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COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 401k Plan overview

Plan NameCOMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS
Plan identification number 001

COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

COMMUNICATIONS WORKERS OF AMERICA, AFL-CIO, CLC has sponsored the creation of one or more 401k plans.

Company Name:COMMUNICATIONS WORKERS OF AMERICA, AFL-CIO, CLC
Employer identification number (EIN):530246709
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AMEENAH SALAAM2023-10-13
0012021-01-01SARA STEFFENS2022-10-12 SARA STEFFENS2022-10-12
0012020-01-01SARA STEFFENS2021-10-07 SARA STEFFENS2021-10-07
0012019-01-01SARA STEFFENS2020-10-14 SARA STEFFENS2020-10-14
0012018-01-01SARA STEFFENS2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-04-01
0012013-04-01
0012012-04-01ANNIE HILL
0012011-04-01ANNIE HILL
0012010-04-01ANNIE HILL
0012009-04-01JEFFREY RECHENBACH

Plan Statistics for COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS

401k plan membership statisitcs for COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS

Measure Date Value
2022: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2022 401k membership
Market value of plan assets2022-12-31165,506,954
Acturial value of plan assets2022-12-31165,506,954
Funding target for retired participants and beneficiaries receiving payment2022-12-31102,247,019
Number of terminated vested participants2022-12-3174
Fundng target for terminated vested participants2022-12-317,584,740
Active participant vested funding target2022-12-3134,203,566
Number of active participants2022-12-31168
Total funding liabilities for active participants2022-12-3135,611,013
Total participant count2022-12-31678
Total funding target for all participants2022-12-31145,442,772
Present value of excess contributions2022-12-314,692,884
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-314,953,808
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-314,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-313,869,372
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31650,000
Contributions allocatedtoward minimum required contributions for current year2022-12-313,869,372
Unpaid minimum required contributions for current year2022-12-310
Total participants, beginning-of-year2022-01-01676
Total number of active participants reported on line 7a of the Form 55002022-01-01128
Number of retired or separated participants receiving benefits2022-01-01309
Number of other retired or separated participants entitled to future benefits2022-01-0159
Total of all active and inactive participants2022-01-01496
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01113
Total participants2022-01-01609
2021: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2021 401k membership
Market value of plan assets2021-12-31156,218,313
Acturial value of plan assets2021-12-31156,218,313
Funding target for retired participants and beneficiaries receiving payment2021-12-31106,124,940
Number of terminated vested participants2021-12-3175
Fundng target for terminated vested participants2021-12-317,464,452
Active participant vested funding target2021-12-3137,495,677
Number of active participants2021-12-31296
Total funding liabilities for active participants2021-12-3139,505,492
Total participant count2021-12-31823
Total funding target for all participants2021-12-31153,094,884
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Present value of excess contributions2021-12-31532,260
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31560,683
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-314,856,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-314,692,884
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31800,000
Net shortfall amortization installment of oustanding balance2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-314,692,884
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01821
Total number of active participants reported on line 7a of the Form 55002021-01-01168
Number of retired or separated participants receiving benefits2021-01-01315
Number of other retired or separated participants entitled to future benefits2021-01-0174
Total of all active and inactive participants2021-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01119
Total participants2021-01-01676
2020: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2020 401k membership
Market value of plan assets2020-12-31155,447,955
Acturial value of plan assets2020-12-31155,447,955
Funding target for retired participants and beneficiaries receiving payment2020-12-31114,650,853
Number of terminated vested participants2020-12-3178
Fundng target for terminated vested participants2020-12-318,598,796
Active participant vested funding target2020-12-3142,239,087
Number of active participants2020-12-31321
Total funding liabilities for active participants2020-12-3144,899,045
Total participant count2020-12-31869
Total funding target for all participants2020-12-31168,148,694
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Present value of excess contributions2020-12-314,772,512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-315,035,000
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-315,527,800
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-315,385,674
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31800,000
Net shortfall amortization installment of oustanding balance2020-12-3112,700,739
Total funding amount beforereflecting carryover/prefunding balances2020-12-314,853,414
Additional cash requirement2020-12-314,853,414
Contributions allocatedtoward minimum required contributions for current year2020-12-315,385,674
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-01866
Total number of active participants reported on line 7a of the Form 55002020-01-01296
Number of retired or separated participants receiving benefits2020-01-01332
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01121
Total participants2020-01-01821
2019: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2019 401k membership
Market value of plan assets2019-12-31144,670,275
Acturial value of plan assets2019-12-31144,670,275
Funding target for retired participants and beneficiaries receiving payment2019-12-31120,613,244
Number of terminated vested participants2019-12-3186
Fundng target for terminated vested participants2019-12-3111,507,095
Active participant vested funding target2019-12-3142,803,220
Number of active participants2019-12-31355
Total funding liabilities for active participants2019-12-3146,045,935
Total participant count2019-12-31934
Total funding target for all participants2019-12-31178,166,274
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Present value of excess contributions2019-12-314,564,359
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-314,824,071
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3112,818,520
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3112,142,910
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31800,000
Net shortfall amortization installment of oustanding balance2019-12-3133,495,999
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,370,398
Additional cash requirement2019-12-317,370,398
Contributions allocatedtoward minimum required contributions for current year2019-12-3112,142,910
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-01949
Total number of active participants reported on line 7a of the Form 55002019-01-01321
Number of retired or separated participants receiving benefits2019-01-01347
Number of other retired or separated participants entitled to future benefits2019-01-0178
Total of all active and inactive participants2019-01-01746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01120
Total participants2019-01-01866
2018: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2018 401k membership
Market value of plan assets2018-12-31171,886,213
Acturial value of plan assets2018-12-31171,886,213
Funding target for retired participants and beneficiaries receiving payment2018-12-31120,576,137
Number of terminated vested participants2018-12-3177
Fundng target for terminated vested participants2018-12-316,531,160
Active participant vested funding target2018-12-3161,949,095
Number of active participants2018-12-31404
