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LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 401k Plan overview

Plan NameLOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE
Plan identification number 102

LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Target benefit plan

401k Sponsoring company profile

LOCAL 1139 UE GROUP PENSION TRUST has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 1139 UE GROUP PENSION TRUST
Employer identification number (EIN):366490533
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
1022014-01-01SHIRLEY FLAHERTY SHIRLEY FLAHERTY2015-09-02
1022013-01-01SHIRLEY FLAHERTY SHIRLEY FLAHERTY2014-10-14
1022012-01-01SHIRLEY FLAHERTY SHIRLEY FLAHERTY2013-09-11
1022011-01-01SHIRLEY FLAHERTY
1022010-01-01SHIRLEY FLAHERTY SHIRLEY FLAHERTY2011-10-05
1022009-01-01SHIRLEY FLAHERTY SHIRLEY FLAHERTY2010-10-11

Plan Statistics for LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE

401k plan membership statisitcs for LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE

Measure Date Value
2014: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2014 401k membership
Total participants, beginning-of-year2014-01-0150
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2013 401k membership
Total participants, beginning-of-year2013-01-0150
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0150
Number of participants with account balances2013-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2012 401k membership
Total participants, beginning-of-year2012-01-0150
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0150
Total of all active and inactive participants2012-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0150
Number of participants with account balances2012-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2011 401k membership
Total participants, beginning-of-year2011-01-0150
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0150
Total of all active and inactive participants2011-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0150
Number of participants with account balances2011-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2010 401k membership
Total participants, beginning-of-year2010-01-0150
Total number of active participants reported on line 7a of the Form 55002010-01-010
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0150
Number of participants with account balances2010-01-0150
2009: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2009 401k membership
Total participants, beginning-of-year2009-01-0150
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-0150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0150
Number of participants with account balances2009-01-0150

Financial Data on LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE

Measure Date Value
2014 : LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2014 401k financial data
Transfers to/from the plan2014-12-31$-105,120
Total income from all sources2014-12-31$4,761
Expenses. Total of all expenses incurred2014-12-31$40,119
Benefits paid (including direct rollovers)2014-12-31$38,844
Total plan assets at end of year2014-12-31$0
Total plan assets at beginning of year2014-12-31$140,478
Value of fidelity bond covering the plan2014-12-31$1,000,000
Other income received2014-12-31$4,761
Net income (gross income less expenses)2014-12-31$-35,358
Net plan assets at end of year (total assets less liabilities)2014-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$140,478
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,275
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2013 401k financial data
Total income from all sources2013-12-31$5,300
Expenses. Total of all expenses incurred2013-12-31$2,196
Total plan assets at end of year2013-12-31$140,478
Total plan assets at beginning of year2013-12-31$137,374
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$2,196
Other income received2013-12-31$5,300
Net income (gross income less expenses)2013-12-31$3,104
Net plan assets at end of year (total assets less liabilities)2013-12-31$140,478
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$137,374
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2012 401k financial data
Transfers to/from the plan2012-12-31$0
Total income from all sources2012-12-31$5,243
Expenses. Total of all expenses incurred2012-12-31$1,133
Total plan assets at end of year2012-12-31$137,374
Total plan assets at beginning of year2012-12-31$133,264
Value of fidelity bond covering the plan2012-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2012-12-31$1,133
Other income received2012-12-31$5,243
Net income (gross income less expenses)2012-12-31$4,110
Net plan assets at end of year (total assets less liabilities)2012-12-31$137,374
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$133,264
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2011 401k financial data
Total income from all sources2011-12-31$5,170
Expenses. Total of all expenses incurred2011-12-31$3,145
Total plan assets at end of year2011-12-31$133,264
Total plan assets at beginning of year2011-12-31$131,239
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$5,170
Net income (gross income less expenses)2011-12-31$2,025
Net plan assets at end of year (total assets less liabilities)2011-12-31$133,264
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$131,239
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$3,145
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2010 401k financial data
Total income from all sources2010-12-31$5,092
Expenses. Total of all expenses incurred2010-12-31$2,417
Total plan assets at end of year2010-12-31$131,239
Total plan assets at beginning of year2010-12-31$128,564
Value of fidelity bond covering the plan2010-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2010-12-31$2,417
Other income received2010-12-31$5,092
Net income (gross income less expenses)2010-12-31$2,675
Net plan assets at end of year (total assets less liabilities)2010-12-31$131,239
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$128,564
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2009 401k financial data
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 LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE

2014: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
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 – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2013 form 5500 responses
2013-01-01Type of plan entitySingle 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 – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2012 form 5500 responses
2012-01-01Type of plan entitySingle 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 – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2011 form 5500 responses
2011-01-01Type of plan entitySingle 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 – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 1139 UE TARGET BENEFIT PENSION PLAN - CAROL CABLE 2009 form 5500 responses
2009-01-01Type of plan entitySingle 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 – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

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