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UNITED WIRE, METAL & MACHINE PENSION FUND 401k Plan overview

Plan NameUNITED WIRE, METAL & MACHINE PENSION FUND
Plan identification number 001

UNITED WIRE, METAL & MACHINE PENSION FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF U.W.M. & M. PENSION FUND
Employer identification number (EIN):136596940
NAIC Classification:339900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED WIRE, METAL & MACHINE PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01LORRAINE BUONACORE2023-10-16 DONNA SANTORO2023-10-15
0012021-01-01LORRAINE BUONACORE2022-10-17 DONNA SANTORO
0012020-01-01LORRAINE BUONACORE2021-10-13 DONNA SANTORO2021-10-13
0012019-01-01LORRAINE BUONACORE2020-10-12 DONNA SANTORO2020-10-12
0012018-01-01LORRAINE BUONACORE2019-10-11 DONNA SANTORO2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01HARVEY MORGAN
0012011-01-01HARVEY MORGAN
0012010-01-01HARVEY MORGAN
0012009-01-01HARVEY MORGAN
0012009-01-01HARVEY MORGAN

Plan Statistics for UNITED WIRE, METAL & MACHINE PENSION FUND

401k plan membership statisitcs for UNITED WIRE, METAL & MACHINE PENSION FUND

Measure Date Value
2022: UNITED WIRE, METAL & MACHINE PENSION FUND 2022 401k membership
Current value of assets2022-12-31278,522,119
Acturial value of assets for funding standard account2022-12-31278,522,119
Accrued liability for plan using immediate gains methods2022-12-31481,545,897
Accrued liability under unit credit cost method2022-12-31459,126,721
RPA 94 current liability2022-12-31766,284,167
Expected increase in current liability due to benefits accruing during the plan year2022-12-3118,366,118
Expected release from RPA 94 current liability for plan year2022-12-3130,965,812
Expected plan disbursements for the plan year2022-12-3133,215,812
Current value of assets2022-12-31279,436,400
Number of retired participants and beneficiaries receiving payment2022-12-313,184
Current liability for retired participants and beneficiaries receiving payment2022-12-31342,105,532
Number of terminated vested participants2022-12-311,794
Current liability for terminated vested participants2022-12-31153,823,155
Current liability for active participants non vested benefits2022-12-3126,296,677
Current liability for active participants vested benefits2022-12-31244,058,803
Total number of active articipats2022-12-311,057
Current liability for active participants2022-12-31270,355,480
Total participant count with liabilities2022-12-316,035
Total current liabilitoes for participants with libailities2022-12-31766,284,167
Total employer contributions in plan year2022-12-315,069,072
Prior year funding deficiency2022-12-31147,117,352
Employer’s normal cost for plan year as of valuation date2022-12-318,302,246
Prior year credit balance2022-12-310
Amortization credits as of valuation date2022-12-3115,789,797
Total participants, beginning-of-year2022-01-016,033
Total number of active participants reported on line 7a of the Form 55002022-01-011,035
Number of retired or separated participants receiving benefits2022-01-012,645
Number of other retired or separated participants entitled to future benefits2022-01-011,634
Total of all active and inactive participants2022-01-015,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01470
Total participants2022-01-015,784
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
Number of employers contributing to the scheme2022-01-0127
2021: UNITED WIRE, METAL & MACHINE PENSION FUND 2021 401k membership
Current value of assets2021-12-31255,640,734
Acturial value of assets for funding standard account2021-12-31255,640,734
Accrued liability for plan using immediate gains methods2021-12-31501,636,214
Accrued liability under unit credit cost method2021-12-31485,641,378
RPA 94 current liability2021-12-31771,034,033
Expected increase in current liability due to benefits accruing during the plan year2021-12-3116,134,868
Expected release from RPA 94 current liability for plan year2021-12-3137,765,184
Expected plan disbursements for the plan year2021-12-3140,015,184
Current value of assets2021-12-31256,664,273
Number of retired participants and beneficiaries receiving payment2021-12-313,201
Current liability for retired participants and beneficiaries receiving payment2021-12-31330,888,396
Number of terminated vested participants2021-12-312,236
Current liability for terminated vested participants2021-12-31182,898,760
Current liability for active participants non vested benefits2021-12-3119,813,069
Current liability for active participants vested benefits2021-12-31237,433,808
Total number of active articipats2021-12-311,064
Current liability for active participants2021-12-31257,246,877
Total participant count with liabilities2021-12-316,501
Total current liabilitoes for participants with libailities2021-12-31771,034,033
Total employer contributions in plan year2021-12-314,908,575
Prior year funding deficiency2021-12-31115,696,295
Employer’s normal cost for plan year as of valuation date2021-12-317,880,657
Amortization credits as of valuation date2021-12-319,362,053
Total participants, beginning-of-year2021-01-016,510
Total number of active participants reported on line 7a of the Form 55002021-01-011,055
Number of retired or separated participants receiving benefits2021-01-011,784
Number of other retired or separated participants entitled to future benefits2021-01-012,734
Total of all active and inactive participants2021-01-015,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01460
Total participants2021-01-016,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
Number of employers contributing to the scheme2021-01-0127
2020: UNITED WIRE, METAL & MACHINE PENSION FUND 2020 401k membership
Current value of assets2020-12-31257,189,026
Acturial value of assets for funding standard account2020-12-31257,189,026
Accrued liability for plan using immediate gains methods2020-12-31430,047,929
Accrued liability under unit credit cost method2020-12-31414,794,913
RPA 94 current liability2020-12-31683,914,275
Expected increase in current liability due to benefits accruing during the plan year2020-12-3114,876,563
Expected release from RPA 94 current liability for plan year2020-12-3129,163,437
Expected plan disbursements for the plan year2020-12-3131,413,437
Current value of assets2020-12-31258,459,535
Number of retired participants and beneficiaries receiving payment2020-12-313,233
Current liability for retired participants and beneficiaries receiving payment2020-12-31305,010,215
Number of terminated vested participants2020-12-311,761
Current liability for terminated vested participants2020-12-31143,247,447
Current liability for active participants non vested benefits2020-12-3119,393,511
Current liability for active participants vested benefits2020-12-31216,263,102
Total number of active articipats2020-12-311,119
Current liability for active participants2020-12-31235,656,613
Total participant count with liabilities2020-12-316,113
Total current liabilitoes for participants with libailities2020-12-31683,914,275
Total employer contributions in plan year2020-12-315,044,573
Prior year funding deficiency2020-12-3191,567,830
Employer’s normal cost for plan year as of valuation date2020-12-316,873,645
Amortization credits as of valuation date2020-12-319,734,460
Total participants, beginning-of-year2020-01-016,279
Total number of active participants reported on line 7a of the Form 55002020-01-011,064
Number of retired or separated participants receiving benefits2020-01-012,758
Number of other retired or separated participants entitled to future benefits2020-01-012,252
Total of all active and inactive participants2020-01-016,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01436
Total participants2020-01-016,510
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0150
Number of employers contributing to the scheme2020-01-0127
2019: UNITED WIRE, METAL & MACHINE PENSION FUND 2019 401k membership
Current value of assets2019-12-31232,749,629
Acturial value of assets for funding standard account2019-12-31232,749,629
Accrued liability for plan using immediate gains methods2019-12-31401,887,577
Accrued liability under unit credit cost method2019-12-31386,176,218
RPA 94 current liability2019-12-31669,777,514
Expected increase in current liability due to benefits accruing during the plan year2019-12-3115,563,701
Expected release from RPA 94 current liability for plan year2019-12-3126,986,900
Expected plan disbursements for the plan year2019-12-3129,236,900
Current value of assets2019-12-31234,236,511
Number of retired participants and beneficiaries receiving payment2019-12-313,178
Current liability for retired participants and beneficiaries receiving payment2019-12-31293,328,989
Number of terminated vested participants2019-12-311,641
Current liability for terminated vested participants2019-12-31128,737,578
Current liability for active participants non vested benefits2019-12-3122,113,583
Current liability for active participants vested benefits2019-12-31225,597,364
Total number of active articipats2019-12-311,224
Current liability for active participants2019-12-31247,710,947
Total participant count with liabilities2019-12-316,043
Total current liabilitoes for participants with libailities2019-12-31669,777,514
Total employer contributions in plan year2019-12-316,624,122
Prior year funding deficiency2019-12-3169,285,693
Employer’s normal cost for plan year as of valuation date2019-12-316,569,150
Prior year credit balance2019-12-310
Amortization credits as of valuation date2019-12-316,815,448
Total participants, beginning-of-year2019-01-016,043
Total number of active participants reported on line 7a of the Form 55002019-01-011,119
Number of retired or separated participants receiving benefits2019-01-012,954
Number of other retired or separated participants entitled to future benefits2019-01-011,779
Total of all active and inactive participants2019-01-015,852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01427
