TRUSTEES OF IUE-CWA AFL-CIO PENSION FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IUE-CWA FUND EMPLOYEES' PENSION PLAN
Measure | Date | Value |
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2022: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 5,357,097 |
Acturial value of plan assets | 2022-12-31 | 5,073,947 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 3,000,484 |
Number of terminated vested participants | 2022-12-31 | 13 |
Fundng target for terminated vested participants | 2022-12-31 | 814,896 |
Active participant vested funding target | 2022-12-31 | 0 |
Number of active participants | 2022-12-31 | 0 |
Total funding liabilities for active participants | 2022-12-31 | 0 |
Total participant count | 2022-12-31 | 30 |
Total funding target for all participants | 2022-12-31 | 3,815,380 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 310,749 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 310,749 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 349,127 |
Total employer contributions | 2022-12-31 | 100,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 96,958 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 96,958 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 10 |
Total of all active and inactive participants | 2022-01-01 | 27 |
Total participants | 2022-01-01 | 27 |
2021: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 5,081,970 |
Acturial value of plan assets | 2021-12-31 | 4,731,194 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 3,060,723 |
Number of terminated vested participants | 2021-12-31 | 7 |
Fundng target for terminated vested participants | 2021-12-31 | 556,427 |
Active participant vested funding target | 2021-12-31 | 196,690 |
Number of active participants | 2021-12-31 | 6 |
Total funding liabilities for active participants | 2021-12-31 | 205,122 |
Total participant count | 2021-12-31 | 30 |
Total funding target for all participants | 2021-12-31 | 3,822,272 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 280,611 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 280,611 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 310,749 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 7 |
Total of all active and inactive participants | 2021-01-01 | 30 |
Total participants | 2021-01-01 | 30 |
2020: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 4,911,630 |
Acturial value of plan assets | 2020-12-31 | 4,669,443 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 3,163,973 |
Number of terminated vested participants | 2020-12-31 | 8 |
Fundng target for terminated vested participants | 2020-12-31 | 597,434 |
Active participant vested funding target | 2020-12-31 | 203,160 |
Number of active participants | 2020-12-31 | 7 |
Total funding liabilities for active participants | 2020-12-31 | 211,347 |
Total participant count | 2020-12-31 | 30 |
Total funding target for all participants | 2020-12-31 | 3,972,754 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 233,066 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 233,066 |
Present value of excess contributions | 2020-12-31 | 99,175 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 104,640 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 280,611 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 6 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 7 |
Total of all active and inactive participants | 2020-01-01 | 30 |
Total participants | 2020-01-01 | 30 |
2019: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 4,277,898 |
Acturial value of plan assets | 2019-12-31 | 4,472,393 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 3,219,198 |
Number of terminated vested participants | 2019-12-31 | 8 |
Fundng target for terminated vested participants | 2019-12-31 | 549,965 |
Active participant vested funding target | 2019-12-31 | 183,326 |
Number of active participants | 2019-12-31 | 7 |
Total funding liabilities for active participants | 2019-12-31 | 190,922 |
Total participant count | 2019-12-31 | 30 |
Total funding target for all participants | 2019-12-31 | 3,960,085 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 242,929 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 242,929 |
Present value of excess contributions | 2019-12-31 | 86,479 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 91,400 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 233,066 |
Total employer contributions | 2019-12-31 | 100,000 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 99,175 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 99,175 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 8 |
Total of all active and inactive participants | 2019-01-01 | 30 |
Total participants | 2019-01-01 | 30 |
2018: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 4,684,707 |
Acturial value of plan assets | 2018-12-31 | 4,424,706 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 3,154,407 |
Number of terminated vested participants | 2018-12-31 | 9 |
Fundng target for terminated vested participants | 2018-12-31 | 605,551 |
Active participant vested funding target | 2018-12-31 | 155,797 |
Number of active participants | 2018-12-31 | 7 |
Total funding liabilities for active participants | 2018-12-31 | 172,139 |
Total participant count | 2018-12-31 | 30 |
Total funding target for all participants | 2018-12-31 | 3,932,097 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 210,565 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 210,565 |
Present value of excess contributions | 2018-12-31 | 298,198 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 315,732 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 242,929 |