Total funding liabilities for active participants2018-12-3161,949,095
Total participant count2018-12-31979
Total funding target for all participants2018-12-31189,056,392
Balance at beginning of prior year after applicable adjustments2018-12-313,488,494
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-313,488,494
Prefunding balanced used to offset prior years funding requirement2018-12-310
Present value of excess contributions2018-12-314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-314
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-319,562,038
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-318,826,563
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31800,000
Net shortfall amortization installment of oustanding balance2018-12-3117,170,179
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-314,262,204
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-314,262,204
Contributions allocatedtoward minimum required contributions for current year2018-12-318,826,563
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,013
Total number of active participants reported on line 7a of the Form 55002018-01-01351
Number of retired or separated participants receiving benefits2018-01-01387
Number of other retired or separated participants entitled to future benefits2018-01-0177
Total of all active and inactive participants2018-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01134
Total participants2018-01-01949
2017: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2017 401k membership
Market value of plan assets2017-12-31177,851,097
Acturial value of plan assets2017-12-31177,851,097
Funding target for retired participants and beneficiaries receiving payment2017-12-31118,122,452
Number of terminated vested participants2017-12-3178
Fundng target for terminated vested participants2017-12-315,871,077
Active participant vested funding target2017-12-3166,796,740
Number of active participants2017-12-31433
Total funding liabilities for active participants2017-12-3166,796,740
Total participant count2017-12-311,027
Total funding target for all participants2017-12-31190,790,269
Balance at beginning of prior year after applicable adjustments2017-12-316,614,119
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-313,380,139
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-313,233,980
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-313,488,494
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-311,556,562
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,458,043
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,735,478
Net shortfall amortization installment of oustanding balance2017-12-3117,950,536
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-314,946,533
Carryover balance elected to use to offset funding requirement2017-12-313,488,494
Additional cash requirement2017-12-311,458,039
Contributions allocatedtoward minimum required contributions for current year2017-12-311,458,043
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,062
Total number of active participants reported on line 7a of the Form 55002017-01-01405
Number of retired or separated participants receiving benefits2017-01-01393
Number of other retired or separated participants entitled to future benefits2017-01-0178
Total of all active and inactive participants2017-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01137
Total participants2017-01-011,013
2016: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2016 401k membership
Market value of plan assets2016-12-31182,759,520
Acturial value of plan assets2016-12-31182,759,520
Balance at beginning of prior year after applicable adjustments2016-12-318,361,650
Amount remaining of carryover balance2016-12-318,361,650
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-316,354,854
Balance of prefunding at beginning of current year2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-317,146,697
Total funding amount beforereflecting carryover/prefunding balances2016-12-317,146,697
Additional cash requirement2016-12-317,146,697
Total participants, beginning-of-year2016-01-011,027
Total number of active participants reported on line 7a of the Form 55002016-01-01449
Number of retired or separated participants receiving benefits2016-01-01398
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01926
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01136
Total participants2016-01-011,062
2015: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2015 401k membership
Total participants, beginning-of-year2015-01-011,199
Total number of active participants reported on line 7a of the Form 55002015-01-01408
Number of retired or separated participants receiving benefits2015-01-01407
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01895
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01132
Total participants2015-01-011,027
2014: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2014 401k membership
Total participants, beginning-of-year2014-04-011,246
Total number of active participants reported on line 7a of the Form 55002014-04-01431
Number of retired or separated participants receiving benefits2014-04-01377
Number of other retired or separated participants entitled to future benefits2014-04-01253
Total of all active and inactive participants2014-04-011,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-01138
Total participants2014-04-011,199
2013: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2013 401k membership
Total participants, beginning-of-year2013-04-011,273
Total number of active participants reported on line 7a of the Form 55002013-04-01443
Number of retired or separated participants receiving benefits2013-04-01400
Number of other retired or separated participants entitled to future benefits2013-04-01262
Total of all active and inactive participants2013-04-011,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-01141
Total participants2013-04-011,246
2012: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2012 401k membership
Total participants, beginning-of-year2012-04-011,273
Total number of active participants reported on line 7a of the Form 55002012-04-01443
Number of retired or separated participants receiving benefits2012-04-01416
Number of other retired or separated participants entitled to future benefits2012-04-01273
Total of all active and inactive participants2012-04-011,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-01141
Total participants2012-04-011,273
2011: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2011 401k membership
Total participants, beginning-of-year2011-04-011,338
Total number of active participants reported on line 7a of the Form 55002011-04-01439
Number of retired or separated participants receiving benefits2011-04-01408
Number of other retired or separated participants entitled to future benefits2011-04-01281
Total of all active and inactive participants2011-04-011,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-01145
Total participants2011-04-011,273
2010: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2010 401k membership
Total participants, beginning-of-year2010-04-011,373
Total number of active participants reported on line 7a of the Form 55002010-04-01455
Number of retired or separated participants receiving benefits2010-04-01450
Number of other retired or separated participants entitled to future benefits2010-04-01288
Total of all active and inactive participants2010-04-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-04-01145
Total participants2010-04-011,338
2009: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2009 401k membership
Total participants, beginning-of-year2009-04-011,371
Total number of active participants reported on line 7a of the Form 55002009-04-01474
Number of retired or separated participants receiving benefits2009-04-01457
Number of other retired or separated participants entitled to future benefits2009-04-01298
Total of all active and inactive participants2009-04-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-01144
Total participants2009-04-011,373

Financial Data on COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS

Measure Date Value
2022 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-4,200,588
Total unrealized appreciation/depreciation of assets2022-12-31$-4,200,588
Total transfer of assets to this plan2022-12-31$454,360
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$59,869
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$70,077
Total income from all sources (including contributions)2022-12-31$-13,634,679
Total loss/gain on sale of assets2022-12-31$291,719
Total of all expenses incurred2022-12-31$30,109,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$29,134,340
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,214,000
Value of total assets at end of year2022-12-31$121,063,428
Value of total assets at beginning of year2022-12-31$164,363,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$975,276
Total interest from all sources2022-12-31$356,431
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,942
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$9,942
Administrative expenses professional fees incurred2022-12-31$135,867
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,579,900
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$2,226,087
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$153,665
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$629,492
Other income not declared elsewhere2022-12-31$345
Administrative expenses (other) incurred2022-12-31$575,206
Liabilities. Value of operating payables at end of year2022-12-31$59,869
Liabilities. Value of operating payables at beginning of year2022-12-31$70,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-43,744,295
Value of net assets at end of year (total assets less liabilities)2022-12-31$121,003,559
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$164,293,494
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$27,885,914
Assets. partnership/joint venture interests at beginning of year2022-12-31$34,209,190
Investment advisory and management fees2022-12-31$264,203
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$373,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$443,458
Interest earned on other investments2022-12-31$323,535
Value of interest in common/collective trusts at end of year2022-12-31$8,278,261
Value of interest in common/collective trusts at beginning of year2022-12-31$7,663,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,971,145
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,892,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,892,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$32,896
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$75,604,550
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$113,083,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-69,632
Net investment gain or loss from common/collective trusts2022-12-31$641,245
Net gain/loss from 103.12 investment entities2022-12-31$-15,878,141
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$5,214,000
Employer contributions (assets) at end of year2022-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$29,134,340
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$4,216,167
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$4,216,167
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,060,594
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,768,875
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-12-31470900880
2021 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,729,119
Total unrealized appreciation/depreciation of assets2021-12-31$7,729,119
Total transfer of assets from this plan2021-12-31$3,745,781
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$70,077
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$58,424
Total income from all sources (including contributions)2021-12-31$29,014,655
Total loss/gain on sale of assets2021-12-31$231,846
Total of all expenses incurred2021-12-31$17,193,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$16,245,364
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,642,000
Value of total assets at end of year2021-12-31$164,363,571
Value of total assets at beginning of year2021-12-31$156,276,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$948,328
Total interest from all sources2021-12-31$265,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,668
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$10,668
Administrative expenses professional fees incurred2021-12-31$156,523
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$2,226,087
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$2,867,588
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$629,492
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$149,135
Other income not declared elsewhere2021-12-31$442
Administrative expenses (other) incurred2021-12-31$535,974
Liabilities. Value of operating payables at end of year2021-12-31$70,077
Liabilities. Value of operating payables at beginning of year2021-12-31$58,424
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$11,820,963
Value of net assets at end of year (total assets less liabilities)2021-12-31$164,293,494
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$156,218,312
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$34,209,190
Assets. partnership/joint venture interests at beginning of year2021-12-31$33,269,523
Investment advisory and management fees2021-12-31$255,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$443,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$458,894
Interest earned on other investments2021-12-31$264,578
Value of interest in common/collective trusts at end of year2021-12-31$7,663,289
Value of interest in common/collective trusts at beginning of year2021-12-31$6,489,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,892,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,089,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,089,551
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$633
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$113,083,501
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$105,038,585
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-15,436
Net investment gain or loss from common/collective trusts2021-12-31$1,305,889
Net gain/loss from 103.12 investment entities2021-12-31$15,844,916
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$3,642,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$16,245,364
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$4,216,167
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$3,913,572
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$8,007,746
Aggregate carrying amount (costs) on sale of assets2021-12-31$7,775,900
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-12-31470900880
2020 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,058,509
Total unrealized appreciation/depreciation of assets2020-12-31$5,058,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$58,424
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$69,245
Total income from all sources (including contributions)2020-12-31$24,219,489
Total loss/gain on sale of assets2020-12-31$9,052
Total of all expenses incurred2020-12-31$19,703,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,761,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$10,159,667
Value of total assets at end of year2020-12-31$156,276,736
Value of total assets at beginning of year2020-12-31$151,771,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$941,687
Total interest from all sources2020-12-31$265,512
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,225
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$13,225
Administrative expenses professional fees incurred2020-12-31$150,134
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$2,867,588
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,106,168
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$149,135
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,014,277
Other income not declared elsewhere2020-12-31$442
Administrative expenses (other) incurred2020-12-31$579,395
Liabilities. Value of operating payables at end of year2020-12-31$58,424
Liabilities. Value of operating payables at beginning of year2020-12-31$69,245
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$4,515,867
Value of net assets at end of year (total assets less liabilities)2020-12-31$156,218,312
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$151,702,445
