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IUE-CWA PENSION PLAN 401k Plan overview

Plan NameIUE-CWA PENSION PLAN
Plan identification number 001

IUE-CWA PENSION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:TRUSTEES OF IUE-CWA AFL-CIO PENSION FUND
Employer identification number (EIN):226250252
NAIC Classification:517000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IUE-CWA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01KAINE GOODWIN2023-10-12 DOUG WILLIAMS2023-10-16
0012021-01-01KAINE GOODWIN2022-12-02 DOUG WILLIAMS2022-12-03
0012020-01-01CAREY WOOTON2021-10-15
0012020-01-01CAREY WOOTON2021-10-15
0012019-01-01CAREY WOOTON2020-10-12
0012019-01-01CAREY WOOTON2021-08-23
0012019-01-01CAREY WOOTON2021-08-23
0012018-01-01CAREY WOOTON2019-09-25
0012018-01-01CAREY WOOTON2019-09-25
0012017-01-01
0012017-01-01
0012017-01-01
0012017-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2014-10-01
0012012-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2013-10-15
0012011-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2012-10-15
0012010-01-01MICHAEL LOSTUTTER
0012009-01-01MICHAEL LOSTUTTER

Plan Statistics for IUE-CWA PENSION PLAN

401k plan membership statisitcs for IUE-CWA PENSION PLAN

Measure Date Value
2022: IUE-CWA PENSION PLAN 2022 401k membership
Current value of assets2022-12-31280,493,234
Acturial value of assets for funding standard account2022-12-31251,810,751
Accrued liability for plan using immediate gains methods2022-12-31455,541,451
Accrued liability under unit credit cost method2022-12-31455,541,451
RPA 94 current liability2022-12-31682,281,295
Expected increase in current liability due to benefits accruing during the plan year2022-12-311,412,577
Expected release from RPA 94 current liability for plan year2022-12-3136,785,168
Expected plan disbursements for the plan year2022-12-3139,565,168
Current value of assets2022-12-31287,769,281
Number of retired participants and beneficiaries receiving payment2022-12-318,564
Current liability for retired participants and beneficiaries receiving payment2022-12-31469,256,184
Number of terminated vested participants2022-12-313,725
Current liability for terminated vested participants2022-12-31178,001,778
Current liability for active participants non vested benefits2022-12-31889,072
Current liability for active participants vested benefits2022-12-3134,134,261
Total number of active articipats2022-12-31625
Current liability for active participants2022-12-3135,023,333
Total participant count with liabilities2022-12-3112,914
Total current liabilitoes for participants with libailities2022-12-31682,281,295
Total employer contributions in plan year2022-12-315,372,876
Prior year funding deficiency2022-12-31106,725,853
Employer’s normal cost for plan year as of valuation date2022-12-313,306,512
Amortization credits as of valuation date2022-12-3112,950,236
Total participants, beginning-of-year2022-01-0113,760
Total number of active participants reported on line 7a of the Form 55002022-01-01676
Number of retired or separated participants receiving benefits2022-01-013,795
Number of other retired or separated participants entitled to future benefits2022-01-017,453
Total of all active and inactive participants2022-01-0111,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,325
Total participants2022-01-0113,249
Number of employers contributing to the scheme2022-01-0117
2021: IUE-CWA PENSION PLAN 2021 401k membership
Current value of assets2021-12-31273,473,481
Acturial value of assets for funding standard account2021-12-31260,334,748
Accrued liability for plan using immediate gains methods2021-12-31473,941,100
Accrued liability under unit credit cost method2021-12-31473,941,100
RPA 94 current liability2021-12-31705,025,044
Expected increase in current liability due to benefits accruing during the plan year2021-12-311,400,637
Expected release from RPA 94 current liability for plan year2021-12-3137,351,837
Expected plan disbursements for the plan year2021-12-3139,951,837
Current value of assets2021-12-31279,758,552
Number of retired participants and beneficiaries receiving payment2021-12-318,748
Current liability for retired participants and beneficiaries receiving payment2021-12-31479,574,274
Number of terminated vested participants2021-12-314,017
Current liability for terminated vested participants2021-12-31187,265,248
Current liability for active participants non vested benefits2021-12-31837,499
Current liability for active participants vested benefits2021-12-3137,348,023
Total number of active articipats2021-12-31611
Current liability for active participants2021-12-3138,185,522
Total participant count with liabilities2021-12-3113,376
Total current liabilitoes for participants with libailities2021-12-31705,025,044
Total employer contributions in plan year2021-12-314,960,657
Prior year funding deficiency2021-12-3176,436,570
Employer’s normal cost for plan year as of valuation date2021-12-313,161,372
Prior year credit balance2021-12-310
Amortization credits as of valuation date2021-12-3110,853,481
Total participants, beginning-of-year2021-01-0113,289
Total number of active participants reported on line 7a of the Form 55002021-01-01658
Number of retired or separated participants receiving benefits2021-01-017,640
Number of other retired or separated participants entitled to future benefits2021-01-014,086
Total of all active and inactive participants2021-01-0112,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,376
Total participants2021-01-0113,760
Number of employers contributing to the scheme2021-01-0124
2020: IUE-CWA PENSION PLAN 2020 401k membership
Current value of assets2020-12-31280,011,769
Acturial value of assets for funding standard account2020-12-31270,136,252
Accrued liability for plan using immediate gains methods2020-12-31441,506,682
Accrued liability under unit credit cost method2020-12-31441,506,682
RPA 94 current liability2020-12-31683,272,545
Expected increase in current liability due to benefits accruing during the plan year2020-12-311,417,242
Expected release from RPA 94 current liability for plan year2020-12-3137,648,251
Expected plan disbursements for the plan year2020-12-3139,948,251
Current value of assets2020-12-31286,341,443
Number of retired participants and beneficiaries receiving payment2020-12-318,971
Current liability for retired participants and beneficiaries receiving payment2020-12-31470,823,072
Number of terminated vested participants2020-12-314,133
Current liability for terminated vested participants2020-12-31174,149,326
Current liability for active participants non vested benefits2020-12-311,052,255
Current liability for active participants vested benefits2020-12-3137,247,892
Total number of active articipats2020-12-31835
Current liability for active participants2020-12-3138,300,147
Total participant count with liabilities2020-12-3113,939
Total current liabilitoes for participants with libailities2020-12-31683,272,545
Total employer contributions in plan year2020-12-315,028,884
Total employee contributions in plan year2020-12-3110,418
Prior year funding deficiency2020-12-3148,172,565
Employer’s normal cost for plan year as of valuation date2020-12-312,819,214
Amortization credits as of valuation date2020-12-3110,278,418
Total participants, beginning-of-year2020-01-0113,939
Total number of active participants reported on line 7a of the Form 55002020-01-01611
Number of retired or separated participants receiving benefits2020-01-017,460
Number of other retired or separated participants entitled to future benefits2020-01-013,931
Total of all active and inactive participants2020-01-0112,002
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,287
Total participants2020-01-0113,289
Number of employers contributing to the scheme2020-01-0123
2019: IUE-CWA PENSION PLAN 2019 401k membership
Current value of assets2019-12-31274,157,121
Acturial value of assets for funding standard account2019-12-31283,198,331
Accrued liability for plan using immediate gains methods2019-12-31444,489,769
Accrued liability under unit credit cost method2019-12-31444,489,769
RPA 94 current liability2019-12-31686,510,314
Expected increase in current liability due to benefits accruing during the plan year2019-12-311,435,721
Expected release from RPA 94 current liability for plan year2019-12-3137,357,372
Expected plan disbursements for the plan year2019-12-3139,557,372
Current value of assets2019-12-31279,883,170
Number of retired participants and beneficiaries receiving payment2019-12-319,028
Current liability for retired participants and beneficiaries receiving payment2019-12-31466,674,312
Number of terminated vested participants2019-12-314,333
Current liability for terminated vested participants2019-12-31176,996,701
Current liability for active participants non vested benefits2019-12-31972,554
Current liability for active participants vested benefits2019-12-3141,866,747
Total number of active articipats2019-12-31890
Current liability for active participants2019-12-3142,839,301
Total participant count with liabilities2019-12-3114,251
Total current liabilitoes for participants with libailities2019-12-31686,510,314
Total employer contributions in plan year2019-12-317,025,885
Total employee contributions in plan year2019-12-3110,366
Prior year funding deficiency2019-12-3121,043,618
Employer’s normal cost for plan year as of valuation date2019-12-312,751,676
Amortization credits as of valuation date2019-12-3111,086,281
Total participants, beginning-of-year2019-01-0114,251
Total number of active participants reported on line 7a of the Form 55002019-01-01835
Number of retired or separated participants receiving benefits2019-01-017,641
Number of other retired or separated participants entitled to future benefits2019-01-014,133
Total of all active and inactive participants2019-01-0112,609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,330
Total participants2019-01-0113,939
Number of employers contributing to the scheme2019-01-0126
2018: IUE-CWA PENSION PLAN 2018 401k membership
Current value of assets2018-12-31316,638,616
Acturial value of assets for funding standard account2018-12-31298,202,602
Accrued liability for plan using immediate gains methods2018-12-31458,915,812
Accrued liability under unit credit cost method2018-12-31458,915,812
RPA 94 current liability2018-12-31726,063,735
Expected increase in current liability due to benefits accruing during the plan year2018-12-311,527,531
Expected release from RPA 94 current liability for plan year2018-12-3137,954,997
Expected plan disbursements for the plan year2018-12-3140,204,997
Current value of assets2018-12-31322,193,370
