?>
Logo

IUE-CWA FUND EMPLOYEES' PENSION PLAN 401k Plan overview

Plan NameIUE-CWA FUND EMPLOYEES' PENSION PLAN
Plan identification number 002

IUE-CWA FUND EMPLOYEES' PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

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 FUND EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KAINE GOODWIN2023-10-12 DOUG WILLIAMS2023-10-16
0022021-01-01KAINE GOODWIN2022-10-11 DOUG WILLIAMS2022-10-12
0022020-01-01CAREY WOOTON2021-10-06
0022019-01-01CAREY WOOTEN2020-10-09
0022018-01-01CAREY WOOTON2019-09-25
0022017-01-01
0022016-01-01
0022016-01-01CAREY WOOTON2017-06-15
0022015-01-01
0022014-01-01
0022013-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2014-10-14
0022012-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2013-10-11
0022011-01-01STEVEN J. KRITZMIRE STEVEN J. KRITZMIRE2012-10-23
0022009-01-01MICHAEL LOSTUTTER

Plan Statistics for IUE-CWA FUND EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for IUE-CWA FUND EMPLOYEES' PENSION PLAN

Measure Date Value
2022: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-315,357,097
Acturial value of plan assets2022-12-315,073,947
Funding target for retired participants and beneficiaries receiving payment2022-12-313,000,484
Number of terminated vested participants2022-12-3113
Fundng target for terminated vested participants2022-12-31814,896
Active participant vested funding target2022-12-310
Number of active participants2022-12-310
Total funding liabilities for active participants2022-12-310
Total participant count2022-12-3130
Total funding target for all participants2022-12-313,815,380
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31310,749
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of prefunding balance2022-12-31310,749
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31349,127
Total employer contributions2022-12-31100,000
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3196,958
Remaining amount of unpaid minimum required contributions2022-12-310
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3196,958
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0130
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-0117
Number of other retired or separated participants entitled to future benefits2022-01-0110
Total of all active and inactive participants2022-01-0127
Total participants2022-01-0127
2021: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-315,081,970
Acturial value of plan assets2021-12-314,731,194
Funding target for retired participants and beneficiaries receiving payment2021-12-313,060,723
Number of terminated vested participants2021-12-317
Fundng target for terminated vested participants2021-12-31556,427
Active participant vested funding target2021-12-31196,690
Number of active participants2021-12-316
Total funding liabilities for active participants2021-12-31205,122
Total participant count2021-12-3130
Total funding target for all participants2021-12-313,822,272
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31280,611
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of prefunding balance2021-12-31280,611
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31310,749
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0130
Total number of active participants reported on line 7a of the Form 55002021-01-016
Number of retired or separated participants receiving benefits2021-01-0117
Number of other retired or separated participants entitled to future benefits2021-01-017
Total of all active and inactive participants2021-01-0130
Total participants2021-01-0130
2020: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-314,911,630
Acturial value of plan assets2020-12-314,669,443
Funding target for retired participants and beneficiaries receiving payment2020-12-313,163,973
Number of terminated vested participants2020-12-318
Fundng target for terminated vested participants2020-12-31597,434
Active participant vested funding target2020-12-31203,160
Number of active participants2020-12-317
Total funding liabilities for active participants2020-12-31211,347
Total participant count2020-12-3130
Total funding target for all participants2020-12-313,972,754
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31233,066
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31233,066
Present value of excess contributions2020-12-3199,175
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31104,640
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31280,611
Unpaid minimum required contributions for all prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0130
Total number of active participants reported on line 7a of the Form 55002020-01-016
Number of retired or separated participants receiving benefits2020-01-0117
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-0130
Total participants2020-01-0130
2019: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-314,277,898
Acturial value of plan assets2019-12-314,472,393
Funding target for retired participants and beneficiaries receiving payment2019-12-313,219,198
Number of terminated vested participants2019-12-318
Fundng target for terminated vested participants2019-12-31549,965
Active participant vested funding target2019-12-31183,326
Number of active participants2019-12-317
Total funding liabilities for active participants2019-12-31190,922
Total participant count2019-12-3130
Total funding target for all participants2019-12-313,960,085
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31242,929
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31242,929
Present value of excess contributions2019-12-3186,479
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3191,400
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31233,066
Total employer contributions2019-12-31100,000
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3199,175
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-3199,175
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0130
Total number of active participants reported on line 7a of the Form 55002019-01-017
