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IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 401k Plan overview

Plan NameIUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN
Plan identification number 003

IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TRUSTEES OF THE IUE-CWA AFL-CIO PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE IUE-CWA AFL-CIO PENSION FUND
Employer identification number (EIN):223345052
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01KAINE GOODWIN2023-10-12 DOUG WILLIAMS2023-10-16
0032021-01-01KAINE GOODWIN2022-12-02 DOUG WILLIAMS2022-12-03
0032020-01-01CAREY WOOTON2021-10-06
0032019-01-01CAREY WOOTON2020-09-01
0032018-01-01CAREY WOOTON2019-09-10
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2014-09-04
0032012-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2013-10-11
0032011-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2012-10-23
0032009-01-01MICHAEL LOSTUTTER

Plan Statistics for IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN

401k plan membership statisitcs for IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN

Measure Date Value
2022: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,990
Total number of active participants reported on line 7a of the Form 55002022-01-012,454
Number of retired or separated participants receiving benefits2022-01-0167
Number of other retired or separated participants entitled to future benefits2022-01-011,468
Total of all active and inactive participants2022-01-013,989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0122
Total participants2022-01-014,011
Number of participants with account balances2022-01-014,011
Number of employers contributing to the scheme2022-01-01123
2021: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,907
Total number of active participants reported on line 7a of the Form 55002021-01-012,472
Number of retired or separated participants receiving benefits2021-01-0165
Number of other retired or separated participants entitled to future benefits2021-01-011,432
Total of all active and inactive participants2021-01-013,969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0121
Total participants2021-01-013,990
Number of participants with account balances2021-01-013,985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0172
2020: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,326
Total number of active participants reported on line 7a of the Form 55002020-01-012,605
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-011,265
Total of all active and inactive participants2020-01-013,890
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0117
Total participants2020-01-013,907
Number of participants with account balances2020-01-013,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0160
2019: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014,383
Total number of active participants reported on line 7a of the Form 55002019-01-013,084
Number of retired or separated participants receiving benefits2019-01-0166
Number of other retired or separated participants entitled to future benefits2019-01-011,165
Total of all active and inactive participants2019-01-014,315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0111
Total participants2019-01-014,326
Number of participants with account balances2019-01-013,811
Number of employers contributing to the scheme2019-01-0158
2018: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,763
Total number of active participants reported on line 7a of the Form 55002018-01-013,332
Number of retired or separated participants receiving benefits2018-01-0159
Number of other retired or separated participants entitled to future benefits2018-01-01980
Total of all active and inactive participants2018-01-014,371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-014,383
Number of participants with account balances2018-01-013,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0158
2017: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,660
Total number of active participants reported on line 7a of the Form 55002017-01-012,812
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-01899
Total of all active and inactive participants2017-01-013,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-013,775
Number of participants with account balances2017-01-013,379
Number of employers contributing to the scheme2017-01-0153
2016: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,827
Total number of active participants reported on line 7a of the Form 55002016-01-012,796
Number of retired or separated participants receiving benefits2016-01-0155
Number of other retired or separated participants entitled to future benefits2016-01-01805
Total of all active and inactive participants2016-01-013,656
Total participants2016-01-013,656
Number of participants with account balances2016-01-013,109
Number of employers contributing to the scheme2016-01-0154
2015: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,929
Total number of active participants reported on line 7a of the Form 55002015-01-012,953
Number of retired or separated participants receiving benefits2015-01-0119
Number of other retired or separated participants entitled to future benefits2015-01-01855
Total of all active and inactive participants2015-01-013,827
Total participants2015-01-013,827
Number of participants with account balances2015-01-012,997
Number of employers contributing to the scheme2015-01-0150
2014: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,101
Total number of active participants reported on line 7a of the Form 55002014-01-012,718
Number of retired or separated participants receiving benefits2014-01-0119
Number of other retired or separated participants entitled to future benefits2014-01-01776
Total of all active and inactive participants2014-01-013,513
Total participants2014-01-013,513
Number of participants with account balances2014-01-012,929
Number of employers contributing to the scheme2014-01-0148
2013: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,132
Total number of active participants reported on line 7a of the Form 55002013-01-013,101
Number of retired or separated participants receiving benefits2013-01-0120
Number of other retired or separated participants entitled to future benefits2013-01-011,011
Total of all active and inactive participants2013-01-014,132
Total participants2013-01-014,132
Number of participants with account balances2013-01-012,935
Number of employers contributing to the scheme2013-01-0150
2012: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,860
Total number of active participants reported on line 7a of the Form 55002012-01-013,132
Number of retired or separated participants receiving benefits2012-01-0117
Number of other retired or separated participants entitled to future benefits2012-01-01618
Total of all active and inactive participants2012-01-013,767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-013,772
Number of participants with account balances2012-01-012,830