Number of retired participants and beneficiaries receiving payment2018-12-319,127
Current liability for retired participants and beneficiaries receiving payment2018-12-31487,248,822
Number of terminated vested participants2018-12-314,569
Current liability for terminated vested participants2018-12-31190,344,097
Current liability for active participants non vested benefits2018-12-31971,848
Current liability for active participants vested benefits2018-12-3147,498,968
Total number of active articipats2018-12-31944
Current liability for active participants2018-12-3148,470,816
Total participant count with liabilities2018-12-3114,640
Total current liabilitoes for participants with libailities2018-12-31726,063,735
Total employer contributions in plan year2018-12-316,330,533
Total employee contributions in plan year2018-12-3110,694
Employer’s normal cost for plan year as of valuation date2018-12-312,826,028
Prior year credit balance2018-12-318,145,997
Amortization credits as of valuation date2018-12-3110,394,938
Total participants, beginning-of-year2018-01-0114,640
Total number of active participants reported on line 7a of the Form 55002018-01-01890
Number of retired or separated participants receiving benefits2018-01-017,694
Number of other retired or separated participants entitled to future benefits2018-01-014,333
Total of all active and inactive participants2018-01-0112,917
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,334
Total participants2018-01-0114,251
Number of employers contributing to the scheme2018-01-0129
2017: IUE-CWA PENSION PLAN 2017 401k membership
Current value of assets2017-12-31296,319,266
Acturial value of assets for funding standard account2017-12-31292,920,313
Accrued liability for plan using immediate gains methods2017-12-31451,513,590
Accrued liability under unit credit cost method2017-12-31451,357,785
RPA 94 current liability2017-12-31694,641,363
Expected increase in current liability due to benefits accruing during the plan year2017-12-311,815,704
Expected release from RPA 94 current liability for plan year2017-12-3137,118,741
Expected plan disbursements for the plan year2017-12-3139,418,741
Current value of assets2017-12-31301,212,754
Number of retired participants and beneficiaries receiving payment2017-12-319,033
Current liability for retired participants and beneficiaries receiving payment2017-12-31447,823,107
Number of terminated vested participants2017-12-316,142
Current liability for terminated vested participants2017-12-31186,827,781
Current liability for active participants non vested benefits2017-12-311,161,510
Current liability for active participants vested benefits2017-12-3158,828,965
Total number of active articipats2017-12-311,226
Current liability for active participants2017-12-3159,990,475
Total participant count with liabilities2017-12-3116,401
Total current liabilitoes for participants with libailities2017-12-31694,641,363
Total employer contributions in plan year2017-12-3115,442,492
Total employee contributions in plan year2017-12-317,783
Value in reduction in liability resulting from the reduction in benefits2017-12-3113,705,075
Employer’s normal cost for plan year as of valuation date2017-12-313,112,414
Prior year credit balance2017-12-3129,133,547
Amortization credits as of valuation date2017-12-319,187,661
Total participants, beginning-of-year2017-01-0116,401
Total number of active participants reported on line 7a of the Form 55002017-01-01944
Number of retired or separated participants receiving benefits2017-01-017,791
Number of other retired or separated participants entitled to future benefits2017-01-014,569
Total of all active and inactive participants2017-01-0113,304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,336
Total participants2017-01-0114,640
Number of employers contributing to the scheme2017-01-0132
2016: IUE-CWA PENSION PLAN 2016 401k membership
Current value of assets2016-12-31298,130,689
Acturial value of assets for funding standard account2016-12-31293,737,621
Accrued liability for plan using immediate gains methods2016-12-31444,137,723
Accrued liability under unit credit cost method2016-12-31444,137,723
RPA 94 current liability2016-12-31712,049,840
Expected increase in current liability due to benefits accruing during the plan year2016-12-312,140,019
Expected release from RPA 94 current liability for plan year2016-12-3137,665,454
Expected plan disbursements for the plan year2016-12-3139,665,454
Current value of assets2016-12-31305,841,686
Number of retired participants and beneficiaries receiving payment2016-12-319,074
Current liability for retired participants and beneficiaries receiving payment2016-12-31437,318,472
Number of terminated vested participants2016-12-316,654
Current liability for terminated vested participants2016-12-31202,373,204
Current liability for active participants non vested benefits2016-12-31891,460
Current liability for active participants vested benefits2016-12-3171,466,704
Total number of active articipats2016-12-311,192
Current liability for active participants2016-12-3172,358,164
Total participant count with liabilities2016-12-3116,920
Total current liabilitoes for participants with libailities2016-12-31712,049,840
Total employer contributions in plan year2016-12-3110,348,689
Total employee contributions in plan year2016-12-318,081
Employer’s normal cost for plan year as of valuation date2016-12-312,906,169
Prior year credit balance2016-12-3149,720,584
Amortization credits as of valuation date2016-12-3114,275,709
Total participants, beginning-of-year2016-01-0116,920
Total number of active participants reported on line 7a of the Form 55002016-01-011,226
Number of retired or separated participants receiving benefits2016-01-017,658
Number of other retired or separated participants entitled to future benefits2016-01-016,142
Total of all active and inactive participants2016-01-0115,026
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,375
Total participants2016-01-0116,401
Number of employers contributing to the scheme2016-01-0140
2015: IUE-CWA PENSION PLAN 2015 401k membership
Current value of assets2015-12-31317,087,907
Acturial value of assets for funding standard account2015-12-31297,916,558
Accrued liability for plan using immediate gains methods2015-12-31443,834,629
Accrued liability under unit credit cost method2015-12-31443,834,629
RPA 94 current liability2015-12-31689,904,724
Expected increase in current liability due to benefits accruing during the plan year2015-12-313,929,104
Expected release from RPA 94 current liability for plan year2015-12-3140,114,876
Expected plan disbursements for the plan year2015-12-3140,773,996
Current value of assets2015-12-31323,816,039
Number of retired participants and beneficiaries receiving payment2015-12-319,108
Current liability for retired participants and beneficiaries receiving payment2015-12-31423,646,075
Number of terminated vested participants2015-12-316,995
Current liability for terminated vested participants2015-12-31193,064,425
Current liability for active participants non vested benefits2015-12-311,644,718
Current liability for active participants vested benefits2015-12-3171,549,506
Total number of active articipats2015-12-311,232
Current liability for active participants2015-12-3173,194,224
Total participant count with liabilities2015-12-3117,335
Total current liabilitoes for participants with libailities2015-12-31689,904,724
Total employer contributions in plan year2015-12-3111,419,002
Total employee contributions in plan year2015-12-3145,626
Employer’s normal cost for plan year as of valuation date2015-12-312,869,211
Prior year credit balance2015-12-3165,460,434
Amortization credits as of valuation date2015-12-3116,902,873
Total participants, beginning-of-year2015-01-0117,335
Total number of active participants reported on line 7a of the Form 55002015-01-011,192
Number of retired or separated participants receiving benefits2015-01-017,712
Number of other retired or separated participants entitled to future benefits2015-01-016,654
Total of all active and inactive participants2015-01-0115,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,362
Total participants2015-01-0116,920
Number of employers contributing to the scheme2015-01-0140
2014: IUE-CWA PENSION PLAN 2014 401k membership
Current value of assets2014-12-31309,744,020
Acturial value of assets for funding standard account2014-12-31287,390,561
Accrued liability for plan using immediate gains methods2014-12-31446,499,868
Accrued liability under unit credit cost method2014-12-31446,499,868
RPA 94 current liability2014-12-31688,517,514
Expected increase in current liability due to benefits accruing during the plan year2014-12-314,556,776
Expected release from RPA 94 current liability for plan year2014-12-3139,694,300
Expected plan disbursements for the plan year2014-12-3140,366,823
Current value of assets2014-12-31317,699,028
Number of retired participants and beneficiaries receiving payment2014-12-319,194
Current liability for retired participants and beneficiaries receiving payment2014-12-31415,660,364
Number of terminated vested participants2014-12-317,027
Current liability for terminated vested participants2014-12-31182,262,435
Current liability for active participants non vested benefits2014-12-312,353,271
Current liability for active participants vested benefits2014-12-3188,241,444
Total number of active articipats2014-12-311,785
Current liability for active participants2014-12-3190,594,715
Total participant count with liabilities2014-12-3118,006
Total current liabilitoes for participants with libailities2014-12-31688,517,514
Total employer contributions in plan year2014-12-3120,192,701
Total employee contributions in plan year2014-12-3146,104
Employer’s normal cost for plan year as of valuation date2014-12-313,112,125
Prior year credit balance2014-12-3172,247,728
Amortization credits as of valuation date2014-12-3117,244,752
Total participants, beginning-of-year2014-01-0118,006
Total number of active participants reported on line 7a of the Form 55002014-01-011,232
Number of retired or separated participants receiving benefits2014-01-017,723
Number of other retired or separated participants entitled to future benefits2014-01-016,995
Total of all active and inactive participants2014-01-0115,950
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011,355
Total participants2014-01-0117,305
Number of employers contributing to the scheme2014-01-0149
2013: IUE-CWA PENSION PLAN 2013 401k membership
Current value of assets2013-12-31286,333,491
Acturial value of assets for funding standard account2013-12-31283,799,278
