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BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 401k Plan overview

Plan NameBUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA
Plan identification number 001

BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 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).

401k Sponsoring company profile

BOARD OF TRUSTEES BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA
Employer identification number (EIN):256118878
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01NORMAN RINGER, JR.2023-10-16 FRED EPISCOPO2023-10-16
0012021-01-01NORMAN RINGER, JR.2022-10-14 PAUL SCABILLONI2022-10-13
0012020-01-01NORMAN RINGER, JR.2021-10-14 PAUL SCABILLONI2021-10-13
0012019-01-01WILLIAM GREER2020-10-13 DAVID BALMERT2020-10-13
0012018-01-01WILLIAM GREER2019-10-09 DAVID BALMERT2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01NORMAN L. RINGER, JR.
0012013-01-01NORMAN L. RINGER
0012012-01-01DAVID J. DONKIN, SR.
0012011-01-01DAVID J. DONKIN, SR.
0012009-01-01DAVID J. DONKIN, SR.

Plan Statistics for BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA

401k plan membership statisitcs for BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA

Measure Date Value
2022: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2022 401k membership
Current value of assets2022-12-31135,196,227
Acturial value of assets for funding standard account2022-12-31123,834,883
Accrued liability for plan using immediate gains methods2022-12-31176,818,981
Accrued liability under unit credit cost method2022-12-31176,818,981
RPA 94 current liability2022-12-31338,391,370
Expected increase in current liability due to benefits accruing during the plan year2022-12-314,892,989
Expected release from RPA 94 current liability for plan year2022-12-3113,282,946
Expected plan disbursements for the plan year2022-12-3113,282,946
Current value of assets2022-12-31135,196,227
Number of retired participants and beneficiaries receiving payment2022-12-311,526
Current liability for retired participants and beneficiaries receiving payment2022-12-31168,486,388
Number of terminated vested participants2022-12-31767
Current liability for terminated vested participants2022-12-3169,098,916
Current liability for active participants non vested benefits2022-12-317,987,939
Current liability for active participants vested benefits2022-12-3192,818,127
Total number of active articipats2022-12-311,409
Current liability for active participants2022-12-31100,806,066
Total participant count with liabilities2022-12-313,702
Total current liabilitoes for participants with libailities2022-12-31338,391,370
Total employer contributions in plan year2022-12-315,106,986
Total employee contributions in plan year2022-12-310
Value in reduction in liability resulting from the reduction in benefits2022-12-310
Prior year funding deficiency2022-12-318,283,054
Employer’s normal cost for plan year as of valuation date2022-12-312,173,965
Prior year credit balance2022-12-310
Amortization credits as of valuation date2022-12-312,695,084
Total participants, beginning-of-year2022-01-013,715
Total number of active participants reported on line 7a of the Form 55002022-01-011,379
Number of retired or separated participants receiving benefits2022-01-011,220
Number of other retired or separated participants entitled to future benefits2022-01-011,045
Total of all active and inactive participants2022-01-013,644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01284
Total participants2022-01-013,928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01159
Number of employers contributing to the scheme2022-01-01201
2021: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2021 401k membership
Current value of assets2021-12-31123,594,692
Acturial value of assets for funding standard account2021-12-31120,214,281
Accrued liability for plan using immediate gains methods2021-12-31161,981,699
Accrued liability under unit credit cost method2021-12-31161,981,699
RPA 94 current liability2021-12-31330,186,434
Expected increase in current liability due to benefits accruing during the plan year2021-12-315,354,072
Expected release from RPA 94 current liability for plan year2021-12-3112,930,093
Expected plan disbursements for the plan year2021-12-3112,930,093
Current value of assets2021-12-31123,594,692
Number of retired participants and beneficiaries receiving payment2021-12-311,508
Current liability for retired participants and beneficiaries receiving payment2021-12-31159,781,366
Number of terminated vested participants2021-12-31759
Current liability for terminated vested participants2021-12-3165,111,474
Current liability for active participants non vested benefits2021-12-318,616,087
Current liability for active participants vested benefits2021-12-3196,677,507
Total number of active articipats2021-12-311,544
Current liability for active participants2021-12-31105,293,594
Total participant count with liabilities2021-12-313,811
Total current liabilitoes for participants with libailities2021-12-31330,186,434
Total employer contributions in plan year2021-12-314,897,268
Total employee contributions in plan year2021-12-310
Value in reduction in liability resulting from the reduction in benefits2021-12-310
Prior year funding deficiency2021-12-314,999,926
Employer’s normal cost for plan year as of valuation date2021-12-312,137,885
Prior year credit balance2021-12-310
Amortization credits as of valuation date2021-12-312,324,577
Total participants, beginning-of-year2021-01-014,173
Total number of active participants reported on line 7a of the Form 55002021-01-011,472
Number of retired or separated participants receiving benefits2021-01-011,187
Number of other retired or separated participants entitled to future benefits2021-01-01766
Total of all active and inactive participants2021-01-013,425
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01290
Total participants2021-01-013,715
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01219
Number of employers contributing to the scheme2021-01-01201
2020: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2020 401k membership
Current value of assets2020-12-31120,313,378
Acturial value of assets for funding standard account2020-12-31117,989,915
Accrued liability for plan using immediate gains methods2020-12-31161,219,595
Accrued liability under unit credit cost method2020-12-31161,219,595
RPA 94 current liability2020-12-31309,476,921
Expected increase in current liability due to benefits accruing during the plan year2020-12-314,527,582
Expected release from RPA 94 current liability for plan year2020-12-3112,535,063
Expected plan disbursements for the plan year2020-12-3112,535,063
Current value of assets2020-12-31120,313,378
Number of retired participants and beneficiaries receiving payment2020-12-311,506
Current liability for retired participants and beneficiaries receiving payment2020-12-31144,698,653
Number of terminated vested participants2020-12-31765
Current liability for terminated vested participants2020-12-3160,288,305
Current liability for active participants non vested benefits2020-12-318,631,676
Current liability for active participants vested benefits2020-12-3195,858,287
Total number of active articipats2020-12-311,785
Current liability for active participants2020-12-31104,489,963
Total participant count with liabilities2020-12-314,056
Total current liabilitoes for participants with libailities2020-12-31309,476,921
Total employer contributions in plan year2020-12-315,138,554
Total employee contributions in plan year2020-12-310
Value in reduction in liability resulting from the reduction in benefits2020-12-311,825,256
Prior year funding deficiency2020-12-312,125,186
Employer’s normal cost for plan year as of valuation date2020-12-312,008,384
Prior year credit balance2020-12-310
Amortization credits as of valuation date2020-12-312,159,792
Total participants, beginning-of-year2020-01-014,529
Total number of active participants reported on line 7a of the Form 55002020-01-011,661
Number of retired or separated participants receiving benefits2020-01-011,173
Number of other retired or separated participants entitled to future benefits2020-01-011,047
Total of all active and inactive participants2020-01-013,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01292
Total participants2020-01-014,173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01371
Number of employers contributing to the scheme2020-01-01181
2019: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2019 401k membership
Current value of assets2019-12-31106,869,597
Acturial value of assets for funding standard account2019-12-31116,363,326
Accrued liability for plan using immediate gains methods2019-12-31158,272,050
Accrued liability under unit credit cost method2019-12-31158,272,050
RPA 94 current liability2019-12-31303,047,687
Expected increase in current liability due to benefits accruing during the plan year2019-12-314,131,180
Expected release from RPA 94 current liability for plan year2019-12-3112,035,751
Expected plan disbursements for the plan year2019-12-3112,035,751
Current value of assets2019-12-31106,869,597
Number of retired participants and beneficiaries receiving payment2019-12-311,464
Current liability for retired participants and beneficiaries receiving payment2019-12-31137,672,572
Number of terminated vested participants2019-12-31774
Current liability for terminated vested participants2019-12-3157,748,076
Current liability for active participants non vested benefits2019-12-319,048,541
Current liability for active participants vested benefits2019-12-3198,578,498
Total number of active articipats2019-12-312,113
Current liability for active participants2019-12-31107,627,039
Total participant count with liabilities2019-12-314,351
Total current liabilitoes for participants with libailities2019-12-31303,047,687
Total employer contributions in plan year2019-12-316,170,020
Total employee contributions in plan year2019-12-310
Value in reduction in liability resulting from the reduction in benefits2019-12-315,952,441
Prior year funding deficiency2019-12-31796,489
Employer’s normal cost for plan year as of valuation date2019-12-311,914,660
Prior year credit balance2019-12-310
Amortization credits as of valuation date2019-12-312,159,792
Total participants, beginning-of-year2019-01-014,436
Total number of active participants reported on line 7a of the Form 55002019-01-011,991
Number of retired or separated participants receiving benefits2019-01-011,148
Number of other retired or separated participants entitled to future benefits2019-01-011,100
Total of all active and inactive participants2019-01-014,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01290
Total participants2019-01-014,529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01639
Number of employers contributing to the scheme2019-01-01209
2018: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2018 401k membership
Current value of assets2018-12-31117,199,294
Acturial value of assets for funding standard account2018-12-31116,130,922
Accrued liability for plan using immediate gains methods2018-12-31155,060,434
Accrued liability under unit credit cost method2018-12-31155,060,434
RPA 94 current liability2018-12-31305,841,715
Expected increase in current liability due to benefits accruing during the plan year2018-12-314,847,056
Expected release from RPA 94 current liability for plan year2018-12-3111,566,085
Expected plan disbursements for the plan year2018-12-3111,556,085
Current value of assets2018-12-31117,199,294
Number of retired participants and beneficiaries receiving payment2018-12-311,458
Current liability for retired participants and beneficiaries receiving payment2018-12-31135,287,351
Number of terminated vested participants2018-12-31766