Number of employers contributing to the scheme2012-01-0155
2011: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,742
Total number of active participants reported on line 7a of the Form 55002011-01-013,221
Number of retired or separated participants receiving benefits2011-01-0117
Number of other retired or separated participants entitled to future benefits2011-01-01622
Total of all active and inactive participants2011-01-013,860
Total participants2011-01-013,860
Number of participants with account balances2011-01-012,492
Number of employers contributing to the scheme2011-01-0150
2009: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,336
Total number of active participants reported on line 7a of the Form 55002009-01-012,220
Number of retired or separated participants receiving benefits2009-01-0118
Number of other retired or separated participants entitled to future benefits2009-01-01422
Total of all active and inactive participants2009-01-012,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-012,661
Number of participants with account balances2009-01-012,661
Number of employers contributing to the scheme2009-01-0160

Financial Data on IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN

Measure Date Value
2022 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$342,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$159,871
Total income from all sources (including contributions)2022-12-31$-4,920,174
Total of all expenses incurred2022-12-31$8,033,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,400,798
Expenses. Certain deemed distributions of participant loans2022-12-31$-24,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,077,255
Value of total assets at end of year2022-12-31$67,273,369
Value of total assets at beginning of year2022-12-31$80,044,630
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$657,385
Total interest from all sources2022-12-31$38,260
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$814,856
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$814,856
Administrative expenses professional fees incurred2022-12-31$85,188
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Contributions received from participants2022-12-31$3,429,186
Participant contributions at end of year2022-12-31$902,567
Participant contributions at beginning of year2022-12-31$776,014
Participant contributions at end of year2022-12-31$355,165
Participant contributions at beginning of year2022-12-31$239,767
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$190,099
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$419,973
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$83,935
Other income not declared elsewhere2022-12-31$372,020
Administrative expenses (other) incurred2022-12-31$562,197
Liabilities. Value of operating payables at end of year2022-12-31$342,370
Liabilities. Value of operating payables at beginning of year2022-12-31$159,871
Total non interest bearing cash at end of year2022-12-31$976,805
Total non interest bearing cash at beginning of year2022-12-31$457,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,953,760
Value of net assets at end of year (total assets less liabilities)2022-12-31$66,930,999
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$79,884,759
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
Investment advisory and management fees2022-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,162,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$70,926,998
Interest on participant loans2022-12-31$38,260
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$8,179,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$7,412,934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,222,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,457,970
Employer contributions (assets) at end of year2022-12-31$276,963
Employer contributions (assets) at beginning of year2022-12-31$147,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,400,798
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
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$159,871
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$301,266
Total income from all sources (including contributions)2021-12-31$17,703,082
Total of all expenses incurred2021-12-31$6,660,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,908,053
Expenses. Certain deemed distributions of participant loans2021-12-31$68,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,988,034
Value of total assets at end of year2021-12-31$80,044,630
Value of total assets at beginning of year2021-12-31$69,143,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$683,871
Total interest from all sources2021-12-31$124,069
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,826,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,826,704
Administrative expenses professional fees incurred2021-12-31$149,506
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,462,897
Participant contributions at end of year2021-12-31$776,014
Participant contributions at beginning of year2021-12-31$898,601
Participant contributions at end of year2021-12-31$239,767
Participant contributions at beginning of year2021-12-31$103,830
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$716,095
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$83,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$107
Other income not declared elsewhere2021-12-31$260,548
Administrative expenses (other) incurred2021-12-31$532,365
Liabilities. Value of operating payables at end of year2021-12-31$159,871
Liabilities. Value of operating payables at beginning of year2021-12-31$301,159
Total non interest bearing cash at end of year2021-12-31$457,293
Total non interest bearing cash at beginning of year2021-12-31$557,504
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$11,042,959
Value of net assets at end of year (total assets less liabilities)2021-12-31$79,884,759
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$68,841,800
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
Investment advisory and management fees2021-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$70,926,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$60,132,177
Interest on participant loans2021-12-31$47,905
Interest earned on other investments2021-12-31$76,164
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$7,412,934
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$7,373,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,503,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,809,042
Employer contributions (assets) at end of year2021-12-31$147,689
Employer contributions (assets) at beginning of year2021-12-31$76,996
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,908,053
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
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$301,266
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$100,058
Total income from all sources (including contributions)2020-12-31$16,316,430
Total of all expenses incurred2020-12-31$6,699,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,971,733
Expenses. Certain deemed distributions of participant loans2020-12-31$159,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,581,038
Value of total assets at end of year2020-12-31$69,143,066
Value of total assets at beginning of year2020-12-31$59,324,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$568,355
Total interest from all sources2020-12-31$154,399
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,438,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,438,208
Administrative expenses professional fees incurred2020-12-31$119,877
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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 employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,223,609
Participant contributions at end of year2020-12-31$898,601
Participant contributions at beginning of year2020-12-31$1,073,783
Participant contributions at end of year2020-12-31$103,830
Participant contributions at beginning of year2020-12-31$9,291
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$317
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$334,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,507
Other income not declared elsewhere2020-12-31$204,369
Administrative expenses (other) incurred2020-12-31$225,507
Liabilities. Value of operating payables at end of year2020-12-31$301,159
Liabilities. Value of operating payables at beginning of year2020-12-31$98,551
Total non interest bearing cash at end of year2020-12-31$557,504
Total non interest bearing cash at beginning of year2020-12-31$189,666
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,616,960
Value of net assets at end of year (total assets less liabilities)2020-12-31$68,841,800
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,224,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$60,132,177
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$51,028,124
Interest on participant loans2020-12-31$56,754
Interest earned on other investments2020-12-31$97,306
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$221,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$221,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$7,373,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$6,735,512
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,938,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,023,318
Employer contributions (assets) at end of year2020-12-31$76,996
Employer contributions (assets) at beginning of year2020-12-31$67,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$5,971,733
Contract administrator fees2020-12-31$220,971
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$100,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$97,687
Total income from all sources (including contributions)2019-12-31$17,610,698
Total of all expenses incurred2019-12-31$5,432,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,692,155
Expenses. Certain deemed distributions of participant loans2019-12-31$207,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,203,630
Value of total assets at end of year2019-12-31$59,324,898
Value of total assets at beginning of year2019-12-31$47,144,478
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$532,634
Total interest from all sources2019-12-31$158,670
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$744,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$744,741
Administrative expenses professional fees incurred2019-12-31$106,740
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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 employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,615,499
Participant contributions at end of year2019-12-31$1,073,783
Participant contributions at beginning of year2019-12-31$893,518
Participant contributions at end of year2019-12-31$9,291
Participant contributions at beginning of year2019-12-31$48,740
Assets. Other investments not covered elsewhere at end of year2019-12-31$317
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$317
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$428,820
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$863
Other income not declared elsewhere2019-12-31$192,178
Administrative expenses (other) incurred2019-12-31$201,004
Liabilities. Value of operating payables at end of year2019-12-31$98,551
Liabilities. Value of operating payables at beginning of year2019-12-31$96,824
Total non interest bearing cash at end of year2019-12-31$189,666
Total non interest bearing cash at beginning of year2019-12-31$301,290
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$12,178,049
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,224,840
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,046,791
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$51,028,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$39,279,400
Interest on participant loans2019-12-31$48,961
Interest earned on other investments2019-12-31$105,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$221,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$6,735,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,548,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,311,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,159,311
Employer contributions (assets) at end of year2019-12-31$67,205
Employer contributions (assets) at beginning of year2019-12-31$72,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,692,155
Contract administrator fees2019-12-31$222,890
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$195,307
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$97,687
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$49,851
Total income from all sources (including contributions)2018-12-31$3,645,099
Total of all expenses incurred2018-12-31$4,684,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,926,998
Expenses. Certain deemed distributions of participant loans2018-12-31$304,444
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,860,913
Value of total assets at end of year2018-12-31$47,144,478
Value of total assets at beginning of year2018-12-31$47,940,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$452,791
Total interest from all sources2018-12-31$147,016
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$725,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$725,496
Administrative expenses professional fees incurred2018-12-31$72,910
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
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 employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,117,459
Participant contributions at end of year2018-12-31$893,518
Participant contributions at beginning of year2018-12-31$989,884
Participant contributions at end of year2018-12-31$48,740
Participant contributions at beginning of year2018-12-31$30,064
Assets. Other investments not covered elsewhere at end of year2018-12-31$317