Accrued liability for plan using immediate gains methods2013-12-31447,616,460
Accrued liability under unit credit cost method2013-12-31447,616,460
RPA 94 current liability2013-12-31675,772,642
Expected increase in current liability due to benefits accruing during the plan year2013-12-314,533,327
Expected release from RPA 94 current liability for plan year2013-12-3142,325,659
Expected plan disbursements for the plan year2013-12-3143,074,550
Current value of assets2013-12-31298,300,376
Number of retired participants and beneficiaries receiving payment2013-12-319,146
Current liability for retired participants and beneficiaries receiving payment2013-12-31397,569,222
Number of terminated vested participants2013-12-317,365
Current liability for terminated vested participants2013-12-31186,210,264
Current liability for active participants non vested benefits2013-12-311,927,869
Current liability for active participants vested benefits2013-12-3190,065,287
Total number of active articipats2013-12-311,842
Current liability for active participants2013-12-3191,993,156
Total participant count with liabilities2013-12-3118,353
Total current liabilitoes for participants with libailities2013-12-31675,772,642
Total employer contributions in plan year2013-12-3110,649,991
Total employee contributions in plan year2013-12-3147,404
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-313,134,906
Prior year credit balance2013-12-3186,727,244
Amortization credits as of valuation date2013-12-3118,203,381
Total participants, beginning-of-year2013-01-0118,353
Total number of active participants reported on line 7a of the Form 55002013-01-011,785
Number of retired or separated participants receiving benefits2013-01-017,790
Number of other retired or separated participants entitled to future benefits2013-01-017,027
Total of all active and inactive participants2013-01-0116,602
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011,404
Total participants2013-01-0118,006
Number of participants with account balances2013-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0162
Number of employers contributing to the scheme2013-01-0149
2012: IUE-CWA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0118,644
Total number of active participants reported on line 7a of the Form 55002012-01-011,842
Number of retired or separated participants receiving benefits2012-01-017,739
Number of other retired or separated participants entitled to future benefits2012-01-017,365
Total of all active and inactive participants2012-01-0116,946
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011,407
Total participants2012-01-0118,353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01158
Number of employers contributing to the scheme2012-01-0150
2011: IUE-CWA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0122,820
Total number of active participants reported on line 7a of the Form 55002011-01-012,485
Number of retired or separated participants receiving benefits2011-01-017,641
Number of other retired or separated participants entitled to future benefits2011-01-017,131
Total of all active and inactive participants2011-01-0117,257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011,387
Total participants2011-01-0118,644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0157
Number of employers contributing to the scheme2011-01-0162
2010: IUE-CWA PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0123,687
Total number of active participants reported on line 7a of the Form 55002010-01-012,559
Number of retired or separated participants receiving benefits2010-01-017,485
Number of other retired or separated participants entitled to future benefits2010-01-0111,368
Total of all active and inactive participants2010-01-0121,412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011,408
Total participants2010-01-0122,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0138
Number of employers contributing to the scheme2010-01-0168
2009: IUE-CWA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0124,483
Total number of active participants reported on line 7a of the Form 55002009-01-012,506
Number of retired or separated participants receiving benefits2009-01-017,573
Number of other retired or separated participants entitled to future benefits2009-01-0112,192
Total of all active and inactive participants2009-01-0122,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011,416
Total participants2009-01-0123,687
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01290
Number of employers contributing to the scheme2009-01-0175

Financial Data on IUE-CWA PENSION PLAN

Measure Date Value
2022 : IUE-CWA PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-3,068,631
Total unrealized appreciation/depreciation of assets2022-12-31$-3,068,631
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$977,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$245,574
Total income from all sources (including contributions)2022-12-31$-31,259,291
Total loss/gain on sale of assets2022-12-31$1,754,841
Total of all expenses incurred2022-12-31$38,764,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$35,924,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,571,667
Value of total assets at end of year2022-12-31$218,722,316
Value of total assets at beginning of year2022-12-31$288,014,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,839,915
Total interest from all sources2022-12-31$1,218,619
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,122,979
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$933,648
Administrative expenses professional fees incurred2022-12-31$744,365
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
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$2,120,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,353,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$420,955
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$896,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$72,236
Other income not declared elsewhere2022-12-31$260,604
Administrative expenses (other) incurred2022-12-31$952,860
Liabilities. Value of operating payables at end of year2022-12-31$80,356
Liabilities. Value of operating payables at beginning of year2022-12-31$173,338
Total non interest bearing cash at end of year2022-12-31$4,992,034
Total non interest bearing cash at beginning of year2022-12-31$7,773,503
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-70,024,005
Value of net assets at end of year (total assets less liabilities)2022-12-31$217,745,276
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$287,769,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$22,951,782
Assets. partnership/joint venture interests at beginning of year2022-12-31$7,671,293
Investment advisory and management fees2022-12-31$368,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$75,205,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$92,304,715
Value of interest in pooled separate accounts at end of year2022-12-31$1,928,868
Value of interest in pooled separate accounts at beginning of year2022-12-31$4,529,083
Interest earned on other investments2022-12-31$1,215,126
Income. Interest from US Government securities2022-12-31$3,493
Value of interest in common/collective trusts at end of year2022-12-31$81,903,855
Value of interest in common/collective trusts at beginning of year2022-12-31$126,729,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$13,225,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$13,225,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,941,346
Net investment gain/loss from pooled separate accounts2022-12-31$-338,494
Net investment gain or loss from common/collective trusts2022-12-31$-18,839,530
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,450,961
Employer contributions (assets) at end of year2022-12-31$6,604,922
Employer contributions (assets) at beginning of year2022-12-31$7,394,784
Income. Dividends from common stock2022-12-31$189,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$35,924,799
Contract administrator fees2022-12-31$774,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$23,778,453
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$27,955,994
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$3,587
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$9,883
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$23,186,403
Aggregate carrying amount (costs) on sale of assets2022-12-31$21,431,562
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA,LLC
Accountancy firm EIN2022-12-31611436956
2021 : IUE-CWA PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-3,523,898
Total unrealized appreciation/depreciation of assets2021-12-31$-3,523,898
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$245,574
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$915,116
Total income from all sources (including contributions)2021-12-31$47,727,187
Total loss/gain on sale of assets2021-12-31$14,952,972
Total of all expenses incurred2021-12-31$39,716,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$36,567,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,911,988
Value of total assets at end of year2021-12-31$288,014,855
Value of total assets at beginning of year2021-12-31$280,673,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,149,098
Total interest from all sources2021-12-31$824,942
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,384,406
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$1,965,586
Administrative expenses professional fees incurred2021-12-31$1,256,685
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-311867594
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at beginning of year2021-12-31$774
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$3,226,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$420,955
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$200,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$72,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$614,652
Other income not declared elsewhere2021-12-31$1,070,464
Administrative expenses (other) incurred2021-12-31$1,467,996
Liabilities. Value of operating payables at end of year2021-12-31$173,338
Liabilities. Value of operating payables at beginning of year2021-12-31$300,464
Total non interest bearing cash at end of year2021-12-31$7,773,503
Total non interest bearing cash at beginning of year2021-12-31$3,899,115
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$8,010,729
Value of net assets at end of year (total assets less liabilities)2021-12-31$287,769,281
