401k Plan data: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN plan

INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 401k Plan overview

Plan Name	INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN
Plan identification number	001

INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS has sponsored the creation of one or more 401k plans.

Company Name: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS

Employer identification number (EIN): 230725260

NAIC Classification: 813930
NAIC Description: Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01
001 2021-04-01
001 2020-04-01
001 2019-04-01
001 2018-04-01
001 2017-04-01 LARRY MCGANN
001 2016-04-01 LARRY MCGANN
001 2015-04-01 LARRY MCGANN 2016-10-25
001 2014-04-01 LARRY MCGANN 2015-10-26
001 2013-04-01 LARRY MCGANN 2014-12-23
001 2012-04-01 LARRY MCGANN 2014-01-09
001 2011-04-01 LARRY MCGANN 2013-01-11
001 2010-04-01 LARRY MCGANN 2012-01-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-04-01
001	2021-04-01
001	2020-04-01
001	2019-04-01
001	2018-04-01
001	2017-04-01	LARRY MCGANN
001	2016-04-01	LARRY MCGANN
001	2015-04-01	LARRY MCGANN	2016-10-25
001	2014-04-01	LARRY MCGANN	2015-10-26
001	2013-04-01	LARRY MCGANN	2014-12-23
001	2012-04-01	LARRY MCGANN	2014-01-09
001	2011-04-01	LARRY MCGANN	2013-01-11
001	2010-04-01	LARRY MCGANN	2012-01-13

Plan Statistics for INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN

401k plan membership statisitcs for INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN

Measure Date Value
2023: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets 2023-03-31 59,893,641
Acturial value of plan assets 2023-03-31 59,893,641
Funding target for retired participants and beneficiaries receiving payment 2023-03-31 17,344,141
Number of terminated vested participants 2023-03-31 4
Fundng target for terminated vested participants 2023-03-31 573,416
Active participant vested funding target 2023-03-31 30,090,186
Number of active participants 2023-03-31 35
Total funding liabilities for active participants 2023-03-31 30,689,550
Total participant count 2023-03-31 69
Total funding target for all participants 2023-03-31 48,607,107
Balance at beginning of prior year after applicable adjustments 2023-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2023-03-31 5,047,490
Carryover balanced portion elected for use to offset prior years funding requirement 2023-03-31 0
Prefunding balanced used to offset prior years funding requirement 2023-03-31 0
Amount remaining of carryover balance 2023-03-31 0
Amount remaining of prefunding balance 2023-03-31 5,047,490
Present value of excess contributions 2023-03-31 5,015,758
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-03-31 5,298,647
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-03-31 5,298,647
Reductions in caryover balances due to elections or deemed elections 2023-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-03-31 0
Balance of carryovers at beginning of current year 2023-03-31 0
Balance of prefunding at beginning of current year 2023-03-31 10,615,168
Total employer contributions 2023-03-31 2,146,000
Total employee contributions 2023-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-03-31 2,025,431
Unpaid minimum required contributions for all prior years 2023-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-03-31 0
Remaining amount of unpaid minimum required contributions 2023-03-31 0
Minimum required contributions for current year target normal cost 2023-03-31 2,651,162
Net shortfall amortization installment of oustanding balance 2023-03-31 0
Waiver amortization installment 2023-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-03-31 1,979,796
Additional cash requirement 2023-03-31 1,979,796
Contributions allocatedtoward minimum required contributions for current year 2023-03-31 2,025,431
Unpaid minimum required contributions for current year 2023-03-31 0
Unpaid minimum required contributions for all years 2023-03-31 0
2022: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-04-01 69
Total number of active participants reported on line 7a of the Form 5500 2022-04-01 36
Number of retired or separated participants receiving benefits 2022-04-01 26
Number of other retired or separated participants entitled to future benefits 2022-04-01 5
Total of all active and inactive participants 2022-04-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-04-01 4
Total participants 2022-04-01 71
Market value of plan assets 2022-03-31 53,256,414
Acturial value of plan assets 2022-03-31 53,256,414
Funding target for retired participants and beneficiaries receiving payment 2022-03-31 16,523,425
Number of terminated vested participants 2022-03-31 4
Fundng target for terminated vested participants 2022-03-31 521,185
Active participant vested funding target 2022-03-31 25,676,839
Number of active participants 2022-03-31 35
Total funding liabilities for active participants 2022-03-31 26,398,338
Total participant count 2022-03-31 67
Total funding target for all participants 2022-03-31 43,442,948
Balance at beginning of prior year after applicable adjustments 2022-03-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-03-31 3,679,000
Carryover balanced portion elected for use to offset prior years funding requirement 2022-03-31 0
Prefunding balanced used to offset prior years funding requirement 2022-03-31 0
Amount remaining of carryover balance 2022-03-31 0
Amount remaining of prefunding balance 2022-03-31 3,679,000
Present value of excess contributions 2022-03-31 209,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-31 221,746
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-03-31 221,746
Reductions in caryover balances due to elections or deemed elections 2022-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-03-31 0
Balance of carryovers at beginning of current year 2022-03-31 0
Balance of prefunding at beginning of current year 2022-03-31 5,047,490
Total employer contributions 2022-03-31 5,256,000
Total employee contributions 2022-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-31 5,015,758
Unpaid minimum required contributions for all prior years 2022-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-03-31 0
Remaining amount of unpaid minimum required contributions 2022-03-31 0
Minimum required contributions for current year target normal cost 2022-03-31 2,660,065
Net shortfall amortization installment of oustanding balance 2022-03-31 0
Waiver amortization installment 2022-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-03-31 0
Carryover balance elected to use to offset funding requirement 2022-03-31 0
Prefunding balance elected to use to offset funding requirement 2022-03-31 0
Additional cash requirement 2022-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-03-31 5,015,758
Unpaid minimum required contributions for current year 2022-03-31 0
Unpaid minimum required contributions for all years 2022-03-31 0
2021: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-04-01 66
Total number of active participants reported on line 7a of the Form 5500 2021-04-01 35
Number of retired or separated participants receiving benefits 2021-04-01 25
Number of other retired or separated participants entitled to future benefits 2021-04-01 4
Total of all active and inactive participants 2021-04-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-04-01 5
Total participants 2021-04-01 69
Market value of plan assets 2021-03-31 39,356,161
Acturial value of plan assets 2021-03-31 39,356,161
Funding target for retired participants and beneficiaries receiving payment 2021-03-31 16,064,638
Number of terminated vested participants 2021-03-31 3
Fundng target for terminated vested participants 2021-03-31 446,751
Active participant vested funding target 2021-03-31 20,605,680
Number of active participants 2021-03-31 36
Total funding liabilities for active participants 2021-03-31 21,569,863
Total participant count 2021-03-31 66
Total funding target for all participants 2021-03-31 38,081,252
Balance at beginning of prior year after applicable adjustments 2021-03-31 8,164,666
Prefunding balance at beginning of prior year after applicable adjustments 2021-03-31 12,346,303
Carryover balanced portion elected for use to offset prior years funding requirement 2021-03-31 1,217,942
Prefunding balanced used to offset prior years funding requirement 2021-03-31 0
Amount remaining of carryover balance 2021-03-31 6,946,724
Amount remaining of prefunding balance 2021-03-31 12,346,303
Present value of excess contributions 2021-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-31 0
Reductions in caryover balances due to elections or deemed elections 2021-03-31 6,638,984
Reductions in prefunding balances due to elections or deemed elections 2021-03-31 8,120,362
Balance of carryovers at beginning of current year 2021-03-31 0
Balance of prefunding at beginning of current year 2021-03-31 3,679,000
Total employer contributions 2021-03-31 2,799,000
Total employee contributions 2021-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-31 2,725,202
Unpaid minimum required contributions for all prior years 2021-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-03-31 0
Remaining amount of unpaid minimum required contributions 2021-03-31 0
Minimum required contributions for current year target normal cost 2021-03-31 2,515,573
Net shortfall amortization installment of oustanding balance 2021-03-31 0
Waiver amortization installment 2021-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-03-31 2,515,573
Carryover balance elected to use to offset funding requirement 2021-03-31 0
Prefunding balance elected to use to offset funding requirement 2021-03-31 0
Additional cash requirement 2021-03-31 2,515,573
Contributions allocatedtoward minimum required contributions for current year 2021-03-31 2,725,202
Unpaid minimum required contributions for current year 2021-03-31 0
Unpaid minimum required contributions for all years 2021-03-31 0
2020: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-04-01 66
Total number of active participants reported on line 7a of the Form 5500 2020-04-01 35
Number of retired or separated participants receiving benefits 2020-04-01 24
Number of other retired or separated participants entitled to future benefits 2020-04-01 4
