401k Plan data: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 plan

STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 401k Plan overview

Plan Name	STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731
Plan identification number	001

STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits. Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

EXCAVATORS UNION LOCAL 731 has sponsored the creation of one or more 401k plans.

Company Name: EXCAVATORS UNION LOCAL 731

Employer identification number (EIN): 130688160

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DOMINIC VALDNER
001 2016-01-01 DOMINIC VALDNER
001 2015-01-01 DOMINIC VALDNER
001 2014-01-01 DOMINIC VALDNER
001 2013-01-01 DOMINIC VALDNER
001 2012-01-01 DOMINIC VALDNER
001 2011-01-01 FRANK OMBRES
001 2010-01-01 FRANK OMBRES
001 2009-01-01 FRAN OMBERS

Plan Statistics for STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

401k plan membership statisitcs for STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

Measure Date Value
2022: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2022 401k membership
Market value of plan assets 2022-12-31 33,116,379
Acturial value of plan assets 2022-12-31 33,116,379
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 6,927,410
Number of terminated vested participants 2022-12-31 9
Fundng target for terminated vested participants 2022-12-31 845,657
Active participant vested funding target 2022-12-31 18,280,493
Number of active participants 2022-12-31 18
Total funding liabilities for active participants 2022-12-31 18,387,712
Total participant count 2022-12-31 40
Total funding target for all participants 2022-12-31 26,160,779
Balance at beginning of prior year after applicable adjustments 2022-12-31 4,240,627
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 2,178,209
Amount remaining of carryover balance 2022-12-31 4,240,627
Amount remaining of prefunding balance 2022-12-31 2,178,209
Present value of excess contributions 2022-12-31 863,288
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 912,150
Balance of carryovers at beginning of current year 2022-12-31 4,443,753
Balance of prefunding at beginning of current year 2022-12-31 2,282,545
Total employer contributions 2022-12-31 2,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 1,945,410
Minimum required contributions for current year target normal cost 2022-12-31 1,296,956
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 1,067,654
Additional cash requirement 2022-12-31 1,067,654
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,945,410
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 17
Number of retired or separated participants receiving benefits 2022-01-01 13
Number of other retired or separated participants entitled to future benefits 2022-01-01 9
Total of all active and inactive participants 2022-01-01 39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2021 401k membership
Market value of plan assets 2021-12-31 30,613,830
Acturial value of plan assets 2021-12-31 30,613,830
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 5,644,671
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 840,586
Active participant vested funding target 2021-12-31 19,051,018
Number of active participants 2021-12-31 18
Total funding liabilities for active participants 2021-12-31 19,054,899
Total participant count 2021-12-31 39
Total funding target for all participants 2021-12-31 25,540,156
Balance at beginning of prior year after applicable adjustments 2021-12-31 3,897,921
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 1,956,885
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 88,176
Amount remaining of carryover balance 2021-12-31 3,809,745
Amount remaining of prefunding balance 2021-12-31 1,956,885
Balance of carryovers at beginning of current year 2021-12-31 4,240,627
Balance of prefunding at beginning of current year 2021-12-31 2,178,209
Total employer contributions 2021-12-31 1,970,277
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 1,928,082
Minimum required contributions for current year target normal cost 2021-12-31 1,064,794
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 1,064,794
Additional cash requirement 2021-12-31 1,064,794
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 1,928,082
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 18
Number of retired or separated participants receiving benefits 2021-01-01 11
Number of other retired or separated participants entitled to future benefits 2021-01-01 9
Total of all active and inactive participants 2021-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2020 401k membership
Market value of plan assets 2020-12-31 27,143,771
Acturial value of plan assets 2020-12-31 27,143,771
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 5,916,339
Number of terminated vested participants 2020-12-31 8
Fundng target for terminated vested participants 2020-12-31 660,393
Active participant vested funding target 2020-12-31 17,580,755
Number of active participants 2020-12-31 17
Total funding liabilities for active participants 2020-12-31 17,934,531
Total participant count 2020-12-31 37
Total funding target for all participants 2020-12-31 24,511,263
Balance at beginning of prior year after applicable adjustments 2020-12-31 3,493,700