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$279,758,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$7,671,293
Assets. partnership/joint venture interests at beginning of year2021-12-31$10,533,765
Investment advisory and management fees2021-12-31$424,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$92,304,715
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$111,844,084
Value of interest in pooled separate accounts at end of year2021-12-31$4,529,083
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,484,076
Interest earned on other investments2021-12-31$819,991
Income. Interest from US Government securities2021-12-31$4,951
Value of interest in common/collective trusts at end of year2021-12-31$126,729,616
Value of interest in common/collective trusts at beginning of year2021-12-31$104,903,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$13,225,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,296,760
Net investment gain/loss from pooled separate accounts2021-12-31$-73,788
Net investment gain or loss from common/collective trusts2021-12-31$23,883,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,685,604
Employer contributions (assets) at end of year2021-12-31$7,394,784
Employer contributions (assets) at beginning of year2021-12-31$6,577,976
Income. Dividends from common stock2021-12-31$418,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$36,567,360
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$27,955,994
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$38,125,133
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$9,883
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$105,398
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 appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$30,099,933
Aggregate carrying amount (costs) on sale of assets2021-12-31$15,146,961
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : IUE-CWA PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-3,687,467
Total unrealized appreciation/depreciation of assets2020-12-31$-3,687,467
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$915,116
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$484,494
Total income from all sources (including contributions)2020-12-31$33,557,201
Total loss/gain on sale of assets2020-12-31$5,768,685
Total of all expenses incurred2020-12-31$40,140,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$37,160,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,015,295
Value of total assets at end of year2020-12-31$280,673,668
Value of total assets at beginning of year2020-12-31$286,825,937
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,979,952
Total interest from all sources2020-12-31$9,362
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,857,513
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$1,326,922
Administrative expenses professional fees incurred2020-12-31$1,088,700
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2020-12-3114297493
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$10,418
Participant contributions at end of year2020-12-31$774
Participant contributions at beginning of year2020-12-31$762
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$35,248,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$200,293
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$81,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$614,652
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$365,061
Other income not declared elsewhere2020-12-31$4,042,089
Administrative expenses (other) incurred2020-12-31$1,422,443
Liabilities. Value of operating payables at end of year2020-12-31$300,464
Liabilities. Value of operating payables at beginning of year2020-12-31$119,433
Total non interest bearing cash at end of year2020-12-31$3,899,115
Total non interest bearing cash at beginning of year2020-12-31$4,458
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-6,582,891
Value of net assets at end of year (total assets less liabilities)2020-12-31$279,758,552
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$286,341,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$10,533,765
Assets. partnership/joint venture interests at beginning of year2020-12-31$19,596,947
Investment advisory and management fees2020-12-31$468,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$111,844,084
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$80,428,010
Value of interest in pooled separate accounts at end of year2020-12-31$4,484,076
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,215,710
Value of interest in common/collective trusts at end of year2020-12-31$104,903,054
Value of interest in common/collective trusts at beginning of year2020-12-31$97,494,365
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$3,714,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,714,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,144,001
Net investment gain/loss from pooled separate accounts2020-12-31$290,879
Net investment gain or loss from common/collective trusts2020-12-31$11,116,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,004,877
Employer contributions (assets) at end of year2020-12-31$6,577,976
Employer contributions (assets) at beginning of year2020-12-31$6,547,013
Income. Dividends from common stock2020-12-31$530,591
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$37,160,140
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$38,125,133
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$38,364,003
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$105,398
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$129,701
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 appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$59,900,011
Aggregate carrying amount (costs) on sale of assets2020-12-31$54,131,326
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 PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$309,431
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$309,431
Total unrealized appreciation/depreciation of assets2019-12-31$309,431
Total unrealized appreciation/depreciation of assets2019-12-31$309,431
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$484,494
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$484,494
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,110,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,110,619
Total income from all sources (including contributions)2019-12-31$46,735,661
Total income from all sources (including contributions)2019-12-31$46,735,661
Total loss/gain on sale of assets2019-12-31$5,837,979
Total loss/gain on sale of assets2019-12-31$5,837,979
Total of all expenses incurred2019-12-31$40,363,623
Total of all expenses incurred2019-12-31$40,363,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,514,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,553,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,553,641
Value of total assets at end of year2019-12-31$286,739,702
Value of total assets at end of year2019-12-31$286,739,702
Value of total assets at beginning of year2019-12-31$283,993,789
Value of total assets at beginning of year2019-12-31$283,993,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,849,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,849,105
Total interest from all sources2019-12-31$31,856
Total interest from all sources2019-12-31$31,856
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,537,091
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,537,091
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$2,004,800
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,004,800
Administrative expenses professional fees incurred2019-12-31$126,194
Administrative expenses professional fees incurred2019-12-31$126,194
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2019-12-3110015936
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$10,366
Contributions received from participants2019-12-31$10,366
Participant contributions at end of year2019-12-31$762
Participant contributions at end of year2019-12-31$762
Participant contributions at beginning of year2019-12-31$762
Participant contributions at beginning of year2019-12-31$762
Assets. Other investments not covered elsewhere at end of year2019-12-31$35,248,830
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$40,600,273
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$40,600,273
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$81,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$81,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,678,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$3,678,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$365,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$365,061
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$459,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$459,838
Other income not declared elsewhere2019-12-31$258,214
Other income not declared elsewhere2019-12-31$258,214
Administrative expenses (other) incurred2019-12-31$2,173,648
Administrative expenses (other) incurred2019-12-31$2,173,648
Liabilities. Value of operating payables at end of year2019-12-31$119,433
Liabilities. Value of operating payables at end of year2019-12-31$119,433
Liabilities. Value of operating payables at beginning of year2019-12-31$3,650,781
Liabilities. Value of operating payables at beginning of year2019-12-31$3,650,781
Total non interest bearing cash at end of year2019-12-31$4,458
Total non interest bearing cash at end of year2019-12-31$4,458
Total non interest bearing cash at beginning of year2019-12-31$2,816
Total non interest bearing cash at beginning of year2019-12-31$2,816
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,372,038
Value of net income/loss2019-12-31$6,372,038
Value of net assets at end of year (total assets less liabilities)2019-12-31$286,255,208
Value of net assets at end of year (total assets less liabilities)2019-12-31$286,255,208
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$279,883,170
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$279,883,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$19,596,947
Assets. partnership/joint venture interests at end of year2019-12-31$19,596,947
Assets. partnership/joint venture interests at beginning of year2019-12-31$22,609,828
Investment advisory and management fees2019-12-31$549,263
Investment advisory and management fees2019-12-31$549,263
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$80,428,010
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,974,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$78,974,915