Total participants2019-01-016,279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01100
Number of employers contributing to the scheme2019-01-0127
2018: UNITED WIRE, METAL & MACHINE PENSION FUND 2018 401k membership
Current value of assets2018-12-31249,318,027
Acturial value of assets for funding standard account2018-12-31249,318,027
Accrued liability for plan using immediate gains methods2018-12-31388,882,580
Accrued liability under unit credit cost method2018-12-31373,989,213
RPA 94 current liability2018-12-31664,664,432
Expected increase in current liability due to benefits accruing during the plan year2018-12-3115,426,768
Expected release from RPA 94 current liability for plan year2018-12-3126,049,763
Expected plan disbursements for the plan year2018-12-3128,299,763
Current value of assets2018-12-31250,587,904
Number of retired participants and beneficiaries receiving payment2018-12-313,225
Current liability for retired participants and beneficiaries receiving payment2018-12-31295,595,646
Number of terminated vested participants2018-12-311,622
Current liability for terminated vested participants2018-12-31121,245,080
Current liability for active participants non vested benefits2018-12-3125,009,190
Current liability for active participants vested benefits2018-12-31222,794,516
Total number of active articipats2018-12-311,263
Current liability for active participants2018-12-31247,803,706
Total participant count with liabilities2018-12-316,110
Total current liabilitoes for participants with libailities2018-12-31664,644,432
Total employer contributions in plan year2018-12-3110,621,098
Prior year funding deficiency2018-12-3155,064,044
Employer’s normal cost for plan year as of valuation date2018-12-316,359,889
Prior year credit balance2018-12-310
Amortization credits as of valuation date2018-12-316,815,448
Total participants, beginning-of-year2018-01-015,822
Total number of active participants reported on line 7a of the Form 55002018-01-011,224
Number of retired or separated participants receiving benefits2018-01-012,755
Number of other retired or separated participants entitled to future benefits2018-01-011,641
Total of all active and inactive participants2018-01-015,620
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01423
Total participants2018-01-016,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0154
Number of employers contributing to the scheme2018-01-0129
2017: UNITED WIRE, METAL & MACHINE PENSION FUND 2017 401k membership
Current value of assets2017-12-31233,752,818
Acturial value of assets for funding standard account2017-12-31240,351,265
Accrued liability for plan using immediate gains methods2017-12-31391,949,527
Accrued liability under unit credit cost method2017-12-31377,276,576
RPA 94 current liability2017-12-31605,854,854
Expected increase in current liability due to benefits accruing during the plan year2017-12-3113,758,061
Expected release from RPA 94 current liability for plan year2017-12-3126,776,752
Expected plan disbursements for the plan year2017-12-3129,026,752
Current value of assets2017-12-31235,948,954
Number of retired participants and beneficiaries receiving payment2017-12-313,269
Current liability for retired participants and beneficiaries receiving payment2017-12-31279,276,042
Number of terminated vested participants2017-12-311,636
Current liability for terminated vested participants2017-12-31101,301,398
Current liability for active participants non vested benefits2017-12-3125,299,915
Current liability for active participants vested benefits2017-12-31199,977,499
Total number of active articipats2017-12-311,291
Current liability for active participants2017-12-31225,277,414
Total participant count with liabilities2017-12-316,196
Total current liabilitoes for participants with libailities2017-12-31605,854,854
Total employer contributions in plan year2017-12-315,755,750
Value in reduction in liability resulting from the reduction in benefits2017-12-3113,671
Prior year funding deficiency2017-12-3134,366,707
Employer’s normal cost for plan year as of valuation date2017-12-316,550,577
Amortization credits as of valuation date2017-12-314,172,241
Total participants, beginning-of-year2017-01-016,187
Total number of active participants reported on line 7a of the Form 55002017-01-011,263
Number of retired or separated participants receiving benefits2017-01-012,811
Number of other retired or separated participants entitled to future benefits2017-01-011,622
Total of all active and inactive participants2017-01-015,696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01126
Total participants2017-01-015,822
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0155
Number of employers contributing to the scheme2017-01-0144
2016: UNITED WIRE, METAL & MACHINE PENSION FUND 2016 401k membership
Current value of assets2016-12-31234,328,279
Acturial value of assets for funding standard account2016-12-31247,525,173
Accrued liability for plan using immediate gains methods2016-12-31381,044,151
Accrued liability under unit credit cost method2016-12-31364,361,789
RPA 94 current liability2016-12-31571,533,630
Expected increase in current liability due to benefits accruing during the plan year2016-12-3113,614,531
Expected release from RPA 94 current liability for plan year2016-12-3125,606,721
Expected plan disbursements for the plan year2016-12-3128,056,721
Current value of assets2016-12-31235,798,250
Number of retired participants and beneficiaries receiving payment2016-12-313,268
Current liability for retired participants and beneficiaries receiving payment2016-12-31270,911,649
Number of terminated vested participants2016-12-311,620
Current liability for terminated vested participants2016-12-3191,322,053
Current liability for active participants non vested benefits2016-12-3124,722,938
Current liability for active participants vested benefits2016-12-31184,576,990
Total number of active articipats2016-12-311,302
Current liability for active participants2016-12-31209,299,928
Total participant count with liabilities2016-12-316,190
Total current liabilitoes for participants with libailities2016-12-31571,533,630
Total employer contributions in plan year2016-12-315,249,121
Prior year funding deficiency2016-12-3115,092,594
Employer’s normal cost for plan year as of valuation date2016-12-316,754,056
Prior year credit balance2016-12-310
Amortization credits as of valuation date2016-12-314,170,800
Total participants, beginning-of-year2016-01-016,190
Total number of active participants reported on line 7a of the Form 55002016-01-011,291
Number of retired or separated participants receiving benefits2016-01-012,847
Number of other retired or separated participants entitled to future benefits2016-01-011,627
Total of all active and inactive participants2016-01-015,765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01422
Total participants2016-01-016,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0146
Number of employers contributing to the scheme2016-01-0149
2015: UNITED WIRE, METAL & MACHINE PENSION FUND 2015 401k membership
Current value of assets2015-12-31245,281,163
Acturial value of assets for funding standard account2015-12-31265,076,504
Accrued liability for plan using immediate gains methods2015-12-31368,015,459
Accrued liability under unit credit cost method2015-12-31352,496,545
RPA 94 current liability2015-12-31539,271,457
Expected increase in current liability due to benefits accruing during the plan year2015-12-3112,877,022
Expected release from RPA 94 current liability for plan year2015-12-3124,911,051
Expected plan disbursements for the plan year2015-12-3126,511,051
Current value of assets2015-12-31246,355,626
Number of retired participants and beneficiaries receiving payment2015-12-313,315
Current liability for retired participants and beneficiaries receiving payment2015-12-31267,174,508
Number of terminated vested participants2015-12-311,583
Current liability for terminated vested participants2015-12-3177,947,211
Current liability for active participants non vested benefits2015-12-3123,967,847
Current liability for active participants vested benefits2015-12-31170,181,891
Total number of active articipats2015-12-311,343
Current liability for active participants2015-12-31194,149,738
Total participant count with liabilities2015-12-316,241
Total current liabilitoes for participants with libailities2015-12-31539,271,457
Total employer contributions in plan year2015-12-314,609,751
Employer’s normal cost for plan year as of valuation date2015-12-315,709,496
Prior year credit balance2015-12-31142,758
Amortization credits as of valuation date2015-12-314,170,800
Total participants, beginning-of-year2015-01-016,241
Total number of active participants reported on line 7a of the Form 55002015-01-011,302
Number of retired or separated participants receiving benefits2015-01-012,865
Number of other retired or separated participants entitled to future benefits2015-01-011,620
Total of all active and inactive participants2015-01-015,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01403
Total participants2015-01-016,190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0165
Number of employers contributing to the scheme2015-01-0153
2014: UNITED WIRE, METAL & MACHINE PENSION FUND 2014 401k membership
Current value of assets2014-12-31233,885,085
Acturial value of assets for funding standard account2014-12-31260,278,873
Accrued liability for plan using immediate gains methods2014-12-31333,462,523
Accrued liability under unit credit cost method2014-12-31311,947,961
RPA 94 current liability2014-12-31518,191,436
Expected increase in current liability due to benefits accruing during the plan year2014-12-3118,111,395
Expected release from RPA 94 current liability for plan year2014-12-3124,353,899
Expected plan disbursements for the plan year2014-12-3125,598,699
Current value of assets2014-12-31237,195,099
Number of retired participants and beneficiaries receiving payment2014-12-313,359