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 1,753,953
Amount remaining of carryover balance 2020-12-31 3,493,700
Amount remaining of prefunding balance 2020-12-31 1,753,953
Present value of excess contributions 2020-12-31 530,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 560,237
Balance of carryovers at beginning of current year 2020-12-31 3,897,921
Balance of prefunding at beginning of current year 2020-12-31 1,956,885
Total employer contributions 2020-12-31 1,129,723
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 1,120,910
Minimum required contributions for current year target normal cost 2020-12-31 1,209,086
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 1,209,086
Carryover balance elected to use to offset funding requirement 2020-12-31 88,176
Additional cash requirement 2020-12-31 1,120,910
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 1,120,910
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 18
Number of retired or separated participants receiving benefits 2020-01-01 10
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 2
Total participants 2020-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2019 401k membership
Market value of plan assets 2019-12-31 23,479,169
Acturial value of plan assets 2019-12-31 23,479,169
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 5,434,781
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 789,493
Active participant vested funding target 2019-12-31 15,946,313
Number of active participants 2019-12-31 18
Total funding liabilities for active participants 2019-12-31 16,223,783
Total participant count 2019-12-31 37
Total funding target for all participants 2019-12-31 22,448,057
Balance at beginning of prior year after applicable adjustments 2019-12-31 3,527,208
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 1,770,775
Amount remaining of carryover balance 2019-12-31 3,527,208
Amount remaining of prefunding balance 2019-12-31 1,770,775
Present value of excess contributions 2019-12-31 498,667
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 527,540
Balance of carryovers at beginning of current year 2019-12-31 3,493,700
Balance of prefunding at beginning of current year 2019-12-31 1,753,953
Total employer contributions 2019-12-31 1,750,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 1,730,271
Minimum required contributions for current year target normal cost 2019-12-31 1,199,894
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 1,199,894
Additional cash requirement 2019-12-31 1,199,894
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 1,730,271
Unpaid minimum required contributions for all years 2019-12-31 0
Total participants, beginning-of-year 2019-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 17
Number of retired or separated participants receiving benefits 2019-01-01 10
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2018 401k membership
Market value of plan assets 2018-12-31 22,955,554
Acturial value of plan assets 2018-12-31 22,955,554
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 5,613,882
Number of terminated vested participants 2018-12-31 9
Fundng target for terminated vested participants 2018-12-31 710,546
Active participant vested funding target 2018-12-31 14,110,836
Number of active participants 2018-12-31 17
Total funding liabilities for active participants 2018-12-31 14,310,195
Total participant count 2018-12-31 37
Total funding target for all participants 2018-12-31 20,634,623
Balance at beginning of prior year after applicable adjustments 2018-12-31 3,309,136
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 1,661,296
Amount remaining of carryover balance 2018-12-31 3,309,136
Amount remaining of prefunding balance 2018-12-31 1,661,296
Present value of excess contributions 2018-12-31 52,526
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 55,667
Balance of carryovers at beginning of current year 2018-12-31 3,527,208
Balance of prefunding at beginning of current year 2018-12-31 1,770,775
Total employer contributions 2018-12-31 1,550,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 1,502,618
Minimum required contributions for current year target normal cost 2018-12-31 1,003,951
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 1,003,951
Additional cash requirement 2018-12-31 1,003,951
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 1,502,618
Unpaid minimum required contributions for all years 2018-12-31 0
Total participants, beginning-of-year 2018-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 16
Number of retired or separated participants receiving benefits 2018-01-01 10
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 3
Total participants 2018-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2017 401k membership
Market value of plan assets 2017-12-31 21,355,557
Acturial value of plan assets 2017-12-31 21,355,557
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 5,413,254
Number of terminated vested participants 2017-12-31 9
Fundng target for terminated vested participants 2017-12-31 639,598
Active participant vested funding target 2017-12-31 12,214,374
Number of active participants 2017-12-31 17
Total funding liabilities for active participants 2017-12-31 12,409,459