Current liability for terminated vested participants2018-12-3156,853,967
Current liability for active participants non vested benefits2018-12-319,435,429
Current liability for active participants vested benefits2018-12-31104,264,968
Total number of active articipats2018-12-311,687
Current liability for active participants2018-12-31113,700,397
Total participant count with liabilities2018-12-313,911
Total current liabilitoes for participants with libailities2018-12-31305,841,715
Total employer contributions in plan year2018-12-316,228,049
Total employee contributions in plan year2018-12-310
Value in reduction in liability resulting from the reduction in benefits2018-12-316,343,839
Employer’s normal cost for plan year as of valuation date2018-12-312,136,036
Prior year credit balance2018-12-31766,077
Amortization credits as of valuation date2018-12-312,159,792
Total participants, beginning-of-year2018-01-014,149
Total number of active participants reported on line 7a of the Form 55002018-01-011,917
Number of retired or separated participants receiving benefits2018-01-011,125
Number of other retired or separated participants entitled to future benefits2018-01-011,102
Total of all active and inactive participants2018-01-014,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01292
Total participants2018-01-014,436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01197
Number of employers contributing to the scheme2018-01-01177
2017: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2017 401k membership
Current value of assets2017-12-31111,260,249
Acturial value of assets for funding standard account2017-12-31116,367,388
Accrued liability for plan using immediate gains methods2017-12-31154,240,355
Accrued liability under unit credit cost method2017-12-31154,240,355
RPA 94 current liability2017-12-31291,904,951
Expected increase in current liability due to benefits accruing during the plan year2017-12-314,866,298
Expected release from RPA 94 current liability for plan year2017-12-3111,666,972
Expected plan disbursements for the plan year2017-12-3111,666,972
Current value of assets2017-12-31111,260,249
Number of retired participants and beneficiaries receiving payment2017-12-311,494
Current liability for retired participants and beneficiaries receiving payment2017-12-31129,288,321
Number of terminated vested participants2017-12-31749
Current liability for terminated vested participants2017-12-3151,991,443
Current liability for active participants non vested benefits2017-12-319,750,167
Current liability for active participants vested benefits2017-12-31100,875,020
Total number of active articipats2017-12-311,630
Current liability for active participants2017-12-31110,625,187
Total participant count with liabilities2017-12-313,873
Total current liabilitoes for participants with libailities2017-12-31291,904,951
Total employer contributions in plan year2017-12-315,739,920
Total employee contributions in plan year2017-12-310
Value in reduction in liability resulting from the reduction in benefits2017-12-316,707,931
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-312,173,579
Prior year credit balance2017-12-315,000,266
Amortization credits as of valuation date2017-12-312,159,792
Total participants, beginning-of-year2017-01-014,060
Total number of active participants reported on line 7a of the Form 55002017-01-011,645
Number of retired or separated participants receiving benefits2017-01-011,134
Number of other retired or separated participants entitled to future benefits2017-01-011,080
Total of all active and inactive participants2017-01-013,859
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01290
Total participants2017-01-014,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01214
Number of employers contributing to the scheme2017-01-0187
2016: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2016 401k membership
Current value of assets2016-12-31108,945,730
Acturial value of assets for funding standard account2016-12-31118,006,226
Accrued liability for plan using immediate gains methods2016-12-31151,952,658
Accrued liability under unit credit cost method2016-12-31151,952,658
RPA 94 current liability2016-12-31280,675,040
Expected increase in current liability due to benefits accruing during the plan year2016-12-314,919,583
Expected release from RPA 94 current liability for plan year2016-12-3111,386,979
Expected plan disbursements for the plan year2016-12-3111,386,979
Current value of assets2016-12-31108,945,730
Number of retired participants and beneficiaries receiving payment2016-12-311,568
Current liability for retired participants and beneficiaries receiving payment2016-12-31122,406,961
Number of terminated vested participants2016-12-31789
Current liability for terminated vested participants2016-12-3150,948,011
Current liability for active participants non vested benefits2016-12-319,935,800
Current liability for active participants vested benefits2016-12-3197,384,268
Total number of active articipats2016-12-311,593
Current liability for active participants2016-12-31107,320,068
Total participant count with liabilities2016-12-313,950
Total current liabilitoes for participants with libailities2016-12-31280,675,040
Total employer contributions in plan year2016-12-314,974,318
Total employee contributions in plan year2016-12-310
Value in reduction in liability resulting from the reduction in benefits2016-12-317,046,621
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-312,286,515
Prior year credit balance2016-12-319,359,418
Amortization credits as of valuation date2016-12-312,159,792
Total participants, beginning-of-year2016-01-013,895
Total number of active participants reported on line 7a of the Form 55002016-01-011,586
Number of retired or separated participants receiving benefits2016-01-011,139
Number of other retired or separated participants entitled to future benefits2016-01-011,049
Total of all active and inactive participants2016-01-013,774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01286
Total participants2016-01-014,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01137
Number of employers contributing to the scheme2016-01-0183
2015: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2015 401k membership
Current value of assets2015-12-31111,962,499
Acturial value of assets for funding standard account2015-12-31120,930,461
Accrued liability for plan using immediate gains methods2015-12-31152,423,050
Accrued liability under unit credit cost method2015-12-31152,423,050
RPA 94 current liability2015-12-31273,562,648
Expected increase in current liability due to benefits accruing during the plan year2015-12-311,754,396
Expected release from RPA 94 current liability for plan year2015-12-3111,341,220
Expected plan disbursements for the plan year2015-12-3111,341,220
Current value of assets2015-12-31111,962,499
Number of retired participants and beneficiaries receiving payment2015-12-311,579
Current liability for retired participants and beneficiaries receiving payment2015-12-31121,803,132
Number of terminated vested participants2015-12-31771
Current liability for terminated vested participants2015-12-3146,394,490
Current liability for active participants non vested benefits2015-12-3110,419,064
Current liability for active participants vested benefits2015-12-3194,945,962
Total number of active articipats2015-12-311,649
Current liability for active participants2015-12-31105,365,026
Total participant count with liabilities2015-12-313,999
Total current liabilitoes for participants with libailities2015-12-31273,562,648
Total employer contributions in plan year2015-12-314,825,518
Total employee contributions in plan year2015-12-310
Value in reduction in liability resulting from the reduction in benefits2015-12-317,361,861
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-31970,119
Prior year credit balance2015-12-3111,816,512
Amortization credits as of valuation date2015-12-312,159,792
Total participants, beginning-of-year2015-01-014,166
Total number of active participants reported on line 7a of the Form 55002015-01-011,613
Number of retired or separated participants receiving benefits2015-01-011,151
Number of other retired or separated participants entitled to future benefits2015-01-011,015
Total of all active and inactive participants2015-01-013,779
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01116
Total participants2015-01-013,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0171
Number of employers contributing to the scheme2015-01-0179
2014: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2014 401k membership
Current value of assets2014-12-31112,374,640
Acturial value of assets for funding standard account2014-12-31122,422,385
Accrued liability for plan using immediate gains methods2014-12-31150,117,211
Accrued liability under unit credit cost method2014-12-31150,117,211
RPA 94 current liability2014-12-31266,415,257
Expected increase in current liability due to benefits accruing during the plan year2014-12-311,713,390
Expected release from RPA 94 current liability for plan year2014-12-3111,237,582
Expected plan disbursements for the plan year2014-12-3111,237,582
Current value of assets2014-12-31112,374,640
Number of retired participants and beneficiaries receiving payment2014-12-311,575
Current liability for retired participants and beneficiaries receiving payment2014-12-31124,042,280
Number of terminated vested participants2014-12-31692
Current liability for terminated vested participants2014-12-3135,805,812
Current liability for active participants non vested benefits2014-12-3110,968,525
Current liability for active participants vested benefits2014-12-3195,598,640
Total number of active articipats2014-12-311,820
Current liability for active participants2014-12-31106,567,165
Total participant count with liabilities2014-12-314,087
Total current liabilitoes for participants with libailities2014-12-31266,415,257
Total employer contributions in plan year2014-12-314,438,774
Total employee contributions in plan year2014-12-310
Value in reduction in liability resulting from the reduction in benefits2014-12-317,654,760
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-31965,478
Prior year credit balance2014-12-319,530,211
Amortization credits as of valuation date2014-12-316,543,759
Total participants, beginning-of-year2014-01-014,195
Total number of active participants reported on line 7a of the Form 55002014-01-011,694
Number of retired or separated participants receiving benefits2014-01-011,174
Number of other retired or separated participants entitled to future benefits2014-01-011,013
Total of all active and inactive participants2014-01-013,881
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01285
Total participants2014-01-014,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01185
Number of employers contributing to the scheme2014-01-0183
2013: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2013 401k membership
Current value of assets2013-12-31107,529,576
Acturial value of assets for funding standard account2013-12-31123,193,767
Accrued liability for plan using immediate gains methods2013-12-31157,335,738
Accrued liability under unit credit cost method2013-12-31157,335,738
RPA 94 current liability2013-12-31273,585,551
Expected increase in current liability due to benefits accruing during the plan year2013-12-311,658,930
Expected release from RPA 94 current liability for plan year2013-12-3111,128,073
Expected plan disbursements for the plan year2013-12-3111,128,073
Current value of assets2013-12-31107,529,576
Number of retired participants and beneficiaries receiving payment2013-12-311,552
Current liability for retired participants and beneficiaries receiving payment2013-12-31120,212,433
Number of terminated vested participants2013-12-31662