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$33,269,523
Assets. partnership/joint venture interests at beginning of year2020-12-31$28,294,556
Investment advisory and management fees2020-12-31$212,158
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$458,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$444,699
Interest earned on other investments2020-12-31$259,652
Value of interest in common/collective trusts at end of year2020-12-31$6,489,888
Value of interest in common/collective trusts at beginning of year2020-12-31$6,622,217
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,089,551
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,840,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,840,813
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$5,860
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$105,038,585
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$107,151,339
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,195
Net investment gain or loss from common/collective trusts2020-12-31$35,344
Net gain/loss from 103.12 investment entities2020-12-31$8,663,543
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$10,159,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,761,935
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$3,913,572
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$3,297,621
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$2,918,277
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,909,225
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,633,733
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,633,733
Total unrealized appreciation/depreciation of assets2019-12-31$2,633,733
Total unrealized appreciation/depreciation of assets2019-12-31$2,633,733
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$69,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$69,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$46,703
Total income from all sources (including contributions)2019-12-31$37,644,450
Total income from all sources (including contributions)2019-12-31$37,644,450
Total loss/gain on sale of assets2019-12-31$149,515
Total loss/gain on sale of assets2019-12-31$149,515
Total of all expenses incurred2019-12-31$23,496,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,286,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$22,286,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,555,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$15,555,649
Value of total assets at end of year2019-12-31$151,771,690
Value of total assets at end of year2019-12-31$151,771,690
Value of total assets at beginning of year2019-12-31$137,600,783
Value of total assets at beginning of year2019-12-31$137,600,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,210,011
Total interest from all sources2019-12-31$443,745
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,292
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$12,292
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$12,292
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$12,292
Administrative expenses professional fees incurred2019-12-31$150,283
Administrative expenses professional fees incurred2019-12-31$150,283
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
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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$3,106,168
Assets. Other investments not covered elsewhere at end of year2019-12-31$3,106,168
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,041,049
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,041,049
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,014,277
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,014,277
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,529,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,529,467
Other income not declared elsewhere2019-12-31$20,244
Other income not declared elsewhere2019-12-31$20,244
Administrative expenses (other) incurred2019-12-31$810,890
Liabilities. Value of operating payables at end of year2019-12-31$69,245
Liabilities. Value of operating payables at beginning of year2019-12-31$46,703
Liabilities. Value of operating payables at beginning of year2019-12-31$46,703
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$14,148,365
Value of net income/loss2019-12-31$14,148,365
Value of net assets at end of year (total assets less liabilities)2019-12-31$151,702,445
Value of net assets at end of year (total assets less liabilities)2019-12-31$151,702,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$137,554,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$137,554,080
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$28,294,556
Assets. partnership/joint venture interests at end of year2019-12-31$28,294,556
Assets. partnership/joint venture interests at beginning of year2019-12-31$22,203,789
Assets. partnership/joint venture interests at beginning of year2019-12-31$22,203,789
Investment advisory and management fees2019-12-31$248,838
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$444,699
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$444,699
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$424,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$424,267
Interest earned on other investments2019-12-31$386,366
Interest earned on other investments2019-12-31$386,366
Value of interest in common/collective trusts at end of year2019-12-31$6,622,217
Value of interest in common/collective trusts at end of year2019-12-31$6,622,217
Value of interest in common/collective trusts at beginning of year2019-12-31$7,553,048
Value of interest in common/collective trusts at beginning of year2019-12-31$7,553,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,840,813
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,840,813
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,440,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,440,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,440,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,440,743
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$57,379
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$57,379
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$107,151,339
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$107,151,339
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$91,811,666
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$91,811,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,432
Net investment gain or loss from common/collective trusts2019-12-31$269,167
Net investment gain or loss from common/collective trusts2019-12-31$269,167
Net gain/loss from 103.12 investment entities2019-12-31$18,539,673
Net gain/loss from 103.12 investment entities2019-12-31$18,539,673
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$15,555,649
Contributions received in cash from employer2019-12-31$15,555,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,286,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$22,286,074
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,297,621
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$3,297,621
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,596,754
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$2,596,754
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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$4,311,828
Aggregate proceeds on sale of assets2019-12-31$4,311,828
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,162,313
Aggregate carrying amount (costs) on sale of assets2019-12-31$4,162,313
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm name2019-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2019-12-31470900880
Accountancy firm EIN2019-12-31470900880
2018 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,901,003
Total unrealized appreciation/depreciation of assets2018-12-31$-1,901,003
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$46,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$76,596
Total income from all sources (including contributions)2018-12-31$-1,659,997
Total loss/gain on sale of assets2018-12-31$2,217,816
Total of all expenses incurred2018-12-31$31,118,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$29,521,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,759,604