Total participant count 2017-12-31 38
Total funding target for all participants 2017-12-31 18,462,311
Balance at beginning of prior year after applicable adjustments 2017-12-31 3,177,889
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 1,595,406
Amount remaining of carryover balance 2017-12-31 3,177,889
Amount remaining of prefunding balance 2017-12-31 1,595,406
Present value of excess contributions 2017-12-31 1,091,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 1,158,606
Balance of carryovers at beginning of current year 2017-12-31 3,309,136
Balance of prefunding at beginning of current year 2017-12-31 1,661,296
Total employer contributions 2017-12-31 1,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 988,710
Minimum required contributions for current year target normal cost 2017-12-31 936,184
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 936,184
Additional cash requirement 2017-12-31 936,184
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 988,710
Unpaid minimum required contributions for all years 2017-12-31 0
Total participants, beginning-of-year 2017-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Number of retired or separated participants receiving benefits 2017-01-01 10
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2016 401k membership
Market value of plan assets 2016-12-31 19,338,467
Acturial value of plan assets 2016-12-31 19,338,467
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 5,370,332
Number of terminated vested participants 2016-12-31 9
Fundng target for terminated vested participants 2016-12-31 574,295
Active participant vested funding target 2016-12-31 10,729,537
Number of active participants 2016-12-31 16
Total funding liabilities for active participants 2016-12-31 10,886,537
Total participant count 2016-12-31 37
Total funding target for all participants 2016-12-31 16,831,164
Balance at beginning of prior year after applicable adjustments 2016-12-31 3,561,938
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 1,598,443
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 378,000
Amount remaining of carryover balance 2016-12-31 3,183,938
Amount remaining of prefunding balance 2016-12-31 1,598,443
Present value of excess contributions 2016-12-31 339,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 339,267
Balance of carryovers at beginning of current year 2016-12-31 3,177,889
Balance of prefunding at beginning of current year 2016-12-31 1,595,406
Total employer contributions 2016-12-31 2,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 1,937,192
Minimum required contributions for current year target normal cost 2016-12-31 845,815
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 845,815
Additional cash requirement 2016-12-31 845,815
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 1,937,192
Unpaid minimum required contributions for all years 2016-12-31 0
Total participants, beginning-of-year 2016-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Number of retired or separated participants receiving benefits 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 10
Total of all active and inactive participants 2016-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2015 401k membership
Total participants, beginning-of-year 2015-01-01 38
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 10
Total of all active and inactive participants 2015-01-01 36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2014 401k membership
Total participants, beginning-of-year 2014-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 16
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 3
Total participants 2014-01-01 38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2013 401k membership
Total participants, beginning-of-year 2013-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 16
Number of retired or separated participants receiving benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 3
Total participants 2013-01-01 29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2012 401k membership
Total participants, beginning-of-year 2012-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
Number of retired or separated participants receiving benefits 2012-01-01 11
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2011 401k membership
Total participants, beginning-of-year 2011-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
Number of retired or separated participants receiving benefits 2011-01-01 8
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2010 401k membership
Total participants, beginning-of-year 2010-01-01 30
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 15
Number of retired or separated participants receiving benefits 2010-01-01 9
Number of other retired or separated participants entitled to future benefits 2010-01-01 8
Total of all active and inactive participants 2010-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 32
2009: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2009 401k membership
Total participants, beginning-of-year 2009-01-01 28
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 14
Number of retired or separated participants receiving benefits 2009-01-01 7
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 2
Total participants 2009-01-01 30