Current liability for terminated vested participants2013-12-3136,359,834
Current liability for active participants non vested benefits2013-12-316,152,459
Current liability for active participants vested benefits2013-12-31110,860,825
Total number of active articipats2013-12-311,764
Current liability for active participants2013-12-31117,013,284
Total participant count with liabilities2013-12-313,978
Total current liabilitoes for participants with libailities2013-12-31273,585,551
Total employer contributions in plan year2013-12-314,304,946
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31944,782
Prior year credit balance2013-12-318,118,973
Amortization credits as of valuation date2013-12-315,737,074
Total participants, beginning-of-year2013-01-014,533
Total number of active participants reported on line 7a of the Form 55002013-01-011,760
Number of retired or separated participants receiving benefits2013-01-011,186
Number of other retired or separated participants entitled to future benefits2013-01-01978
Total of all active and inactive participants2013-01-013,924
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01271
Total participants2013-01-014,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01187
Number of employers contributing to the scheme2013-01-0183
2012: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2012 401k membership
Total participants, beginning-of-year2012-01-014,647
Total number of active participants reported on line 7a of the Form 55002012-01-012,089
Number of retired or separated participants receiving benefits2012-01-011,445
Number of other retired or separated participants entitled to future benefits2012-01-01688
Total of all active and inactive participants2012-01-014,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01311
Total participants2012-01-014,533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01239
Number of employers contributing to the scheme2012-01-0182
2011: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2011 401k membership
Total participants, beginning-of-year2011-01-014,741
Total number of active participants reported on line 7a of the Form 55002011-01-012,217
Number of retired or separated participants receiving benefits2011-01-011,455
Number of other retired or separated participants entitled to future benefits2011-01-01663
Total of all active and inactive participants2011-01-014,335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01312
Total participants2011-01-014,647
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01177
Number of employers contributing to the scheme2011-01-0184
2009: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2009 401k membership
Total participants, beginning-of-year2009-01-015,013
Total number of active participants reported on line 7a of the Form 55002009-01-012,550
Number of retired or separated participants receiving benefits2009-01-011,462
Number of other retired or separated participants entitled to future benefits2009-01-01624
Total of all active and inactive participants2009-01-014,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01309
Total participants2009-01-014,945
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0149
Number of employers contributing to the scheme2009-01-0185

Financial Data on BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA

Measure Date Value
2022 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-8,419,090
Total unrealized appreciation/depreciation of assets2022-12-31$-8,419,090
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$226,140
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$220,474
Total income from all sources (including contributions)2022-12-31$-10,400,980
Total loss/gain on sale of assets2022-12-31$-2,329,288
Total of all expenses incurred2022-12-31$14,002,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,799,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,127,172
Value of total assets at end of year2022-12-31$111,019,331
Value of total assets at beginning of year2022-12-31$135,416,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,202,523
Total interest from all sources2022-12-31$282,917
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,085,868
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$399,921
Administrative expenses professional fees incurred2022-12-31$206,360
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,434,401
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$10,220,619
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$698,137
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$726,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$223,075
Liabilities. Value of operating payables at end of year2022-12-31$226,140
Liabilities. Value of operating payables at beginning of year2022-12-31$220,474
Total non interest bearing cash at end of year2022-12-31$2,467,087
Total non interest bearing cash at beginning of year2022-12-31$1,817,926
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,403,036
Value of net assets at end of year (total assets less liabilities)2022-12-31$110,793,191
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$135,196,227
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$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$2,329,354
Investment advisory and management fees2022-12-31$589,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,233,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$36,295,568
Value of interest in pooled separate accounts at end of year2022-12-31$11,839,879
Value of interest in pooled separate accounts at beginning of year2022-12-31$11,932,718
Interest earned on other investments2022-12-31$1,457
Income. Interest from US Government securities2022-12-31$107,360
Income. Interest from corporate debt instruments2022-12-31$139,839
Value of interest in common/collective trusts at end of year2022-12-31$8,383,321
Value of interest in common/collective trusts at beginning of year2022-12-31$8,754,032
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,101,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$731,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$731,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$34,261
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$278,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$277,321
Asset value of US Government securities at end of year2022-12-31$5,512,295
Asset value of US Government securities at beginning of year2022-12-31$6,254,579
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,334,723
Net investment gain/loss from pooled separate accounts2022-12-31$556,874
Net investment gain or loss from common/collective trusts2022-12-31$-370,710
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$5,127,172
Employer contributions (assets) at end of year2022-12-31$475,058
Employer contributions (assets) at beginning of year2022-12-31$685,882
Income. Dividends from common stock2022-12-31$685,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,799,533
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$3,009,290
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$3,746,715
Contract administrator fees2022-12-31$183,964
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$37,562,880
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$51,617,364
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$22,964
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$26,618
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$28,625,537
Aggregate carrying amount (costs) on sale of assets2022-12-31$30,954,825
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2022-12-31270889793
2021 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$9,471,341
Total unrealized appreciation/depreciation of assets2021-12-31$9,471,341
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$220,474
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$273,169
Total income from all sources (including contributions)2021-12-31$25,095,759
Total loss/gain on sale of assets2021-12-31$3,056,063
Total of all expenses incurred2021-12-31$13,494,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,352,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,462,739
Value of total assets at end of year2021-12-31$135,416,701
Value of total assets at beginning of year2021-12-31$123,867,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,141,553
Total interest from all sources2021-12-31$291,223
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,487,355
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$843,706
Administrative expenses professional fees incurred2021-12-31$111,014
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-31565471
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$10,220,619
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$9,318,712
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$726,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$107,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$225,568
Liabilities. Value of operating payables at end of year2021-12-31$220,474
Liabilities. Value of operating payables at beginning of year2021-12-31$273,169
Total non interest bearing cash at end of year2021-12-31$1,817,926
Total non interest bearing cash at beginning of year2021-12-31$990,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$11,601,535
Value of net assets at end of year (total assets less liabilities)2021-12-31$135,196,227
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,594,692
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$2,329,354
Assets. partnership/joint venture interests at beginning of year2021-12-31$2,580,777
Investment advisory and management fees2021-12-31$625,671
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$36,295,568
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,425,950
Value of interest in pooled separate accounts at end of year2021-12-31$11,932,718
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,705,651
Interest earned on other investments2021-12-31$5,549
Income. Interest from US Government securities2021-12-31$114,670
Income. Interest from corporate debt instruments2021-12-31$170,677
Value of interest in common/collective trusts at end of year2021-12-31$8,754,032
Value of interest in common/collective trusts at beginning of year2021-12-31$8,602,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$731,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$868,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$868,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$327
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$277,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$275,805
Asset value of US Government securities at end of year2021-12-31$6,254,579
Asset value of US Government securities at beginning of year2021-12-31$7,976,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,620,152
Net investment gain/loss from pooled separate accounts2021-12-31$1,555,545
Net investment gain or loss from common/collective trusts2021-12-31$151,341
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$5,462,739
Employer contributions (assets) at end of year2021-12-31$685,882
Employer contributions (assets) at beginning of year2021-12-31$800,103
Income. Dividends from common stock2021-12-31$643,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,352,671
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$3,746,715
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$5,943,626
Contract administrator fees2021-12-31$179,300
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$51,617,364
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$49,249,898
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$26,618
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$20,721