Total of all active and inactive participants 2020-04-01 63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-04-01 3
Total participants 2020-04-01 66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-04-01 1
Market value of plan assets 2020-03-31 41,518,417
Acturial value of plan assets 2020-03-31 41,518,417
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 15,934,535
Number of terminated vested participants 2020-03-31 3
Fundng target for terminated vested participants 2020-03-31 432,955
Active participant vested funding target 2020-03-31 18,180,450
Number of active participants 2020-03-31 37
Total funding liabilities for active participants 2020-03-31 19,077,058
Total participant count 2020-03-31 66
Total funding target for all participants 2020-03-31 35,444,548
Balance at beginning of prior year after applicable adjustments 2020-03-31 7,846,114
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 10,739,878
Amount remaining of carryover balance 2020-03-31 7,846,114
Amount remaining of prefunding balance 2020-03-31 10,739,878
Present value of excess contributions 2020-03-31 1,106,643
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 1,170,386
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-03-31 1,170,386
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 8,164,666
Balance of prefunding at beginning of current year 2020-03-31 12,346,303
Total employer contributions 2020-03-31 1,295,000
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 1,277,083
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 2,495,025
Net shortfall amortization installment of oustanding balance 2020-03-31 0
Waiver amortization installment 2020-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 2,495,025
Carryover balance elected to use to offset funding requirement 2020-03-31 1,217,942
Additional cash requirement 2020-03-31 1,277,083
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 1,277,083
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-04-01 66
Total number of active participants reported on line 7a of the Form 5500 2019-04-01 36
Number of retired or separated participants receiving benefits 2019-04-01 23
Number of other retired or separated participants entitled to future benefits 2019-04-01 3
Total of all active and inactive participants 2019-04-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-04-01 4
Total participants 2019-04-01 66
Market value of plan assets 2019-03-31 38,042,103
Acturial value of plan assets 2019-03-31 38,042,103
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 16,248,170
Number of terminated vested participants 2019-03-31 3
Fundng target for terminated vested participants 2019-03-31 391,987
Active participant vested funding target 2019-03-31 13,040,251
Number of active participants 2019-03-31 36
Total funding liabilities for active participants 2019-03-31 14,052,233
Total participant count 2019-03-31 66
Total funding target for all participants 2019-03-31 30,692,390
Balance at beginning of prior year after applicable adjustments 2019-03-31 7,310,296
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 9,835,954
Carryover balanced portion elected for use to offset prior years funding requirement 2019-03-31 124,552
Amount remaining of carryover balance 2019-03-31 7,185,744
Amount remaining of prefunding balance 2019-03-31 9,835,954
Present value of excess contributions 2019-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 0
Balance of carryovers at beginning of current year 2019-03-31 7,846,114
Balance of prefunding at beginning of current year 2019-03-31 10,739,878
Total employer contributions 2019-03-31 3,329,000
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 3,171,492
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 2,064,849
Net shortfall amortization installment of oustanding balance 2019-03-31 0
Waiver amortization installment 2019-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 2,064,849
Additional cash requirement 2019-03-31 2,064,849
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 3,171,492
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-04-01 66
Total number of active participants reported on line 7a of the Form 5500 2018-04-01 37
Number of retired or separated participants receiving benefits 2018-04-01 22
Number of other retired or separated participants entitled to future benefits 2018-04-01 3
Total of all active and inactive participants 2018-04-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-04-01 4
Total participants 2018-04-01 66
Market value of plan assets 2018-03-31 34,475,912
Acturial value of plan assets 2018-03-31 34,475,912
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 14,424,396
Number of terminated vested participants 2018-03-31 3
Fundng target for terminated vested participants 2018-03-31 346,549
Active participant vested funding target 2018-03-31 10,705,605
Number of active participants 2018-03-31 31
Total funding liabilities for active participants 2018-03-31 11,622,766
Total participant count 2018-03-31 63
Total funding target for all participants 2018-03-31 26,393,711
Balance at beginning of prior year after applicable adjustments 2018-03-31 6,643,061
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 8,771,920
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 123,578
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 6,519,483
Amount remaining of prefunding balance 2018-03-31 8,771,920
Present value of excess contributions 2018-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 7,310,296
Balance of prefunding at beginning of current year 2018-03-31 9,835,954
Total employer contributions 2018-03-31 1,681,000
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 1,631,191
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 1,755,743
Net shortfall amortization installment of oustanding balance 2018-03-31 0
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 1,755,743
Carryover balance elected to use to offset funding requirement 2018-03-31 124,552
Additional cash requirement 2018-03-31 1,631,191
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 1,631,191
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-04-01 62
Total number of active participants reported on line 7a of the Form 5500 2017-04-01 36
Number of retired or separated participants receiving benefits 2017-04-01 23
Number of other retired or separated participants entitled to future benefits 2017-04-01 3
Total of all active and inactive participants 2017-04-01 62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-04-01 4
Total participants 2017-04-01 66
Market value of plan assets 2017-03-31 30,763,947
Acturial value of plan assets 2017-03-31 30,763,947
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 14,460,051
Number of terminated vested participants 2017-03-31 4
Fundng target for terminated vested participants 2017-03-31 505,842
Active participant vested funding target 2017-03-31 8,316,616
Number of active participants 2017-03-31 26
Total funding liabilities for active participants 2017-03-31 9,181,376
Total participant count 2017-03-31 58
Total funding target for all participants 2017-03-31 24,147,269
Balance at beginning of prior year after applicable adjustments 2017-03-31 6,662,867
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 8,670,475
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 96,631
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 6,566,236
Amount remaining of prefunding balance 2017-03-31 8,670,475
Present value of excess contributions 2017-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 6,643,061
Balance of prefunding at beginning of current year 2017-03-31 8,771,920
Total employer contributions 2017-03-31 1,310,000
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 1,272,821
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 1,396,399
Net shortfall amortization installment of oustanding balance 2017-03-31 0
Waiver amortization installment 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 1,396,399
Carryover balance elected to use to offset funding requirement 2017-03-31 123,578
Additional cash requirement 2017-03-31 1,272,821
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 1,272,821
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0
2016: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-04-01 58
Total number of active participants reported on line 7a of the Form 5500 2016-04-01 31
Number of retired or separated participants receiving benefits 2016-04-01 25
Number of other retired or separated participants entitled to future benefits 2016-04-01 3
Total of all active and inactive participants 2016-04-01 59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-04-01 3
Total participants 2016-04-01 62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-04-01 0

