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Plan Name | ALLIED HARVEY UNION PENSION PLAN |
Plan identification number | 039 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ATKORE INTERNATIONAL, INC. |
Employer identification number (EIN): | 900631477 |
NAIC Classification: | 331200 |
Additional information about ATKORE INTERNATIONAL, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2011-03-29 |
Company Identification Number: | 0801404628 |
Legal Registered Office Address: |
16100 LATHROP AVE HARVEY United States of America (USA) 60426 |
More information about ATKORE INTERNATIONAL, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
039 | 2022-01-01 | ||||
039 | 2021-01-01 | ||||
039 | 2020-01-01 | ||||
039 | 2019-01-01 | ||||
039 | 2018-01-01 | ||||
039 | 2017-01-01 | WILLIAM ZELLER | |||
039 | 2016-01-01 | WILLIAM ZELLER | |||
039 | 2015-01-01 | WILLIAM ZELLER | |||
039 | 2014-01-01 | WILLIAM ZELLER | |||
039 | 2013-01-01 | KEVIN FITZPATRICK | |||
039 | 2012-01-01 | TODD BAJEK | TODD BAJEK | 2013-10-11 | |
039 | 2011-01-01 | TODD BAJEK | TODD BAJEK | 2013-04-04 |
Measure | Date | Value |
---|---|---|
2022: ALLIED HARVEY UNION PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 121,110,286 |
Acturial value of plan assets | 2022-12-31 | 116,406,140 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 55,364,149 |
Number of terminated vested participants | 2022-12-31 | 454 |
Fundng target for terminated vested participants | 2022-12-31 | 15,665,615 |
Active participant vested funding target | 2022-12-31 | 18,480,948 |
Number of active participants | 2022-12-31 | 198 |
Total funding liabilities for active participants | 2022-12-31 | 19,455,499 |
Total participant count | 2022-12-31 | 1,425 |
Total funding target for all participants | 2022-12-31 | 90,485,263 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 18,162,777 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 18,162,777 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 19,746,571 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 450,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 1,411 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 170 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 635 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 417 |
Total of all active and inactive participants | 2022-01-01 | 1,222 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 160 |
Total participants | 2022-01-01 | 1,382 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ALLIED HARVEY UNION PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 116,883,230 |
Acturial value of plan assets | 2021-12-31 | 109,421,127 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 51,322,996 |
Number of terminated vested participants | 2021-12-31 | 477 |
Fundng target for terminated vested participants | 2021-12-31 | 16,240,051 |
Active participant vested funding target | 2021-12-31 | 21,353,403 |
Number of active participants | 2021-12-31 | 232 |
Total funding liabilities for active participants | 2021-12-31 | 22,372,809 |
Total participant count | 2021-12-31 | 1,450 |
Total funding target for all participants | 2021-12-31 | 89,935,856 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 922,937 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 690,267 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 232,670 |
Present value of excess contributions | 2021-12-31 | 17,044,585 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 18,017,039 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 17,900,000 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 18,162,777 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 510,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 1,438 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 198 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 623 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 435 |
Total of all active and inactive participants | 2021-01-01 | 1,256 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 155 |
Total participants | 2021-01-01 | 1,411 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ALLIED HARVEY UNION PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 91,768,314 |
Acturial value of plan assets | 2020-12-31 | 89,215,681 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 50,397,323 |
Number of terminated vested participants | 2020-12-31 | 516 |
Fundng target for terminated vested participants | 2020-12-31 | 17,718,264 |
Active participant vested funding target | 2020-12-31 | 23,398,115 |
Number of active participants | 2020-12-31 | 252 |
Total funding liabilities for active participants | 2020-12-31 | 24,415,290 |
Total participant count | 2020-12-31 | 1,470 |
Total funding target for all participants | 2020-12-31 | 92,530,877 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 457,957 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 261,046 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 196,911 |
Present value of excess contributions | 2020-12-31 | 624,150 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 690,267 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 690,267 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 922,937 |
Total employer contributions | 2020-12-31 | 19,450,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 17,823,065 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 510,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 4,238,133 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,468,747 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 690,267 |
Additional cash requirement | 2020-12-31 | 778,480 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 17,823,065 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 1,458 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 232 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 598 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 461 |
Total of all active and inactive participants | 2020-01-01 | 1,291 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 147 |
Total participants | 2020-01-01 | 1,438 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ALLIED HARVEY UNION PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 52,265,117 |
Acturial value of plan assets | 2019-12-31 | 55,564,431 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 31,947,864 |
Number of terminated vested participants | 2019-12-31 | 215 |
Fundng target for terminated vested participants | 2019-12-31 | 6,031,121 |
Active participant vested funding target | 2019-12-31 | 20,843,678 |
Number of active participants | 2019-12-31 | 225 |
Total funding liabilities for active participants | 2019-12-31 | 21,703,648 |
Total participant count | 2019-12-31 | 775 |
Total funding target for all participants | 2019-12-31 | 59,682,633 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 859,223 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 648,194 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 211,029 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 196,911 |
Total employer contributions | 2019-12-31 | 1,407,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 1,325,231 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 270,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 4,315,113 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,038,042 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 1,038,042 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 1,325,231 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 765 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 252 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 573 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 495 |
Total of all active and inactive participants | 2019-01-01 | 1,320 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 138 |
Total participants | 2019-01-01 | 1,458 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ALLIED HARVEY UNION PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 59,084,791 |
Acturial value of plan assets | 2018-12-31 | 55,506,986 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 28,077,031 |
Number of terminated vested participants | 2018-12-31 | 221 |
Fundng target for terminated vested participants | 2018-12-31 | 5,537,012 |
Active participant vested funding target | 2018-12-31 | 21,986,230 |
Number of active participants | 2018-12-31 | 248 |
Total funding liabilities for active participants | 2018-12-31 | 23,019,045 |
Total participant count | 2018-12-31 | 781 |
Total funding target for all participants | 2018-12-31 | 56,633,088 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,152,673 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 403,699 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 748,974 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 859,223 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 300,000 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 1,985,325 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 648,194 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 648,194 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 772 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 266 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 205 |