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$54,320,753
Aggregate carrying amount (costs) on sale of assets2021-12-31$51,264,690
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2021-12-31270889793
2020 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$7,098,066
Total unrealized appreciation/depreciation of assets2020-12-31$7,098,066
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$273,169
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$201,497
Total income from all sources (including contributions)2020-12-31$16,110,874
Total loss/gain on sale of assets2020-12-31$-1,769,070
Total of all expenses incurred2020-12-31$12,829,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,757,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,138,554
Value of total assets at end of year2020-12-31$123,867,861
Value of total assets at beginning of year2020-12-31$120,514,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,072,329
Total interest from all sources2020-12-31$365,277
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,118,857
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$353,439
Administrative expenses professional fees incurred2020-12-31$134,354
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 employers2020-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$9,318,712
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$9,059,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$107,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$139,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$215,728
Liabilities. Value of operating payables at end of year2020-12-31$273,169
Liabilities. Value of operating payables at beginning of year2020-12-31$201,497
Total non interest bearing cash at end of year2020-12-31$990,698
Total non interest bearing cash at beginning of year2020-12-31$2,598,956
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$3,281,314
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,594,692
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$120,313,378
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$2,580,777
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,685,573
Investment advisory and management fees2020-12-31$526,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,425,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,278,802
Value of interest in pooled separate accounts at end of year2020-12-31$10,705,651
Value of interest in pooled separate accounts at beginning of year2020-12-31$12,439,226
Interest earned on other investments2020-12-31$8,389
Income. Interest from US Government securities2020-12-31$163,730
Income. Interest from corporate debt instruments2020-12-31$186,649
Value of interest in common/collective trusts at end of year2020-12-31$8,602,690
Value of interest in common/collective trusts at beginning of year2020-12-31$8,562,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$868,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,983,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,983,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$6,509
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$275,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$273,415
Asset value of US Government securities at end of year2020-12-31$7,976,755
Asset value of US Government securities at beginning of year2020-12-31$7,940,927
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,841,721
Net investment gain/loss from pooled separate accounts2020-12-31$276,827
Net investment gain or loss from common/collective trusts2020-12-31$40,642
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$5,138,554
Employer contributions (assets) at end of year2020-12-31$800,103
Employer contributions (assets) at beginning of year2020-12-31$984,159
Income. Dividends from common stock2020-12-31$765,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,757,231
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$5,943,626
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$5,985,818
Contract administrator fees2020-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$49,249,898
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$44,559,117
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$20,721
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$23,954
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$36,181,070
Aggregate carrying amount (costs) on sale of assets2020-12-31$37,950,140
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2020-12-31270889793
2019 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$8,549,681
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$8,549,681
Total unrealized appreciation/depreciation of assets2019-12-31$8,549,681
Total unrealized appreciation/depreciation of assets2019-12-31$8,549,681
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$201,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$201,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$302,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$302,453
Total income from all sources (including contributions)2019-12-31$25,751,923
Total income from all sources (including contributions)2019-12-31$25,751,923
Total loss/gain on sale of assets2019-12-31$2,305,517
Total loss/gain on sale of assets2019-12-31$2,305,517
Total of all expenses incurred2019-12-31$12,308,142
Total of all expenses incurred2019-12-31$12,308,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,195,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,195,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,170,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,170,020
Value of total assets at end of year2019-12-31$120,514,875
Value of total assets at end of year2019-12-31$120,514,875
Value of total assets at beginning of year2019-12-31$107,172,050
Value of total assets at beginning of year2019-12-31$107,172,050
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,112,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,112,951
Total interest from all sources2019-12-31$448,723
Total interest from all sources2019-12-31$448,723
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,257,334
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,257,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$480,359
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$480,359
Administrative expenses professional fees incurred2019-12-31$132,676
Administrative expenses professional fees incurred2019-12-31$132,676
Was this plan covered by a fidelity bond2019-12-31Yes
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 employers2019-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$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
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,059,759
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,059,759
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,564,584
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$8,564,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$139,957
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$139,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$153,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$153,928
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$728,381
Other income not declared elsewhere2019-12-31$728,381
Administrative expenses (other) incurred2019-12-31$218,512
Administrative expenses (other) incurred2019-12-31$218,512
Liabilities. Value of operating payables at end of year2019-12-31$201,497
Liabilities. Value of operating payables at end of year2019-12-31$201,497
Liabilities. Value of operating payables at beginning of year2019-12-31$302,453
Liabilities. Value of operating payables at beginning of year2019-12-31$302,453
Total non interest bearing cash at end of year2019-12-31$2,598,956
Total non interest bearing cash at end of year2019-12-31$2,598,956
Total non interest bearing cash at beginning of year2019-12-31$2,351,542
Total non interest bearing cash at beginning of year2019-12-31$2,351,542
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$13,443,781
Value of net income/loss2019-12-31$13,443,781
Value of net assets at end of year (total assets less liabilities)2019-12-31$120,313,378
Value of net assets at end of year (total assets less liabilities)2019-12-31$120,313,378
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$106,869,597
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$106,869,597
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$2,685,573
Assets. partnership/joint venture interests at end of year2019-12-31$2,685,573
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,752,679
Assets. partnership/joint venture interests at beginning of year2019-12-31$2,752,679
Investment advisory and management fees2019-12-31$582,463
Investment advisory and management fees2019-12-31$582,463
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,278,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,278,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,257,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,257,981
Value of interest in pooled separate accounts at end of year2019-12-31$12,439,226
Value of interest in pooled separate accounts at end of year2019-12-31$12,439,226
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,136,891
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,136,891
Interest earned on other investments2019-12-31$8,975
Interest earned on other investments2019-12-31$8,975
Income. Interest from US Government securities2019-12-31$183,230
Income. Interest from US Government securities2019-12-31$183,230
Income. Interest from corporate debt instruments2019-12-31$218,046
Income. Interest from corporate debt instruments2019-12-31$218,046
Value of interest in common/collective trusts at end of year2019-12-31$8,562,048
Value of interest in common/collective trusts at end of year2019-12-31$8,562,048
Value of interest in common/collective trusts at beginning of year2019-12-31$15,980,502
Value of interest in common/collective trusts at beginning of year2019-12-31$15,980,502
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,983,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,983,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,167,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,167,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,167,640
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,167,640
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,472
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$273,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$273,415
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$270,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$270,439
Asset value of US Government securities at end of year2019-12-31$7,940,927
Asset value of US Government securities at end of year2019-12-31$7,940,927
Asset value of US Government securities at beginning of year2019-12-31$6,055,426
Asset value of US Government securities at beginning of year2019-12-31$6,055,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,027,878
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,027,878
Net investment gain/loss from pooled separate accounts2019-12-31$623,953
Net investment gain/loss from pooled separate accounts2019-12-31$623,953
Net investment gain or loss from common/collective trusts2019-12-31$1,640,436
Net investment gain or loss from common/collective trusts2019-12-31$1,640,436
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,170,020
Contributions received in cash from employer2019-12-31$6,170,020
Employer contributions (assets) at end of year2019-12-31$984,159
Employer contributions (assets) at end of year2019-12-31$984,159
Employer contributions (assets) at beginning of year2019-12-31$982,423
Employer contributions (assets) at beginning of year2019-12-31$982,423