Measure	Date	Value
2022: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2022 401k membership
Market value of plan assets	2022-12-31	33,116,379
Acturial value of plan assets	2022-12-31	33,116,379
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	6,927,410
Number of terminated vested participants	2022-12-31	9
Fundng target for terminated vested participants	2022-12-31	845,657
Active participant vested funding target	2022-12-31	18,280,493
Number of active participants	2022-12-31	18
Total funding liabilities for active participants	2022-12-31	18,387,712
Total participant count	2022-12-31	40
Total funding target for all participants	2022-12-31	26,160,779
Balance at beginning of prior year after applicable adjustments	2022-12-31	4,240,627
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	2,178,209
Amount remaining of carryover balance	2022-12-31	4,240,627
Amount remaining of prefunding balance	2022-12-31	2,178,209
Present value of excess contributions	2022-12-31	863,288
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	912,150
Balance of carryovers at beginning of current year	2022-12-31	4,443,753
Balance of prefunding at beginning of current year	2022-12-31	2,282,545
Total employer contributions	2022-12-31	2,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	1,945,410
Minimum required contributions for current year target normal cost	2022-12-31	1,296,956
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	1,067,654
Additional cash requirement	2022-12-31	1,067,654
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,945,410
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	17
Number of retired or separated participants receiving benefits	2022-01-01	13
Number of other retired or separated participants entitled to future benefits	2022-01-01	9
Total of all active and inactive participants	2022-01-01	39
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2021 401k membership
Market value of plan assets	2021-12-31	30,613,830
Acturial value of plan assets	2021-12-31	30,613,830
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	5,644,671
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	840,586
Active participant vested funding target	2021-12-31	19,051,018
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	19,054,899
Total participant count	2021-12-31	39
Total funding target for all participants	2021-12-31	25,540,156
Balance at beginning of prior year after applicable adjustments	2021-12-31	3,897,921
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	1,956,885
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	88,176
Amount remaining of carryover balance	2021-12-31	3,809,745
Amount remaining of prefunding balance	2021-12-31	1,956,885
Balance of carryovers at beginning of current year	2021-12-31	4,240,627
Balance of prefunding at beginning of current year	2021-12-31	2,178,209
Total employer contributions	2021-12-31	1,970,277
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	1,928,082
Minimum required contributions for current year target normal cost	2021-12-31	1,064,794
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	1,064,794
Additional cash requirement	2021-12-31	1,064,794
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	1,928,082
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	18
Number of retired or separated participants receiving benefits	2021-01-01	11
Number of other retired or separated participants entitled to future benefits	2021-01-01	9
Total of all active and inactive participants	2021-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2020 401k membership
Market value of plan assets	2020-12-31	27,143,771
Acturial value of plan assets	2020-12-31	27,143,771
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	5,916,339
Number of terminated vested participants	2020-12-31	8
Fundng target for terminated vested participants	2020-12-31	660,393
Active participant vested funding target	2020-12-31	17,580,755
Number of active participants	2020-12-31	17
Total funding liabilities for active participants	2020-12-31	17,934,531
Total participant count	2020-12-31	37
Total funding target for all participants	2020-12-31	24,511,263
Balance at beginning of prior year after applicable adjustments	2020-12-31	3,493,700
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	1,753,953
Amount remaining of carryover balance	2020-12-31	3,493,700
Amount remaining of prefunding balance	2020-12-31	1,753,953
Present value of excess contributions	2020-12-31	530,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	560,237
Balance of carryovers at beginning of current year	2020-12-31	3,897,921
Balance of prefunding at beginning of current year	2020-12-31	1,956,885
Total employer contributions	2020-12-31	1,129,723
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	1,120,910
Minimum required contributions for current year target normal cost	2020-12-31	1,209,086
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	1,209,086
Carryover balance elected to use to offset funding requirement	2020-12-31	88,176