Current liability for retired participants and beneficiaries receiving payment2014-12-31259,101,855
Number of terminated vested participants2014-12-312,325
Current liability for terminated vested participants2014-12-3184,837,294
Current liability for active participants non vested benefits2014-12-315,617,899
Current liability for active participants vested benefits2014-12-31168,634,388
Total number of active articipats2014-12-311,314
Current liability for active participants2014-12-31174,252,287
Total participant count with liabilities2014-12-316,998
Total current liabilitoes for participants with libailities2014-12-31518,191,436
Total employer contributions in plan year2014-12-319,067,535
Employer’s normal cost for plan year as of valuation date2014-12-315,762,002
Prior year credit balance2014-12-317,185,419
Amortization credits as of valuation date2014-12-314,170,800
Total participants, beginning-of-year2014-01-016,997
Total number of active participants reported on line 7a of the Form 55002014-01-011,343
Number of retired or separated participants receiving benefits2014-01-012,929
Number of other retired or separated participants entitled to future benefits2014-01-011,583
Total of all active and inactive participants2014-01-015,855
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01386
Total participants2014-01-016,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0154
Number of employers contributing to the scheme2014-01-0148
2013: UNITED WIRE, METAL & MACHINE PENSION FUND 2013 401k membership
Current value of assets2013-12-31199,764,536
Acturial value of assets for funding standard account2013-12-31232,756,771
Accrued liability for plan using immediate gains methods2013-12-31304,966,409
Accrued liability under unit credit cost method2013-12-31298,171,566
RPA 94 current liability2013-12-31485,211,155
Expected increase in current liability due to benefits accruing during the plan year2013-12-3111,621,886
Expected release from RPA 94 current liability for plan year2013-12-3122,687,155
Expected plan disbursements for the plan year2013-12-3123,791,155
Current value of assets2013-12-31199,764,536
Number of retired participants and beneficiaries receiving payment2013-12-313,252
Current liability for retired participants and beneficiaries receiving payment2013-12-31215,590,976
Number of terminated vested participants2013-12-312,394
Current liability for terminated vested participants2013-12-3181,883,377
Current liability for active participants non vested benefits2013-12-315,895,697
Current liability for active participants vested benefits2013-12-31181,841,105
Total number of active articipats2013-12-311,384
Current liability for active participants2013-12-31187,736,802
Total participant count with liabilities2013-12-317,030
Total current liabilitoes for participants with libailities2013-12-31485,211,155
Total employer contributions in plan year2013-12-314,989,353
Value in reduction in liability resulting from the reduction in benefits2013-12-3134,516,333
Employer’s normal cost for plan year as of valuation date2013-12-315,391,420
Prior year credit balance2013-12-3117,809,058
Amortization credits as of valuation date2013-12-313,637,451
Total participants, beginning-of-year2013-01-017,029
Total number of active participants reported on line 7a of the Form 55002013-01-011,314
Number of retired or separated participants receiving benefits2013-01-012,948
Number of other retired or separated participants entitled to future benefits2013-01-012,325
Total of all active and inactive participants2013-01-016,587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01410
Total participants2013-01-016,997
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0139
Number of employers contributing to the scheme2013-01-0151
2012: UNITED WIRE, METAL & MACHINE PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-017,099
Total number of active participants reported on line 7a of the Form 55002012-01-011,384
Number of retired or separated participants receiving benefits2012-01-012,854
Number of other retired or separated participants entitled to future benefits2012-01-012,394
Total of all active and inactive participants2012-01-016,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01397
Total participants2012-01-017,029
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0166
Number of employers contributing to the scheme2012-01-0151
2011: UNITED WIRE, METAL & MACHINE PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-017,224
Total number of active participants reported on line 7a of the Form 55002011-01-011,449
Number of retired or separated participants receiving benefits2011-01-012,837
Number of other retired or separated participants entitled to future benefits2011-01-012,427
Total of all active and inactive participants2011-01-016,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01386
Total participants2011-01-017,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01117
Number of employers contributing to the scheme2011-01-0158
2010: UNITED WIRE, METAL & MACHINE PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-01-017,205
Total number of active participants reported on line 7a of the Form 55002010-01-011,585
Number of retired or separated participants receiving benefits2010-01-012,862
Number of other retired or separated participants entitled to future benefits2010-01-012,396
Total of all active and inactive participants2010-01-016,843
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01381
Total participants2010-01-017,224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0154
Number of employers contributing to the scheme2010-01-0164
2009: UNITED WIRE, METAL & MACHINE PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-017,713
Total number of active participants reported on line 7a of the Form 55002009-01-011,580
Number of retired or separated participants receiving benefits2009-01-012,850
Number of other retired or separated participants entitled to future benefits2009-01-012,408
Total of all active and inactive participants2009-01-016,838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01367
Total participants2009-01-017,205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01145
Number of employers contributing to the scheme2009-01-0169

Financial Data on UNITED WIRE, METAL & MACHINE PENSION FUND

Measure Date Value
2022 : UNITED WIRE, METAL & MACHINE PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$-1,039,457
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-10,229,634
Total unrealized appreciation/depreciation of assets2022-12-31$-11,269,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$280,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$316,115
Total income from all sources (including contributions)2022-12-31$-24,919,105
Total loss/gain on sale of assets2022-12-31$-10,211,330
Total of all expenses incurred2022-12-31$31,125,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$27,551,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,085,873
Value of total assets at end of year2022-12-31$223,672,900
Value of total assets at beginning of year2022-12-31$279,752,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,573,865
Total income from rents2022-12-31$410,315
Total interest from all sources2022-12-31$59,526
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,176,572
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$22,200,000
Assets. Real estate other than employer real property at beginning of year2022-12-31$23,300,000
Administrative expenses professional fees incurred2022-12-31$329,974
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
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$2,934,354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$2,632,483
Other income not declared elsewhere2022-12-31$2,187,615
Administrative expenses (other) incurred2022-12-31$2,011,061
Liabilities. Value of operating payables at end of year2022-12-31$280,694
Liabilities. Value of operating payables at beginning of year2022-12-31$316,115
Total non interest bearing cash at end of year2022-12-31$1,974,594
Total non interest bearing cash at beginning of year2022-12-31$20,147,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-56,044,194
Value of net assets at end of year (total assets less liabilities)2022-12-31$223,392,206
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$279,436,400
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$54,614,104
Assets. partnership/joint venture interests at beginning of year2022-12-31$35,254,008
Investment advisory and management fees2022-12-31$1,232,830
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$59,526
Value of interest in common/collective trusts at end of year2022-12-31$46,800,393
Value of interest in common/collective trusts at beginning of year2022-12-31$76,659,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,066,498
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$425,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$425,974
Net investment gain or loss from common/collective trusts2022-12-31$-12,358,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$5,085,873
Employer contributions (assets) at end of year2022-12-31$1,623,108
Employer contributions (assets) at beginning of year2022-12-31$1,742,803
Income. Dividends from common stock2022-12-31$1,176,572
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$27,551,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$88,458,696
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$119,586,880
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,153
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$2,944
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$45,198,884
Aggregate carrying amount (costs) on sale of assets2022-12-31$55,410,214
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2022-12-31131578842
2021 : UNITED WIRE, METAL & MACHINE PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$1,745,768
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$27,648,698