Value of total assets at end of year2018-12-31$137,600,783
Value of total assets at beginning of year2018-12-31$170,408,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,597,030
Total interest from all sources2018-12-31$626,401
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$12,228
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$12,228
Administrative expenses professional fees incurred2018-12-31$119,260
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,041,049
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$11,266,989
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,529,467
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,298
Other income not declared elsewhere2018-12-31$7,832
Administrative expenses (other) incurred2018-12-31$1,205,060
Liabilities. Value of operating payables at end of year2018-12-31$46,703
Liabilities. Value of operating payables at beginning of year2018-12-31$76,596
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-32,778,202
Value of net assets at end of year (total assets less liabilities)2018-12-31$137,554,080
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$170,332,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$22,203,789
Assets. partnership/joint venture interests at beginning of year2018-12-31$23,364,128
Investment advisory and management fees2018-12-31$272,710
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$424,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$435,760
Interest earned on other investments2018-12-31$591,954
Value of interest in common/collective trusts at end of year2018-12-31$7,553,048
Value of interest in common/collective trusts at beginning of year2018-12-31$10,543,599
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,440,743
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,655,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,655,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$34,447
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$91,811,666
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$119,842,362
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,494
Net investment gain or loss from common/collective trusts2018-12-31$509,450
Net gain/loss from 103.12 investment entities2018-12-31$-6,880,831
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$3,759,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$29,521,175
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$24,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$2,596,754
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$2,263,908
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$15,652,189
Aggregate carrying amount (costs) on sale of assets2018-12-31$13,434,373
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2018-12-31470900880
2017 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-1,948
Total unrealized appreciation/depreciation of assets2017-12-31$-1,948
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$76,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$84,330
Total income from all sources (including contributions)2017-12-31$24,974,119
Total loss/gain on sale of assets2017-12-31$2,648,002
Total of all expenses incurred2017-12-31$28,498,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,168,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,120,760
Value of total assets at end of year2017-12-31$170,408,878
Value of total assets at beginning of year2017-12-31$173,940,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,329,638
Total interest from all sources2017-12-31$785,072
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,793
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$11,793
Administrative expenses professional fees incurred2017-12-31$171,194
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$11,266,989
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$9,560,257
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,298
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$2,426,646
Other income not declared elsewhere2017-12-31$8,111
Administrative expenses (other) incurred2017-12-31$646,442
Liabilities. Value of operating payables at end of year2017-12-31$76,596
Liabilities. Value of operating payables at beginning of year2017-12-31$84,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-3,524,380
Value of net assets at end of year (total assets less liabilities)2017-12-31$170,332,282
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$173,856,662
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$23,364,128
Assets. partnership/joint venture interests at beginning of year2017-12-31$23,118,762
Investment advisory and management fees2017-12-31$512,002
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$435,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$434,186
Interest earned on other investments2017-12-31$564,964
Income. Interest from corporate debt instruments2017-12-31$387
Value of interest in common/collective trusts at end of year2017-12-31$10,543,599
Value of interest in common/collective trusts at beginning of year2017-12-31$9,987,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,655,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,610,471
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,610,471
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$219,721
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$119,842,362
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$123,694,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,574
Net investment gain or loss from common/collective trusts2017-12-31$552,785
Net gain/loss from 103.12 investment entities2017-12-31$16,847,970
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$4,120,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,168,861
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$24,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$2,263,908
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,108,488
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$9,470,663
Aggregate carrying amount (costs) on sale of assets2017-12-31$6,822,661
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2017-12-31470900880
2016 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-1,358,914
Total unrealized appreciation/depreciation of assets2016-12-31$-1,358,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$84,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,476
Total income from all sources (including contributions)2016-12-31$17,543,494
Total loss/gain on sale of assets2016-12-31$2,778,732
Total of all expenses incurred2016-12-31$22,852,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,561,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,747,075
Value of total assets at end of year2016-12-31$173,940,992
Value of total assets at beginning of year2016-12-31$179,214,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,291,019
Total interest from all sources2016-12-31$805,003
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$12,719
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$12,719
Administrative expenses professional fees incurred2016-12-31$190,255
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$9,560,257
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$18,854,179
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$2,426,646
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$2,365,259
Other income not declared elsewhere2016-12-31$16,077
Administrative expenses (other) incurred2016-12-31$595,986
Liabilities. Value of operating payables at end of year2016-12-31$84,330
Liabilities. Value of operating payables at beginning of year2016-12-31$48,476
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-5,309,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$173,856,662
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$179,165,812
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$23,118,762
Assets. partnership/joint venture interests at beginning of year2016-12-31$24,012,277
Investment advisory and management fees2016-12-31$504,778
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$434,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$437,246
Interest earned on other investments2016-12-31$797,232
Value of interest in common/collective trusts at end of year2016-12-31$9,987,790