Additional cash requirement	2020-12-31	1,120,910
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	1,120,910
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	18
Number of retired or separated participants receiving benefits	2020-01-01	10
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	2
Total participants	2020-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2019 401k membership
Market value of plan assets	2019-12-31	23,479,169
Acturial value of plan assets	2019-12-31	23,479,169
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	5,434,781
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	789,493
Active participant vested funding target	2019-12-31	15,946,313
Number of active participants	2019-12-31	18
Total funding liabilities for active participants	2019-12-31	16,223,783
Total participant count	2019-12-31	37
Total funding target for all participants	2019-12-31	22,448,057
Balance at beginning of prior year after applicable adjustments	2019-12-31	3,527,208
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	1,770,775
Amount remaining of carryover balance	2019-12-31	3,527,208
Amount remaining of prefunding balance	2019-12-31	1,770,775
Present value of excess contributions	2019-12-31	498,667
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	527,540
Balance of carryovers at beginning of current year	2019-12-31	3,493,700
Balance of prefunding at beginning of current year	2019-12-31	1,753,953
Total employer contributions	2019-12-31	1,750,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	1,730,271
Minimum required contributions for current year target normal cost	2019-12-31	1,199,894
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	1,199,894
Additional cash requirement	2019-12-31	1,199,894
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	1,730,271
Unpaid minimum required contributions for all years	2019-12-31	0
Total participants, beginning-of-year	2019-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	17
Number of retired or separated participants receiving benefits	2019-01-01	10
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	37
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2018 401k membership
Market value of plan assets	2018-12-31	22,955,554
Acturial value of plan assets	2018-12-31	22,955,554
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	5,613,882
Number of terminated vested participants	2018-12-31	9
Fundng target for terminated vested participants	2018-12-31	710,546
Active participant vested funding target	2018-12-31	14,110,836
Number of active participants	2018-12-31	17
Total funding liabilities for active participants	2018-12-31	14,310,195
Total participant count	2018-12-31	37
Total funding target for all participants	2018-12-31	20,634,623
Balance at beginning of prior year after applicable adjustments	2018-12-31	3,309,136
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	1,661,296
Amount remaining of carryover balance	2018-12-31	3,309,136
Amount remaining of prefunding balance	2018-12-31	1,661,296
Present value of excess contributions	2018-12-31	52,526
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	55,667
Balance of carryovers at beginning of current year	2018-12-31	3,527,208
Balance of prefunding at beginning of current year	2018-12-31	1,770,775
Total employer contributions	2018-12-31	1,550,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	1,502,618
Minimum required contributions for current year target normal cost	2018-12-31	1,003,951
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	1,003,951
Additional cash requirement	2018-12-31	1,003,951
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	1,502,618
Unpaid minimum required contributions for all years	2018-12-31	0
Total participants, beginning-of-year	2018-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	16
Number of retired or separated participants receiving benefits	2018-01-01	10
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	3
Total participants	2018-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2017 401k membership
Market value of plan assets	2017-12-31	21,355,557
Acturial value of plan assets	2017-12-31	21,355,557
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	5,413,254
Number of terminated vested participants	2017-12-31	9
Fundng target for terminated vested participants	2017-12-31	639,598
Active participant vested funding target	2017-12-31	12,214,374
Number of active participants	2017-12-31	17
Total funding liabilities for active participants	2017-12-31	12,409,459
Total participant count	2017-12-31	38
Total funding target for all participants	2017-12-31	18,462,311
Balance at beginning of prior year after applicable adjustments	2017-12-31	3,177,889
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	1,595,406
Amount remaining of carryover balance	2017-12-31	3,177,889
Amount remaining of prefunding balance	2017-12-31	1,595,406
Present value of excess contributions	2017-12-31	1,091,377
