UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 401k Plan overview

UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN Benefits

401k Sponsoring company profile

Company Name:	UNITED SERVICE WORKERS
Employer identification number (EIN):	111772919
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ANDREW POLLACK	2013-09-27
001	2011-01-01	ANDREW POLLACK	2012-07-30
001	2010-01-01	ANDREW POLLACK	2011-07-27

Plan Statistics for UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN

Measure	Date	Value
2022: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	54,375,499
Acturial value of plan assets	2022-12-31	54,375,499
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	32,012,342
Number of terminated vested participants	2022-12-31	4
Fundng target for terminated vested participants	2022-12-31	4,039,321
Active participant vested funding target	2022-12-31	14,313,631
Number of active participants	2022-12-31	10
Total funding liabilities for active participants	2022-12-31	14,662,949
Total participant count	2022-12-31	37
Total funding target for all participants	2022-12-31	50,714,612
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	3,819,117
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	3,819,117
Present value of excess contributions	2022-12-31	3,947,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	4,169,291
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	4,169,291
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	4,307,280
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	3,660,887
Total employer contributions	2022-12-31	4,050,000
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	3,952,654
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	380,218
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	380,218
Additional cash requirement	2022-12-31	380,218
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	3,952,654
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	52,678,452
Acturial value of plan assets	2021-12-31	52,678,452
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	29,175,935
Number of terminated vested participants	2021-12-31	4
Fundng target for terminated vested participants	2021-12-31	3,701,495
Active participant vested funding target	2021-12-31	15,141,668
Number of active participants	2021-12-31	11
Total funding liabilities for active participants	2021-12-31	15,459,893
Total participant count	2021-12-31	38
Total funding target for all participants	2021-12-31	48,337,323
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	893,444
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	893,444
Present value of excess contributions	2021-12-31	2,752,696
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	2,902,443
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	2,902,443
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	3,819,117
Total employer contributions	2021-12-31	4,050,000
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	3,947,071
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	322,408
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
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	3,947,071
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	50,138,471
Acturial value of plan assets	2020-12-31	50,138,471
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	31,128,248
Number of terminated vested participants	2020-12-31	5
Fundng target for terminated vested participants	2020-12-31	3,981,972
Active participant vested funding target	2020-12-31	13,745,482
Number of active participants	2020-12-31	11
Total funding liabilities for active participants	2020-12-31	14,134,807
Total participant count	2020-12-31	39
Total funding target for all participants	2020-12-31	49,245,027
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	597,800
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	597,800
Present value of excess contributions	2020-12-31	2,256,019
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	2,382,356
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	2,382,356
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	2,108,591
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	893,444
Total employer contributions	2020-12-31	3,350,000
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	3,255,975
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	503,279
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	503,279
Additional cash requirement	2020-12-31	503,279
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	3,255,975
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	47,703,616
Acturial value of plan assets	2019-12-31	47,703,616
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	31,945,790
Number of terminated vested participants	2019-12-31	5
Fundng target for terminated vested participants	2019-12-31	2,061,559
Active participant vested funding target	2019-12-31	12,729,260
Number of active participants	2019-12-31	12
Total funding liabilities for active participants	2019-12-31	13,098,467
Total participant count	2019-12-31	39
Total funding target for all participants	2019-12-31	47,105,816
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	1,328,246
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	1,328,246
Present value of excess contributions	2019-12-31	2,441,805
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	2,582,941
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	2,582,941
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	3,332,779
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	597,800
Total employer contributions	2019-12-31	2,850,000
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	2,779,406
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	523,387
Net shortfall amortization installment of oustanding balance	2019-12-31	0
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	523,387
Additional cash requirement	2019-12-31	523,387
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	2,779,406
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	45,941,415
Acturial value of plan assets	2018-12-31	45,941,415
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	24,510,766
Number of terminated vested participants	2018-12-31	6
Fundng target for terminated vested participants	2018-12-31	2,852,925
Active participant vested funding target	2018-12-31	16,876,191
Number of active participants	2018-12-31	14
Total funding liabilities for active participants	2018-12-31	17,249,478
Total participant count	2018-12-31	39
Total funding target for all participants	2018-12-31	44,613,169
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	2,786,350
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	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	2,786,350
Present value of excess contributions	2018-12-31	2,212,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	2,344,158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	2,344,158
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	3,824,274
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	1,328,246
Total employer contributions	2018-12-31	2,957,500
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	2,885,244
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	443,439
Net shortfall amortization installment of oustanding balance	2018-12-31	0
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	443,439
Additional cash requirement	2018-12-31	443,439
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	2,885,244
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	44,488,350
Acturial value of plan assets	2017-12-31	44,488,350
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	23,856,146
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	1,645,290
Active participant vested funding target	2017-12-31	15,820,140
Number of active participants	2017-12-31	15
Total funding liabilities for active participants	2017-12-31	16,200,564
Total participant count	2017-12-31	39
Total funding target for all participants	2017-12-31	41,702,000
Balance at beginning of prior year after applicable adjustments	2017-12-31	1,856,116
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	13,978,693
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	1,856,116
Amount remaining of prefunding balance	2017-12-31	13,978,693
Present value of excess contributions	2017-12-31	2,443,286
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	2,594,770
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	2,594,770
Reductions in caryover balances due to elections or deemed elections	2017-12-31	1,873,007
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	13,914,319
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	2,786,350
Total employer contributions	2017-12-31	2,742,500
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	2,673,748
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	461,652
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	461,652
Additional cash requirement	2017-12-31	461,652
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	2,673,748
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: UNITED SERVICE WORKERS OF AMERICA RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	42,348,073
Acturial value of plan assets	2016-12-31	42,348,073
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	19,070,726
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	1,016,217
Active participant vested funding target	2016-12-31	20,555,560
Number of active participants	2016-12-31	18
Total funding liabilities for active participants	2016-12-31	21,248,668
Total participant count	2016-12-31	39
Total funding target for all participants	2016-12-31	41,335,611
Balance at beginning of prior year after applicable adjustments	2016-12-31	1,847,065
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	12,053,737
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	1,847,065
Amount remaining of prefunding balance	2016-12-31	12,053,737
Present value of excess contributions	2016-12-31	1,753,824
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	1,865,893
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	1,865,893
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	1,856,116
Balance of prefunding at beginning of current year	2016-12-31	13,978,693
Total employer contributions	2016-12-31	3,267,000
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	3,157,111
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	713,825
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	713,825
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	713,825
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	3,157,111
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