Measure	Date	Value
2023: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2023 401k membership
Market value of plan assets	2023-03-31	59,893,641
Acturial value of plan assets	2023-03-31	59,893,641
Funding target for retired participants and beneficiaries receiving payment	2023-03-31	17,344,141
Number of terminated vested participants	2023-03-31	4
Fundng target for terminated vested participants	2023-03-31	573,416
Active participant vested funding target	2023-03-31	30,090,186
Number of active participants	2023-03-31	35
Total funding liabilities for active participants	2023-03-31	30,689,550
Total participant count	2023-03-31	69
Total funding target for all participants	2023-03-31	48,607,107
Balance at beginning of prior year after applicable adjustments	2023-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2023-03-31	5,047,490
Carryover balanced portion elected for use to offset prior years funding requirement	2023-03-31	0
Prefunding balanced used to offset prior years funding requirement	2023-03-31	0
Amount remaining of carryover balance	2023-03-31	0
Amount remaining of prefunding balance	2023-03-31	5,047,490
Present value of excess contributions	2023-03-31	5,015,758
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-03-31	5,298,647
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-03-31	5,298,647
Reductions in caryover balances due to elections or deemed elections	2023-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-03-31	0
Balance of carryovers at beginning of current year	2023-03-31	0
Balance of prefunding at beginning of current year	2023-03-31	10,615,168
Total employer contributions	2023-03-31	2,146,000
Total employee contributions	2023-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-03-31	2,025,431
Unpaid minimum required contributions for all prior years	2023-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-03-31	0
Remaining amount of unpaid minimum required contributions	2023-03-31	0
Minimum required contributions for current year target normal cost	2023-03-31	2,651,162
Net shortfall amortization installment of oustanding balance	2023-03-31	0
Waiver amortization installment	2023-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-03-31	1,979,796
Additional cash requirement	2023-03-31	1,979,796
Contributions allocatedtoward minimum required contributions for current year	2023-03-31	2,025,431
Unpaid minimum required contributions for current year	2023-03-31	0
Unpaid minimum required contributions for all years	2023-03-31	0
2022: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-04-01	69
Total number of active participants reported on line 7a of the Form 5500	2022-04-01	36
Number of retired or separated participants receiving benefits	2022-04-01	26
Number of other retired or separated participants entitled to future benefits	2022-04-01	5
Total of all active and inactive participants	2022-04-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-04-01	4
Total participants	2022-04-01	71
Market value of plan assets	2022-03-31	53,256,414
Acturial value of plan assets	2022-03-31	53,256,414
Funding target for retired participants and beneficiaries receiving payment	2022-03-31	16,523,425
Number of terminated vested participants	2022-03-31	4
Fundng target for terminated vested participants	2022-03-31	521,185
Active participant vested funding target	2022-03-31	25,676,839
Number of active participants	2022-03-31	35
Total funding liabilities for active participants	2022-03-31	26,398,338
Total participant count	2022-03-31	67
Total funding target for all participants	2022-03-31	43,442,948
Balance at beginning of prior year after applicable adjustments	2022-03-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-03-31	3,679,000
Carryover balanced portion elected for use to offset prior years funding requirement	2022-03-31	0
Prefunding balanced used to offset prior years funding requirement	2022-03-31	0
Amount remaining of carryover balance	2022-03-31	0
Amount remaining of prefunding balance	2022-03-31	3,679,000
Present value of excess contributions	2022-03-31	209,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-31	221,746
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-03-31	221,746
Reductions in caryover balances due to elections or deemed elections	2022-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-03-31	0
Balance of carryovers at beginning of current year	2022-03-31	0
Balance of prefunding at beginning of current year	2022-03-31	5,047,490
Total employer contributions	2022-03-31	5,256,000
Total employee contributions	2022-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-31	5,015,758
Unpaid minimum required contributions for all prior years	2022-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-03-31	0
Remaining amount of unpaid minimum required contributions	2022-03-31	0
Minimum required contributions for current year target normal cost	2022-03-31	2,660,065
Net shortfall amortization installment of oustanding balance	2022-03-31	0
Waiver amortization installment	2022-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-03-31	0
Carryover balance elected to use to offset funding requirement	2022-03-31	0
Prefunding balance elected to use to offset funding requirement	2022-03-31	0
Additional cash requirement	2022-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-03-31	5,015,758
Unpaid minimum required contributions for current year	2022-03-31	0
Unpaid minimum required contributions for all years	2022-03-31	0
2021: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-04-01	66
Total number of active participants reported on line 7a of the Form 5500	2021-04-01	35
Number of retired or separated participants receiving benefits	2021-04-01	25
Number of other retired or separated participants entitled to future benefits	2021-04-01	4
Total of all active and inactive participants	2021-04-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-04-01	5