Income. Dividends from common stock2019-12-31$776,975
Income. Dividends from common stock2019-12-31$776,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,195,191
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,195,191
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,985,818
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$5,985,818
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$7,023,161
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$7,023,161
Contract administrator fees2019-12-31$179,300
Contract administrator fees2019-12-31$179,300
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$44,559,117
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$44,559,117
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$37,448,931
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$37,448,931
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$23,954
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$23,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$25,923
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$25,923
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 appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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$34,692,411
Aggregate proceeds on sale of assets2019-12-31$34,692,411
Aggregate carrying amount (costs) on sale of assets2019-12-31$32,386,894
Aggregate carrying amount (costs) on sale of assets2019-12-31$32,386,894
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2019-12-31270889793
Accountancy firm EIN2019-12-31270889793
2018 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-4,685,423
Total unrealized appreciation/depreciation of assets2018-12-31$-4,685,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$302,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$305,901
Total income from all sources (including contributions)2018-12-31$1,706,644
Total loss/gain on sale of assets2018-12-31$151,773
Total of all expenses incurred2018-12-31$12,036,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,880,850
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$6,228,049
Value of total assets at end of year2018-12-31$107,172,050
Value of total assets at beginning of year2018-12-31$117,505,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,155,491
Total interest from all sources2018-12-31$398,365
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,093,941
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$294,571
Administrative expenses professional fees incurred2018-12-31$118,323
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 employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$8,564,584
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$6,048,122
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$153,928
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$124,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$72,428
Administrative expenses (other) incurred2018-12-31$210,986
Liabilities. Value of operating payables at end of year2018-12-31$302,453
Liabilities. Value of operating payables at beginning of year2018-12-31$305,901
Total non interest bearing cash at end of year2018-12-31$2,351,542
Total non interest bearing cash at beginning of year2018-12-31$5,093,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,329,697
Value of net assets at end of year (total assets less liabilities)2018-12-31$106,869,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$117,199,294
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$2,752,679
Assets. partnership/joint venture interests at beginning of year2018-12-31$2,994,151
Investment advisory and management fees2018-12-31$630,582
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,257,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,830,164
Value of interest in pooled separate accounts at end of year2018-12-31$12,136,891
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,737,376
Interest earned on other investments2018-12-31$7,427
Income. Interest from US Government securities2018-12-31$151,083
Income. Interest from corporate debt instruments2018-12-31$209,519
Value of interest in common/collective trusts at end of year2018-12-31$15,980,502
Value of interest in common/collective trusts at beginning of year2018-12-31$16,949,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,167,640
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,058,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,058,823
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$30,336
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$270,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$269,012
Asset value of US Government securities at end of year2018-12-31$6,055,426
Asset value of US Government securities at beginning of year2018-12-31$5,384,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,366,755
Net investment gain/loss from pooled separate accounts2018-12-31$713,302
Net investment gain or loss from common/collective trusts2018-12-31$-899,036
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$6,228,049
Employer contributions (assets) at end of year2018-12-31$982,423
Employer contributions (assets) at beginning of year2018-12-31$1,068,954
Income. Dividends from common stock2018-12-31$799,370
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,880,850
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$7,023,161
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$7,320,258
Contract administrator fees2018-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$37,448,931
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$44,604,101
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$25,923
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$22,249
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$36,943,564
Aggregate carrying amount (costs) on sale of assets2018-12-31$36,791,791
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 name2018-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2018-12-31270889793
2017 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,861,625
Total unrealized appreciation/depreciation of assets2017-12-31$4,861,625
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$305,901
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$204,797
Total income from all sources (including contributions)2017-12-31$17,854,703
Total loss/gain on sale of assets2017-12-31$789,368
Total of all expenses incurred2017-12-31$11,915,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$10,802,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,739,920
Value of total assets at end of year2017-12-31$117,505,195
Value of total assets at beginning of year2017-12-31$111,465,046
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,113,575
Total interest from all sources2017-12-31$350,493
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$943,385
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$244,843
Administrative expenses professional fees incurred2017-12-31$105,427
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$6,048,122
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$5,591,176
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$124,617
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$106,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$261,845
Administrative expenses (other) incurred2017-12-31$199,422
Liabilities. Value of operating payables at end of year2017-12-31$305,901
Liabilities. Value of operating payables at beginning of year2017-12-31$204,797
Total non interest bearing cash at end of year2017-12-31$5,093,695
Total non interest bearing cash at beginning of year2017-12-31$5,442,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,939,045
Value of net assets at end of year (total assets less liabilities)2017-12-31$117,199,294
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$111,260,249
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$2,994,151
Assets. partnership/joint venture interests at beginning of year2017-12-31$7,457,743
Investment advisory and management fees2017-12-31$613,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,830,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,752,951
Value of interest in pooled separate accounts at end of year2017-12-31$11,737,376
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,449,724
Interest earned on other investments2017-12-31$3,128
Income. Interest from US Government securities2017-12-31$109,946
Income. Interest from corporate debt instruments2017-12-31$227,413
Value of interest in common/collective trusts at end of year2017-12-31$16,949,204
Value of interest in common/collective trusts at beginning of year2017-12-31$17,060,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,058,823
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,609,570
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,609,570
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$10,006
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$269,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$267,007
Asset value of US Government securities at end of year2017-12-31$5,384,469
Asset value of US Government securities at beginning of year2017-12-31$5,630,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,232,370
Net investment gain/loss from pooled separate accounts2017-12-31$617,440
Net investment gain or loss from common/collective trusts2017-12-31$2,058,257
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$5,739,920
Employer contributions (assets) at end of year2017-12-31$1,068,954
Employer contributions (assets) at beginning of year2017-12-31$670,986
Income. Dividends from common stock2017-12-31$698,542
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$10,802,083
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$7,320,258
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$7,231,687
Contract administrator fees2017-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$44,604,101
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$38,174,356
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$22,249
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$19,862
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$29,767,512
Aggregate carrying amount (costs) on sale of assets2017-12-31$28,978,144
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 name2017-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2017-12-31270889793
2016 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$4,293,969
Total unrealized appreciation/depreciation of assets2016-12-31$4,293,969
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$204,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$189,695
Total income from all sources (including contributions)2016-12-31$14,126,892
Total loss/gain on sale of assets2016-12-31$275,508
Total of all expenses incurred2016-12-31$11,812,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,791,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,974,318
Value of total assets at end of year2016-12-31$111,465,046
Value of total assets at beginning of year2016-12-31$109,135,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,021,013
Total interest from all sources2016-12-31$299,172
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$807,442
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$217,438
Administrative expenses professional fees incurred2016-12-31$79,519
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 employers2016-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$5,591,176
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$5,321,315
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$106,375
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$99,399