Potentially related plans

• UNITED SERVICE ORGANIZATIONS RETIREMENT SAVINGS PLAN [EIN = 131610451]
• UNITED SERVICES, INC. MEDICAL PLAN [EIN = 060804423]
• UNITED SERVICE COMPANIES 401(K) PLAN [EIN = 363168582]
• UNITED SERVICES, INC. LIFE AND DISABILITY PLAN [EIN = 060804423]
• UNITED SERVICE WORKS, INC. SIMPLE 401(K) PLAN [EIN = 954802763]
• UNITED SERVICES, INC. HEALTH & WELFARE PLAN [EIN = 223187558]
• UNITED SERVICES 403(B) PLAN [EIN = 431136074]
• UNITED SERVICES FEDERAL CREDIT UNION 401(K) PLAN AND TRUST [EIN = 344434654]
• UNITED SERVICE CREDIT UNION 401(K) PLAN AND TRUST [EIN = 420806777]
• UNITED SERVICES FUND INC. MASTER RETIREMENT PLAN [EIN = 341132270]
• UNITED SERVICES CORP 401K PLAN [EIN = 473114304]
• UNITED SERVICES ADJUSTMENT INC 401 K PROFIT SHARING PLAN TRUST [EIN = 043406397]
• UNITED SERVICES MECHANICAL LLC PROFIT SHARING & 401(K) PLAN [EIN = 760396376]
• UNITED SERVICES OF DES MOINES, INC. RETIREMENT PLAN [EIN = 421198257]
• UNITED SERVICES, LLC 401(K) PLAN [EIN = 202514018]
• UNITED SERVICES COMMUNITY ACTION AGENCY RETIREMENT ACCUMULATION PLAN [EIN = 431197168]
• UNITED SERVICE AGENTS USA 401(K) PROFIT SHARING PLAN [EIN = 411953451]
• UNITED SERVICES CREDIT UNION SAFE HARBOR 401(K) PLAN [EIN = 566045660]
• UNITED SERVICES INC 401 K PROFIT SHARING PLAN TRUST [EIN = 113040033]
• UNITED SERVICE APPLICATIONS, INC. RETIREMENT SAVINGS PLAN [EIN = 330688424]
• UNITED SERVICES ASSOCIATED, INC. DBA STEAMWAY/DISASTER RESTORATIONS 401(K) PROFIT SHARING PLAN [EIN = 930997919]
• UNITED SERVICES, INC. HEALTH & WELFARE TRUST [EIN = 223187558]
• UNITED SERVICES PLUS, INC. PROFIT SHARING PLAN [EIN = 954695765]
• UNITED SERVICE COMPANY INC. 401(K) PLAN [EIN = 272966191]
• UNITED SERVICE ASSOCIATES, INC. 401(K) PLAN [EIN = 630598183]
• UNITED SERVICE SOURCE, INC. PREMIUM ONLY PLAN [EIN = 593063999]
• UNITED SERVICE AND SALES RETIREMENT PLAN [EIN = 861114923]
• UNITED SERVICE COMPANIES INC EMPLOYEE BENEFITS PLAN [EIN = 770639240]
• UNITED SERVICES [EIN = 431136074]
• UNITED SERVICES LLC PROFIT SHARING PLAN [EIN = 200234174]
• UNITED SERVICE TECHNOLOGIES 401(K) PLAN [EIN = 330645656]
• UNITED SERVICE TECHNOLOGIES, INC. HEALTH & WELFARE PLAN [EIN = 330645656]
• UNITED SERVICES 401(K) PLAN [EIN = 621856198]
• UNITED SERVICE COMPANIES 401(K) PLAN [EIN = 453952463]
• UNITED SERVICES RELATIONS INC. 401(K) PLAN [EIN = 833734757]
• UNITED SERVICE NETWORK 401(K) PLAN [EIN = 862894165]
• UNITED SERVICE SPECIALISTS 401(K) PLAN [EIN = 522023686]

Was this data useful?

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