Total unrealized appreciation/depreciation of assets2021-12-31$29,394,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$316,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$372,484
Total income from all sources (including contributions)2021-12-31$53,289,813
Total loss/gain on sale of assets2021-12-31$3,658,221
Total of all expenses incurred2021-12-31$30,517,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$27,072,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,874,562
Value of total assets at end of year2021-12-31$279,752,515
Value of total assets at beginning of year2021-12-31$257,036,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,445,530
Total income from rents2021-12-31$443,436
Total interest from all sources2021-12-31$896,492
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,322,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$23,300,000
Assets. Real estate other than employer real property at beginning of year2021-12-31$21,400,000
Administrative expenses professional fees incurred2021-12-31$318,654
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$19,025,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$2,632,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,413,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$34,335
Other income not declared elsewhere2021-12-31$1,348,681
Administrative expenses (other) incurred2021-12-31$1,925,043
Liabilities. Value of operating payables at end of year2021-12-31$316,115
Liabilities. Value of operating payables at beginning of year2021-12-31$338,149
Total non interest bearing cash at end of year2021-12-31$20,147,711
Total non interest bearing cash at beginning of year2021-12-31$1,684,594
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$22,772,127
Value of net assets at end of year (total assets less liabilities)2021-12-31$279,436,400
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$256,664,273
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$35,254,008
Assets. partnership/joint venture interests at beginning of year2021-12-31$38,325,776
Investment advisory and management fees2021-12-31$1,201,833
Interest earned on other investments2021-12-31$895,993
Income. Interest from US Government securities2021-12-31$499
Value of interest in common/collective trusts at end of year2021-12-31$76,659,712
Value of interest in common/collective trusts at beginning of year2021-12-31$63,862,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$425,974
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,977,506
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,977,506
Net investment gain or loss from common/collective trusts2021-12-31$11,351,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$4,874,562
Employer contributions (assets) at end of year2021-12-31$1,742,803
Employer contributions (assets) at beginning of year2021-12-31$1,712,644
Income. Dividends from common stock2021-12-31$1,322,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$27,072,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$119,586,880
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$104,629,857
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$2,944
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$4,734
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$52,098,981
Aggregate carrying amount (costs) on sale of assets2021-12-31$48,440,760
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2021-12-31131578842
2020 : UNITED WIRE, METAL & MACHINE PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$-737,455
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$14,756,802
Total unrealized appreciation/depreciation of assets2020-12-31$14,019,347
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$372,484
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$815,226
Total income from all sources (including contributions)2020-12-31$27,598,534
Total loss/gain on sale of assets2020-12-31$-6,110,783
Total of all expenses incurred2020-12-31$29,393,796
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$26,089,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,842,085
Value of total assets at end of year2020-12-31$257,036,757
Value of total assets at beginning of year2020-12-31$259,274,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,304,325
Total income from rents2020-12-31$394,077
Total interest from all sources2020-12-31$1,684,522
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,290,470
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$21,400,000
Assets. Real estate other than employer real property at beginning of year2020-12-31$21,400,000
Administrative expenses professional fees incurred2020-12-31$326,979
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-311476850
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$19,025,577
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$13,441,657
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,413,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$2,332,701
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$34,335
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$521,365
Other income not declared elsewhere2020-12-31$1,282,418
Administrative expenses (other) incurred2020-12-31$1,809,498
Liabilities. Value of operating payables at end of year2020-12-31$338,149
Liabilities. Value of operating payables at beginning of year2020-12-31$293,861
Total non interest bearing cash at end of year2020-12-31$1,684,594
Total non interest bearing cash at beginning of year2020-12-31$1,666,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,795,262
Value of net assets at end of year (total assets less liabilities)2020-12-31$256,664,273
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$258,459,535
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 default2020-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$19,025,577
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$38,325,776
Assets. partnership/joint venture interests at beginning of year2020-12-31$40,608,039
Investment advisory and management fees2020-12-31$1,167,848
Interest earned on other investments2020-12-31$1,675,920
Income. Interest from US Government securities2020-12-31$8,602
Value of interest in common/collective trusts at end of year2020-12-31$63,862,788
Value of interest in common/collective trusts at beginning of year2020-12-31$69,786,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,977,506
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$4,182,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$4,182,444
Net investment gain or loss from common/collective trusts2020-12-31$10,196,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$4,842,085
Employer contributions (assets) at end of year2020-12-31$1,712,644
Employer contributions (assets) at beginning of year2020-12-31$1,704,982
Income. Dividends from common stock2020-12-31$1,290,470
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$26,089,471
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$104,629,857
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$104,145,117
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$4,734
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$6,524
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$40,357,220
Aggregate carrying amount (costs) on sale of assets2020-12-31$46,468,003
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2020-12-31131578842
2019 : UNITED WIRE, METAL & MACHINE PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$808,924
Unrealized appreciation/depreciation of real estate assets2019-12-31$808,924
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$24,404,793
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$24,404,793
Total unrealized appreciation/depreciation of assets2019-12-31$25,213,717
Total unrealized appreciation/depreciation of assets2019-12-31$25,213,717
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$815,226
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$815,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$303,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$303,113
Total income from all sources (including contributions)2019-12-31$52,349,174
Total income from all sources (including contributions)2019-12-31$52,349,174
Total loss/gain on sale of assets2019-12-31$4,502,697
Total loss/gain on sale of assets2019-12-31$4,502,697
Total of all expenses incurred2019-12-31$28,126,150
Total of all expenses incurred2019-12-31$28,126,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,671,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$24,671,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,367,324
Value of total assets at end of year2019-12-31$259,274,761
Value of total assets at end of year2019-12-31$259,274,761
Value of total assets at beginning of year2019-12-31$234,539,624
Value of total assets at beginning of year2019-12-31$234,539,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,454,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,454,757
Total income from rents2019-12-31$428,615
Total income from rents2019-12-31$428,615
Total interest from all sources2019-12-31$956,655
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,473,236
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,473,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$21,400,000
Assets. Real estate other than employer real property at end of year2019-12-31$21,400,000
Assets. Real estate other than employer real property at beginning of year2019-12-31$20,550,000
Assets. Real estate other than employer real property at beginning of year2019-12-31$20,550,000
Administrative expenses professional fees incurred2019-12-31$345,259
Administrative expenses professional fees incurred2019-12-31$345,259
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-317040720
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$13,441,657
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,046,719