Total participants	2021-04-01	69
Market value of plan assets	2021-03-31	39,356,161
Acturial value of plan assets	2021-03-31	39,356,161
Funding target for retired participants and beneficiaries receiving payment	2021-03-31	16,064,638
Number of terminated vested participants	2021-03-31	3
Fundng target for terminated vested participants	2021-03-31	446,751
Active participant vested funding target	2021-03-31	20,605,680
Number of active participants	2021-03-31	36
Total funding liabilities for active participants	2021-03-31	21,569,863
Total participant count	2021-03-31	66
Total funding target for all participants	2021-03-31	38,081,252
Balance at beginning of prior year after applicable adjustments	2021-03-31	8,164,666
Prefunding balance at beginning of prior year after applicable adjustments	2021-03-31	12,346,303
Carryover balanced portion elected for use to offset prior years funding requirement	2021-03-31	1,217,942
Prefunding balanced used to offset prior years funding requirement	2021-03-31	0
Amount remaining of carryover balance	2021-03-31	6,946,724
Amount remaining of prefunding balance	2021-03-31	12,346,303
Present value of excess contributions	2021-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-31	0
Reductions in caryover balances due to elections or deemed elections	2021-03-31	6,638,984
Reductions in prefunding balances due to elections or deemed elections	2021-03-31	8,120,362
Balance of carryovers at beginning of current year	2021-03-31	0
Balance of prefunding at beginning of current year	2021-03-31	3,679,000
Total employer contributions	2021-03-31	2,799,000
Total employee contributions	2021-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-31	2,725,202
Unpaid minimum required contributions for all prior years	2021-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-03-31	0
Remaining amount of unpaid minimum required contributions	2021-03-31	0
Minimum required contributions for current year target normal cost	2021-03-31	2,515,573
Net shortfall amortization installment of oustanding balance	2021-03-31	0
Waiver amortization installment	2021-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-03-31	2,515,573
Carryover balance elected to use to offset funding requirement	2021-03-31	0
Prefunding balance elected to use to offset funding requirement	2021-03-31	0
Additional cash requirement	2021-03-31	2,515,573
Contributions allocatedtoward minimum required contributions for current year	2021-03-31	2,725,202
Unpaid minimum required contributions for current year	2021-03-31	0
Unpaid minimum required contributions for all years	2021-03-31	0
2020: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-04-01	66
Total number of active participants reported on line 7a of the Form 5500	2020-04-01	35
Number of retired or separated participants receiving benefits	2020-04-01	24
Number of other retired or separated participants entitled to future benefits	2020-04-01	4
Total of all active and inactive participants	2020-04-01	63
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-04-01	3
Total participants	2020-04-01	66
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-04-01	1
Market value of plan assets	2020-03-31	41,518,417
Acturial value of plan assets	2020-03-31	41,518,417
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	15,934,535
Number of terminated vested participants	2020-03-31	3
Fundng target for terminated vested participants	2020-03-31	432,955
Active participant vested funding target	2020-03-31	18,180,450
Number of active participants	2020-03-31	37
Total funding liabilities for active participants	2020-03-31	19,077,058
Total participant count	2020-03-31	66
Total funding target for all participants	2020-03-31	35,444,548
Balance at beginning of prior year after applicable adjustments	2020-03-31	7,846,114
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	10,739,878
Amount remaining of carryover balance	2020-03-31	7,846,114
Amount remaining of prefunding balance	2020-03-31	10,739,878
Present value of excess contributions	2020-03-31	1,106,643
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	1,170,386
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-03-31	1,170,386
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	8,164,666
Balance of prefunding at beginning of current year	2020-03-31	12,346,303
Total employer contributions	2020-03-31	1,295,000
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	1,277,083
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	2,495,025
Net shortfall amortization installment of oustanding balance	2020-03-31	0
Waiver amortization installment	2020-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	2,495,025
Carryover balance elected to use to offset funding requirement	2020-03-31	1,217,942
Additional cash requirement	2020-03-31	1,277,083
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	1,277,083
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-04-01	66
Total number of active participants reported on line 7a of the Form 5500	2019-04-01	36
Number of retired or separated participants receiving benefits	2019-04-01	23
Number of other retired or separated participants entitled to future benefits	2019-04-01	3
Total of all active and inactive participants	2019-04-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-04-01	4
Total participants	2019-04-01	66
Market value of plan assets	2019-03-31	38,042,103
Acturial value of plan assets	2019-03-31	38,042,103
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	16,248,170
Number of terminated vested participants	2019-03-31	3
Fundng target for terminated vested participants	2019-03-31	391,987
Active participant vested funding target	2019-03-31	13,040,251
Number of active participants	2019-03-31	36
Total funding liabilities for active participants	2019-03-31	14,052,233
Total participant count	2019-03-31	66
