401k Plan data: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN plan

LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 401k Plan overview

Plan Name	LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN
Plan identification number	001

LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

LOCAL UNION 863 I.B. OF T. GUARANTEE FUND has sponsored the creation of one or more 401k plans.

Company Name: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND

Employer identification number (EIN): 223465078

NAIC Classification: 488990

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KATHY ZIZZA 2024-10-03
001 2022-01-01 KATHY ZIZZA 2023-05-23
001 2021-01-01 KATHY ZIZZA 2022-05-02
001 2020-01-01 KATHY ZIZZA 2021-09-13
001 2019-01-01 KATHY ZIZZA 2020-07-16
001 2018-01-01 KATHY ZIZZA 2019-05-23
001 2017-01-01 KATHY ZIZZA 2018-09-17
001 2016-01-01 KATHY ZIZZA 2017-10-11
001 2015-01-01 KATHY ZIZZA 2016-07-13
001 2014-01-01 KATHY ZIZZA 2015-05-15
001 2013-01-01 ALPHONSE RISPOLI, JR. 2014-07-01 ALPHONSE RISPOLI, JR. 2014-07-01
001 2012-01-01 ALPHONSE RISPOLI, JR. 2013-08-01
001 2011-01-01 ALPHONSE RISPOLI, JR. 2012-06-26
001 2010-01-01 ALPHONSE RISPOLI, JR. 2011-09-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KATHY ZIZZA	2024-10-03
001	2022-01-01	KATHY ZIZZA	2023-05-23
001	2021-01-01	KATHY ZIZZA	2022-05-02
001	2020-01-01	KATHY ZIZZA	2021-09-13
001	2019-01-01	KATHY ZIZZA	2020-07-16
001	2018-01-01	KATHY ZIZZA	2019-05-23
001	2017-01-01	KATHY ZIZZA	2018-09-17
001	2016-01-01	KATHY ZIZZA	2017-10-11
001	2015-01-01	KATHY ZIZZA	2016-07-13
001	2014-01-01	KATHY ZIZZA	2015-05-15
001	2013-01-01	ALPHONSE RISPOLI, JR.	2014-07-01	ALPHONSE RISPOLI, JR.	2014-07-01
001	2012-01-01	ALPHONSE RISPOLI, JR.	2013-08-01
001	2011-01-01	ALPHONSE RISPOLI, JR.	2012-06-26
001	2010-01-01	ALPHONSE RISPOLI, JR.	2011-09-30

Plan Statistics for LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN

401k plan membership statisitcs for LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN

Measure Date Value
2022: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,896,948
Acturial value of plan assets 2022-12-31 5,896,948
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 2,660,224
Number of terminated vested participants 2022-12-31 0
Fundng target for terminated vested participants 2022-12-31 0
Active participant vested funding target 2022-12-31 3,509,798
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 3,509,798
Total participant count 2022-12-31 11
Total funding target for all participants 2022-12-31 6,170,022
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 5,618
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 5,618
Present value of excess contributions 2022-12-31 126,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 133,696
Total available prior years excess cotributions added 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 6,020
Total employer contributions 2022-12-31 444,000
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 2022-12-31 433,344
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 0
Net shortfall amortization installment of oustanding balance 2022-12-31 279,094
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 106,577
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 2022-12-31 106,577
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 433,344
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2021 401k membership
Market value of plan assets 2021-12-31 5,353,376
Acturial value of plan assets 2021-12-31 5,353,376
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,721,178
Number of terminated vested participants 2021-12-31 0
Fundng target for terminated vested participants 2021-12-31 0
Active participant vested funding target 2021-12-31 3,114,404
Number of active participants 2021-12-31 5
Total funding liabilities for active participants 2021-12-31 3,114,404
Total participant count 2021-12-31 11
Total funding target for all participants 2021-12-31 5,835,582
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 5,557
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 5,557
Present value of excess contributions 2021-12-31 85,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 89,730
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
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 5,618
Total employer contributions 2021-12-31 444,000
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 2021-12-31 433,270
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 94,367
Net shortfall amortization installment of oustanding balance 2021-12-31 487,824
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 306,460
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 2021-12-31 306,460
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 433,270
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,166,572
Acturial value of plan assets 2020-12-31 5,166,572
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 2,869,636
Number of terminated vested participants 2020-12-31 0
Fundng target for terminated vested participants 2020-12-31 0
Active participant vested funding target 2020-12-31 2,910,452
Number of active participants 2020-12-31 5
Total funding liabilities for active participants 2020-12-31 2,910,452
Total participant count 2020-12-31 11
Total funding target for all participants 2020-12-31 5,780,088
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 4,940
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 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 4,940
Present value of excess contributions 2020-12-31 24,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 25,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
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 5,557
Total employer contributions 2020-12-31 444,000
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 2020-12-31 433,568
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 91,361
Net shortfall amortization installment of oustanding balance 2020-12-31 619,073
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 348,265
Additional cash requirement 2020-12-31 348,265
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 433,568
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,474,803
Acturial value of plan assets 2019-12-31 4,474,803
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 2,925,510
Number of terminated vested participants 2019-12-31 0
Fundng target for terminated vested participants 2019-12-31 0
Active participant vested funding target 2019-12-31 2,694,149
Number of active participants 2019-12-31 5
Total funding liabilities for active participants 2019-12-31 2,694,149
Total participant count 2019-12-31 11
Total funding target for all participants 2019-12-31 5,619,659
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 5,042
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 5,042
Present value of excess contributions 2019-12-31 80,277
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 84,732
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 4,940
Total employer contributions 2019-12-31 414,425
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 2019-12-31 404,255
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 80,088
Net shortfall amortization installment of oustanding balance 2019-12-31 1,149,796
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 380,155
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 2019-12-31 380,155
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 404,255
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,471,404
Acturial value of plan assets 2018-12-31 4,471,404
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 2,983,490
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 2,485,942
Number of active participants 2018-12-31 5
Total funding liabilities for active participants 2018-12-31 2,485,942
Total participant count 2018-12-31 11
Total funding target for all participants 2018-12-31 5,469,432
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 4,535
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 4,535
Present value of excess contributions 2018-12-31 82,793
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 87,554
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 5,042
Total employer contributions 2018-12-31 384,850
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 2018-12-31 375,320
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 98,898
Net shortfall amortization installment of oustanding balance 2018-12-31 1,003,070
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 295,043
Additional cash requirement 2018-12-31 295,043
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 375,320
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2017 401k membership
Market value of plan assets 2017-12-31 3,930,991
Acturial value of plan assets 2017-12-31 3,930,991
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 2,947,329
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 2,141,000
Number of active participants 2017-12-31 5
Total funding liabilities for active participants 2017-12-31 2,141,000
Total participant count 2017-12-31 11
Total funding target for all participants 2017-12-31 5,088,329
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 4,107
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 4,107
Present value of excess contributions 2017-12-31 68,273
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 72,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 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 4,535
Total employer contributions 2017-12-31 384,850
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 2017-12-31 374,982
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 94,056
Net shortfall amortization installment of oustanding balance 2017-12-31 1,161,873
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 292,189
Additional cash requirement 2017-12-31 292,189
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 374,982
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2016 401k membership
Market value of plan assets 2016-12-31 3,455,245
Acturial value of plan assets 2016-12-31 3,455,245
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 2,974,141
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 1,878,682
Number of active participants 2016-12-31 5
Total funding liabilities for active participants 2016-12-31 1,878,682
Total participant count 2016-12-31 11
Total funding target for all participants 2016-12-31 4,852,823
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 4,205
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 4,205
Present value of excess contributions 2016-12-31 220,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 233,791
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 4,107
Total employer contributions 2016-12-31 384,850
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 2016-12-31 374,578
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 91,773
Net shortfall amortization installment of oustanding balance 2016-12-31 1,401,685