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,046,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,332,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$2,332,701
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,374,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$2,374,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$521,365
Other income not declared elsewhere2019-12-31$1,414,298
Other income not declared elsewhere2019-12-31$1,414,298
Administrative expenses (other) incurred2019-12-31$1,898,999
Administrative expenses (other) incurred2019-12-31$1,898,999
Liabilities. Value of operating payables at end of year2019-12-31$293,861
Liabilities. Value of operating payables at beginning of year2019-12-31$303,113
Liabilities. Value of operating payables at beginning of year2019-12-31$303,113
Total non interest bearing cash at end of year2019-12-31$1,666,861
Total non interest bearing cash at end of year2019-12-31$1,666,861
Total non interest bearing cash at beginning of year2019-12-31$1,372,032
Total non interest bearing cash at beginning of year2019-12-31$1,372,032
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
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$24,223,024
Value of net income/loss2019-12-31$24,223,024
Value of net assets at end of year (total assets less liabilities)2019-12-31$258,459,535
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$234,236,511
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$234,236,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$40,608,039
Assets. partnership/joint venture interests at end of year2019-12-31$40,608,039
Assets. partnership/joint venture interests at beginning of year2019-12-31$39,674,414
Assets. partnership/joint venture interests at beginning of year2019-12-31$39,674,414
Investment advisory and management fees2019-12-31$1,210,499
Investment advisory and management fees2019-12-31$1,210,499
Interest earned on other investments2019-12-31$899,989
Income. Interest from US Government securities2019-12-31$56,666
Income. Interest from US Government securities2019-12-31$56,666
Value of interest in common/collective trusts at end of year2019-12-31$69,786,436
Value of interest in common/collective trusts at end of year2019-12-31$69,786,436
Value of interest in common/collective trusts at beginning of year2019-12-31$58,390,246
Value of interest in common/collective trusts at beginning of year2019-12-31$58,390,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,182,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$4,182,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,944,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,944,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,944,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,944,907
Net investment gain or loss from common/collective trusts2019-12-31$11,992,632
Net investment gain or loss from common/collective trusts2019-12-31$11,992,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,367,324
Contributions received in cash from employer2019-12-31$6,367,324
Employer contributions (assets) at end of year2019-12-31$1,704,982
Employer contributions (assets) at end of year2019-12-31$1,704,982
Employer contributions (assets) at beginning of year2019-12-31$1,828,335
Employer contributions (assets) at beginning of year2019-12-31$1,828,335
Income. Dividends from common stock2019-12-31$1,473,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,671,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$24,671,393
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$104,145,117
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$104,145,117
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$101,351,630
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$101,351,630
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$6,524
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$6,894
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$6,894
Did the plan have assets held for investment2019-12-31Yes
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
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
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$50,970,375
Aggregate proceeds on sale of assets2019-12-31$50,970,375
Aggregate carrying amount (costs) on sale of assets2019-12-31$46,467,678
Aggregate carrying amount (costs) on sale of assets2019-12-31$46,467,678
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm name2019-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2019-12-31131578842
Accountancy firm EIN2019-12-31131578842
2018 : UNITED WIRE, METAL & MACHINE PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$92,789
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-3,652,214
Total unrealized appreciation/depreciation of assets2018-12-31$-3,559,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$303,113
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$609,555
Total income from all sources (including contributions)2018-12-31$10,930,501
Total loss/gain on sale of assets2018-12-31$-214,015
Total of all expenses incurred2018-12-31$27,281,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$23,930,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,447,620
Value of total assets at end of year2018-12-31$234,539,624
Value of total assets at beginning of year2018-12-31$251,197,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,350,963
Total income from rents2018-12-31$382,702
Total interest from all sources2018-12-31$752,821
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,610,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$20,550,000
Assets. Real estate other than employer real property at beginning of year2018-12-31$20,550,000
Administrative expenses professional fees incurred2018-12-31$356,590
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-31247472
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,046,719
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,479,888
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$2,374,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$2,493,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$303,069
Other income not declared elsewhere2018-12-31$1,984,780
Administrative expenses (other) incurred2018-12-31$1,790,128
Liabilities. Value of operating payables at end of year2018-12-31$303,113
Liabilities. Value of operating payables at beginning of year2018-12-31$306,486
Total non interest bearing cash at end of year2018-12-31$1,372,032
Total non interest bearing cash at beginning of year2018-12-31$2,107,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,351,393
Value of net assets at end of year (total assets less liabilities)2018-12-31$234,236,511
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$250,587,904
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$39,674,414
Assets. partnership/joint venture interests at beginning of year2018-12-31$39,558,090
Investment advisory and management fees2018-12-31$1,204,245
Interest earned on other investments2018-12-31$706,908
Income. Interest from US Government securities2018-12-31$45,913
Value of interest in common/collective trusts at end of year2018-12-31$58,390,246
Value of interest in common/collective trusts at beginning of year2018-12-31$63,244,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,944,907
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,081,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,081,409
Net investment gain or loss from common/collective trusts2018-12-31$-1,474,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$11,447,620
Employer contributions (assets) at end of year2018-12-31$1,828,335
Employer contributions (assets) at beginning of year2018-12-31$1,072,888
Income. Dividends from common stock2018-12-31$1,610,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$23,930,931
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$101,351,630
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$114,609,389
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$6,894
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
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$48,799,949
Aggregate carrying amount (costs) on sale of assets2018-12-31$49,013,964
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 name2018-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2018-12-31131578842
2017 : UNITED WIRE, METAL & MACHINE PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$357,887
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$18,647,825
Total unrealized appreciation/depreciation of assets2017-12-31$19,005,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$609,555
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$354,222
Total income from all sources (including contributions)2017-12-31$41,261,455
Total loss/gain on sale of assets2017-12-31$4,456,337
Total of all expenses incurred2017-12-31$26,622,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$23,395,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,830,172
Value of total assets at end of year2017-12-31$251,197,459
Value of total assets at beginning of year2017-12-31$236,303,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,227,465
Total income from rents2017-12-31$379,501
Total interest from all sources2017-12-31$495,438
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,891,104
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$20,550,000
Assets. Real estate other than employer real property at beginning of year2017-12-31$20,250,000
Administrative expenses professional fees incurred2017-12-31$334,850
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-312703265
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,479,888
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$2,600,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$2,493,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,369,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$303,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$224,326