Total funding target for all participants	2019-03-31	30,692,390
Balance at beginning of prior year after applicable adjustments	2019-03-31	7,310,296
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	9,835,954
Carryover balanced portion elected for use to offset prior years funding requirement	2019-03-31	124,552
Amount remaining of carryover balance	2019-03-31	7,185,744
Amount remaining of prefunding balance	2019-03-31	9,835,954
Present value of excess contributions	2019-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	0
Balance of carryovers at beginning of current year	2019-03-31	7,846,114
Balance of prefunding at beginning of current year	2019-03-31	10,739,878
Total employer contributions	2019-03-31	3,329,000
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	3,171,492
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	2,064,849
Net shortfall amortization installment of oustanding balance	2019-03-31	0
Waiver amortization installment	2019-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	2,064,849
Additional cash requirement	2019-03-31	2,064,849
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	3,171,492
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-04-01	66
Total number of active participants reported on line 7a of the Form 5500	2018-04-01	37
Number of retired or separated participants receiving benefits	2018-04-01	22
Number of other retired or separated participants entitled to future benefits	2018-04-01	3
Total of all active and inactive participants	2018-04-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-04-01	4
Total participants	2018-04-01	66
Market value of plan assets	2018-03-31	34,475,912
Acturial value of plan assets	2018-03-31	34,475,912
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	14,424,396
Number of terminated vested participants	2018-03-31	3
Fundng target for terminated vested participants	2018-03-31	346,549
Active participant vested funding target	2018-03-31	10,705,605
Number of active participants	2018-03-31	31
Total funding liabilities for active participants	2018-03-31	11,622,766
Total participant count	2018-03-31	63
Total funding target for all participants	2018-03-31	26,393,711
Balance at beginning of prior year after applicable adjustments	2018-03-31	6,643,061
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	8,771,920
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	123,578
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	6,519,483
Amount remaining of prefunding balance	2018-03-31	8,771,920
Present value of excess contributions	2018-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	7,310,296
Balance of prefunding at beginning of current year	2018-03-31	9,835,954
Total employer contributions	2018-03-31	1,681,000
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	1,631,191
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	1,755,743
Net shortfall amortization installment of oustanding balance	2018-03-31	0
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	1,755,743
Carryover balance elected to use to offset funding requirement	2018-03-31	124,552
Additional cash requirement	2018-03-31	1,631,191
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	1,631,191
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-04-01	62
Total number of active participants reported on line 7a of the Form 5500	2017-04-01	36
Number of retired or separated participants receiving benefits	2017-04-01	23
Number of other retired or separated participants entitled to future benefits	2017-04-01	3
Total of all active and inactive participants	2017-04-01	62
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-04-01	4
Total participants	2017-04-01	66
Market value of plan assets	2017-03-31	30,763,947
Acturial value of plan assets	2017-03-31	30,763,947
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	14,460,051
Number of terminated vested participants	2017-03-31	4
Fundng target for terminated vested participants	2017-03-31	505,842
Active participant vested funding target	2017-03-31	8,316,616
Number of active participants	2017-03-31	26
Total funding liabilities for active participants	2017-03-31	9,181,376
Total participant count	2017-03-31	58
Total funding target for all participants	2017-03-31	24,147,269
Balance at beginning of prior year after applicable adjustments	2017-03-31	6,662,867
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	8,670,475
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	96,631
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	6,566,236
Amount remaining of prefunding balance	2017-03-31	8,670,475
Present value of excess contributions	2017-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	6,643,061
Balance of prefunding at beginning of current year	2017-03-31	8,771,920
Total employer contributions	2017-03-31	1,310,000
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	1,272,821
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	1,396,399
Net shortfall amortization installment of oustanding balance	2017-03-31	0
Waiver amortization installment	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	1,396,399
Carryover balance elected to use to offset funding requirement	2017-03-31	123,578
Additional cash requirement	2017-03-31	1,272,821
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	1,272,821
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0
2016: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-04-01	58
Total number of active participants reported on line 7a of the Form 5500	2016-04-01	31
Number of retired or separated participants receiving benefits	2016-04-01	25
Number of other retired or separated participants entitled to future benefits	2016-04-01	3
Total of all active and inactive participants	2016-04-01	59
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-04-01	3
Total participants	2016-04-01	62
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-04-01	0