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-018
Total of all active and inactive participants2019-01-0130
Total participants2019-01-0130
2018: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-314,684,707
Acturial value of plan assets2018-12-314,424,706
Funding target for retired participants and beneficiaries receiving payment2018-12-313,154,407
Number of terminated vested participants2018-12-319
Fundng target for terminated vested participants2018-12-31605,551
Active participant vested funding target2018-12-31155,797
Number of active participants2018-12-317
Total funding liabilities for active participants2018-12-31172,139
Total participant count2018-12-3130
Total funding target for all participants2018-12-313,932,097
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31210,565
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31210,565
Present value of excess contributions2018-12-31298,198
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31315,732
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31242,929
Total employer contributions2018-12-3189,730
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3186,479
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3186,479
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0130
Total number of active participants reported on line 7a of the Form 55002018-01-017
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-018
Total of all active and inactive participants2018-01-0130
Total participants2018-01-0130
2017: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-314,078,010
Acturial value of plan assets2017-12-314,116,894
Funding target for retired participants and beneficiaries receiving payment2017-12-313,130,776
Number of terminated vested participants2017-12-319
Fundng target for terminated vested participants2017-12-31536,302
Active participant vested funding target2017-12-31127,410
Number of active participants2017-12-317
Total funding liabilities for active participants2017-12-31148,560
Total participant count2017-12-3131
Total funding target for all participants2017-12-313,815,638
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31194,302
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31194,302
Present value of excess contributions2017-12-31195,169
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31206,996
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31210,565
Total employer contributions2017-12-31310,270
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31298,198
Unpaid minimum required contributions for all prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31298,198
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0130
Total number of active participants reported on line 7a of the Form 55002017-01-017
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-0130
Total participants2017-01-0130
2016: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-313,882,761
Acturial value of plan assets2016-12-314,030,387
Funding target for retired participants and beneficiaries receiving payment2016-12-313,117,169
Number of terminated vested participants2016-12-3110
Fundng target for terminated vested participants2016-12-31554,602
Active participant vested funding target2016-12-31103,732
Number of active participants2016-12-317
Total funding liabilities for active participants2016-12-31132,804
Total participant count2016-12-3131
Total funding target for all participants2016-12-313,804,575
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3128,153
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3128,153
Present value of excess contributions2016-12-31156,209
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31166,003
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31166,003
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31194,302
Total employer contributions2016-12-31200,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31195,169
Unpaid minimum required contributions for all prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31195,169
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0131
Total number of active participants reported on line 7a of the Form 55002016-01-017
Number of retired or separated participants receiving benefits2016-01-0115
Number of other retired or separated participants entitled to future benefits2016-01-019
Total of all active and inactive participants2016-01-0131
Total participants2016-01-0131
2015: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-0110
Total of all active and inactive participants2015-01-0131
Total participants2015-01-0131
2014: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0133
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-0112
Number of other retired or separated participants entitled to future benefits2014-01-0112
Total of all active and inactive participants2014-01-0131
Total participants2014-01-0131
2013: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0133
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-0110
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-0131
Total participants2013-01-0131
2012: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Total number of active participants reported on line 7a of the Form 55002012-01-017
Number of retired or separated participants receiving benefits2012-01-0110
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-0130
Total participants2012-01-0130
Number of participants with account balances2012-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0126
Total number of active participants reported on line 7a of the Form 55002011-01-017
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-0130
Total participants2011-01-0130
2009: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0127
Total number of active participants reported on line 7a of the Form 55002009-01-0113
Number of retired or separated participants receiving benefits2009-01-0111
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0127
Total participants2009-01-0127