Other income not declared elsewhere2017-12-31$2,005,093
Administrative expenses (other) incurred2017-12-31$1,779,547
Liabilities. Value of operating payables at end of year2017-12-31$306,486
Liabilities. Value of operating payables at beginning of year2017-12-31$129,896
Total non interest bearing cash at end of year2017-12-31$2,107,089
Total non interest bearing cash at beginning of year2017-12-31$13,678,569
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$14,638,950
Value of net assets at end of year (total assets less liabilities)2017-12-31$250,587,904
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$235,948,954
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$39,558,090
Assets. partnership/joint venture interests at beginning of year2017-12-31$37,371,407
Investment advisory and management fees2017-12-31$1,113,068
Interest earned on other investments2017-12-31$482,456
Income. Interest from US Government securities2017-12-31$12,982
Value of interest in common/collective trusts at end of year2017-12-31$63,244,891
Value of interest in common/collective trusts at beginning of year2017-12-31$32,306,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,081,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$8,095,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$8,095,328
Net investment gain or loss from common/collective trusts2017-12-31$8,198,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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$4,830,172
Employer contributions (assets) at end of year2017-12-31$1,072,888
Employer contributions (assets) at beginning of year2017-12-31$2,097,139
Income. Dividends from common stock2017-12-31$1,891,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$23,395,040
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$114,609,389
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$117,534,111
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$57,464,801
Aggregate carrying amount (costs) on sale of assets2017-12-31$53,008,464
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2017-12-31131578842
2016 : UNITED WIRE, METAL & MACHINE PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$-1,961,490
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$14,734,136
Total unrealized appreciation/depreciation of assets2016-12-31$12,772,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$354,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$713,350
Total income from all sources (including contributions)2016-12-31$27,398,258
Total loss/gain on sale of assets2016-12-31$-470,073
Total of all expenses incurred2016-12-31$27,247,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,003,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,116,594
Value of total assets at end of year2016-12-31$236,303,176
Value of total assets at beginning of year2016-12-31$236,511,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,243,883
Total income from rents2016-12-31$372,538
Total interest from all sources2016-12-31$2,668,517
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,219,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Assets. Real estate other than employer real property at end of year2016-12-31$20,250,000
Assets. Real estate other than employer real property at beginning of year2016-12-31$11,850,000
Administrative expenses professional fees incurred2016-12-31$333,995
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-311392762
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$2,600,000
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$47,341,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,369,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,882,148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$224,326
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$394,884
Other income not declared elsewhere2016-12-31$411,723
Administrative expenses (other) incurred2016-12-31$2,988,967
Liabilities. Value of operating payables at end of year2016-12-31$129,896
Liabilities. Value of operating payables at beginning of year2016-12-31$318,466
Total non interest bearing cash at end of year2016-12-31$13,678,569
Total non interest bearing cash at beginning of year2016-12-31$20,530,696
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$150,704
Value of net assets at end of year (total assets less liabilities)2016-12-31$235,948,954
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$235,798,250
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$37,371,407
Assets. partnership/joint venture interests at beginning of year2016-12-31$13,493,680
Investment advisory and management fees2016-12-31$920,921
Interest earned on other investments2016-12-31$2,666,784
Value of interest in common/collective trusts at end of year2016-12-31$32,306,792
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$8,095,328
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,502,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,502,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,733
Net investment gain or loss from common/collective trusts2016-12-31$2,306,792
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$7,116,594
Employer contributions (assets) at end of year2016-12-31$2,097,139
Employer contributions (assets) at beginning of year2016-12-31$1,161,411
Income. Dividends from common stock2016-12-31$2,219,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,003,671
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$117,534,111
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$136,749,669
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$89,699,825
Aggregate carrying amount (costs) on sale of assets2016-12-31$90,169,898
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2016-12-31131578842
2015 : UNITED WIRE, METAL & MACHINE PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$-1,816,235
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,959,834
Total unrealized appreciation/depreciation of assets2015-12-31$2,143,599
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$713,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,553,509
Total income from all sources (including contributions)2015-12-31$16,642,843
Total loss/gain on sale of assets2015-12-31$-1,696,756
Total of all expenses incurred2015-12-31$27,200,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$22,558,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,998,021
Value of total assets at end of year2015-12-31$236,511,600
Value of total assets at beginning of year2015-12-31$262,909,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,641,692
Total income from rents2015-12-31$368,770
Total interest from all sources2015-12-31$6,590,460
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,414,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,849
Assets. Real estate other than employer real property at end of year2015-12-31$11,850,000
Assets. Real estate other than employer real property at beginning of year2015-12-31$11,850,000
Administrative expenses professional fees incurred2015-12-31$466,485
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-316819328
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$47,341,636
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$44,039,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,882,148
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$6,678,314
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$394,884
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$16,158,417
Other income not declared elsewhere2015-12-31$824,017
Administrative expenses (other) incurred2015-12-31$2,916,200
Liabilities. Value of operating payables at end of year2015-12-31$318,466
Liabilities. Value of operating payables at beginning of year2015-12-31$395,092
Total non interest bearing cash at end of year2015-12-31$20,530,696
Total non interest bearing cash at beginning of year2015-12-31$1,454,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-10,557,376
Value of net assets at end of year (total assets less liabilities)2015-12-31$235,798,250
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$246,355,626
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
Assets. partnership/joint venture interests at end of year2015-12-31$13,493,680
Assets. partnership/joint venture interests at beginning of year2015-12-31$13,217,154
Investment advisory and management fees2015-12-31$1,259,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,349,727
Interest earned on other investments2015-12-31$6,590,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,502,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$36,248,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$36,248,769
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$17
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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$5,998,021
Employer contributions (assets) at end of year2015-12-31$1,161,411
Employer contributions (assets) at beginning of year2015-12-31$697,544
Income. Dividends from common stock2015-12-31$2,411,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$22,558,527
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$136,749,669
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$133,372,861
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$585
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$89,370,257
Aggregate carrying amount (costs) on sale of assets2015-12-31$91,067,013
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 name2015-12-31BUCHBINDER TUNICK & CO, LLP
Accountancy firm EIN2015-12-31131578842
2014 : UNITED WIRE, METAL & MACHINE PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$6,780,746
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$14,667,103
Total unrealized appreciation/depreciation of assets2014-12-31$21,447,849
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,553,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$819,088