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,158,606
Balance of carryovers at beginning of current year	2017-12-31	3,309,136
Balance of prefunding at beginning of current year	2017-12-31	1,661,296
Total employer contributions	2017-12-31	1,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	988,710
Minimum required contributions for current year target normal cost	2017-12-31	936,184
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	936,184
Additional cash requirement	2017-12-31	936,184
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	988,710
Unpaid minimum required contributions for all years	2017-12-31	0
Total participants, beginning-of-year	2017-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Number of retired or separated participants receiving benefits	2017-01-01	10
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2016 401k membership
Market value of plan assets	2016-12-31	19,338,467
Acturial value of plan assets	2016-12-31	19,338,467
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	5,370,332
Number of terminated vested participants	2016-12-31	9
Fundng target for terminated vested participants	2016-12-31	574,295
Active participant vested funding target	2016-12-31	10,729,537
Number of active participants	2016-12-31	16
Total funding liabilities for active participants	2016-12-31	10,886,537
Total participant count	2016-12-31	37
Total funding target for all participants	2016-12-31	16,831,164
Balance at beginning of prior year after applicable adjustments	2016-12-31	3,561,938
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	1,598,443
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	378,000
Amount remaining of carryover balance	2016-12-31	3,183,938
Amount remaining of prefunding balance	2016-12-31	1,598,443
Present value of excess contributions	2016-12-31	339,913
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	339,267
Balance of carryovers at beginning of current year	2016-12-31	3,177,889
Balance of prefunding at beginning of current year	2016-12-31	1,595,406
Total employer contributions	2016-12-31	2,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	1,937,192
Minimum required contributions for current year target normal cost	2016-12-31	845,815
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	845,815
Additional cash requirement	2016-12-31	845,815
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	1,937,192
Unpaid minimum required contributions for all years	2016-12-31	0
Total participants, beginning-of-year	2016-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Number of retired or separated participants receiving benefits	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	10
Total of all active and inactive participants	2016-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2015 401k membership
Total participants, beginning-of-year	2015-01-01	38
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	10
Total of all active and inactive participants	2015-01-01	36
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	39
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2014 401k membership
Total participants, beginning-of-year	2014-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	16
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	3
Total participants	2014-01-01	38
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2013 401k membership
Total participants, beginning-of-year	2013-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	16
Number of retired or separated participants receiving benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	3
Total participants	2013-01-01	29
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2012 401k membership
Total participants, beginning-of-year	2012-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
Number of retired or separated participants receiving benefits	2012-01-01	11
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2011 401k membership
Total participants, beginning-of-year	2011-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
Number of retired or separated participants receiving benefits	2011-01-01	8
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	26
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2010 401k membership
Total participants, beginning-of-year	2010-01-01	30
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	15
Number of retired or separated participants receiving benefits	2010-01-01	9
Number of other retired or separated participants entitled to future benefits	2010-01-01	8
Total of all active and inactive participants	2010-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	32
2009: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2009 401k membership
Total participants, beginning-of-year	2009-01-01	28
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	14
Number of retired or separated participants receiving benefits	2009-01-01	7
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	2
Total participants	2009-01-01	30