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$1,759,188
Administrative expenses (other) incurred2016-12-31$198,108
Liabilities. Value of operating payables at end of year2016-12-31$204,797
Liabilities. Value of operating payables at beginning of year2016-12-31$189,695
Total non interest bearing cash at end of year2016-12-31$5,442,076
Total non interest bearing cash at beginning of year2016-12-31$5,201,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,314,519
Value of net assets at end of year (total assets less liabilities)2016-12-31$111,260,249
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$108,945,730
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$7,457,743
Assets. partnership/joint venture interests at beginning of year2016-12-31$10,742,575
Investment advisory and management fees2016-12-31$547,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,752,951
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,138,621
Value of interest in pooled separate accounts at end of year2016-12-31$11,449,724
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,166,005
Interest earned on other investments2016-12-31$1,987
Income. Interest from US Government securities2016-12-31$90,359
Income. Interest from corporate debt instruments2016-12-31$201,838
Value of interest in common/collective trusts at end of year2016-12-31$17,060,865
Value of interest in common/collective trusts at beginning of year2016-12-31$16,745,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,609,570
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,308,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,308,046
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,988
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$267,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$265,020
Asset value of US Government securities at end of year2016-12-31$5,630,668
Asset value of US Government securities at beginning of year2016-12-31$4,437,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$691,902
Net investment gain/loss from pooled separate accounts2016-12-31$644,540
Net investment gain or loss from common/collective trusts2016-12-31$380,853
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$4,974,318
Employer contributions (assets) at end of year2016-12-31$670,986
Employer contributions (assets) at beginning of year2016-12-31$724,780
Income. Dividends from common stock2016-12-31$590,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,791,360
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$7,231,687
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$6,552,701
Contract administrator fees2016-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$38,174,356
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$35,412,683
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$19,862
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$19,817
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$36,039,109
Aggregate carrying amount (costs) on sale of assets2016-12-31$35,763,601
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 name2016-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2016-12-31270889793
2015 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$931,672
Total unrealized appreciation/depreciation of assets2015-12-31$931,672
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$189,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$170,760
Total income from all sources (including contributions)2015-12-31$8,949,907
Total loss/gain on sale of assets2015-12-31$-367,498
Total of all expenses incurred2015-12-31$11,966,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$10,917,518
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,825,518
Value of total assets at end of year2015-12-31$109,135,425
Value of total assets at beginning of year2015-12-31$112,133,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,049,158
Total interest from all sources2015-12-31$329,971
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$865,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$241,958
Administrative expenses professional fees incurred2015-12-31$99,864
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 employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$5,321,315
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,825,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$99,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$139,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$1,084,679
Administrative expenses (other) incurred2015-12-31$203,040
Liabilities. Value of operating payables at end of year2015-12-31$189,695
Liabilities. Value of operating payables at beginning of year2015-12-31$170,760
Total non interest bearing cash at end of year2015-12-31$5,201,617
Total non interest bearing cash at beginning of year2015-12-31$2,601,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,016,769
Value of net assets at end of year (total assets less liabilities)2015-12-31$108,945,730
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$111,962,499
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$10,742,575
Assets. partnership/joint venture interests at beginning of year2015-12-31$12,363,033
Investment advisory and management fees2015-12-31$550,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,138,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,278,556
Value of interest in pooled separate accounts at end of year2015-12-31$11,166,005
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,019,040
Interest earned on other investments2015-12-31$3,198
Income. Interest from US Government securities2015-12-31$88,921
Income. Interest from corporate debt instruments2015-12-31$236,987
Value of interest in common/collective trusts at end of year2015-12-31$16,745,634
Value of interest in common/collective trusts at beginning of year2015-12-31$16,347,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,308,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,591,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,591,082
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$865
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$265,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$261,822
Asset value of US Government securities at end of year2015-12-31$4,437,212
Asset value of US Government securities at beginning of year2015-12-31$4,365,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-161,893
Net investment gain/loss from pooled separate accounts2015-12-31$976,455
Net investment gain or loss from common/collective trusts2015-12-31$465,389
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$4,825,518
Employer contributions (assets) at end of year2015-12-31$724,780
Employer contributions (assets) at beginning of year2015-12-31$600,824
Income. Dividends from common stock2015-12-31$623,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$10,917,518
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$6,552,701
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$7,425,387
Contract administrator fees2015-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$35,412,683
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$36,296,105
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$19,817
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$19,117
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$37,807,776
Aggregate carrying amount (costs) on sale of assets2015-12-31$38,175,274
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 name2015-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2015-12-31270889793
2014 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,510,458
Total unrealized appreciation/depreciation of assets2014-12-31$3,510,458
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$170,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$204,915
Total income from all sources (including contributions)2014-12-31$11,540,150
Total loss/gain on sale of assets2014-12-31$819,978
Total of all expenses incurred2014-12-31$11,952,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,923,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,438,774
Value of total assets at end of year2014-12-31$112,133,259
Value of total assets at beginning of year2014-12-31$112,579,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,028,514
Total interest from all sources2014-12-31$339,911
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$987,270
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$278,584
Administrative expenses professional fees incurred2014-12-31$121,856
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 employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,825,445
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$4,412,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$139,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$136,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$-736,790
Administrative expenses (other) incurred2014-12-31$146,780
Liabilities. Value of operating payables at end of year2014-12-31$170,760
Liabilities. Value of operating payables at beginning of year2014-12-31$204,915
Total non interest bearing cash at end of year2014-12-31$2,601,129
Total non interest bearing cash at beginning of year2014-12-31$2,314,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-412,141
Value of net assets at end of year (total assets less liabilities)2014-12-31$111,962,499
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$112,374,640
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$12,363,033
Assets. partnership/joint venture interests at beginning of year2014-12-31$13,956,906
Investment advisory and management fees2014-12-31$564,278
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,278,556
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,078,612
Value of interest in pooled separate accounts at end of year2014-12-31$11,019,040
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,443,913
Interest earned on other investments2014-12-31$2,478
Income. Interest from US Government securities2014-12-31$81,467
Income. Interest from corporate debt instruments2014-12-31$255,883
Value of interest in common/collective trusts at end of year2014-12-31$16,347,223
Value of interest in common/collective trusts at beginning of year2014-12-31$7,431,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,591,082
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,489,610
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,489,610
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$83
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$261,822
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$259,359
Asset value of US Government securities at end of year2014-12-31$4,365,469
Asset value of US Government securities at beginning of year2014-12-31$4,905,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$633,133
Net investment gain/loss from pooled separate accounts2014-12-31$860,097
Net investment gain or loss from common/collective trusts2014-12-31$687,319
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$4,438,774
Employer contributions (assets) at end of year2014-12-31$600,824
Employer contributions (assets) at beginning of year2014-12-31$585,473
Income. Dividends from common stock2014-12-31$708,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,923,777
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$7,425,387
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$7,695,600
Contract administrator fees2014-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$36,296,105
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$36,854,908
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$19,117
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$15,095
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$38,118,088
