401k Plan data: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST plan

INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 401k Plan overview

Plan Name	INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST
Plan identification number	001

INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST Benefits

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

401k Sponsoring company profile

INT'L FED OF PROF & TECH ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name: INT'L FED OF PROF & TECH ENGINEERS

Employer identification number (EIN): 226063003

NAIC Classification: 561110
NAIC Description: Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-07-01
001 2022-07-01 MELVIN DWYER
001 2021-07-01
001 2021-07-01 MELVIN DWYER
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 GERALD NEWSOME TIMOTHY RUDOLPH 2017-12-29
001 2016-07-01 TIMOTHY RUDOLPH 2017-12-20
001 2015-07-01 GERALD NEWSOME TIMOTHY RUDOLPH 2017-01-11
001 2014-07-01 GERALD NEWSOME TIMOTHY RUDOLPH 2016-01-27
001 2013-07-01 GERALD NEWSOME TIMOTHY RUDOLPH 2015-02-09
001 2012-07-01 GERALD NEWSOME TIMOTHY RUDOLPH 2014-02-06
001 2011-07-01 GERALD NEWSOME TIMOTHY RUDOLPH 2013-03-27
001 2009-07-01 GERALD NEWSOME TIMOTHY RUDOLPH 2011-10-14

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-07-01
001	2022-07-01	MELVIN DWYER
001	2021-07-01
001	2021-07-01	MELVIN DWYER
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	GERALD NEWSOME	TIMOTHY RUDOLPH	2017-12-29
001	2016-07-01		TIMOTHY RUDOLPH	2017-12-20
001	2015-07-01	GERALD NEWSOME	TIMOTHY RUDOLPH	2017-01-11
001	2014-07-01	GERALD NEWSOME	TIMOTHY RUDOLPH	2016-01-27
001	2013-07-01	GERALD NEWSOME	TIMOTHY RUDOLPH	2015-02-09
001	2012-07-01	GERALD NEWSOME	TIMOTHY RUDOLPH	2014-02-06
001	2011-07-01	GERALD NEWSOME	TIMOTHY RUDOLPH	2013-03-27
001	2009-07-01	GERALD NEWSOME	TIMOTHY RUDOLPH	2011-10-14