Financial Data on INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN

Measure	Date	Value
2023 : INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2023 401k financial data
Total plan liabilities at end of year	2023-03-31	$27,145
Total plan liabilities at beginning of year	2023-03-31	$0
Total income from all sources	2023-03-31	$-986,075
Expenses. Total of all expenses incurred	2023-03-31	$1,577,768
Benefits paid (including direct rollovers)	2023-03-31	$1,577,768
Total plan assets at end of year	2023-03-31	$57,400,517
Total plan assets at beginning of year	2023-03-31	$59,937,215
Value of fidelity bond covering the plan	2023-03-31	$500,000
Other income received	2023-03-31	$-3,132,075
Net income (gross income less expenses)	2023-03-31	$-2,563,843
Net plan assets at end of year (total assets less liabilities)	2023-03-31	$57,373,372
Net plan assets at beginning of year (total assets less liabilities)	2023-03-31	$59,937,215
Assets. Value of assets in partnership/joint-venture interests	2023-03-31	$1,193,171
Total contributions received or receivable from employer(s)	2023-03-31	$2,146,000
2022 : INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2022 401k financial data
Total plan liabilities at end of year	2022-03-31	$0
Total plan liabilities at beginning of year	2022-03-31	$0
Total income from all sources	2022-03-31	$8,136,192
Expenses. Total of all expenses incurred	2022-03-31	$1,455,391
Benefits paid (including direct rollovers)	2022-03-31	$1,455,391
Total plan assets at end of year	2022-03-31	$59,937,215
Total plan assets at beginning of year	2022-03-31	$53,256,414
Value of fidelity bond covering the plan	2022-03-31	$500,000
Other income received	2022-03-31	$2,880,192
Net income (gross income less expenses)	2022-03-31	$6,680,801
Net plan assets at end of year (total assets less liabilities)	2022-03-31	$59,937,215
Net plan assets at beginning of year (total assets less liabilities)	2022-03-31	$53,256,414
Assets. Value of assets in partnership/joint-venture interests	2022-03-31	$1,144,929
Total contributions received or receivable from employer(s)	2022-03-31	$5,256,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2022-03-31	$0
2021 : INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2021 401k financial data
Total plan liabilities at end of year	2021-03-31	$0
Total plan liabilities at beginning of year	2021-03-31	$212,491
Total income from all sources	2021-03-31	$15,301,852
Expenses. Total of all expenses incurred	2021-03-31	$1,401,599
Benefits paid (including direct rollovers)	2021-03-31	$1,401,599
Total plan assets at end of year	2021-03-31	$53,256,414
Total plan assets at beginning of year	2021-03-31	$39,568,652
Value of fidelity bond covering the plan	2021-03-31	$500,000
Other income received	2021-03-31	$12,502,852
Net income (gross income less expenses)	2021-03-31	$13,900,253
Net plan assets at end of year (total assets less liabilities)	2021-03-31	$53,256,414
Net plan assets at beginning of year (total assets less liabilities)	2021-03-31	$39,356,161
Assets. Value of assets in partnership/joint-venture interests	2021-03-31	$1,068,192
Total contributions received or receivable from employer(s)	2021-03-31	$2,799,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-03-31	$0
2020 : INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2020 401k financial data
Total plan liabilities at end of year	2020-03-31	$212,491
Total income from all sources	2020-03-31	$-587,906
Expenses. Total of all expenses incurred	2020-03-31	$1,612,755
Benefits paid (including direct rollovers)	2020-03-31	$1,612,755
Total plan assets at end of year	2020-03-31	$39,568,652
Total plan assets at beginning of year	2020-03-31	$41,556,822
Value of fidelity bond covering the plan	2020-03-31	$500,000
Other income received	2020-03-31	$-1,882,906
Net income (gross income less expenses)	2020-03-31	$-2,200,661
Net plan assets at end of year (total assets less liabilities)	2020-03-31	$39,356,161
Net plan assets at beginning of year (total assets less liabilities)	2020-03-31	$41,556,822
Assets. Value of assets in partnership/joint-venture interests	2020-03-31	$965,074
Total contributions received or receivable from employer(s)	2020-03-31	$1,295,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-03-31	$0
2019 : INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2019 401k financial data
Total income from all sources	2019-03-31	$4,867,443
Expenses. Total of all expenses incurred	2019-03-31	$1,375,665
Benefits paid (including direct rollovers)	2019-03-31	$1,375,665
Total plan assets at end of year	2019-03-31	$41,556,822
Total plan assets at beginning of year	2019-03-31	$38,065,044
Value of fidelity bond covering the plan	2019-03-31	$500,000
Other income received	2019-03-31	$1,538,443
Net income (gross income less expenses)	2019-03-31	$3,491,778
Net plan assets at end of year (total assets less liabilities)	2019-03-31	$41,556,822
Net plan assets at beginning of year (total assets less liabilities)	2019-03-31	$38,065,044
Assets. Value of assets in partnership/joint-venture interests	2019-03-31	$909,723
Total contributions received or receivable from employer(s)	2019-03-31	$3,329,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-03-31	$0
2018 : INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2018 401k financial data
Total income from all sources	2018-03-31	$4,886,133
Expenses. Total of all expenses incurred	2018-03-31	$1,297,001
Benefits paid (including direct rollovers)	2018-03-31	$1,297,001
Total plan assets at end of year	2018-03-31	$38,065,044
Total plan assets at beginning of year	2018-03-31	$34,475,912
Value of fidelity bond covering the plan	2018-03-31	$500,000
Other income received	2018-03-31	$3,205,133
Net income (gross income less expenses)	2018-03-31	$3,589,132
Net plan assets at end of year (total assets less liabilities)	2018-03-31	$38,065,044
Net plan assets at beginning of year (total assets less liabilities)	2018-03-31	$34,475,912
Assets. Value of assets in partnership/joint-venture interests	2018-03-31	$858,928
Total contributions received or receivable from employer(s)	2018-03-31	$1,681,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-03-31	$0
2017 : INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2017 401k financial data
Total income from all sources	2017-03-31	$5,040,530
Expenses. Total of all expenses incurred	2017-03-31	$1,328,565
Benefits paid (including direct rollovers)	2017-03-31	$1,328,565
Total plan assets at end of year	2017-03-31	$34,475,912
Total plan assets at beginning of year	2017-03-31	$30,763,947
Value of fidelity bond covering the plan	2017-03-31	$500,000
Other income received	2017-03-31	$3,730,530
Net income (gross income less expenses)	2017-03-31	$3,711,965
Net plan assets at end of year (total assets less liabilities)	2017-03-31	$34,475,912
Net plan assets at beginning of year (total assets less liabilities)	2017-03-31	$30,763,947
Assets. Value of assets in partnership/joint-venture interests	2017-03-31	$429,096
Total contributions received or receivable from employer(s)	2017-03-31	$1,310,000