Total employer contributions | 2018-12-31 | 89,730 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 86,479 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 86,479 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 8 |
Total of all active and inactive participants | 2018-01-01 | 30 |
Total participants | 2018-01-01 | 30 |
2017: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 4,078,010 |
Acturial value of plan assets | 2017-12-31 | 4,116,894 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 3,130,776 |
Number of terminated vested participants | 2017-12-31 | 9 |
Fundng target for terminated vested participants | 2017-12-31 | 536,302 |
Active participant vested funding target | 2017-12-31 | 127,410 |
Number of active participants | 2017-12-31 | 7 |
Total funding liabilities for active participants | 2017-12-31 | 148,560 |
Total participant count | 2017-12-31 | 31 |
Total funding target for all participants | 2017-12-31 | 3,815,638 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 194,302 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 194,302 |
Present value of excess contributions | 2017-12-31 | 195,169 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 206,996 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 210,565 |
Total employer contributions | 2017-12-31 | 310,270 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 298,198 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 298,198 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 30 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 9 |
Total of all active and inactive participants | 2017-01-01 | 30 |
Total participants | 2017-01-01 | 30 |
2016: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 3,882,761 |
Acturial value of plan assets | 2016-12-31 | 4,030,387 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 3,117,169 |
Number of terminated vested participants | 2016-12-31 | 10 |
Fundng target for terminated vested participants | 2016-12-31 | 554,602 |
Active participant vested funding target | 2016-12-31 | 103,732 |
Number of active participants | 2016-12-31 | 7 |
Total funding liabilities for active participants | 2016-12-31 | 132,804 |
Total participant count | 2016-12-31 | 31 |
Total funding target for all participants | 2016-12-31 | 3,804,575 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 28,153 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 28,153 |
Present value of excess contributions | 2016-12-31 | 156,209 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 166,003 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 166,003 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 194,302 |
Total employer contributions | 2016-12-31 | 200,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 195,169 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 195,169 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 9 |
Total of all active and inactive participants | 2016-01-01 | 31 |
Total participants | 2016-01-01 | 31 |
2015: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 10 |
Total of all active and inactive participants | 2015-01-01 | 31 |
Total participants | 2015-01-01 | 31 |
2014: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 12 |
Total of all active and inactive participants | 2014-01-01 | 31 |
Total participants | 2014-01-01 | 31 |
2013: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 8 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 13 |
Total of all active and inactive participants | 2013-01-01 | 31 |
Total participants | 2013-01-01 | 31 |
2012: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 13 |
Total of all active and inactive participants | 2012-01-01 | 30 |
Total participants | 2012-01-01 | 30 |
Number of participants with account balances | 2012-01-01 | 30 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 13 |
Total of all active and inactive participants | 2011-01-01 | 30 |
Total participants | 2011-01-01 | 30 |
2009: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
Total of all active and inactive participants | 2009-01-01 | 27 |
Total participants | 2009-01-01 | 27 |
Measure | Date | Value |
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2022 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2022 401k financial data |
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Total plan liabilities at end of year | 2022-12-31 | $58,058 |
Total plan liabilities at beginning of year | 2022-12-31 | $5,287 |
Total income from all sources | 2022-12-31 | $-561,086 |
Expenses. Total of all expenses incurred | 2022-12-31 | $375,457 |
Benefits paid (including direct rollovers) | 2022-12-31 | $333,317 |
Total plan assets at end of year | 2022-12-31 | $4,473,324 |
Total plan assets at beginning of year | 2022-12-31 | $5,357,096 |
Value of fidelity bond covering the plan | 2022-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2022-12-31 | $2,640 |
Other income received | 2022-12-31 | $-661,086 |
Net income (gross income less expenses) | 2022-12-31 | $-936,543 |
Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $4,415,266 |
Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,351,809 |
Total contributions received or receivable from employer(s) | 2022-12-31 | $100,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $39,500 |
2021 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2021 401k financial data |
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Total plan liabilities at end of year | 2021-12-31 | $5,287 |
Total income from all sources | 2021-12-31 | $606,894 |
