$17,016,196
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$15,478,666
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$35,919,227
Aggregate carrying amount (costs) on sale of assets2014-12-31$35,893,023
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2014-12-31222951202
2013 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,553,501
Total unrealized appreciation/depreciation of assets2013-12-31$3,553,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$72,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$101,762
Total income from all sources (including contributions)2013-12-31$9,031,561
Total loss/gain on sale of assets2013-12-31$518,575
Total of all expenses incurred2013-12-31$2,240,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,824,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,118,560
Value of total assets at end of year2013-12-31$39,478,833
Value of total assets at beginning of year2013-12-31$32,716,549
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$415,534
Total interest from all sources2013-12-31$498,481
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$342,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$119,563
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,700,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$161,540
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$148,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$72,709
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$101,762
Administrative expenses (other) incurred2013-12-31$51,427
Total non interest bearing cash at end of year2013-12-31$3,047,693
Total non interest bearing cash at beginning of year2013-12-31$1,986,874
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,791,337
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,406,124
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$32,614,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$159,128
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,375,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,548,081
Value of interest in pooled separate accounts at end of year2013-12-31$4,222,189
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,108,041
Interest earned on other investments2013-12-31$149,207
Income. Interest from corporate debt instruments2013-12-31$170,955
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,004,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$856,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$856,489
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$178,319
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$5,716,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,709,567
Asset value of US Government securities at end of year2013-12-31$3,797,458
Asset value of US Government securities at beginning of year2013-12-31$5,007,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$4,118,560
Employer contributions (assets) at end of year2013-12-31$657,667
Employer contributions (assets) at beginning of year2013-12-31$523,557
Income. Dividends from common stock2013-12-31$342,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,824,690
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,017,447
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$2,271,341
Contract administrator fees2013-12-31$85,416
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$15,478,666
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$11,557,070
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$41,024,390
Aggregate carrying amount (costs) on sale of assets2013-12-31$40,505,815
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MSPC, CPA'S & ADVISORS
Accountancy firm EIN2013-12-31222951202
2012 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$1,706,078
Total unrealized appreciation/depreciation of assets2012-12-31$1,706,078
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$101,762
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,598
Total income from all sources (including contributions)2012-12-31$6,237,256
Total loss/gain on sale of assets2012-12-31$18,940
Total of all expenses incurred2012-12-31$2,297,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,896,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,673,165
Value of total assets at end of year2012-12-31$32,716,549
Value of total assets at beginning of year2012-12-31$28,690,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$400,898
Total interest from all sources2012-12-31$538,312
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$300,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$111,526
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,700,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$148,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$164,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$101,762
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,598
Administrative expenses (other) incurred2012-12-31$48,725
Total non interest bearing cash at end of year2012-12-31$1,986,874
Total non interest bearing cash at beginning of year2012-12-31$1,539,573
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,939,446
Value of net assets at end of year (total assets less liabilities)2012-12-31$32,614,787
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$28,675,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$158,531
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,548,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$574,279
Value of interest in pooled separate accounts at end of year2012-12-31$4,108,041
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,957,249
Interest earned on other investments2012-12-31$178,056
Income. Interest from corporate debt instruments2012-12-31$224,765
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$677,821
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$856,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$619,796
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$619,796
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$135,491
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,709,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,010,370
Asset value of US Government securities at end of year2012-12-31$5,007,149
Asset value of US Government securities at beginning of year2012-12-31$4,706,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$3,673,165
Employer contributions (assets) at end of year2012-12-31$523,557
Employer contributions (assets) at beginning of year2012-12-31$493,387
Income. Dividends from common stock2012-12-31$300,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,896,912
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$2,271,341
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,572,786
Contract administrator fees2012-12-31$82,116
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$11,557,070
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$10,374,639
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$32,901,886
Aggregate carrying amount (costs) on sale of assets2012-12-31$32,882,946
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MSPC, CPAS & ADVISORS
Accountancy firm EIN2012-12-31222951202
2010 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,409,788
Total unrealized appreciation/depreciation of assets2010-12-31$1,409,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$158,202
Total income from all sources (including contributions)2010-12-31$5,592,298
Total loss/gain on sale of assets2010-12-31$63,589
Total of all expenses incurred2010-12-31$2,339,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,928,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,500,784
Value of total assets at end of year2010-12-31$26,984,138
Value of total assets at beginning of year2010-12-31$23,880,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$411,848
Total interest from all sources2010-12-31$427,125
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$177,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$160,036
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,700,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$75,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$223,384
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$122,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$9,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$158,202
Other income not declared elsewhere2010-12-31$13,495
Administrative expenses (other) incurred2010-12-31$46,806
Total non interest bearing cash at end of year2010-12-31$635,437
Total non interest bearing cash at beginning of year2010-12-31$804,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,252,438
Value of net assets at end of year (total assets less liabilities)2010-12-31$26,974,500
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$23,722,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$129,082
Value of interest in pooled separate accounts at end of year2010-12-31$3,830,917
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,847,866
Interest earned on other investments2010-12-31$127,555
Income. Interest from US Government securities2010-12-31$122,581
Income. Interest from corporate debt instruments2010-12-31$90,087
Value of interest in common/collective trusts at end of year2010-12-31$791,018
Value of interest in common/collective trusts at beginning of year2010-12-31$716,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$983,358
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,514,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,514,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$86,902
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,285,185
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,113,365
Asset value of US Government securities at end of year2010-12-31$4,775,291
Asset value of US Government securities at beginning of year2010-12-31$2,916,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,500,784
Employer contributions (assets) at end of year2010-12-31$568,161
Employer contributions (assets) at beginning of year2010-12-31$466,357
Income. Dividends from common stock2010-12-31$177,517
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,928,012
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$2,103,822
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,476,405
Contract administrator fees2010-12-31$75,924
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$10,787,565
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$7,827,168
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$38,569,396
Aggregate carrying amount (costs) on sale of assets2010-12-31$38,505,807
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MSPC, CPAS & ADVISORS
Accountancy firm EIN2010-12-31222951202
2009 : UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 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 UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND

2022: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2009: UNITED UNION OF ROOFERS - LOCAL 8 PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

WESTERN ASSET MANAGEMENT COMPANY, LLC (National Association of Insurance Commissioners NAIC id number: 69744 )
Policy contract number
Policy instance 3
Number of Individuals Covered1800
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1800
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1800
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1695
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1695
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1841
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1841
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered2022
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered2022
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1613
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1613
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1548
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameULLICO INVESTMENT COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1548
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1421
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameULLICO INVESTMENT COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1421
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1363
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1363
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1376
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameULLICO INVESTMENT COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1376
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1179
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker nameULLICO INVESTMENT COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1179
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017377
Policy instance 1
Insurance contract or identification number017377
Number of Individuals Covered1312
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01255
Policy instance 2
Insurance contract or identification numberGA-01255
Number of Individuals Covered1312
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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