Total of all active and inactive participants | 2018-01-01 | 696 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 69 |
Total participants | 2018-01-01 | 765 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ALLIED HARVEY UNION PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 54,117,033 |
Acturial value of plan assets | 2017-12-31 | 54,886,033 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 25,714,109 |
Number of terminated vested participants | 2017-12-31 | 221 |
Fundng target for terminated vested participants | 2017-12-31 | 5,030,076 |
Active participant vested funding target | 2017-12-31 | 22,814,507 |
Number of active participants | 2017-12-31 | 274 |
Total funding liabilities for active participants | 2017-12-31 | 24,229,641 |
Total participant count | 2017-12-31 | 786 |
Total funding target for all participants | 2017-12-31 | 54,973,826 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,054,499 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 1,054,499 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,152,673 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 200,000 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,240,466 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 403,699 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 403,699 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 778 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 248 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 246 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 212 |
Total of all active and inactive participants | 2017-01-01 | 706 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 66 |
Total participants | 2017-01-01 | 772 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ALLIED HARVEY UNION PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 51,873,095 |
Acturial value of plan assets | 2016-12-31 | 55,690,203 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 22,286,627 |
Number of terminated vested participants | 2016-12-31 | 223 |
Fundng target for terminated vested participants | 2016-12-31 | 4,885,964 |
Active participant vested funding target | 2016-12-31 | 23,275,652 |
Number of active participants | 2016-12-31 | 305 |
Total funding liabilities for active participants | 2016-12-31 | 25,089,968 |
Total participant count | 2016-12-31 | 797 |
Total funding target for all participants | 2016-12-31 | 52,262,559 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,099,467 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 1,099,467 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,054,499 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 1,435,753 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Waived amount of outstanding balance | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 789 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 274 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 232 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 211 |
Total of all active and inactive participants | 2016-01-01 | 717 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 61 |
Total participants | 2016-01-01 | 778 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: ALLIED HARVEY UNION PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 792 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 305 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 217 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 211 |
Total of all active and inactive participants | 2015-01-01 | 733 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 56 |
Total participants | 2015-01-01 | 789 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ALLIED HARVEY UNION PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 799 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 329 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 199 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 210 |
Total of all active and inactive participants | 2014-01-01 | 738 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 54 |
Total participants | 2014-01-01 | 792 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ALLIED HARVEY UNION PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 807 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 360 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 188 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 197 |
Total of all active and inactive participants | 2013-01-01 | 745 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 54 |
Total participants | 2013-01-01 | 799 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: ALLIED HARVEY UNION PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 817 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 383 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 171 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 205 |
Total of all active and inactive participants | 2012-01-01 | 759 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 48 |
Total participants | 2012-01-01 | 807 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: ALLIED HARVEY UNION PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 848 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 428 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 156 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 187 |
Total of all active and inactive participants | 2011-01-01 | 771 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 46 |
Total participants | 2011-01-01 | 817 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
Measure | Date | Value |
---|---|---|
2022 : ALLIED HARVEY UNION PENSION PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-25,458,501 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-25,458,501 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $17,500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $53,506 |
Total income from all sources (including contributions) | 2022-12-31 | $-23,041,374 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,587,728 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,169,509 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $92,445,224 |
Value of total assets at beginning of year | 2022-12-31 | $121,110,332 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $418,219 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $2,417,127 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $2,417,127 |
Administrative expenses professional fees incurred | 2022-12-31 | $418,219 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $5,302,870 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $472,323 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $46 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $17,500 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $53,506 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-28,629,102 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $92,427,724 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $121,056,826 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $49,075,134 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $121,110,286 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $0 |
Asset value of US Government securities at end of year | 2022-12-31 | $16,671,498 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,169,509 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $20,923,399 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $0 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CROWE LLP |
Accountancy firm EIN | 2022-12-31 | 350921680 |
2021 : ALLIED HARVEY UNION PENSION PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $53,506 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $69,695 |
Total income from all sources (including contributions) | 2021-12-31 | $8,885,199 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $5,310,342 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $4,882,017 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $121,110,332 |
Value of total assets at beginning of year | 2021-12-31 | $117,551,664 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $428,325 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,250,511 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $4,250,511 |