Financial Data on INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

Measure	Date	Value
2023 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year	2023-06-30	$17,274
Total plan liabilities at beginning of year	2023-06-30	$3,556
Total income from all sources	2023-06-30	$480,694
Expenses. Total of all expenses incurred	2023-06-30	$394,638
Benefits paid (including direct rollovers)	2023-06-30	$373,593
Total plan assets at end of year	2023-06-30	$4,784,456
Total plan assets at beginning of year	2023-06-30	$4,684,682
Expenses. Other expenses not covered elsewhere	2023-06-30	$21,045
Other income received	2023-06-30	$475,694
Net income (gross income less expenses)	2023-06-30	$86,056
Net plan assets at end of year (total assets less liabilities)	2023-06-30	$4,767,182
Net plan assets at beginning of year (total assets less liabilities)	2023-06-30	$4,681,126
Total contributions received or receivable from employer(s)	2023-06-30	$5,000
2022 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year	2022-06-30	$3,556
Total plan liabilities at beginning of year	2022-06-30	$2,724
Total income from all sources	2022-06-30	$-377,576
Expenses. Total of all expenses incurred	2022-06-30	$278,200
Benefits paid (including direct rollovers)	2022-06-30	$245,699
Total plan assets at end of year	2022-06-30	$4,684,682
Total plan assets at beginning of year	2022-06-30	$5,339,626
Value of fidelity bond covering the plan	2022-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2022-06-30	$32,501
Other income received	2022-06-30	$-377,576
Net income (gross income less expenses)	2022-06-30	$-655,776
Net plan assets at end of year (total assets less liabilities)	2022-06-30	$4,681,126
Net plan assets at beginning of year (total assets less liabilities)	2022-06-30	$5,336,902
2021 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year	2021-06-30	$2,724
Total plan liabilities at beginning of year	2021-06-30	$2,488
Total income from all sources	2021-06-30	$1,329,129
Expenses. Total of all expenses incurred	2021-06-30	$247,560
Benefits paid (including direct rollovers)	2021-06-30	$220,194
Total plan assets at end of year	2021-06-30	$5,339,626
Total plan assets at beginning of year	2021-06-30	$4,257,821
Value of fidelity bond covering the plan	2021-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2021-06-30	$27,366
Other income received	2021-06-30	$1,329,129
Net income (gross income less expenses)	2021-06-30	$1,081,569
Net plan assets at end of year (total assets less liabilities)	2021-06-30	$5,336,902
Net plan assets at beginning of year (total assets less liabilities)	2021-06-30	$4,255,333
2020 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year	2020-06-30	$2,488
Total plan liabilities at beginning of year	2020-06-30	$2,368
Total income from all sources	2020-06-30	$75,178
Expenses. Total of all expenses incurred	2020-06-30	$245,320
Benefits paid (including direct rollovers)	2020-06-30	$220,110
Total plan assets at end of year	2020-06-30	$4,257,821
Total plan assets at beginning of year	2020-06-30	$4,427,843
Value of fidelity bond covering the plan	2020-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2020-06-30	$25,210
Other income received	2020-06-30	$75,178
Net income (gross income less expenses)	2020-06-30	$-170,142
Net plan assets at end of year (total assets less liabilities)	2020-06-30	$4,255,333
Net plan assets at beginning of year (total assets less liabilities)	2020-06-30	$4,425,475
2019 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year	2019-06-30	$2,368
Total plan liabilities at beginning of year	2019-06-30	$2,236
Total income from all sources	2019-06-30	$322,425
Expenses. Total of all expenses incurred	2019-06-30	$254,711
Benefits paid (including direct rollovers)	2019-06-30	$220,110
Total plan assets at end of year	2019-06-30	$4,427,843
Total plan assets at beginning of year	2019-06-30	$4,359,997
Value of fidelity bond covering the plan	2019-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2019-06-30	$34,601
Other income received	2019-06-30	$322,425
Net income (gross income less expenses)	2019-06-30	$67,714
Net plan assets at end of year (total assets less liabilities)	2019-06-30	$4,425,475
Net plan assets at beginning of year (total assets less liabilities)	2019-06-30	$4,357,761
2017 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year	2017-06-30	$2,116
Total plan liabilities at beginning of year	2017-06-30	$8,388
Total income from all sources	2017-06-30	$487,708
Expenses. Total of all expenses incurred	2017-06-30	$264,563
Benefits paid (including direct rollovers)	2017-06-30	$220,110
Total plan assets at end of year	2017-06-30	$4,233,109
Total plan assets at beginning of year	2017-06-30	$4,016,236
Value of fidelity bond covering the plan	2017-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2017-06-30	$44,453
Other income received	2017-06-30	$437,708
Net income (gross income less expenses)	2017-06-30	$223,145
Net plan assets at end of year (total assets less liabilities)	2017-06-30	$4,230,993
Net plan assets at beginning of year (total assets less liabilities)	2017-06-30	$4,007,848
Total contributions received or receivable from employer(s)	2017-06-30	$50,000
2016 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year	2016-06-30	$8,388
Total income from all sources	2016-06-30	$38,260