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$317
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$66,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,426
Other income not declared elsewhere2018-12-31$182,687
Administrative expenses (other) incurred2018-12-31$162,040
Liabilities. Value of operating payables at end of year2018-12-31$96,824
Liabilities. Value of operating payables at beginning of year2018-12-31$46,425
Total non interest bearing cash at end of year2018-12-31$301,290
Total non interest bearing cash at beginning of year2018-12-31$166,985
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,039,134
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,046,791
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,890,618
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
Investment advisory and management fees2018-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$39,279,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$40,307,248
Interest on participant loans2018-12-31$49,691
Interest earned on other investments2018-12-31$97,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,548,931
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,426,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,271,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,677,159
Employer contributions (assets) at end of year2018-12-31$72,282
Employer contributions (assets) at beginning of year2018-12-31$19,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,926,998
Contract administrator fees2018-12-31$215,841
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
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$49,851
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$53,405
Total income from all sources (including contributions)2017-12-31$11,051,370
Total of all expenses incurred2017-12-31$5,184,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,647,503
Expenses. Certain deemed distributions of participant loans2017-12-31$75,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,442,789
Value of total assets at end of year2017-12-31$47,940,469
Value of total assets at beginning of year2017-12-31$42,077,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$461,896
Total interest from all sources2017-12-31$140,078
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$699,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$699,688
Administrative expenses professional fees incurred2017-12-31$75,684
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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 employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,341,030
Participant contributions at end of year2017-12-31$989,884
Participant contributions at beginning of year2017-12-31$1,721,158
Participant contributions at end of year2017-12-31$30,064
Participant contributions at beginning of year2017-12-31$30,490
Assets. Other investments not covered elsewhere at end of year2017-12-31$317
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$317
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$122,177
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$46,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$107
Other income not declared elsewhere2017-12-31$175,498
Administrative expenses (other) incurred2017-12-31$188,937
Liabilities. Value of operating payables at end of year2017-12-31$46,425
Liabilities. Value of operating payables at beginning of year2017-12-31$53,298
Total non interest bearing cash at end of year2017-12-31$166,985
Total non interest bearing cash at beginning of year2017-12-31$147,531
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$5,866,688
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,890,618
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$42,023,930
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
Investment advisory and management fees2017-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$40,307,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$33,855,663
Interest on participant loans2017-12-31$55,220
Interest earned on other investments2017-12-31$84,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,426,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,240,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$5,593,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,979,582
Employer contributions (assets) at end of year2017-12-31$19,065
Employer contributions (assets) at beginning of year2017-12-31$35,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$4,647,503
Contract administrator fees2017-12-31$195,275
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
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$53,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,179
Total income from all sources (including contributions)2016-12-31$6,913,438
Total of all expenses incurred2016-12-31$3,949,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,459,103
Expenses. Certain deemed distributions of participant loans2016-12-31$193,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,162,186
Value of total assets at end of year2016-12-31$42,077,335
Value of total assets at beginning of year2016-12-31$39,112,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$297,619
Total interest from all sources2016-12-31$160,594
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,364,680
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$1,364,680
Administrative expenses professional fees incurred2016-12-31$73,448
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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 employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,090,497
Participant contributions at end of year2016-12-31$1,721,158
Participant contributions at beginning of year2016-12-31$1,370,548
Participant contributions at end of year2016-12-31$30,490
Participant contributions at beginning of year2016-12-31$58,138
Assets. Other investments not covered elsewhere at end of year2016-12-31$317
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$265,340
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$46,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$44,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$107
Other income not declared elsewhere2016-12-31$181,712
Administrative expenses (other) incurred2016-12-31$67,114
Liabilities. Value of operating payables at end of year2016-12-31$53,298
Liabilities. Value of operating payables at beginning of year2016-12-31$52,072
Total non interest bearing cash at end of year2016-12-31$147,531
Total non interest bearing cash at beginning of year2016-12-31$83,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,963,453
Value of net assets at end of year (total assets less liabilities)2016-12-31$42,023,930
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$39,060,477
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
Investment advisory and management fees2016-12-31$2,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$33,855,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$30,960,338