Financial Data on STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

Measure	Date	Value
2022 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2022 401k financial data
Total plan liabilities at end of year	2022-12-31	$15,540
Total plan liabilities at beginning of year	2022-12-31	$16,480
Total income from all sources	2022-12-31	$-2,779,758
Expenses. Total of all expenses incurred	2022-12-31	$1,278,655
Benefits paid (including direct rollovers)	2022-12-31	$1,015,946
Total plan assets at end of year	2022-12-31	$29,073,506
Total plan assets at beginning of year	2022-12-31	$33,132,859
Value of fidelity bond covering the plan	2022-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$200,624
Other income received	2022-12-31	$-4,779,758
Net income (gross income less expenses)	2022-12-31	$-4,058,413
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$29,057,966
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$33,116,379
Total contributions received or receivable from employer(s)	2022-12-31	$2,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$62,085
2021 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2021 401k financial data
Total plan liabilities at end of year	2021-12-31	$16,480
Total plan liabilities at beginning of year	2021-12-31	$16,480
Total income from all sources	2021-12-31	$3,808,396
Expenses. Total of all expenses incurred	2021-12-31	$1,178,017
Benefits paid (including direct rollovers)	2021-12-31	$902,101
Total plan assets at end of year	2021-12-31	$33,132,859
Total plan assets at beginning of year	2021-12-31	$30,502,480
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$209,741
Other income received	2021-12-31	$1,708,336
Net income (gross income less expenses)	2021-12-31	$2,630,379
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$33,116,379
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$30,486,000
Total contributions received or receivable from employer(s)	2021-12-31	$2,100,060
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$66,175
2020 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2020 401k financial data
Total plan liabilities at end of year	2020-12-31	$16,480
Total plan liabilities at beginning of year	2020-12-31	$24,785
Total income from all sources	2020-12-31	$4,327,056
Expenses. Total of all expenses incurred	2020-12-31	$984,827
Benefits paid (including direct rollovers)	2020-12-31	$727,937
Total plan assets at end of year	2020-12-31	$30,502,480
Total plan assets at beginning of year	2020-12-31	$27,168,556
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$189,927
Other income received	2020-12-31	$3,327,056
Net income (gross income less expenses)	2020-12-31	$3,342,229
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$30,486,000
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$27,143,771
Total contributions received or receivable from employer(s)	2020-12-31	$1,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$66,963
2019 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2019 401k financial data
Total plan liabilities at end of year	2019-12-31	$24,785
Total plan liabilities at beginning of year	2019-12-31	$13,620
Total income from all sources	2019-12-31	$4,745,137
Expenses. Total of all expenses incurred	2019-12-31	$1,080,535
Benefits paid (including direct rollovers)	2019-12-31	$833,763
Total plan assets at end of year	2019-12-31	$27,168,556
Total plan assets at beginning of year	2019-12-31	$23,492,789
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$170,237
Other income received	2019-12-31	$2,995,137
Net income (gross income less expenses)	2019-12-31	$3,664,602
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$27,143,771
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$23,479,169
Total contributions received or receivable from employer(s)	2019-12-31	$1,750,000
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$76,535
2018 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2018 401k financial data
Total plan liabilities at end of year	2018-12-31	$13,620
Total plan liabilities at beginning of year	2018-12-31	$9,925
Total income from all sources	2018-12-31	$1,479,961
Expenses. Total of all expenses incurred	2018-12-31	$956,346
Benefits paid (including direct rollovers)	2018-12-31	$761,558
Total plan assets at end of year	2018-12-31	$23,492,789
Total plan assets at beginning of year	2018-12-31	$22,965,479
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$151,405
Other income received	2018-12-31	$-70,039
Net income (gross income less expenses)	2018-12-31	$523,615
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$23,479,169
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$22,955,554
Total contributions received or receivable from employer(s)	2018-12-31	$1,550,000
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$43,383
2017 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2017 401k financial data
Total plan liabilities at end of year	2017-12-31	$9,925
Total income from all sources	2017-12-31	$2,578,314
Expenses. Total of all expenses incurred	2017-12-31	$978,317
Benefits paid (including direct rollovers)	2017-12-31	$754,836
Total plan assets at end of year	2017-12-31	$22,965,479
Total plan assets at beginning of year	2017-12-31	$21,355,557
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$145,906
Other income received	2017-12-31	$1,578,314
Net income (gross income less expenses)	2017-12-31	$1,599,997
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$22,955,554
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$21,355,557
Total contributions received or receivable from employer(s)	2017-12-31	$1,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$77,575
2016 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2016 401k financial data
Total income from all sources	2016-12-31	$2,952,884
Expenses. Total of all expenses incurred	2016-12-31	$935,794
Benefits paid (including direct rollovers)	2016-12-31	$745,866