Financial Data on IUE-CWA FUND EMPLOYEES' PENSION PLAN

Measure Date Value
2022 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$58,058
Total plan liabilities at beginning of year2022-12-31$5,287
Total income from all sources2022-12-31$-561,086
Expenses. Total of all expenses incurred2022-12-31$375,457
Benefits paid (including direct rollovers)2022-12-31$333,317
Total plan assets at end of year2022-12-31$4,473,324
Total plan assets at beginning of year2022-12-31$5,357,096
Value of fidelity bond covering the plan2022-12-31$500,000
Expenses. Other expenses not covered elsewhere2022-12-31$2,640
Other income received2022-12-31$-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
Total plan liabilities at end of year2021-12-31$5,287
Total income from all sources2021-12-31$606,894
Expenses. Total of all expenses incurred2021-12-31$337,059
Benefits paid (including direct rollovers)2021-12-31$337,059
Total plan assets at end of year2021-12-31$5,357,096
Total plan assets at beginning of year2021-12-31$5,081,974
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$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 securities2021-12-31$0
2020 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2020 401k financial data
Total income from all sources2020-12-31$507,976
Expenses. Total of all expenses incurred2020-12-31$337,636
Benefits paid (including direct rollovers)2020-12-31$323,334
Total plan assets at end of year2020-12-31$5,081,970
Total plan assets at beginning of year2020-12-31$4,911,630
Value of fidelity bond covering the plan2020-12-31$500,000
Expenses. Other expenses not covered elsewhere2020-12-31$14,302
Other income received2020-12-31$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 employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$0
Amount contributed by the employer to the plan for this plan year2020-12-31$0
2019 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2019 401k financial data
Total income from all sources2019-12-31$954,470
Expenses. Total of all expenses incurred2019-12-31$320,738
Benefits paid (including direct rollovers)2019-12-31$320,738
Total plan assets at end of year2019-12-31$4,911,630
Total plan assets at beginning of year2019-12-31$4,277,898
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$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 employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$0
Amount contributed by the employer to the plan for this plan year2019-12-31$0
2018 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2018 401k financial data
Total income from all sources2018-12-31$14,379
Expenses. Total of all expenses incurred2018-12-31$312,227
Benefits paid (including direct rollovers)2018-12-31$312,227
Total plan assets at end of year2018-12-31$4,277,898
Total plan assets at beginning of year2018-12-31$4,575,746
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$-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 employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
2017 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2017 401k financial data
Total income from all sources2017-12-31$817,722
Expenses. Total of all expenses incurred2017-12-31$319,986
Benefits paid (including direct rollovers)2017-12-31$319,986
Total plan assets at end of year2017-12-31$4,575,746
Total plan assets at beginning of year2017-12-31$4,078,010
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$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 employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
2016 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2016 401k financial data
Total income from all sources2016-12-31$519,994
Expenses. Total of all expenses incurred2016-12-31$324,745
Benefits paid (including direct rollovers)2016-12-31$324,745
Total plan assets at end of year2016-12-31$4,078,010
Total plan assets at beginning of year2016-12-31$3,882,761
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$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 employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
2015 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2015 401k financial data
Total income from all sources2015-12-31$180,337
Expenses. Total of all expenses incurred2015-12-31$309,290
Benefits paid (including direct rollovers)2015-12-31$309,290
Total plan assets at end of year2015-12-31$3,882,761
Total plan assets at beginning of year2015-12-31$4,011,714
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$20,337
Net income (gross income less expenses)2015-12-31$-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 employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
2014 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2014 401k financial data
Total income from all sources2014-12-31$475,535
Expenses. Total of all expenses incurred2014-12-31$267,974
Benefits paid (including direct rollovers)2014-12-31$267,889
Total plan assets at end of year2014-12-31$4,011,714
Total plan assets at beginning of year2014-12-31$3,804,153
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$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 employers2014-12-310
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
2013 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2013 401k financial data
Total income from all sources2013-12-31$781,225
Expenses. Total of all expenses incurred2013-12-31$193,590
Benefits paid (including direct rollovers)2013-12-31$193,590
Total plan assets at end of year2013-12-31$3,804,153
Total plan assets at beginning of year2013-12-31$3,216,518
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$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 employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
2012 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2012 401k financial data
Total plan liabilities at beginning of year2012-12-31$15
Total income from all sources2012-12-31$461,101
Expenses. Total of all expenses incurred2012-12-31$277,648
Benefits paid (including direct rollovers)2012-12-31$277,648
Total plan assets at end of year2012-12-31$3,216,518
Total plan assets at beginning of year2012-12-31$3,033,080
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$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 employers2012-12-310
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
2011 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$15
Total plan liabilities at beginning of year2011-12-31$1,360
Total income from all sources2011-12-31$140,245
Expenses. Total of all expenses incurred2011-12-31$185,620
Benefits paid (including direct rollovers)2011-12-31$185,620
Total plan assets at end of year2011-12-31$3,033,080
Total plan assets at beginning of year2011-12-31$3,079,800
Value of fidelity bond covering the plan2011-12-31$500,000
Other income received2011-12-31$69,980
Net income (gross income less expenses)2011-12-31$-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 securities2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : IUE-CWA FUND EMPLOYEES' PENSION PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$1,360
Total income from all sources2010-12-31$396,455
Expenses. Total of all expenses incurred2010-12-31$158,787
Benefits paid (including direct rollovers)2010-12-31$158,787
Total plan assets at end of year2010-12-31$3,079,800
Total plan assets at beginning of year2010-12-31$2,840,772
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$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

Form 5500 Responses for IUE-CWA FUND EMPLOYEES' PENSION PLAN

2022: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IUE-CWA FUND EMPLOYEES' PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3