Administrative expenses professional fees incurred | 2021-12-31 | $428,325 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $46 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $53,506 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $69,695 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,574,857 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $121,056,826 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $117,481,969 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $121,110,286 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $0 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $98,451,664 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $4,634,688 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $19,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $4,882,017 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CROWE LLP |
Accountancy firm EIN | 2021-12-31 | 350921680 |
2020 : ALLIED HARVEY UNION PENSION PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $69,695 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $77,503 |
Total income from all sources (including contributions) | 2020-12-31 | $30,910,826 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $5,156,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $4,627,512 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $19,450,000 |
Value of total assets at end of year | 2020-12-31 | $117,551,664 |
Value of total assets at beginning of year | 2020-12-31 | $91,805,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $528,852 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $528,852 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $69,695 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $77,503 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $25,754,462 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $117,481,969 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $91,727,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $98,451,664 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $90,179,010 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $19,450,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $19,100,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $1,626,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $4,627,512 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CROWE LLP |
Accountancy firm EIN | 2020-12-31 | 350921680 |
2019 : ALLIED HARVEY UNION PENSION PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $31,185,399 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $77,503 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $13,620 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $13,620 |
Total income from all sources (including contributions) | 2019-12-31 | $11,374,981 |
Total income from all sources (including contributions) | 2019-12-31 | $11,374,981 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $3,084,370 |
Total of all expenses incurred | 2019-12-31 | $3,084,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,834,682 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,834,682 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,115,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,115,000 |
Value of total assets at end of year | 2019-12-31 | $91,805,010 |
Value of total assets at end of year | 2019-12-31 | $91,805,010 |
Value of total assets at beginning of year | 2019-12-31 | $52,265,117 |
Value of total assets at beginning of year | 2019-12-31 | $52,265,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $249,688 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $249,688 |
Administrative expenses professional fees incurred | 2019-12-31 | $249,688 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $77,503 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $77,503 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $13,620 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $13,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $8,290,611 |
Value of net income/loss | 2019-12-31 | $8,290,611 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $91,727,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $52,251,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $90,179,010 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $52,265,117 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $52,265,117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $2,115,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,626,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $1,626,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,834,682 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,834,682 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CROWE LLP |
Accountancy firm name | 2019-12-31 | CROWE LLP |
Accountancy firm EIN | 2019-12-31 | 350921680 |
Accountancy firm EIN | 2019-12-31 | 350921680 |
2018 : ALLIED HARVEY UNION PENSION PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $13,620 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $48,978 |
Total income from all sources (including contributions) | 2018-12-31 | $-3,850,301 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,934,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,700,172 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $52,265,117 |
Value of total assets at beginning of year | 2018-12-31 | $59,084,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $233,842 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $233,842 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $13,620 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $48,978 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,784,315 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $52,251,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $59,035,812 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $52,265,117 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $59,084,790 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,700,172 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CROWE LLP |
Accountancy firm EIN | 2018-12-31 | 350921680 |
2017 : ALLIED HARVEY UNION PENSION PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $48,978 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $17,601 |
Total income from all sources (including contributions) | 2017-12-31 | $7,759,467 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $2,823,087 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,490,001 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $59,084,790 |
Value of total assets at beginning of year | 2017-12-31 | $54,117,033 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $333,086 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $333,086 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $48,978 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $17,601 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $4,936,380 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $59,035,812 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $54,099,432 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $59,084,790 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $54,117,033 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,490,001 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CROWE LLP |
Accountancy firm EIN | 2017-12-31 | 350921680 |
2016 : ALLIED HARVEY UNION PENSION PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $17,601 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $24,225 |
Total income from all sources (including contributions) | 2016-12-31 | $4,711,936 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $2,461,374 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,250,279 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $54,117,033 |
Value of total assets at beginning of year | 2016-12-31 | $51,873,095 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $211,095 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $211,095 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $17,601 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $24,225 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $2,250,562 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $54,099,432 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $51,848,870 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $54,117,033 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $51,873,095 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $0 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,250,279 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2016-12-31 | 350921680 |
2015 : ALLIED HARVEY UNION PENSION PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $24,225 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $44,153 |
Total income from all sources (including contributions) | 2015-12-31 | $-2,204,076 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $2,273,608 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,032,544 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $51,873,095 |