Waiver amortization installment 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 306,305
Additional cash requirement 2016-12-31 306,305
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 374,578
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,896,948
Acturial value of plan assets	2022-12-31	5,896,948
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	2,660,224
Number of terminated vested participants	2022-12-31	0
Fundng target for terminated vested participants	2022-12-31	0
Active participant vested funding target	2022-12-31	3,509,798
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	3,509,798
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	6,170,022
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	5,618
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	5,618
Present value of excess contributions	2022-12-31	126,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	133,696
Total available prior years excess cotributions added 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	6,020
Total employer contributions	2022-12-31	444,000
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	433,344
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	0
Net shortfall amortization installment of oustanding balance	2022-12-31	279,094
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	106,577
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	106,577
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	433,344
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2021 401k membership
Market value of plan assets	2021-12-31	5,353,376
Acturial value of plan assets	2021-12-31	5,353,376
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,721,178
Number of terminated vested participants	2021-12-31	0
Fundng target for terminated vested participants	2021-12-31	0
Active participant vested funding target	2021-12-31	3,114,404
Number of active participants	2021-12-31	5
Total funding liabilities for active participants	2021-12-31	3,114,404
Total participant count	2021-12-31	11
Total funding target for all participants	2021-12-31	5,835,582
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	5,557
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	5,557
Present value of excess contributions	2021-12-31	85,303
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	89,730
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
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	5,618
Total employer contributions	2021-12-31	444,000
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	433,270
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	94,367
Net shortfall amortization installment of oustanding balance	2021-12-31	487,824
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	306,460
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	306,460
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	433,270
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,166,572
Acturial value of plan assets	2020-12-31	5,166,572
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	2,869,636
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,910,452
Number of active participants	2020-12-31	5
Total funding liabilities for active participants	2020-12-31	2,910,452
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	5,780,088
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	4,940
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	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	4,940
Present value of excess contributions	2020-12-31	24,100
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	25,392
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
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	5,557
Total employer contributions	2020-12-31	444,000
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	433,568
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	91,361
Net shortfall amortization installment of oustanding balance	2020-12-31	619,073
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	348,265
Additional cash requirement	2020-12-31	348,265
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	433,568
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,474,803
Acturial value of plan assets	2019-12-31	4,474,803
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	2,925,510
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	2,694,149
Number of active participants	2019-12-31	5
Total funding liabilities for active participants	2019-12-31	2,694,149
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	5,619,659
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	5,042
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	5,042
Present value of excess contributions	2019-12-31	80,277
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	84,732
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	4,940
Total employer contributions	2019-12-31	414,425
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	404,255
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	80,088
Net shortfall amortization installment of oustanding balance	2019-12-31	1,149,796
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	380,155
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	380,155
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	404,255
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,471,404
Acturial value of plan assets	2018-12-31	4,471,404
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	2,983,490
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	2,485,942
Number of active participants	2018-12-31	5
Total funding liabilities for active participants	2018-12-31	2,485,942
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	5,469,432
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	4,535
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	4,535
Present value of excess contributions	2018-12-31	82,793
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	87,554
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	5,042
Total employer contributions	2018-12-31	384,850
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	375,320
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	98,898
Net shortfall amortization installment of oustanding balance	2018-12-31	1,003,070
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	295,043
Additional cash requirement	2018-12-31	295,043
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	375,320
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2017 401k membership
Market value of plan assets	2017-12-31	3,930,991
Acturial value of plan assets	2017-12-31	3,930,991
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	2,947,329
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	2,141,000
Number of active participants	2017-12-31	5
Total funding liabilities for active participants	2017-12-31	2,141,000
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	5,088,329
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	4,107
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	4,107
Present value of excess contributions	2017-12-31	68,273
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	72,349
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	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	4,535
Total employer contributions	2017-12-31	384,850
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	374,982
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	94,056
Net shortfall amortization installment of oustanding balance	2017-12-31	1,161,873
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	292,189
Additional cash requirement	2017-12-31	292,189
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	374,982
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: LOCAL UNION 863 I.B. OF T. GUARANTEE FUND QUALIFIED PLAN 2016 401k membership
Market value of plan assets	2016-12-31	3,455,245
Acturial value of plan assets	2016-12-31	3,455,245
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	2,974,141
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	1,878,682
Number of active participants	2016-12-31	5
Total funding liabilities for active participants	2016-12-31	1,878,682
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	4,852,823
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	4,205
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	4,205
Present value of excess contributions	2016-12-31	220,101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	233,791
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	4,107
Total employer contributions	2016-12-31	384,850
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	374,578
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	91,773
Net shortfall amortization installment of oustanding balance	2016-12-31	1,401,685
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	306,305
Additional cash requirement	2016-12-31	306,305
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	374,578
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	LOCAL UNION 863 I.B. OF T. GUARANTEE FUND
Employer identification number (EIN):	223465078
NAIC Classification:	488990