Value of interest in pooled separate accounts at end of year2019-12-31$5,215,710
Value of interest in pooled separate accounts at end of year2019-12-31$5,215,710
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,808,581
Value of interest in common/collective trusts at end of year2019-12-31$97,494,365
Value of interest in common/collective trusts at end of year2019-12-31$97,494,365
Value of interest in common/collective trusts at beginning of year2019-12-31$91,509,452
Value of interest in common/collective trusts at beginning of year2019-12-31$91,509,452
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,714,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,714,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,670,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,670,000
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,755,850
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,755,850
Net investment gain/loss from pooled separate accounts2019-12-31$67,491
Net investment gain/loss from pooled separate accounts2019-12-31$67,491
Net investment gain or loss from common/collective trusts2019-12-31$18,384,108
Net investment gain or loss from common/collective trusts2019-12-31$18,384,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$7,543,275
Employer contributions (assets) at end of year2019-12-31$6,547,013
Employer contributions (assets) at end of year2019-12-31$6,547,013
Employer contributions (assets) at beginning of year2019-12-31$6,060,843
Employer contributions (assets) at beginning of year2019-12-31$6,060,843
Income. Dividends from common stock2019-12-31$532,291
Income. Dividends from common stock2019-12-31$532,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,514,518
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,514,518
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$38,364,003
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$38,364,003
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$31,018,690
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$31,018,690
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$43,466
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$43,466
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$58,710
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$19,373,743
Aggregate proceeds on sale of assets2019-12-31$19,373,743
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,535,764
Aggregate carrying amount (costs) on sale of assets2019-12-31$13,535,764
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : IUE-CWA PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-13,502,500
Total unrealized appreciation/depreciation of assets2018-12-31$-13,502,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,110,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,819,442
Total income from all sources (including contributions)2018-12-31$-1,607,624
Total loss/gain on sale of assets2018-12-31$3,438,837
Total of all expenses incurred2018-12-31$40,702,576
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$38,120,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,512,522
Value of total assets at end of year2018-12-31$283,993,789
Value of total assets at beginning of year2018-12-31$324,012,812
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,581,687
Total interest from all sources2018-12-31$26,469
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,437,980
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$1,954,673
Administrative expenses professional fees incurred2018-12-31$514,501
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-3134644353
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$10,694
Participant contributions at end of year2018-12-31$762
Participant contributions at beginning of year2018-12-31$731
Assets. Other investments not covered elsewhere at end of year2018-12-31$40,600,273
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$29,920,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$3,678,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,110,909
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$459,838
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$618,062
Other income not declared elsewhere2018-12-31$8,545,598
Administrative expenses (other) incurred2018-12-31$1,548,217
Liabilities. Value of operating payables at end of year2018-12-31$3,650,781
Liabilities. Value of operating payables at beginning of year2018-12-31$1,201,380
Total non interest bearing cash at end of year2018-12-31$2,816
Total non interest bearing cash at beginning of year2018-12-31$5,781,792
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-42,310,200
Value of net assets at end of year (total assets less liabilities)2018-12-31$279,883,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$322,193,370
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$22,609,828
Assets. partnership/joint venture interests at beginning of year2018-12-31$25,894,921
Investment advisory and management fees2018-12-31$518,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$78,974,915
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$90,916,221
Value of interest in pooled separate accounts at end of year2018-12-31$5,808,581
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,717,260
Value of interest in common/collective trusts at end of year2018-12-31$91,509,452
Value of interest in common/collective trusts at beginning of year2018-12-31$122,507,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,670,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$5,170
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$5,170
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$26,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-8,395,300
Net investment gain/loss from pooled separate accounts2018-12-31$-123,563
Net investment gain or loss from common/collective trusts2018-12-31$-547,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,501,828
Employer contributions (assets) at end of year2018-12-31$6,060,843
Employer contributions (assets) at beginning of year2018-12-31$5,897,672
Income. Dividends from common stock2018-12-31$483,307
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$38,120,889
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$31,018,690
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$36,184,448
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$58,710
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$75,452
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 appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$43,563,617
Aggregate carrying amount (costs) on sale of assets2018-12-31$40,124,780
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 PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$6,792,660
Total unrealized appreciation/depreciation of assets2017-12-31$6,792,660
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,819,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,414,021
Total income from all sources (including contributions)2017-12-31$61,426,788
Total loss/gain on sale of assets2017-12-31$2,476,816
Total of all expenses incurred2017-12-31$40,446,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$37,877,183
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$16,111,541
Value of total assets at end of year2017-12-31$324,012,812
Value of total assets at beginning of year2017-12-31$304,626,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,568,989
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,478,042
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$2,031,497
Administrative expenses professional fees incurred2017-12-31$335,487
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-314868681
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$7,783
Participant contributions at end of year2017-12-31$731
Participant contributions at beginning of year2017-12-31$740
Assets. Other investments not covered elsewhere at end of year2017-12-31$29,920,670
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,110,909
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,420,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$618,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$906,341
Other income not declared elsewhere2017-12-31$4,478,048
Administrative expenses (other) incurred2017-12-31$1,628,227
Liabilities. Value of operating payables at end of year2017-12-31$1,201,380
Liabilities. Value of operating payables at beginning of year2017-12-31$2,507,680
Total non interest bearing cash at end of year2017-12-31$5,781,792
Total non interest bearing cash at beginning of year2017-12-31$3,745,658
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$20,980,616
Value of net assets at end of year (total assets less liabilities)2017-12-31$322,193,370
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$301,212,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$25,894,921
Assets. partnership/joint venture interests at beginning of year2017-12-31$53,814,753
Investment advisory and management fees2017-12-31$605,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$90,916,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$69,371,097
Value of interest in pooled separate accounts at end of year2017-12-31$5,717,260
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,552,337
Value of interest in common/collective trusts at end of year2017-12-31$122,507,566
Value of interest in common/collective trusts at beginning of year2017-12-31$131,126,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$5,170
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$92
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$92
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$10,914,553
Net investment gain/loss from pooled separate accounts2017-12-31$-44,519
Net investment gain or loss from common/collective trusts2017-12-31$18,219,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$16,103,758
Employer contributions (assets) at end of year2017-12-31$5,897,672
Employer contributions (assets) at beginning of year2017-12-31$5,340,150
Income. Dividends from common stock2017-12-31$446,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$37,877,183
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$36,184,448
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$33,208,540
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$75,452
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$46,268
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 appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$15,439,189
Aggregate carrying amount (costs) on sale of assets2017-12-31$12,962,373