Form 5500 Responses for INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN

2022: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2022 form 5500 responses
2022-04-01	Type of plan entity	Single employer plan
2022-04-01	Submission has been amended	No
2022-04-01	This submission is the final filing	No
2022-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-04-01	Plan is a collectively bargained plan	No
2022-04-01	Plan funding arrangement – Trust	Yes
2022-04-01	Plan benefit arrangement - Trust	Yes
2021: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2021 form 5500 responses
2021-04-01	Type of plan entity	Single employer plan
2021-04-01	Submission has been amended	No
2021-04-01	This submission is the final filing	No
2021-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-04-01	Plan is a collectively bargained plan	No
2021-04-01	Plan funding arrangement – Trust	Yes
2021-04-01	Plan benefit arrangement - Trust	Yes
2020: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-04-01	Type of plan entity	Single employer plan
2020-04-01	Submission has been amended	No
2020-04-01	This submission is the final filing	No
2020-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-04-01	Plan is a collectively bargained plan	No
2020-04-01	Plan funding arrangement – Trust	Yes
2020-04-01	Plan benefit arrangement - Trust	Yes
2019: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2019 form 5500 responses
2019-04-01	Type of plan entity	Single employer plan
2019-04-01	Submission has been amended	No
2019-04-01	This submission is the final filing	No
2019-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-04-01	Plan is a collectively bargained plan	No
2019-04-01	Plan funding arrangement – Trust	Yes
2019-04-01	Plan benefit arrangement - Trust	Yes
2018: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2018 form 5500 responses
2018-04-01	Type of plan entity	Single employer plan
2018-04-01	Submission has been amended	No
2018-04-01	This submission is the final filing	No
2018-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-04-01	Plan is a collectively bargained plan	No
2018-04-01	Plan funding arrangement – Trust	Yes
2018-04-01	Plan benefit arrangement - Trust	Yes
2017: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2017 form 5500 responses
2017-04-01	Type of plan entity	Single employer plan
2017-04-01	Submission has been amended	No
2017-04-01	This submission is the final filing	No
2017-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-04-01	Plan is a collectively bargained plan	No
2017-04-01	Plan funding arrangement – Trust	Yes
2017-04-01	Plan benefit arrangement - Trust	Yes
2016: INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS OFFICERS AND EMPLOYEES PENSION PLAN 2016 form 5500 responses
2016-04-01	Type of plan entity	Single employer plan
2016-04-01	Submission has been amended	No
2016-04-01	This submission is the final filing	No
2016-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-04-01	Plan is a collectively bargained plan	No
2016-04-01	Plan funding arrangement – Trust	Yes
2016-04-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

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

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	INTERNATIONAL UNION OF ELEVATOR CONSTRUCTORS
Employer identification number (EIN):	230725260
NAIC Classification:	813930
NAIC Description:	Labor Unions and Similar Labor Organizations