Total income from all sources (including contributions)2014-12-31$36,511,527
Total loss/gain on sale of assets2014-12-31$1,181,613
Total of all expenses incurred2014-12-31$27,351,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,503,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,698,201
Value of total assets at end of year2014-12-31$262,909,135
Value of total assets at beginning of year2014-12-31$238,014,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,847,752
Total income from rents2014-12-31$365,869
Total interest from all sources2014-12-31$2,003,336
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,729,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$273
Assets. Real estate other than employer real property at end of year2014-12-31$11,850,000
Assets. Real estate other than employer real property at beginning of year2014-12-31$8,540,000
Administrative expenses professional fees incurred2014-12-31$377,101
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-31502986
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$44,039,805
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$28,038,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$6,678,314
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,586,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$16,158,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$326,662
Other income not declared elsewhere2014-12-31$85,326
Administrative expenses (other) incurred2014-12-31$3,281,070
Liabilities. Value of operating payables at end of year2014-12-31$395,092
Liabilities. Value of operating payables at beginning of year2014-12-31$492,426
Total non interest bearing cash at end of year2014-12-31$1,454,376
Total non interest bearing cash at beginning of year2014-12-31$2,169,817
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$9,160,527
Value of net assets at end of year (total assets less liabilities)2014-12-31$246,355,626
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$237,195,099
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
Assets. partnership/joint venture interests at end of year2014-12-31$13,217,154
Assets. partnership/joint venture interests at beginning of year2014-12-31$15,235,079
Investment advisory and management fees2014-12-31$1,189,581
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,349,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,540
Interest earned on other investments2014-12-31$2,003,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$36,248,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,850,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,850,016
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$36
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$8,698,201
Employer contributions (assets) at end of year2014-12-31$697,544
Employer contributions (assets) at beginning of year2014-12-31$2,801,133
Income. Dividends from common stock2014-12-31$2,729,060
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,503,248
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$133,372,861
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$175,774,975
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$585
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,814
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$143,483,681
Aggregate carrying amount (costs) on sale of assets2014-12-31$142,302,068
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 name2014-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2014-12-31131578842
2013 : UNITED WIRE, METAL & MACHINE PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$4,046,614
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$38,144,419
Total unrealized appreciation/depreciation of assets2013-12-31$42,191,033
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$819,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$589,971
Total income from all sources (including contributions)2013-12-31$56,362,697
Total loss/gain on sale of assets2013-12-31$5,230,013
Total of all expenses incurred2013-12-31$22,976,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,841,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,315,901
Value of total assets at end of year2013-12-31$238,014,187
Value of total assets at beginning of year2013-12-31$204,398,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,135,065
Total income from rents2013-12-31$365,239
Total interest from all sources2013-12-31$1,860,813
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,512,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$13,900
Assets. Real estate other than employer real property at end of year2013-12-31$8,540,000
Assets. Real estate other than employer real property at beginning of year2013-12-31$8,540,000
Administrative expenses professional fees incurred2013-12-31$379,105
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-312269348
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$28,038,550
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$29,468,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,586,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,364,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$326,662
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$227,605
Other income not declared elsewhere2013-12-31$-113,158
Administrative expenses (other) incurred2013-12-31$1,654,475
Liabilities. Value of operating payables at end of year2013-12-31$492,426
Liabilities. Value of operating payables at beginning of year2013-12-31$362,366
Total non interest bearing cash at end of year2013-12-31$2,169,817
Total non interest bearing cash at beginning of year2013-12-31$2,496,791
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$33,386,475
Value of net assets at end of year (total assets less liabilities)2013-12-31$237,195,099
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$203,808,624
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
Assets. partnership/joint venture interests at end of year2013-12-31$15,235,079
Assets. partnership/joint venture interests at beginning of year2013-12-31$5,004,406
Investment advisory and management fees2013-12-31$1,101,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,502,970
Interest earned on other investments2013-12-31$1,860,005
Income. Interest from US Government securities2013-12-31$236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,850,016
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,863,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,863,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$572
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$134,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$4,315,901
Employer contributions (assets) at end of year2013-12-31$2,801,133
Employer contributions (assets) at beginning of year2013-12-31$3,548,353
Income. Dividends from common stock2013-12-31$2,498,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,841,157
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$175,774,975
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$148,471,411
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,814
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$3,043
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$82,991,147
Aggregate carrying amount (costs) on sale of assets2013-12-31$77,761,134
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 name2013-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2013-12-31131578842
2012 : UNITED WIRE, METAL & MACHINE PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$174,746
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,253,018
Total unrealized appreciation/depreciation of assets2012-12-31$7,427,764
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$589,971
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,098,642
Total income from all sources (including contributions)2012-12-31$27,134,971
Total loss/gain on sale of assets2012-12-31$7,365,010
Total of all expenses incurred2012-12-31$22,343,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,299,013
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,780,625
Value of total assets at end of year2012-12-31$204,398,595
Value of total assets at beginning of year2012-12-31$200,115,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,044,061
Total income from rents2012-12-31$326,183
Total interest from all sources2012-12-31$3,345,779
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,830,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$17,077
Assets. Real estate other than employer real property at end of year2012-12-31$13,544,406
Assets. Real estate other than employer real property at beginning of year2012-12-31$8,540,000
Administrative expenses professional fees incurred2012-12-31$298,746
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-311065549
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$29,468,075
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$36,642,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,364,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,458,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$227,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$695,938
Other income not declared elsewhere2012-12-31$59,340
Administrative expenses (other) incurred2012-12-31$2,743,725
Liabilities. Value of operating payables at end of year2012-12-31$362,366
Liabilities. Value of operating payables at beginning of year2012-12-31$402,704
Total non interest bearing cash at end of year2012-12-31$2,496,791
Total non interest bearing cash at beginning of year2012-12-31$1,078,847
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$4,791,897
Value of net assets at end of year (total assets less liabilities)2012-12-31$203,808,624
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$199,016,727
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$1,001,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,502,970
Interest earned on other investments2012-12-31$3,181,127