Expenses. Total of all expenses incurred	2016-06-30	$307,514
Benefits paid (including direct rollovers)	2016-06-30	$260,907
Total plan assets at end of year	2016-06-30	$4,016,236
Total plan assets at beginning of year	2016-06-30	$4,277,102
Value of fidelity bond covering the plan	2016-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2016-06-30	$46,607
Other income received	2016-06-30	$-61,740
Net income (gross income less expenses)	2016-06-30	$-269,254
Net plan assets at end of year (total assets less liabilities)	2016-06-30	$4,007,848
Net plan assets at beginning of year (total assets less liabilities)	2016-06-30	$4,277,102
Total contributions received or receivable from employer(s)	2016-06-30	$100,000
2015 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year	2015-06-30	$3,935
Total income from all sources	2015-06-30	$364,402
Expenses. Total of all expenses incurred	2015-06-30	$256,003
Benefits paid (including direct rollovers)	2015-06-30	$216,125
Total plan assets at end of year	2015-06-30	$4,277,102
Total plan assets at beginning of year	2015-06-30	$4,172,638
Value of fidelity bond covering the plan	2015-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-06-30	$39,878
Other income received	2015-06-30	$103,423
Net income (gross income less expenses)	2015-06-30	$108,399
Net plan assets at end of year (total assets less liabilities)	2015-06-30	$4,277,102
Net plan assets at beginning of year (total assets less liabilities)	2015-06-30	$4,168,703
Total contributions received or receivable from employer(s)	2015-06-30	$260,979
2014 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year	2014-06-30	$3,935
Total income from all sources	2014-06-30	$686,958
Expenses. Total of all expenses incurred	2014-06-30	$250,258
Benefits paid (including direct rollovers)	2014-06-30	$210,545
Total plan assets at end of year	2014-06-30	$4,172,638
Total plan assets at beginning of year	2014-06-30	$3,732,003
Value of fidelity bond covering the plan	2014-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2014-06-30	$39,713
Other income received	2014-06-30	$486,958
Net income (gross income less expenses)	2014-06-30	$436,700
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$4,168,703
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$3,732,003
Total contributions received or receivable from employer(s)	2014-06-30	$200,000
2013 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources	2013-06-30	$470,514
Expenses. Total of all expenses incurred	2013-06-30	$240,742
Benefits paid (including direct rollovers)	2013-06-30	$210,545
Total plan assets at end of year	2013-06-30	$3,732,003
Total plan assets at beginning of year	2013-06-30	$3,502,231
Value of fidelity bond covering the plan	2013-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2013-06-30	$30,197
Other income received	2013-06-30	$220,514
Net income (gross income less expenses)	2013-06-30	$229,772
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$3,732,003
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$3,502,231
Total contributions received or receivable from employer(s)	2013-06-30	$250,000
2012 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-06-30	$127,734
Expenses. Total of all expenses incurred	2012-06-30	$242,908
Benefits paid (including direct rollovers)	2012-06-30	$211,425
Total plan assets at end of year	2012-06-30	$3,502,231
Total plan assets at beginning of year	2012-06-30	$3,617,405
Value of fidelity bond covering the plan	2012-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2012-06-30	$31,483
Other income received	2012-06-30	$-72,266
Net income (gross income less expenses)	2012-06-30	$-115,174
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$3,502,231
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$3,617,405
Total contributions received or receivable from employer(s)	2012-06-30	$200,000
2011 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-06-30	$697,699
Expenses. Total of all expenses incurred	2011-06-30	$208,912
Benefits paid (including direct rollovers)	2011-06-30	$184,288
Total plan assets at end of year	2011-06-30	$3,617,405
Total plan assets at beginning of year	2011-06-30	$3,128,618
Value of fidelity bond covering the plan	2011-06-30	$1,000,000
Expenses. Other expenses not covered elsewhere	2011-06-30	$24,624
Other income received	2011-06-30	$497,699
Net income (gross income less expenses)	2011-06-30	$488,787
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$3,617,405
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$3,128,618
Total contributions received or receivable from employer(s)	2011-06-30	$200,000

Form 5500 Responses for INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

2022: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2022 form 5500 responses
2022-07-01	Type of plan entity	Single employer plan
2022-07-01	Plan funding arrangement – Trust	Yes
2022-07-01	Plan benefit arrangement - Trust	Yes
2021: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number	VARIOUS
Policy instance	1
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract number	VARIOUS
Policy instance	1

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Company Name:	INT'L FED OF PROF & TECH ENGINEERS
Employer identification number (EIN):	226063003
NAIC Classification:	561110
NAIC Description:	Office Administrative Services