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 PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,322,734
Total unrealized appreciation/depreciation of assets2016-12-31$6,322,734
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,414,021
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,462,729
Total income from all sources (including contributions)2016-12-31$35,376,385
Total loss/gain on sale of assets2016-12-31$3,514,035
Total of all expenses incurred2016-12-31$40,005,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,211,226
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,539,261
Value of total assets at end of year2016-12-31$304,626,775
Value of total assets at beginning of year2016-12-31$308,304,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,794,091
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,269,099
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$1,672,921
Administrative expenses professional fees incurred2016-12-31$537,459
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-314214656
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$8,081
Participant contributions at end of year2016-12-31$740
Participant contributions at beginning of year2016-12-31$5,178
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,420,852
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,314,893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$906,341
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,164,468
Other income not declared elsewhere2016-12-31$547,036
Administrative expenses (other) incurred2016-12-31$1,626,771
Liabilities. Value of operating payables at end of year2016-12-31$2,507,680
Liabilities. Value of operating payables at beginning of year2016-12-31$1,298,261
Total non interest bearing cash at end of year2016-12-31$3,745,658
Total non interest bearing cash at beginning of year2016-12-31$7,478,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,628,932
Value of net assets at end of year (total assets less liabilities)2016-12-31$301,212,754
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$305,841,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$53,814,753
Assets. partnership/joint venture interests at beginning of year2016-12-31$51,288,116
Investment advisory and management fees2016-12-31$629,861
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$69,371,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$67,245,834
Value of interest in pooled separate accounts at end of year2016-12-31$5,552,337
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,301,458
Value of interest in common/collective trusts at end of year2016-12-31$131,126,288
Value of interest in common/collective trusts at beginning of year2016-12-31$115,908,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$92
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,066,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,066,663
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,778,065
Net investment gain/loss from pooled separate accounts2016-12-31$-94,299
Net investment gain or loss from common/collective trusts2016-12-31$13,500,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,531,180
Employer contributions (assets) at end of year2016-12-31$5,340,150
Employer contributions (assets) at beginning of year2016-12-31$8,098,774
Income. Dividends from common stock2016-12-31$596,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,211,226
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$33,208,540
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$49,549,048
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$46,268
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$46,686
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 appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$42,246,834
Aggregate carrying amount (costs) on sale of assets2016-12-31$38,732,799
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 PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$3,125,224
Total unrealized appreciation/depreciation of assets2015-12-31$3,125,224
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,462,729
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,005,709
Total income from all sources (including contributions)2015-12-31$21,462,613
Total loss/gain on sale of assets2015-12-31$1,327,328
Total of all expenses incurred2015-12-31$39,436,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$36,773,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,447,493
Value of total assets at end of year2015-12-31$308,304,415
Value of total assets at beginning of year2015-12-31$324,821,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,663,543
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,617,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$350,250
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-3126696865
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$45,827
Participant contributions at end of year2015-12-31$5,178
Participant contributions at beginning of year2015-12-31$5,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,314,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$150,340
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,164,468
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$860,322
Other income not declared elsewhere2015-12-31$542,306
Administrative expenses (other) incurred2015-12-31$1,620,411
Liabilities. Value of operating payables at end of year2015-12-31$1,298,261
Liabilities. Value of operating payables at beginning of year2015-12-31$145,387
Total non interest bearing cash at end of year2015-12-31$7,478,982
Total non interest bearing cash at beginning of year2015-12-31$3,956,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-17,974,353
Value of net assets at end of year (total assets less liabilities)2015-12-31$305,841,686
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$323,816,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$51,288,116
Assets. partnership/joint venture interests at beginning of year2015-12-31$46,709,819
Investment advisory and management fees2015-12-31$692,882
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$67,245,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$59,788,691
Value of interest in pooled separate accounts at end of year2015-12-31$6,301,458
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,314,261
Value of interest in common/collective trusts at end of year2015-12-31$115,908,783
Value of interest in common/collective trusts at beginning of year2015-12-31$125,791,498
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,066,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$11,411,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$11,411,951
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,680,658
Net investment gain/loss from pooled separate accounts2015-12-31$-105,969
Net investment gain or loss from common/collective trusts2015-12-31$4,189,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,401,666
Employer contributions (assets) at end of year2015-12-31$8,098,774
Employer contributions (assets) at beginning of year2015-12-31$7,185,700
Income. Dividends from preferred stock2015-12-31$1,025,227
Income. Dividends from common stock2015-12-31$1,591,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$36,773,423
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$49,549,048
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$63,487,341
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$46,686
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$20,345
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$41,293,668
Aggregate carrying amount (costs) on sale of assets2015-12-31$39,966,340
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 PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,517,295
Total unrealized appreciation/depreciation of assets2014-12-31$6,517,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,005,709
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$7,982,730
Total income from all sources (including contributions)2014-12-31$45,165,928
Total loss/gain on sale of assets2014-12-31$6,528,360
Total of all expenses incurred2014-12-31$39,048,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$36,198,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,011,929
Value of total assets at end of year2014-12-31$324,821,748
Value of total assets at beginning of year2014-12-31$325,681,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,850,220
Total interest from all sources2014-12-31$1,108
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,392,000
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$1,891,785
Administrative expenses professional fees incurred2014-12-31$563,241
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-31126712
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$46,104
Participant contributions at end of year2014-12-31$5,397
Participant contributions at beginning of year2014-12-31$5,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$150,340
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$8,136,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$860,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$7,698,062
Other income not declared elsewhere2014-12-31$91,078
Administrative expenses (other) incurred2014-12-31$1,352,151
Liabilities. Value of operating payables at end of year2014-12-31$145,387
Liabilities. Value of operating payables at beginning of year2014-12-31$284,668
Total non interest bearing cash at end of year2014-12-31$3,956,405
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$6,117,011
Value of net assets at end of year (total assets less liabilities)2014-12-31$323,816,039
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$317,699,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$46,709,819
Assets. partnership/joint venture interests at beginning of year2014-12-31$26,913,086
Investment advisory and management fees2014-12-31$934,828
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$59,788,691
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$66,284,739
Value of interest in pooled separate accounts at end of year2014-12-31$6,314,261
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,987,156
Value of interest in common/collective trusts at end of year2014-12-31$125,791,498
Value of interest in common/collective trusts at beginning of year2014-12-31$84,748,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$11,411,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$4,448,490
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$4,448,490