Interest on participant loans2016-12-31$61,300
Interest earned on other investments2016-12-31$99,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,240,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$6,463,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,044,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,806,349
Employer contributions (assets) at end of year2016-12-31$35,116
Employer contributions (assets) at beginning of year2016-12-31$131,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,459,103
Contract administrator fees2016-12-31$155,057
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
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$52,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$66,576
Total income from all sources (including contributions)2015-12-31$4,247,682
Total of all expenses incurred2015-12-31$4,480,496
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,078,627
Expenses. Certain deemed distributions of participant loans2015-12-31$111,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,756,098
Value of total assets at end of year2015-12-31$39,112,656
Value of total assets at beginning of year2015-12-31$39,359,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$290,366
Total interest from all sources2015-12-31$159,753
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,642,286
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$1,642,286
Administrative expenses professional fees incurred2015-12-31$65,657
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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 employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,075,390
Participant contributions at end of year2015-12-31$1,370,548
Participant contributions at beginning of year2015-12-31$1,153,772
Participant contributions at end of year2015-12-31$58,138
Participant contributions at beginning of year2015-12-31$32,759
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,399
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$44,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$44,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$107
Other income not declared elsewhere2015-12-31$175,529
Administrative expenses (other) incurred2015-12-31$73,042
Liabilities. Value of operating payables at end of year2015-12-31$52,072
Liabilities. Value of operating payables at beginning of year2015-12-31$66,469
Total non interest bearing cash at end of year2015-12-31$83,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-232,814
Value of net assets at end of year (total assets less liabilities)2015-12-31$39,060,477
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$39,293,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,011
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$30,960,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$31,414,839
Interest on participant loans2015-12-31$49,025
Interest earned on other investments2015-12-31$110,728
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$112,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$112,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$6,463,608
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$6,510,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,485,984
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,675,309
Employer contributions (assets) at end of year2015-12-31$131,719
Employer contributions (assets) at beginning of year2015-12-31$86,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,078,627
Contract administrator fees2015-12-31$149,656
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$3,620
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
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$66,576
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$100,920
Total income from all sources (including contributions)2014-12-31$6,231,684
Total of all expenses incurred2014-12-31$4,865,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,375,942
Expenses. Certain deemed distributions of participant loans2014-12-31$182,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,678,001
Value of total assets at end of year2014-12-31$39,359,867
Value of total assets at beginning of year2014-12-31$38,027,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$307,374
Total interest from all sources2014-12-31$171,674
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,311,385
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$2,311,385
Administrative expenses professional fees incurred2014-12-31$68,944
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
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 employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,060,108
Participant contributions at end of year2014-12-31$1,153,772
Participant contributions at beginning of year2014-12-31$1,042,444
Participant contributions at end of year2014-12-31$32,759
Participant contributions at beginning of year2014-12-31$29,222
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$49,284
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$44,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$42,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$107
Other income not declared elsewhere2014-12-31$169,691
Administrative expenses (other) incurred2014-12-31$85,095
Liabilities. Value of operating payables at end of year2014-12-31$66,469
Liabilities. Value of operating payables at beginning of year2014-12-31$100,813
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$1,366,273
Value of net assets at end of year (total assets less liabilities)2014-12-31$39,293,291
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$37,927,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$31,414,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$30,058,851
Interest on participant loans2014-12-31$46,039
Interest earned on other investments2014-12-31$125,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$112,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$127,474
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$127,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$6,510,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$6,633,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-99,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,568,609
Employer contributions (assets) at end of year2014-12-31$86,617
Employer contributions (assets) at beginning of year2014-12-31$90,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,375,942
Contract administrator fees2014-12-31$151,317
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$3,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$3,620
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
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$100,920
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$78,036
Total income from all sources (including contributions)2013-12-31$10,012,029