Aggregate carrying amount (costs) on sale of assets2014-12-31$37,298,110
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 name2014-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2014-12-31270889793
2013 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$5,286,072
Total unrealized appreciation/depreciation of assets2013-12-31$5,286,072
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$204,915
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$218,459
Total income from all sources (including contributions)2013-12-31$16,748,150
Total loss/gain on sale of assets2013-12-31$3,838,626
Total of all expenses incurred2013-12-31$11,903,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$10,972,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,304,942
Value of total assets at end of year2013-12-31$112,579,555
Value of total assets at beginning of year2013-12-31$107,748,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$930,837
Total interest from all sources2013-12-31$398,960
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,025,909
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$352,013
Administrative expenses professional fees incurred2013-12-31$69,293
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 employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$4,412,220
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,947,359
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$136,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$130,523
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$64,339
Other income not declared elsewhere2013-12-31$-1,570,439
Administrative expenses (other) incurred2013-12-31$131,367
Liabilities. Value of operating payables at end of year2013-12-31$204,915
Liabilities. Value of operating payables at beginning of year2013-12-31$154,120
Total non interest bearing cash at end of year2013-12-31$2,314,525
Total non interest bearing cash at beginning of year2013-12-31$2,239,940
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$4,845,064
Value of net assets at end of year (total assets less liabilities)2013-12-31$112,374,640
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$107,529,576
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$13,956,906
Assets. partnership/joint venture interests at beginning of year2013-12-31$16,203,399
Investment advisory and management fees2013-12-31$534,577
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,078,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,759,572
Value of interest in pooled separate accounts at end of year2013-12-31$10,443,913
Value of interest in pooled separate accounts at beginning of year2013-12-31$9,884,066
Interest earned on other investments2013-12-31$3,810
Income. Interest from US Government securities2013-12-31$88,042
Income. Interest from corporate debt instruments2013-12-31$307,083
Value of interest in common/collective trusts at end of year2013-12-31$7,431,460
Value of interest in common/collective trusts at beginning of year2013-12-31$13,185,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,489,610
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,908,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,908,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$25
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$259,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$256,410
Asset value of US Government securities at end of year2013-12-31$4,905,676
Asset value of US Government securities at beginning of year2013-12-31$5,401,806
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,177,076
Net investment gain/loss from pooled separate accounts2013-12-31$842,794
Net investment gain or loss from common/collective trusts2013-12-31$444,210
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$4,304,942
Employer contributions (assets) at end of year2013-12-31$585,473
Employer contributions (assets) at beginning of year2013-12-31$516,634
Income. Dividends from common stock2013-12-31$673,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$10,972,249
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$7,695,600
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$8,178,661
Contract administrator fees2013-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$36,854,908
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$34,121,345
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$15,095
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$13,777
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$59,739,302
Aggregate carrying amount (costs) on sale of assets2013-12-31$55,900,676
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 name2013-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2013-12-31270889793
2012 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$3,128,920
Total unrealized appreciation/depreciation of assets2012-12-31$3,128,920
Total transfer of assets from this plan2012-12-31$3,269,359
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$218,459
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$366,558
Total income from all sources (including contributions)2012-12-31$13,822,730
Total loss/gain on sale of assets2012-12-31$1,306,449
Total of all expenses incurred2012-12-31$11,802,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$10,791,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,457,467
Value of total assets at end of year2012-12-31$107,748,035
Value of total assets at beginning of year2012-12-31$109,145,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,011,269
Total interest from all sources2012-12-31$438,680
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$946,376
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$185,703
Administrative expenses professional fees incurred2012-12-31$115,996
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 employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,947,359
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$3,652,684
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$130,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$137,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$64,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$829,412
Administrative expenses (other) incurred2012-12-31$132,838
Liabilities. Value of operating payables at end of year2012-12-31$154,120
Liabilities. Value of operating payables at beginning of year2012-12-31$366,558
Total non interest bearing cash at end of year2012-12-31$2,239,940
Total non interest bearing cash at beginning of year2012-12-31$2,227,107
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$2,019,790
Value of net assets at end of year (total assets less liabilities)2012-12-31$107,529,576
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$108,779,145
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$16,203,399
Assets. partnership/joint venture interests at beginning of year2012-12-31$18,844,285
Investment advisory and management fees2012-12-31$566,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,759,572
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,257,120
Value of interest in pooled separate accounts at end of year2012-12-31$9,884,066
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,573,285
Interest earned on other investments2012-12-31$3,876
Income. Interest from US Government securities2012-12-31$118,729
Income. Interest from corporate debt instruments2012-12-31$316,007
Value of interest in common/collective trusts at end of year2012-12-31$13,185,736
Value of interest in common/collective trusts at beginning of year2012-12-31$13,447,776
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,908,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4,157,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4,157,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$68
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$256,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$252,560
Asset value of US Government securities at end of year2012-12-31$5,401,806
Asset value of US Government securities at beginning of year2012-12-31$7,322,227
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,258,414
Net investment gain/loss from pooled separate accounts2012-12-31$594,225
Net investment gain or loss from common/collective trusts2012-12-31$862,787
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$4,457,467
Employer contributions (assets) at end of year2012-12-31$516,634
Employer contributions (assets) at beginning of year2012-12-31$701,977
Income. Dividends from common stock2012-12-31$760,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$10,791,671
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$8,178,661
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$6,710,292
Contract administrator fees2012-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$34,121,345
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$33,848,726
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$13,777
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$13,263
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$33,361,239
Aggregate carrying amount (costs) on sale of assets2012-12-31$32,054,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2012-12-31270889793
2011 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-626,659
Total unrealized appreciation/depreciation of assets2011-12-31$-626,659
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$366,558
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$228,102
Total income from all sources (including contributions)2011-12-31$7,394,614
Total loss/gain on sale of assets2011-12-31$136,741
Total of all expenses incurred2011-12-31$12,239,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,239,192
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,892,438
Value of total assets at end of year2011-12-31$109,145,703
Value of total assets at beginning of year2011-12-31$113,852,482
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,000,657
Total interest from all sources2011-12-31$478,520
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$747,579
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$92,995
Administrative expenses professional fees incurred2011-12-31$89,894
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 employers2011-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$3,652,684
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,261,896
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$137,281
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$140,490
Other income not declared elsewhere2011-12-31$2,428,100
Administrative expenses (other) incurred2011-12-31$126,691
Liabilities. Value of operating payables at end of year2011-12-31$366,558
Liabilities. Value of operating payables at beginning of year2011-12-31$228,102
Total non interest bearing cash at end of year2011-12-31$2,227,107
Total non interest bearing cash at beginning of year2011-12-31$842,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-4,845,235
Value of net assets at end of year (total assets less liabilities)2011-12-31$108,779,145
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$113,624,380
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$18,844,285
Assets. partnership/joint venture interests at beginning of year2011-12-31$19,983,973
Investment advisory and management fees2011-12-31$588,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,257,120
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$9,573,285
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,924,906
Interest earned on other investments2011-12-31$4,588
Income. Interest from US Government securities2011-12-31$151,540
Income. Interest from corporate debt instruments2011-12-31$322,377