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$821,890
Net investment gain/loss from pooled separate accounts2014-12-31$111,724
Net investment gain or loss from common/collective trusts2014-12-31$8,690,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,965,825
Employer contributions (assets) at end of year2014-12-31$7,185,700
Employer contributions (assets) at beginning of year2014-12-31$8,383,751
Income. Dividends from common stock2014-12-31$1,500,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$36,198,697
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$63,487,341
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$120,665,862
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$20,345
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$108,521
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 appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$143,440,215
Aggregate carrying amount (costs) on sale of assets2014-12-31$136,911,855
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 PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$24,983,003
Total unrealized appreciation/depreciation of assets2013-12-31$24,983,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,982,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,479,110
Total income from all sources (including contributions)2013-12-31$58,644,507
Total loss/gain on sale of assets2013-12-31$5,932,383
Total of all expenses incurred2013-12-31$39,245,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$36,040,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,685,518
Value of total assets at end of year2013-12-31$325,681,758
Value of total assets at beginning of year2013-12-31$303,779,486
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,204,874
Total interest from all sources2013-12-31$273,265
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,180,363
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$1,336,139
Administrative expenses professional fees incurred2013-12-31$550,673
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-3150487918
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$47,404
Participant contributions at end of year2013-12-31$5,237
Participant contributions at beginning of year2013-12-31$4,014
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$8,136,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,906,218
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$7,698,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,311,902
Other income not declared elsewhere2013-12-31$1,234,242
Administrative expenses (other) incurred2013-12-31$1,430,848
Liabilities. Value of operating payables at end of year2013-12-31$284,668
Liabilities. Value of operating payables at beginning of year2013-12-31$167,208
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$19,398,652
Value of net assets at end of year (total assets less liabilities)2013-12-31$317,699,028
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$298,300,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$26,913,086
Assets. partnership/joint venture interests at beginning of year2013-12-31$37,862,125
Investment advisory and management fees2013-12-31$1,223,353
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$66,284,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$40,088,349
Value of interest in pooled separate accounts at end of year2013-12-31$5,987,156
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,992,787
Income. Interest from US Government securities2013-12-31$189,853
Income. Interest from corporate debt instruments2013-12-31$77,028
Value of interest in common/collective trusts at end of year2013-12-31$84,748,341
Value of interest in common/collective trusts at beginning of year2013-12-31$80,258,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$4,448,490
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,240,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,240,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$6,384
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$13,923,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$39,054
Net investment gain or loss from common/collective trusts2013-12-31$16,316,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,638,114
Employer contributions (assets) at end of year2013-12-31$8,383,751
Employer contributions (assets) at beginning of year2013-12-31$12,444,429
Income. Dividends from common stock2013-12-31$1,844,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$36,040,981
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$1,892,190
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$829,393
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$120,665,862
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$103,220,707
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$108,521
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$117,067
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 appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$94,268,194
Aggregate carrying amount (costs) on sale of assets2013-12-31$88,335,811
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : IUE-CWA PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-5,423,408
Total unrealized appreciation/depreciation of assets2012-12-31$-5,423,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,479,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,795,120
Total income from all sources (including contributions)2012-12-31$48,191,426
Total loss/gain on sale of assets2012-12-31$18,654,152
Total of all expenses incurred2012-12-31$37,907,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$35,187,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$16,157,329
Value of total assets at end of year2012-12-31$303,779,486
Value of total assets at beginning of year2012-12-31$290,811,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,719,473
Total interest from all sources2012-12-31$2,247,822
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,843,755
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$1,645,348
Administrative expenses professional fees incurred2012-12-31$485,931
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-3114507267
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$40,073
Participant contributions at end of year2012-12-31$4,014
Participant contributions at beginning of year2012-12-31$5,461
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,906,218
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,431,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,311,902
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,519,727
Other income not declared elsewhere2012-12-31$-64,518
Administrative expenses (other) incurred2012-12-31$1,125,865
Liabilities. Value of operating payables at end of year2012-12-31$167,208
Liabilities. Value of operating payables at beginning of year2012-12-31$275,393
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$10,284,051
Value of net assets at end of year (total assets less liabilities)2012-12-31$298,300,376
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$288,016,325
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
Assets. partnership/joint venture interests at end of year2012-12-31$37,862,125
Assets. partnership/joint venture interests at beginning of year2012-12-31$45,586,171
Investment advisory and management fees2012-12-31$1,107,677
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$40,088,349
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,320,980
Value of interest in pooled separate accounts at end of year2012-12-31$5,992,787
Value of interest in pooled separate accounts at beginning of year2012-12-31$5,674,355
Interest earned on other investments2012-12-31$1,844,279
Income. Interest from US Government securities2012-12-31$219,844
Income. Interest from corporate debt instruments2012-12-31$165,301
Value of interest in common/collective trusts at end of year2012-12-31$80,258,604
Value of interest in common/collective trusts at beginning of year2012-12-31$58,845,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,240,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,857,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,857,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$18,398
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$10,590,862
Asset value of US Government securities at end of year2012-12-31$13,923,553
Asset value of US Government securities at beginning of year2012-12-31$12,688,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,375,775
Net investment gain/loss from pooled separate accounts2012-12-31$353,320
Net investment gain or loss from common/collective trusts2012-12-31$8,693,319
Net gain/loss from 103.12 investment entities2012-12-31$353,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$16,117,256
Employer contributions (assets) at end of year2012-12-31$12,444,429
Employer contributions (assets) at beginning of year2012-12-31$4,041,352
Income. Dividends from common stock2012-12-31$2,198,407
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$35,187,902
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$1,892,190
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$3,898,325
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$829,393
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$848,470
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$103,220,707
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$96,873,175
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$117,067
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$148,205
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 appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$102,322,157
Aggregate carrying amount (costs) on sale of assets2012-12-31$83,668,005
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : IUE-CWA PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-8,991,786
Total unrealized appreciation/depreciation of assets2011-12-31$-8,991,786
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,795,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,236,876
Total income from all sources (including contributions)2011-12-31$11,994,137
Total loss/gain on sale of assets2011-12-31$6,916,971
Total of all expenses incurred2011-12-31$38,713,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$35,742,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,145,799
Value of total assets at end of year2011-12-31$290,811,445
Value of total assets at beginning of year2011-12-31$315,972,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,971,134