Expenses. Total of all expenses incurred | 2021-12-31 | $337,059 |
Benefits paid (including direct rollovers) | 2021-12-31 | $337,059 |
Total plan assets at end of year | 2021-12-31 | $5,357,096 |
Total plan assets at beginning of year | 2021-12-31 | $5,081,974 |
Value of fidelity bond covering the plan | 2021-12-31 | $500,000 |
Other income received | 2021-12-31 | $606,894 |
Net income (gross income less expenses) | 2021-12-31 | $269,835 |
Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $5,351,809 |
Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,081,974 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
2020 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2020 401k financial data |
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Total income from all sources | 2020-12-31 | $507,976 |
Expenses. Total of all expenses incurred | 2020-12-31 | $337,636 |
Benefits paid (including direct rollovers) | 2020-12-31 | $323,334 |
Total plan assets at end of year | 2020-12-31 | $5,081,970 |
Total plan assets at beginning of year | 2020-12-31 | $4,911,630 |
Value of fidelity bond covering the plan | 2020-12-31 | $500,000 |
Expenses. Other expenses not covered elsewhere | 2020-12-31 | $14,302 |
Other income received | 2020-12-31 | $507,976 |
Net income (gross income less expenses) | 2020-12-31 | $170,340 |
Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $5,081,970 |
Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,911,630 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2020-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Minimum employer required contribution for this plan year | 2020-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $0 |
2019 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2019 401k financial data |
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Total income from all sources | 2019-12-31 | $954,470 |
Expenses. Total of all expenses incurred | 2019-12-31 | $320,738 |
Benefits paid (including direct rollovers) | 2019-12-31 | $320,738 |
Total plan assets at end of year | 2019-12-31 | $4,911,630 |
Total plan assets at beginning of year | 2019-12-31 | $4,277,898 |
Value of fidelity bond covering the plan | 2019-12-31 | $500,000 |
Other income received | 2019-12-31 | $854,470 |
Net income (gross income less expenses) | 2019-12-31 | $633,732 |
Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $4,911,630 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,277,898 |
Total contributions received or receivable from employer(s) | 2019-12-31 | $100,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2019-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Minimum employer required contribution for this plan year | 2019-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $0 |
2018 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2018 401k financial data |
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Total income from all sources | 2018-12-31 | $14,379 |
Expenses. Total of all expenses incurred | 2018-12-31 | $312,227 |
Benefits paid (including direct rollovers) | 2018-12-31 | $312,227 |
Total plan assets at end of year | 2018-12-31 | $4,277,898 |
Total plan assets at beginning of year | 2018-12-31 | $4,575,746 |
Value of fidelity bond covering the plan | 2018-12-31 | $500,000 |
Other income received | 2018-12-31 | $-185,621 |
Net income (gross income less expenses) | 2018-12-31 | $-297,848 |
Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $4,277,898 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,575,746 |
Total contributions received or receivable from employer(s) | 2018-12-31 | $200,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2018-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Minimum employer required contribution for this plan year | 2018-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $0 |
2017 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $817,722 |
Expenses. Total of all expenses incurred | 2017-12-31 | $319,986 |
Benefits paid (including direct rollovers) | 2017-12-31 | $319,986 |
Total plan assets at end of year | 2017-12-31 | $4,575,746 |
Total plan assets at beginning of year | 2017-12-31 | $4,078,010 |
Value of fidelity bond covering the plan | 2017-12-31 | $500,000 |
Other income received | 2017-12-31 | $617,722 |
Net income (gross income less expenses) | 2017-12-31 | $497,736 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $4,575,746 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,078,010 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $200,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2017-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Minimum employer required contribution for this plan year | 2017-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $0 |
2016 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $519,994 |
Expenses. Total of all expenses incurred | 2016-12-31 | $324,745 |
Benefits paid (including direct rollovers) | 2016-12-31 | $324,745 |
Total plan assets at end of year | 2016-12-31 | $4,078,010 |
Total plan assets at beginning of year | 2016-12-31 | $3,882,761 |
Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
Other income received | 2016-12-31 | $319,994 |
Net income (gross income less expenses) | 2016-12-31 | $195,249 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,078,010 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,882,761 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $200,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2016-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Minimum employer required contribution for this plan year | 2016-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $0 |