Value of interest in common/collective trusts at beginning of year2016-12-31$9,246,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,610,471
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,494,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,494,356
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,771
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$123,694,392
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$120,089,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-3,060
Net investment gain or loss from common/collective trusts2016-12-31$741,308
Net gain/loss from 103.12 investment entities2016-12-31$10,804,554
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$3,747,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,561,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,108,488
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,715,123
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$15,733,338
Aggregate carrying amount (costs) on sale of assets2016-12-31$12,954,606
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2016-12-31470900880
2015 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-73,203
Total unrealized appreciation/depreciation of assets2015-12-31$-73,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$48,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,296,397
Total income from all sources (including contributions)2015-12-31$4,004,135
Total loss/gain on sale of assets2015-12-31$-994,289
Total of all expenses incurred2015-12-31$27,256,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$26,170,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,152,588
Value of total assets at end of year2015-12-31$179,214,288
Value of total assets at beginning of year2015-12-31$204,714,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,086,490
Total interest from all sources2015-12-31$722,672
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$12,861
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$12,539
Administrative expenses professional fees incurred2015-12-31$199,148
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$18,854,179
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$20,777,184
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$2,365,259
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,823,837
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$1,760,000
Other income not declared elsewhere2015-12-31$47,435
Administrative expenses (other) incurred2015-12-31$509,902
Liabilities. Value of operating payables at end of year2015-12-31$48,476
Liabilities. Value of operating payables at beginning of year2015-12-31$536,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-23,252,490
Value of net assets at end of year (total assets less liabilities)2015-12-31$179,165,812
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$202,418,302
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$24,012,277
Assets. partnership/joint venture interests at beginning of year2015-12-31$25,149,671
Investment advisory and management fees2015-12-31$377,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$437,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$444,643
Interest earned on other investments2015-12-31$719,950
Value of interest in common/collective trusts at end of year2015-12-31$9,246,482
Value of interest in common/collective trusts at beginning of year2015-12-31$8,255,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,494,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,571,302
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,571,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$2,722
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$120,089,366
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$143,237,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,397
Net investment gain or loss from common/collective trusts2015-12-31$991,133
Net gain/loss from 103.12 investment entities2015-12-31$-847,665
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$4,152,588
Income. Dividends from common stock2015-12-31$322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$26,170,135
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,715,123
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,455,681
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 appraiser2015-12-31Yes
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$4,620,744
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,615,033
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 name2015-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2015-12-31470900880
2014 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,842,593
Total unrealized appreciation/depreciation of assets2014-12-31$1,842,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,296,586
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$99,610
Total income from all sources (including contributions)2014-12-31$9,723,148
Total loss/gain on sale of assets2014-12-31$63,297
Total of all expenses incurred2014-12-31$18,861,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$17,819,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,298,688
Value of total assets at end of year2014-12-31$204,714,888
Value of total assets at beginning of year2014-12-31$211,656,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,042,346
Total interest from all sources2014-12-31$571,744
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$9,171
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$8,937
Administrative expenses professional fees incurred2014-12-31$338,957
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$20,777,373
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$20,443,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,823,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$5,129,483
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$1,760,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$189
Other income not declared elsewhere2014-12-31$11,663
Administrative expenses (other) incurred2014-12-31$423,683
Liabilities. Value of operating payables at end of year2014-12-31$536,397
Liabilities. Value of operating payables at beginning of year2014-12-31$99,421
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-9,138,231
Value of net assets at end of year (total assets less liabilities)2014-12-31$202,418,302
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$211,556,533
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$25,149,671
Assets. partnership/joint venture interests at beginning of year2014-12-31$24,182,739
Investment advisory and management fees2014-12-31$279,706
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$444,643
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$436,173
Interest earned on other investments2014-12-31$571,347
Value of interest in common/collective trusts at end of year2014-12-31$8,255,350
Value of interest in common/collective trusts at beginning of year2014-12-31$7,568,696
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,571,302
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,947,065
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,947,065
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$397
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$143,237,031
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$149,806,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$8,470
Net investment gain or loss from common/collective trusts2014-12-31$686,653
Net gain/loss from 103.12 investment entities2014-12-31$5,230,869
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$1,298,688
Income. Dividends from common stock2014-12-31$234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$17,819,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,455,681
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,142,307
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,753,225
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,689,928
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 name2014-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-12-31470900880
Unrealized appreciation/depreciation of other (non real estate) assets2014-03-31$2,650,010
Total unrealized appreciation/depreciation of assets2014-03-31$2,650,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$99,610