Total of all expenses incurred2013-12-31$2,728,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,309,218
Expenses. Certain deemed distributions of participant loans2013-12-31$125,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,150,234
Value of total assets at end of year2013-12-31$38,027,938
Value of total assets at beginning of year2013-12-31$30,721,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$293,404
Total interest from all sources2013-12-31$174,290
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,309,571
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$1,309,571
Administrative expenses professional fees incurred2013-12-31$29,194
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
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 employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,064,277
Participant contributions at end of year2013-12-31$1,042,444
Participant contributions at beginning of year2013-12-31$778,280
Participant contributions at end of year2013-12-31$29,222
Participant contributions at beginning of year2013-12-31$49,208
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$538,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$42,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$35,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$8,518
Other income not declared elsewhere2013-12-31$149,967
Administrative expenses (other) incurred2013-12-31$79,922
Liabilities. Value of operating payables at end of year2013-12-31$100,813
Liabilities. Value of operating payables at beginning of year2013-12-31$69,518
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$7,283,518
Value of net assets at end of year (total assets less liabilities)2013-12-31$37,927,018
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$30,643,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$30,058,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$23,005,081
Interest on participant loans2013-12-31$37,301
Interest earned on other investments2013-12-31$136,989
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$127,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$157,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$157,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$6,633,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$6,598,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,227,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,547,725
Employer contributions (assets) at end of year2013-12-31$90,133
Employer contributions (assets) at beginning of year2013-12-31$93,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,309,218
Contract administrator fees2013-12-31$182,251
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$3,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$3,620
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
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$78,036
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$45,533
Total income from all sources (including contributions)2012-12-31$6,652,373
Total of all expenses incurred2012-12-31$3,512,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,110,884
Expenses. Certain deemed distributions of participant loans2012-12-31$127,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,754,142
Value of total assets at end of year2012-12-31$30,721,536
Value of total assets at beginning of year2012-12-31$27,549,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$274,197
Total interest from all sources2012-12-31$193,252
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$430,919
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$430,919
Administrative expenses professional fees incurred2012-12-31$28,178
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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 employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,835,038
Participant contributions at end of year2012-12-31$778,280
Participant contributions at beginning of year2012-12-31$629,770
Participant contributions at end of year2012-12-31$49,208
Participant contributions at beginning of year2012-12-31$64,138
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$588,232
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$35,465
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$8,518
Other income not declared elsewhere2012-12-31$130,836
Administrative expenses (other) incurred2012-12-31$67,092
Liabilities. Value of operating payables at end of year2012-12-31$69,518
Liabilities. Value of operating payables at beginning of year2012-12-31$45,533
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,140,022
Value of net assets at end of year (total assets less liabilities)2012-12-31$30,643,500
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,503,478
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$1,527
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$23,005,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$19,852,966
Interest on participant loans2012-12-31$28,975
Interest earned on other investments2012-12-31$164,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$157,981
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$222,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$222,653
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$6,598,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,676,596
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,143,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,330,872
Employer contributions (assets) at end of year2012-12-31$93,278
Employer contributions (assets) at beginning of year2012-12-31$99,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,110,884
Contract administrator fees2012-12-31$177,400
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$3,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$3,620
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
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$45,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$78,390
Total income from all sources (including contributions)2011-12-31$2,865,887
Total of all expenses incurred2011-12-31$2,419,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,317,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,854,059
Value of total assets at end of year2011-12-31$27,549,011
Value of total assets at beginning of year2011-12-31$27,135,868
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$101,923
Total interest from all sources2011-12-31$190,799
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$236,923
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$236,923
Administrative expenses professional fees incurred2011-12-31$22,423
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,660,225
Participant contributions at end of year2011-12-31$629,770
Participant contributions at beginning of year2011-12-31$479,749
Participant contributions at end of year2011-12-31$64,138
Participant contributions at beginning of year2011-12-31$69,912
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$76,348