Total plan assets at end of year	2016-12-31	$21,355,557
Total plan assets at beginning of year	2016-12-31	$19,338,467
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-12-31	$135,049
Other income received	2016-12-31	$952,884
Net income (gross income less expenses)	2016-12-31	$2,017,090
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$21,355,557
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$19,338,467
Total contributions received or receivable from employer(s)	2016-12-31	$2,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$54,879
2015 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2015 401k financial data
Total plan liabilities at beginning of year	2015-12-31	$14,420
Total income from all sources	2015-12-31	$1,487,122
Expenses. Total of all expenses incurred	2015-12-31	$889,739
Benefits paid (including direct rollovers)	2015-12-31	$737,967
Total plan assets at end of year	2015-12-31	$19,338,467
Total plan assets at beginning of year	2015-12-31	$18,755,504
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$123,585
Other income received	2015-12-31	$87,122
Net income (gross income less expenses)	2015-12-31	$597,383
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$19,338,467
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$18,741,084
Total contributions received or receivable from employer(s)	2015-12-31	$1,400,000
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$28,187
2014 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2014 401k financial data
Total plan liabilities at end of year	2014-12-31	$14,420
Total income from all sources	2014-12-31	$2,457,607
Expenses. Total of all expenses incurred	2014-12-31	$895,844
Benefits paid (including direct rollovers)	2014-12-31	$727,314
Total plan assets at end of year	2014-12-31	$18,755,504
Total plan assets at beginning of year	2014-12-31	$17,179,321
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-12-31	$117,961
Other income received	2014-12-31	$843,937
Net income (gross income less expenses)	2014-12-31	$1,561,763
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$18,741,084
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$17,179,321
Total contributions received or receivable from employer(s)	2014-12-31	$1,613,670
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$50,569
2013 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2013 401k financial data
Total income from all sources	2013-12-31	$1,991,553
Expenses. Total of all expenses incurred	2013-12-31	$849,360
Benefits paid (including direct rollovers)	2013-12-31	$702,108
Total plan assets at end of year	2013-12-31	$17,179,321
Total plan assets at beginning of year	2013-12-31	$16,037,128
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$107,830
Other income received	2013-12-31	$191,259
Net income (gross income less expenses)	2013-12-31	$1,142,193
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$17,179,321
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$16,037,128
Total contributions received or receivable from employer(s)	2013-12-31	$1,800,294
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$39,422
2012 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2012 401k financial data
Total income from all sources	2012-12-31	$2,402,253
Expenses. Total of all expenses incurred	2012-12-31	$1,035,473
Benefits paid (including direct rollovers)	2012-12-31	$816,248
Total plan assets at end of year	2012-12-31	$16,037,128
Total plan assets at beginning of year	2012-12-31	$14,670,348
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$114,545
Other income received	2012-12-31	$1,152,253
Net income (gross income less expenses)	2012-12-31	$1,366,780
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$16,037,128
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$14,670,348
Total contributions received or receivable from employer(s)	2012-12-31	$1,250,000
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$104,680
2011 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2011 401k financial data
Total income from all sources	2011-12-31	$2,834,825
Expenses. Total of all expenses incurred	2011-12-31	$672,435
Benefits paid (including direct rollovers)	2011-12-31	$548,369
Total plan assets at end of year	2011-12-31	$14,670,348
Total plan assets at beginning of year	2011-12-31	$12,507,958
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-12-31	$87,145
Other income received	2011-12-31	$834,825
Net income (gross income less expenses)	2011-12-31	$2,162,390
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$14,670,348
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$12,507,958
Total contributions received or receivable from employer(s)	2011-12-31	$2,000,000
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$36,921
2010 : STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2010 401k financial data
Total income from all sources	2010-12-31	$2,498,395
Expenses. Total of all expenses incurred	2010-12-31	$546,856
Benefits paid (including direct rollovers)	2010-12-31	$466,400
Total plan assets at end of year	2010-12-31	$12,507,958
Total plan assets at beginning of year	2010-12-31	$10,556,419
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2010-12-31	$80,456
Other income received	2010-12-31	$1,148,395
Net income (gross income less expenses)	2010-12-31	$1,951,539
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$12,507,958
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$10,556,419
Total contributions received or receivable from employer(s)	2010-12-31	$1,350,000

Form 5500 Responses for STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731

2022: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: STAFF RETIREMENT PLAN OF THE EXCAVATORS UNION LOCAL 731 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	EXCAVATORS UNION LOCAL 731
Employer identification number (EIN):	130688160
NAIC Classification:	561110
NAIC Description:	Office Administrative Services