Total interest from all sources2011-12-31$1,663,023
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,447,097
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$1,557,701
Administrative expenses professional fees incurred2011-12-31$484,427
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-31647076
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$42,303
Participant contributions at end of year2011-12-31$5,461
Participant contributions at beginning of year2011-12-31$5,015
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,431,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$801,160
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,519,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$832,578
Other income not declared elsewhere2011-12-31$-303,813
Administrative expenses (other) incurred2011-12-31$1,340,196
Liabilities. Value of operating payables at end of year2011-12-31$275,393
Liabilities. Value of operating payables at beginning of year2011-12-31$404,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-26,719,569
Value of net assets at end of year (total assets less liabilities)2011-12-31$288,016,325
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$314,735,894
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
Assets. partnership/joint venture interests at end of year2011-12-31$45,586,171
Assets. partnership/joint venture interests at beginning of year2011-12-31$61,479,936
Investment advisory and management fees2011-12-31$1,146,511
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$41,320,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$31,458,623
Value of interest in pooled separate accounts at end of year2011-12-31$5,674,355
Value of interest in pooled separate accounts at beginning of year2011-12-31$5,216,497
Interest earned on other investments2011-12-31$1,003,049
Income. Interest from US Government securities2011-12-31$334,469
Income. Interest from corporate debt instruments2011-12-31$293,283
Value of interest in common/collective trusts at end of year2011-12-31$58,845,766
Value of interest in common/collective trusts at beginning of year2011-12-31$73,418,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,857,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,864,156
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,864,156
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$32,222
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$10,590,862
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$12,165,456
Asset value of US Government securities at end of year2011-12-31$12,688,684
Asset value of US Government securities at beginning of year2011-12-31$11,827,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,328,363
Net investment gain/loss from pooled separate accounts2011-12-31$500,634
Net investment gain or loss from common/collective trusts2011-12-31$-2,674,510
Net gain/loss from 103.12 investment entities2011-12-31$-380,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$13,103,496
Employer contributions (assets) at end of year2011-12-31$4,041,352
Employer contributions (assets) at beginning of year2011-12-31$2,545,616
Income. Dividends from common stock2011-12-31$1,889,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$35,742,572
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$3,898,325
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$7,281,930
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$848,470
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$96,873,175
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$105,675,634
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$148,205
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$232,896
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$112,001,470
Aggregate carrying amount (costs) on sale of assets2011-12-31$105,084,499
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 PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$20,229,776
Total unrealized appreciation/depreciation of assets2010-12-31$20,229,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,236,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,278,599
Total income from all sources (including contributions)2010-12-31$51,939,793
Total loss/gain on sale of assets2010-12-31$1,756,698
Total of all expenses incurred2010-12-31$36,194,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$32,736,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$14,031,447
Value of total assets at end of year2010-12-31$315,972,770
Value of total assets at beginning of year2010-12-31$305,268,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,457,699
Total interest from all sources2010-12-31$677,395
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,488,258
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$1,784,298
Administrative expenses professional fees incurred2010-12-31$560,462
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-316467796
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$39,988
Participant contributions at end of year2010-12-31$5,015
Participant contributions at beginning of year2010-12-31$3,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$801,160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,528,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$832,578
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$5,888,025
Other income not declared elsewhere2010-12-31$525,458
Administrative expenses (other) incurred2010-12-31$2,019,984
Liabilities. Value of operating payables at end of year2010-12-31$404,298
Liabilities. Value of operating payables at beginning of year2010-12-31$390,574
Total non interest bearing cash at beginning of year2010-12-31$500
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$15,745,540
Value of net assets at end of year (total assets less liabilities)2010-12-31$314,735,894
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$298,990,354
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
Assets. partnership/joint venture interests at end of year2010-12-31$61,479,936
Assets. partnership/joint venture interests at beginning of year2010-12-31$67,492,478
Investment advisory and management fees2010-12-31$877,253
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$31,458,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$29,711,204
Value of interest in pooled separate accounts at end of year2010-12-31$5,216,497
Value of interest in pooled separate accounts at beginning of year2010-12-31$4,538,170
Interest earned on other investments2010-12-31$13,517
Income. Interest from US Government securities2010-12-31$334,060
Income. Interest from corporate debt instruments2010-12-31$310,973
Value of interest in common/collective trusts at end of year2010-12-31$73,418,172
Value of interest in common/collective trusts at beginning of year2010-12-31$72,238,545
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,864,156
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,700,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,700,314
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$18,845
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$12,165,456
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$10,178,556
Asset value of US Government securities at end of year2010-12-31$11,827,679
Asset value of US Government securities at beginning of year2010-12-31$8,344,977
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-36,879
Net investment gain/loss from pooled separate accounts2010-12-31$713,098
Net investment gain or loss from common/collective trusts2010-12-31$7,567,641
Net gain/loss from 103.12 investment entities2010-12-31$2,986,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$13,991,459
Employer contributions (assets) at end of year2010-12-31$2,545,616
Employer contributions (assets) at beginning of year2010-12-31$728,812
Income. Dividends from common stock2010-12-31$1,703,960
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$32,736,554
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$7,281,930
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$7,308,924
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$105,675,634
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$95,416,744
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$232,896
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$78,506
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$64,267,929
Aggregate carrying amount (costs) on sale of assets2010-12-31$62,511,231
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
2009 : IUE-CWA PENSION PLAN 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-316203546

Form 5500 Responses for IUE-CWA PENSION PLAN

2022: IUE-CWA PENSION 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 PENSION 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 PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedYes
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 PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedYes
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 PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedYes
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 PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedYes
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 PENSION 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 PENSION 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 PENSION 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 PENSION 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 PENSION 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 PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IUE-CWA PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IUE-CWA PENSION 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 ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered12002
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered12609
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered12917
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered13304
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered16920
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered17305
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered18006
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered18353
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered22161
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number003088
Policy instance 1
Insurance contract or identification number003088
Number of Individuals Covered22820
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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