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$74,156
Total income from all sources (including contributions)2014-03-31$42,417,109
Total loss/gain on sale of assets2014-03-31$181,609
Total of all expenses incurred2014-03-31$22,922,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$21,882,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$21,216,827
Value of total assets at end of year2014-03-31$211,656,143
Value of total assets at beginning of year2014-03-31$192,136,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$1,040,372
Total interest from all sources2014-03-31$602,365
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$14,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$13,887
Administrative expenses professional fees incurred2014-03-31$263,926
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$500,000
If this is an individual account plan, was there a blackout period2014-03-31No
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Assets. Other investments not covered elsewhere at end of year2014-03-31$20,443,516
Assets. Other investments not covered elsewhere at beginning of year2014-03-31$20,683,225
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-03-31$5,129,483
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-03-31$1,972,420
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$189
Other income not declared elsewhere2014-03-31$45,534
Administrative expenses (other) incurred2014-03-31$400,102
Liabilities. Value of operating payables at end of year2014-03-31$99,421
Liabilities. Value of operating payables at beginning of year2014-03-31$73,967
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$19,494,402
Value of net assets at end of year (total assets less liabilities)2014-03-31$211,556,533
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$192,062,131
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Assets. partnership/joint venture interests at end of year2014-03-31$24,182,739
Assets. partnership/joint venture interests at beginning of year2014-03-31$20,053,533
Investment advisory and management fees2014-03-31$376,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$436,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$452,599
Interest earned on other investments2014-03-31$592,883
Value of interest in common/collective trusts at end of year2014-03-31$7,568,696
Value of interest in common/collective trusts at beginning of year2014-03-31$6,710,504
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-31$1,947,065
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-31$1,518,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-31$1,518,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-03-31$9,482
Assets. Value of investments in 103.12 investment entities at end of year2014-03-31$149,806,164
Assets. Value of investments in 103.12 investment entities at beginning of year2014-03-31$138,041,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$-16,424
Net investment gain or loss from common/collective trusts2014-03-31$858,192
Net gain/loss from 103.12 investment entities2014-03-31$16,864,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31Yes
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Contributions received in cash from employer2014-03-31$21,216,827
Income. Dividends from common stock2014-03-31$411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$21,882,335
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-03-31$2,142,307
Assets. Corporate common stocks other than exployer securities at beginning of year2014-03-31$2,703,876
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Aggregate proceeds on sale of assets2014-03-31$13,880,581
Aggregate carrying amount (costs) on sale of assets2014-03-31$13,698,972
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31No
Opinion of an independent qualified public accountant for this plan2014-03-31Unqualified
Accountancy firm name2014-03-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2014-03-31470900880
2013 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-03-31$-4,884,423
Total unrealized appreciation/depreciation of assets2013-03-31$-4,884,423
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$74,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$55,379
Total income from all sources (including contributions)2013-03-31$23,380,260
Total loss/gain on sale of assets2013-03-31$6,301,088
Total of all expenses incurred2013-03-31$24,479,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$23,488,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$7,500,000
Value of total assets at end of year2013-03-31$192,136,287
Value of total assets at beginning of year2013-03-31$193,216,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$990,385
Total interest from all sources2013-03-31$511,299
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$98,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$29,081
Administrative expenses professional fees incurred2013-03-31$230,089
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,000,000
If this is an individual account plan, was there a blackout period2013-03-31No
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Assets. Other investments not covered elsewhere at end of year2013-03-31$20,683,225
Assets. Other investments not covered elsewhere at beginning of year2013-03-31$26,324,958
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-03-31$1,972,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-03-31$579
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-03-31$189
Other income not declared elsewhere2013-03-31$27,401
Administrative expenses (other) incurred2013-03-31$431,816
Liabilities. Value of operating payables at end of year2013-03-31$73,967
Liabilities. Value of operating payables at beginning of year2013-03-31$55,190
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$-1,098,961
Value of net assets at end of year (total assets less liabilities)2013-03-31$192,062,131
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$193,161,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Assets. partnership/joint venture interests at end of year2013-03-31$20,053,533
Assets. partnership/joint venture interests at beginning of year2013-03-31$25,486,572
Investment advisory and management fees2013-03-31$328,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$452,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$3,665,839
Interest earned on other investments2013-03-31$509,621
Value of interest in common/collective trusts at end of year2013-03-31$6,710,504
Value of interest in common/collective trusts at beginning of year2013-03-31$132,225,571
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-03-31$1,518,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-03-31$2,352,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-03-31$2,352,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-03-31$1,678
Assets. Value of investments in 103.12 investment entities at end of year2013-03-31$138,041,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$148,264
Net investment gain or loss from common/collective trusts2013-03-31$417,418
Net gain/loss from 103.12 investment entities2013-03-31$13,260,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31Yes
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Contributions received in cash from employer2013-03-31$7,500,000
Income. Dividends from common stock2013-03-31$69,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$23,488,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-03-31$2,703,876
Assets. Corporate common stocks other than exployer securities at beginning of year2013-03-31$3,160,817
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Aggregate proceeds on sale of assets2013-03-31$10,699,054
Aggregate carrying amount (costs) on sale of assets2013-03-31$4,397,966
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31No
Opinion of an independent qualified public accountant for this plan2013-03-31Unqualified
Accountancy firm name2013-03-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2013-03-31470900880
2012 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-03-31$2,118,323
Total unrealized appreciation/depreciation of assets2012-03-31$2,118,323