Other income not declared elsewhere2011-12-31$14,522
Administrative expenses (other) incurred2011-12-31$10,490
Liabilities. Value of operating payables at end of year2011-12-31$45,533
Liabilities. Value of operating payables at beginning of year2011-12-31$69,103
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$446,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,503,478
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,057,478
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$2,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$19,852,966
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,098,956
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,839,458
Interest on participant loans2011-12-31$13,040
Interest earned on other investments2011-12-31$177,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$222,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$143,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$143,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,676,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,436,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-472,601
Net investment gain/loss from pooled separate accounts2011-12-31$42,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,117,486
Employer contributions (assets) at end of year2011-12-31$99,268
Employer contributions (assets) at beginning of year2011-12-31$64,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,317,964
Contract administrator fees2011-12-31$67,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$9,287
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$3,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$3,620
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
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$78,390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$73,226
Total income from all sources (including contributions)2010-12-31$5,111,045
Total of all expenses incurred2010-12-31$2,747,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,602,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,630,079
Value of total assets at end of year2010-12-31$27,135,868
Value of total assets at beginning of year2010-12-31$24,767,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$144,690
Total interest from all sources2010-12-31$196,905
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$252,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$252,621
Administrative expenses professional fees incurred2010-12-31$15,808
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,568,592
Participant contributions at end of year2010-12-31$479,749
Participant contributions at beginning of year2010-12-31$257,388
Participant contributions at end of year2010-12-31$69,912
Participant contributions at beginning of year2010-12-31$94,991
Other income not declared elsewhere2010-12-31$-4,489
Administrative expenses (other) incurred2010-12-31$20,913
Liabilities. Value of operating payables at end of year2010-12-31$69,103
Liabilities. Value of operating payables at beginning of year2010-12-31$73,226
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$2,363,392
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,057,478
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,694,086
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$1,895
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,098,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,716,619
Value of interest in pooled separate accounts at end of year2010-12-31$2,839,458
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,097,924
Interest on participant loans2010-12-31$16,611
Interest earned on other investments2010-12-31$180,116
Value of interest in common/collective trusts at beginning of year2010-12-31$5,828,905
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$143,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$157,320
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$157,320
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,436,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$549,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,727,922
Net investment gain/loss from pooled separate accounts2010-12-31$287,629
Net investment gain or loss from common/collective trusts2010-12-31$20,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,061,487
Employer contributions (assets) at end of year2010-12-31$64,586
Employer contributions (assets) at beginning of year2010-12-31$61,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,602,963
Contract administrator fees2010-12-31$106,074
Liabilities. Value of benefit claims payable at end of year2010-12-31$9,287
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$3,620
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,463
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
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 name2010-12-31GITOMER & BERENHOLZ, PC
Accountancy firm EIN2010-12-31232749598

Form 5500 Responses for IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN

2022: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IUE-CWA 401 K RETIREMENT SAVINGS AND SECURITY PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number651794
Policy instance 1
Insurance contract or identification number651794
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number651794
Policy instance 1
Insurance contract or identification number651794
Number of Individuals Covered3985
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number651794
Policy instance 1
Insurance contract or identification number651794
Number of Individuals Covered3712
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number651794
Policy instance 1
Insurance contract or identification number651794
Number of Individuals Covered3811
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039702
Policy instance 1
Insurance contract or identification number039702
Number of Individuals Covered3379
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039702
Policy instance 1
Insurance contract or identification number039702
Number of Individuals Covered2997
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039702
Policy instance 1
Insurance contract or identification number039702
Number of Individuals Covered2929
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039702
Policy instance 1
Insurance contract or identification number039702
Number of Individuals Covered2935
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039702
Policy instance 1
Insurance contract or identification number039702
Number of Individuals Covered2830
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039702
Policy instance 1
Insurance contract or identification number039702
Number of Individuals Covered2492
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number039702
Policy instance 1
Insurance contract or identification number039702
Number of Individuals Covered2742
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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