2015 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $180,337 |
Expenses. Total of all expenses incurred | 2015-12-31 | $309,290 |
Benefits paid (including direct rollovers) | 2015-12-31 | $309,290 |
Total plan assets at end of year | 2015-12-31 | $3,882,761 |
Total plan assets at beginning of year | 2015-12-31 | $4,011,714 |
Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
Other income received | 2015-12-31 | $20,337 |
Net income (gross income less expenses) | 2015-12-31 | $-128,953 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $3,882,761 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,011,714 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $160,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2015-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Minimum employer required contribution for this plan year | 2015-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $0 |
2014 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $475,535 |
Expenses. Total of all expenses incurred | 2014-12-31 | $267,974 |
Benefits paid (including direct rollovers) | 2014-12-31 | $267,889 |
Total plan assets at end of year | 2014-12-31 | $4,011,714 |
Total plan assets at beginning of year | 2014-12-31 | $3,804,153 |
Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
Other income received | 2014-12-31 | $315,535 |
Net income (gross income less expenses) | 2014-12-31 | $207,561 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,011,714 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,804,153 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $160,000 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $85 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2014-12-31 | 0 |
Minimum employer required contribution for this plan year | 2014-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $0 |
2013 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2013 401k financial data |
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Total income from all sources | 2013-12-31 | $781,225 |
Expenses. Total of all expenses incurred | 2013-12-31 | $193,590 |
Benefits paid (including direct rollovers) | 2013-12-31 | $193,590 |
Total plan assets at end of year | 2013-12-31 | $3,804,153 |
Total plan assets at beginning of year | 2013-12-31 | $3,216,518 |
Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
Other income received | 2013-12-31 | $637,225 |
Net income (gross income less expenses) | 2013-12-31 | $587,635 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,804,153 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,216,518 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $144,000 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Minimum employer required contribution for this plan year | 2013-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $0 |
2012 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2012 401k financial data |
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Total plan liabilities at beginning of year | 2012-12-31 | $15 |
Total income from all sources | 2012-12-31 | $461,101 |
Expenses. Total of all expenses incurred | 2012-12-31 | $277,648 |
Benefits paid (including direct rollovers) | 2012-12-31 | $277,648 |
Total plan assets at end of year | 2012-12-31 | $3,216,518 |
Total plan assets at beginning of year | 2012-12-31 | $3,033,080 |
Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
Other income received | 2012-12-31 | $331,100 |
Net income (gross income less expenses) | 2012-12-31 | $183,453 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $3,216,518 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,033,065 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $130,001 |
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
Minimum employer required contribution for this plan year | 2012-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $0 |
2011 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $15 |
Total plan liabilities at beginning of year | 2011-12-31 | $1,360 |
Total income from all sources | 2011-12-31 | $140,245 |
Expenses. Total of all expenses incurred | 2011-12-31 | $185,620 |
Benefits paid (including direct rollovers) | 2011-12-31 | $185,620 |
Total plan assets at end of year | 2011-12-31 | $3,033,080 |
Total plan assets at beginning of year | 2011-12-31 | $3,079,800 |
Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
Other income received | 2011-12-31 | $69,980 |
Net income (gross income less expenses) | 2011-12-31 | $-45,375 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,033,065 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,078,440 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $70,265 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Minimum employer required contribution for this plan year | 2011-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $0 |
2010 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $1,360 |
Total income from all sources | 2010-12-31 | $396,455 |
Expenses. Total of all expenses incurred | 2010-12-31 | $158,787 |
Benefits paid (including direct rollovers) | 2010-12-31 | $158,787 |
Total plan assets at end of year | 2010-12-31 | $3,079,800 |
Total plan assets at beginning of year | 2010-12-31 | $2,840,772 |
Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
Other income received | 2010-12-31 | $366,455 |
Net income (gross income less expenses) | 2010-12-31 | $237,668 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,078,440 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,840,772 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $30,000 |