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$55,379
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$454,829
Total income from all sources (including contributions)2012-03-31$11,164,436
Total loss/gain on sale of assets2012-03-31$1,210,230
Total of all expenses incurred2012-03-31$23,782,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$22,994,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$4,000,140
Value of total assets at end of year2012-03-31$193,216,471
Value of total assets at beginning of year2012-03-31$206,233,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$787,836
Total interest from all sources2012-03-31$342,527
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$247,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$155,145
Administrative expenses professional fees incurred2012-03-31$270,703
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,000,000
If this is an individual account plan, was there a blackout period2012-03-31No
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Assets. Other investments not covered elsewhere at end of year2012-03-31$26,324,958
Assets. Other investments not covered elsewhere at beginning of year2012-03-31$16,264,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-03-31$579
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-03-31$75,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-03-31$189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$365,993
Other income not declared elsewhere2012-03-31$53,308
Administrative expenses (other) incurred2012-03-31$135,439
Liabilities. Value of operating payables at end of year2012-03-31$55,190
Liabilities. Value of operating payables at beginning of year2012-03-31$88,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$-12,617,742
Value of net assets at end of year (total assets less liabilities)2012-03-31$193,161,092
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$205,778,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Assets. partnership/joint venture interests at end of year2012-03-31$25,486,572
Assets. partnership/joint venture interests at beginning of year2012-03-31$16,557,834
Investment advisory and management fees2012-03-31$381,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$3,665,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$441,210
Interest earned on other investments2012-03-31$321,635
Value of interest in common/collective trusts at end of year2012-03-31$132,225,571
Value of interest in common/collective trusts at beginning of year2012-03-31$147,448,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-03-31$2,352,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-03-31$10,120,655
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-03-31$10,120,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-03-31$20,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$2,238,060
Net investment gain or loss from common/collective trusts2012-03-31$954,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31Yes
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Contributions received in cash from employer2012-03-31$4,000,140
Income. Dividends from common stock2012-03-31$92,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$22,994,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-03-31$3,160,817
Assets. Corporate common stocks other than exployer securities at beginning of year2012-03-31$15,325,512
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Aggregate proceeds on sale of assets2012-03-31$1,210,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31No
Opinion of an independent qualified public accountant for this plan2012-03-31Unqualified
Accountancy firm name2012-03-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2012-03-31470900880
2011 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-03-31$1,306,469
Total unrealized appreciation/depreciation of assets2011-03-31$1,306,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$454,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$899,250
Total income from all sources (including contributions)2011-03-31$24,161,520
Total loss/gain on sale of assets2011-03-31$3,002,869
Total of all expenses incurred2011-03-31$22,566,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$21,547,051
Value of total assets at end of year2011-03-31$206,233,663
Value of total assets at beginning of year2011-03-31$205,083,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$1,019,676
Total interest from all sources2011-03-31$522,868
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$607,404
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$607,404
Administrative expenses professional fees incurred2011-03-31$332,635
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,000,000
If this is an individual account plan, was there a blackout period2011-03-31No
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Assets. Other investments not covered elsewhere at end of year2011-03-31$16,264,557
Assets. Other investments not covered elsewhere at beginning of year2011-03-31$23,551,440
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-03-31$75,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-03-31$718,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$365,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-03-31$836,797
Other income not declared elsewhere2011-03-31$167,770
Administrative expenses (other) incurred2011-03-31$245,632
Liabilities. Value of operating payables at end of year2011-03-31$88,836
Liabilities. Value of operating payables at beginning of year2011-03-31$62,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$1,594,793
Value of net assets at end of year (total assets less liabilities)2011-03-31$205,778,834
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$204,184,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Assets. partnership/joint venture interests at end of year2011-03-31$16,557,834
Assets. partnership/joint venture interests at beginning of year2011-03-31$12,003,214
Investment advisory and management fees2011-03-31$441,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$441,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$53,946,216
Income. Interest from US Government securities2011-03-31$0
Income. Interest from corporate debt instruments2011-03-31$468,727
Value of interest in common/collective trusts at end of year2011-03-31$147,448,833
Value of interest in common/collective trusts at beginning of year2011-03-31$83,980,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-03-31$10,120,655
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-03-31$6,273,376
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-03-31$6,273,376
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-03-31$54,141
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$18,062,289
Net investment gain or loss from common/collective trusts2011-03-31$491,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31Yes
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$21,547,051
Asset. Corporate debt instrument debt (other) at end of year2011-03-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-03-31$29,578
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-03-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-03-31$15,325,512
Assets. Corporate common stocks other than exployer securities at beginning of year2011-03-31$24,580,755
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Aggregate proceeds on sale of assets2011-03-31$3,002,869
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31No
Opinion of an independent qualified public accountant for this plan2011-03-31Unqualified
Accountancy firm name2011-03-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2011-03-31470900880
2010 : COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS

2022: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2010: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Plan funding arrangement – TrustYes
2010-04-01Plan benefit arrangement - TrustYes
2009: COMMUNICATIONS WORKERS OF AMERICA PLAN FOR EMPLOYEES' PENSIONS 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01This submission is the final filingNo
2009-04-01Plan is a collectively bargained planYes
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

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