Value of interest in common/collective trusts at end of year2011-12-31$13,447,776
Value of interest in common/collective trusts at beginning of year2011-12-31$13,750,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4,157,120
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,692,383
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,692,383
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$15
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$9,944,544
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$252,560
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$247,972
Asset value of US Government securities at end of year2011-12-31$7,322,227
Asset value of US Government securities at beginning of year2011-12-31$4,485,916
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,167,578
Net investment gain/loss from pooled separate accounts2011-12-31$920,929
Net investment gain or loss from common/collective trusts2011-12-31$740,483
Net gain/loss from 103.12 investment entities2011-12-31$-155,939
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$3,892,438
Employer contributions (assets) at end of year2011-12-31$701,977
Employer contributions (assets) at beginning of year2011-12-31$473,257
Income. Dividends from common stock2011-12-31$654,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,239,192
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$6,710,292
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$5,961,799
Contract administrator fees2011-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$33,848,726
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$41,129,460
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$13,263
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$12,832
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$53,794,840
Aggregate carrying amount (costs) on sale of assets2011-12-31$53,658,099
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 name2011-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2011-12-31270889793
2010 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,314,325
Total unrealized appreciation/depreciation of assets2010-12-31$5,314,325
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$228,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$204,526
Total income from all sources (including contributions)2010-12-31$16,222,690
Total loss/gain on sale of assets2010-12-31$1,522,625
Total of all expenses incurred2010-12-31$12,186,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,177,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,433,278
Value of total assets at end of year2010-12-31$113,852,482
Value of total assets at beginning of year2010-12-31$109,792,999
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,009,599
Total interest from all sources2010-12-31$527,784
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$642,202
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$100,066
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 employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,261,896
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$2,927,732
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$140,490
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$184,011
Other income not declared elsewhere2010-12-31$2,618,766
Administrative expenses (other) incurred2010-12-31$143,186
Liabilities. Value of operating payables at end of year2010-12-31$228,102
Liabilities. Value of operating payables at beginning of year2010-12-31$204,526
Total non interest bearing cash at end of year2010-12-31$842,060
Total non interest bearing cash at beginning of year2010-12-31$2,460,901
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$4,035,907
Value of net assets at end of year (total assets less liabilities)2010-12-31$113,624,380
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$109,588,473
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$19,983,973
Assets. partnership/joint venture interests at beginning of year2010-12-31$17,833,014
Investment advisory and management fees2010-12-31$570,747
Value of interest in pooled separate accounts at end of year2010-12-31$8,924,906
Value of interest in pooled separate accounts at beginning of year2010-12-31$8,452,665
Interest earned on other investments2010-12-31$5,101
Income. Interest from US Government securities2010-12-31$152,030
Income. Interest from corporate debt instruments2010-12-31$370,550
Value of interest in common/collective trusts at end of year2010-12-31$13,750,994
Value of interest in common/collective trusts at beginning of year2010-12-31$14,771,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,692,383
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$916,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$916,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$103
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$9,944,544
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$7,585,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$247,972
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$242,871
Asset value of US Government securities at end of year2010-12-31$4,485,916
Asset value of US Government securities at beginning of year2010-12-31$7,677,882
Net investment gain/loss from pooled separate accounts2010-12-31$703,107
Net investment gain or loss from common/collective trusts2010-12-31$1,038,627
Net gain/loss from 103.12 investment entities2010-12-31$421,976
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$3,433,278
Employer contributions (assets) at end of year2010-12-31$473,257
Employer contributions (assets) at beginning of year2010-12-31$540,114
Income. Dividends from common stock2010-12-31$642,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,177,184
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$5,961,799
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$8,457,152
Contract administrator fees2010-12-31$195,600
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$41,129,460
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$37,730,207
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$12,832
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$13,169
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$40,271,572
Aggregate carrying amount (costs) on sale of assets2010-12-31$38,748,947
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 name2010-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2010-12-31270889793
2009 : BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA

2022: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
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: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BUILDING TRADES PENSION PLAN OF WESTERN PENNSYLVANIA 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
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

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA0637A
Policy instance 4
Insurance contract or identification numberGA0637A
Number of Individuals Covered3928
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 $24,275
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24275
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11161
Policy instance 3
Insurance contract or identification number11161
Number of Individuals Covered3928
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN15702
Policy instance 2
Insurance contract or identification numberIN15702
Number of Individuals Covered3928
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number030190
Policy instance 1
Insurance contract or identification number030190
Number of Individuals Covered3928
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number030190
Policy instance 1
Insurance contract or identification number030190
Number of Individuals Covered3715
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN15702
Policy instance 2
Insurance contract or identification numberIN15702
Number of Individuals Covered3715
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11161
Policy instance 3
Insurance contract or identification number11161
Number of Individuals Covered3715
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA0637A
Policy instance 4
Insurance contract or identification numberGA0637A
Number of Individuals Covered3715
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 $25,920
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25920
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA0637A
Policy instance 4
Insurance contract or identification numberGA0637A
Number of Individuals Covered4173
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,302
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees25302
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11161
Policy instance 3
Insurance contract or identification number11161
Number of Individuals Covered4173
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN15702
Policy instance 2
Insurance contract or identification numberIN15702
Number of Individuals Covered4173
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number030190
Policy instance 1
Insurance contract or identification number030190
Number of Individuals Covered4173
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN15702
Policy instance 2
Insurance contract or identification numberIN15702
Number of Individuals Covered4529
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number030190
Policy instance 1
Insurance contract or identification number030190
Number of Individuals Covered4529
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11161
Policy instance 3
Insurance contract or identification number11161
Number of Individuals Covered4529
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA0637A
Policy instance 4
Insurance contract or identification numberGA0637A
Number of Individuals Covered4529
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $24,646
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees24646
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA0637A
Policy instance 4
Insurance contract or identification numberGA0637A
Number of Individuals Covered4436
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $23,700
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees23700
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030190
Policy instance 1
Insurance contract or identification number030190
Number of Individuals Covered4436
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN15702
Policy instance 2
Insurance contract or identification numberIN15702
Number of Individuals Covered4436
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11161
Policy instance 3
Insurance contract or identification number11161
Number of Individuals Covered4436
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA0637A
Policy instance 4
Insurance contract or identification numberGA0637A
Number of Individuals Covered4149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,999
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees22999
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEES
Insurance broker organization code?6
Insurance broker nameULLICO INVESTMENT COMPANY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number11161
Policy instance 3
Insurance contract or identification number11161
Number of Individuals Covered4149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN15702
Policy instance 2
Insurance contract or identification numberIN15702
Number of Individuals Covered4149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
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 number030190
Policy instance 1
Insurance contract or identification number030190
Number of Individuals Covered4149
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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