Income. Interest from US Government securities2012-12-31$159,555
Income. Interest from corporate debt instruments2012-12-31$2,347
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,863,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,423,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,423,879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,750
Asset value of US Government securities at end of year2012-12-31$134,935
Asset value of US Government securities at beginning of year2012-12-31$14,714,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$5,780,625
Employer contributions (assets) at end of year2012-12-31$3,548,353
Employer contributions (assets) at beginning of year2012-12-31$4,015,871
Income. Dividends from common stock2012-12-31$2,813,193
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,299,013
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,131,703
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$148,471,411
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$123,105,677
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$3,043
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$4,015
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$151,328,133
Aggregate carrying amount (costs) on sale of assets2012-12-31$143,963,123
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 name2012-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2012-12-31131578842
2011 : UNITED WIRE, METAL & MACHINE PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$71,636
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$4,140,039
Total unrealized appreciation/depreciation of assets2011-12-31$4,211,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,098,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$311,579
Total income from all sources (including contributions)2011-12-31$8,396,505
Total loss/gain on sale of assets2011-12-31$-5,944,590
Total of all expenses incurred2011-12-31$20,739,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$17,856,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,546,874
Value of total assets at end of year2011-12-31$200,115,369
Value of total assets at beginning of year2011-12-31$211,671,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,882,877
Total income from rents2011-12-31$218,372
Total interest from all sources2011-12-31$3,230,647
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,118,167
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Real estate other than employer real property at end of year2011-12-31$8,540,000
Assets. Real estate other than employer real property at beginning of year2011-12-31$9,489,510
Administrative expenses professional fees incurred2011-12-31$314,226
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-312579430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$36,642,127
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$32,803,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,458,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$257,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$695,938
Other income not declared elsewhere2011-12-31$15,360
Administrative expenses (other) incurred2011-12-31$1,457,927
Liabilities. Value of operating payables at end of year2011-12-31$402,704
Liabilities. Value of operating payables at beginning of year2011-12-31$311,579
Total non interest bearing cash at end of year2011-12-31$1,078,847
Total non interest bearing cash at beginning of year2011-12-31$1,686,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-12,342,860
Value of net assets at end of year (total assets less liabilities)2011-12-31$199,016,727
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$211,359,587
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,110,724
Income. Interest from loans (other than to participants)2011-12-31$2,958,323
Income. Interest from US Government securities2011-12-31$216,284
Income. Interest from corporate debt instruments2011-12-31$41,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,423,879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,799,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,799,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$14,478
Asset value of US Government securities at end of year2011-12-31$14,714,680
Asset value of US Government securities at beginning of year2011-12-31$3,750,467
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$4,546,874
Employer contributions (assets) at end of year2011-12-31$4,015,871
Employer contributions (assets) at beginning of year2011-12-31$4,310,721
Income. Dividends from common stock2011-12-31$2,118,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$17,856,488
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$99,331
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,131,703
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$4,409,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$123,105,677
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$150,048,524
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$4,015
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$14,889
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$137,126,982
Aggregate carrying amount (costs) on sale of assets2011-12-31$143,071,572
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2011-12-31131578842
2010 : UNITED WIRE, METAL & MACHINE PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$21,570,959
Total unrealized appreciation/depreciation of assets2010-12-31$21,570,959
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$311,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$375,367
Total income from all sources (including contributions)2010-12-31$30,813,041
Total loss/gain on sale of assets2010-12-31$-2,304,026
Total of all expenses incurred2010-12-31$20,281,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$16,844,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,876,861
Value of total assets at end of year2010-12-31$211,671,166
Value of total assets at beginning of year2010-12-31$201,203,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,436,899
Total income from rents2010-12-31$163,294
Total interest from all sources2010-12-31$2,211,110
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,260,455
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$9,489,510
Assets. Real estate other than employer real property at beginning of year2010-12-31$9,926,819
Administrative expenses professional fees incurred2010-12-31$374,603
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-311100247
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 end of year2010-12-31$32,803,670
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$13,547,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$257,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$632,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$22,009
Other income not declared elsewhere2010-12-31$34,388
Administrative expenses (other) incurred2010-12-31$1,891,097
Liabilities. Value of operating payables at end of year2010-12-31$311,579
Liabilities. Value of operating payables at beginning of year2010-12-31$353,358
Total non interest bearing cash at end of year2010-12-31$1,686,933
Total non interest bearing cash at beginning of year2010-12-31$1,674,883
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$10,531,510
Value of net assets at end of year (total assets less liabilities)2010-12-31$211,359,587
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$200,828,077
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$1,171,199
Income. Interest from loans (other than to participants)2010-12-31$1,809,962
Income. Interest from US Government securities2010-12-31$165,520
Income. Interest from corporate debt instruments2010-12-31$234,797
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,799,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,353,767
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,353,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$831
Asset value of US Government securities at end of year2010-12-31$3,750,467
Asset value of US Government securities at beginning of year2010-12-31$9,791,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$6,876,861
Employer contributions (assets) at end of year2010-12-31$4,310,721
Employer contributions (assets) at beginning of year2010-12-31$2,656,089
Income. Dividends from common stock2010-12-31$2,260,455
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$16,844,632
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$99,331
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$3,457,055
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$4,409,864
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,255,455
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$150,048,524
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$152,893,178
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$14,889
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$15,304
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$228,536,602
Aggregate carrying amount (costs) on sale of assets2010-12-31$230,840,628
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 name2010-12-31BUCHBINDER TUNICK & CO. LLP
Accountancy firm EIN2010-12-31131578842
2009 : UNITED WIRE, METAL & MACHINE PENSION FUND 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
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 WIRE, METAL & MACHINE PENSION FUND

2022: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED WIRE, METAL & MACHINE PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITED WIRE, METAL & MACHINE 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITED WIRE, METAL & MACHINE PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNITED WIRE, METAL & MACHINE PENSION FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNITED WIRE, METAL & MACHINE PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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