Value of total assets at beginning of year | 2015-12-31 | $56,370,707 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $241,064 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $241,064 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $24,225 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $44,153 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-4,477,684 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $51,848,870 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $56,326,554 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $51,873,095 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $56,370,707 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $0 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,032,544 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2015-12-31 | 350921680 |
2014 : ALLIED HARVEY UNION PENSION PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $44,153 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $25,107 |
Total income from all sources (including contributions) | 2014-12-31 | $3,553,370 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $2,146,558 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,898,005 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $56,370,707 |
Value of total assets at beginning of year | 2014-12-31 | $54,944,849 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $248,553 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $248,553 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $44,153 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $25,107 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,406,812 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $56,326,554 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $54,919,742 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $56,370,707 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $53,544,849 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $0 |
Employer contributions (assets) at end of year | 2014-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $1,400,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,898,005 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2014-12-31 | 350921680 |
2013 : ALLIED HARVEY UNION PENSION PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $25,107 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $39,626 |
Total income from all sources (including contributions) | 2013-12-31 | $10,041,066 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,047,101 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,752,436 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,200,000 |
Value of total assets at end of year | 2013-12-31 | $54,944,849 |
Value of total assets at beginning of year | 2013-12-31 | $46,965,403 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $294,665 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $294,665 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $25,107 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $39,626 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $7,993,965 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $54,919,742 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $46,925,777 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $53,544,849 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $45,655,403 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $3,200,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $1,400,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $1,310,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,752,436 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2013-12-31 | 350921680 |
2012 : ALLIED HARVEY UNION PENSION PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $39,626 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $28,455 |
Total income from all sources (including contributions) | 2012-12-31 | $8,033,133 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,758,637 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,478,092 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,722,000 |
Value of total assets at end of year | 2012-12-31 | $46,965,403 |
Value of total assets at beginning of year | 2012-12-31 | $40,679,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $280,545 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $280,545 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $39,626 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $28,455 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $6,274,496 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $46,925,777 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $40,651,281 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $45,655,403 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $38,500,736 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $3,722,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $1,310,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $2,179,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,478,092 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CROWE HORWATH LLP |
Accountancy firm EIN | 2012-12-31 | 350921680 |
2011 : ALLIED HARVEY UNION PENSION PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $84,547 |
Total income from all sources (including contributions) | 2011-12-31 | $3,848,368 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,399,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,350,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $3,410,000 |
Value of total assets at end of year | 2011-12-31 | $40,679,737 |
Value of total assets at beginning of year | 2011-12-31 | $38,315,543 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $49,136 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $22,063 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Administrative expenses (other) incurred | 2011-12-31 | $30,275 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $84,547 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $2,448,741 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $40,679,737 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $38,230,996 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $-3,202 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $38,500,737 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $38,315,543 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $3,410,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $2,179,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,350,491 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : ALLIED HARVEY UNION PENSION PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $84,547 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $109,584 |
Total income from all sources (including contributions) | 2010-12-31 | $4,336,463 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,548,868 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,189,681 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $38,315,543 |
Value of total assets at beginning of year | 2010-12-31 | $35,552,985 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $359,187 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $223,792 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Administrative expenses (other) incurred | 2010-12-31 | $32,562 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $84,547 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $109,584 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,787,595 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $38,230,996 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $35,443,401 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $102,833 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $38,315,543 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $35,552,985 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Employer contributions (assets) at beginning of year | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,189,681 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | O'BRIEN, RILEY & RYAN |
Accountancy firm EIN | 2010-12-31 | 043176941 |
2022: ALLIED HARVEY UNION PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ALLIED HARVEY UNION PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ALLIED HARVEY UNION PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ALLIED HARVEY UNION PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ALLIED HARVEY UNION PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ALLIED HARVEY UNION PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ALLIED HARVEY UNION PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ALLIED HARVEY UNION PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ALLIED HARVEY UNION PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ALLIED HARVEY UNION PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ALLIED HARVEY UNION PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ALLIED HARVEY UNION PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | Yes |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |