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INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 401k Plan overview

Plan NameINTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN
Plan identification number 001

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 has sponsored the creation of one or more 401k plans.

Company Name:INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950
Employer identification number (EIN):250568547
NAIC Classification:561790
NAIC Description:Other Services to Buildings and Dwellings

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01JASON AMENTA2024-08-29
0012022-01-01KEITH THURNER2023-08-15
0012021-01-01KEITH THURNER2022-08-30
0012020-01-01KEITH THURNER2021-10-03
0012019-01-01KEITH THURNER2020-09-21
0012018-01-01KEITH THURNER2019-09-30
0012017-01-01
0012016-01-01
0012015-01-01KEITH THURNER
0012014-01-01KEITH THURNER
0012013-01-01WILLIAM T. CAGNEY
0012012-01-01WILLIAM T. CAGNEY
0012011-01-01WILLIAM T. CAGNEY
0012009-01-01WILLIAM T. CAGNEY

Plan Statistics for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN

401k plan membership statisitcs for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN

Measure Date Value
2023: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01561
Total number of active participants reported on line 7a of the Form 55002023-01-01560
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-019
Total of all active and inactive participants2023-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01569
Number of participants with account balances2023-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
Number of employers contributing to the scheme2023-01-010
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01562
Total number of active participants reported on line 7a of the Form 55002022-01-01552
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-019
Total of all active and inactive participants2022-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01561
Number of participants with account balances2022-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-010
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01561
Total number of active participants reported on line 7a of the Form 55002021-01-01552
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01562
Number of participants with account balances2021-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-010
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,130
Total number of active participants reported on line 7a of the Form 55002020-01-01550
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01561
Number of participants with account balances2020-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-010
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01455
Total number of active participants reported on line 7a of the Form 55002019-01-011,106
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-011,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,130
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-010
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01525
Total number of active participants reported on line 7a of the Form 55002018-01-01440
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01455
Number of participants with account balances2018-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-010
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01393
Total number of active participants reported on line 7a of the Form 55002017-01-01511
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01525
Number of participants with account balances2017-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-010
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01437
Total number of active participants reported on line 7a of the Form 55002016-01-01387
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01393
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-010
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01422
Total number of active participants reported on line 7a of the Form 55002015-01-01400
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01437
Number of participants with account balances2015-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0132
2014: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01434
Total number of active participants reported on line 7a of the Form 55002014-01-01379
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01422
Number of participants with account balances2014-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0160
2013: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01365
Total number of active participants reported on line 7a of the Form 55002013-01-01390
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0144
Total of all active and inactive participants2013-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01434
Number of participants with account balances2013-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0158
2012: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01375
Total number of active participants reported on line 7a of the Form 55002012-01-01353
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01365
Number of participants with account balances2012-01-01135
Number of employers contributing to the scheme2012-01-0162
2011: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01378
Total number of active participants reported on line 7a of the Form 55002011-01-01365
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01375
Number of participants with account balances2011-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0162
2009: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01465
Total number of active participants reported on line 7a of the Form 55002009-01-01393
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01405
Number of participants with account balances2009-01-01141
Number of employers contributing to the scheme2009-01-0166

Financial Data on INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN

Measure Date Value
2023 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$760
Total unrealized appreciation/depreciation of assets2023-12-31$760
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,827,939
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$576,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$538,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$382,527
Value of total assets at end of year2023-12-31$8,949,799
Value of total assets at beginning of year2023-12-31$7,698,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,025
Total interest from all sources2023-12-31$2,516
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$208,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$208,507
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$353,700
Participant contributions at end of year2023-12-31$30,853
Participant contributions at beginning of year2023-12-31$15,516
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$583
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,251,640
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,949,799
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$7,698,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$38,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,383,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,645,280
Value of interest in common/collective trusts at end of year2023-12-31$3,484,191
Value of interest in common/collective trusts at beginning of year2023-12-31$2,988,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$51,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$47,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$47,430
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$2,516
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$795,524
Net investment gain or loss from common/collective trusts2023-12-31$438,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$28,827
Employer contributions (assets) at end of year2023-12-31$135
Employer contributions (assets) at beginning of year2023-12-31$933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$538,274
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DICLAUDIO & KRAMER. LLC
Accountancy firm EIN2023-12-31270889793
2022 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$372
Total unrealized appreciation/depreciation of assets2022-12-31$372
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,323,588
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$539,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$500,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$392,810
Value of total assets at end of year2022-12-31$7,698,159
Value of total assets at beginning of year2022-12-31$9,561,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$38,576
Total interest from all sources2022-12-31$1,175
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$255,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$255,955
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$361,205
Participant contributions at end of year2022-12-31$15,516
Participant contributions at beginning of year2022-12-31$13,763
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$232
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,863,161
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,698,159
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,561,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$38,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,645,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,365,058
Value of interest in common/collective trusts at end of year2022-12-31$2,988,417
Value of interest in common/collective trusts at beginning of year2022-12-31$3,105,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$47,430
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$75,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$75,527
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,459,276
Net investment gain or loss from common/collective trusts2022-12-31$-514,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$31,605
Employer contributions (assets) at end of year2022-12-31$933
Employer contributions (assets) at beginning of year2022-12-31$1,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$500,997
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DICLAUDIO & KRAMER. LLC
Accountancy firm EIN2022-12-31270889793
2021 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$320
Total unrealized appreciation/depreciation of assets2021-12-31$320
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,300,514
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$441,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$402,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$800,288
Value of total assets at end of year2021-12-31$9,561,320
Value of total assets at beginning of year2021-12-31$7,702,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,464
Total interest from all sources2021-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$425,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$425,680
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$358,279
Participant contributions at end of year2021-12-31$13,763
Participant contributions at beginning of year2021-12-31$16,773
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$419,585
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$328
Total non interest bearing cash at end of year2021-12-31$255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,858,847
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,561,320
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,702,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,464
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,365,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,153,742
Value of interest in common/collective trusts at end of year2021-12-31$3,105,380
Value of interest in common/collective trusts at beginning of year2021-12-31$2,424,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$75,527
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$107,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$107,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$461,385
Net investment gain or loss from common/collective trusts2021-12-31$612,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$22,424
Employer contributions (assets) at end of year2021-12-31$1,105
Employer contributions (assets) at beginning of year2021-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$402,203
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2021-12-31270889793
2020 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$389
Total unrealized appreciation/depreciation of assets2020-12-31$389
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,903,401
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$158,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$126,396
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$420,598
Value of total assets at end of year2020-12-31$7,702,473
Value of total assets at beginning of year2020-12-31$5,957,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,993
Total interest from all sources2020-12-31$348
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$269,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$269,298
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$391,880
Participant contributions at end of year2020-12-31$16,773
Participant contributions at beginning of year2020-12-31$17,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$328
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,745,012
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,702,473
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,957,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$31,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,153,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,139,762
Value of interest in common/collective trusts at end of year2020-12-31$2,424,052
Value of interest in common/collective trusts at beginning of year2020-12-31$1,736,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$107,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$63,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$63,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$348
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$795,046
Net investment gain or loss from common/collective trusts2020-12-31$417,722
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,718
Employer contributions (assets) at end of year2020-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$126,396
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2020-12-31270889793
2019 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$438
Total unrealized appreciation/depreciation of assets2019-12-31$438
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,650,374
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$484,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$455,041
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$431,362
Value of total assets at end of year2019-12-31$5,957,462
Value of total assets at beginning of year2019-12-31$4,791,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$29,413
Total interest from all sources2019-12-31$1,173
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$185,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$185,575
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$431,362
Participant contributions at end of year2019-12-31$17,489
Participant contributions at beginning of year2019-12-31$10,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$690
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,165,920
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,957,462
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,791,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$29,413
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,139,763
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,474,005
Value of interest in common/collective trusts at end of year2019-12-31$1,736,187
Value of interest in common/collective trusts at beginning of year2019-12-31$1,256,555
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$63,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$50,283
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$50,283
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,173
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$738,526
Net investment gain or loss from common/collective trusts2019-12-31$293,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$455,041
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2019-12-31270889793
2018 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$353
Total unrealized appreciation/depreciation of assets2018-12-31$353
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$191,696
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$506,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$479,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$423,860
Value of total assets at end of year2018-12-31$4,791,542
Value of total assets at beginning of year2018-12-31$5,106,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,171
Total interest from all sources2018-12-31$1,203
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$221,064
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$221,064
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$392,739
Participant contributions at end of year2018-12-31$10,009
Participant contributions at beginning of year2018-12-31$12,529
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$31,106
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$297
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-314,713
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,791,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,106,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$27,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,474,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,561,775
Value of interest in common/collective trusts at end of year2018-12-31$1,256,555
Value of interest in common/collective trusts at beginning of year2018-12-31$1,493,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$50,283
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$38,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$38,056
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-404,207
Net investment gain or loss from common/collective trusts2018-12-31$-50,577
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$51
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$479,238
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2018-12-31270889793
2017 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$256
Total unrealized appreciation/depreciation of assets2017-12-31$256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,237,301
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$515,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$490,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$416,574
Value of total assets at end of year2017-12-31$5,106,255
Value of total assets at beginning of year2017-12-31$4,384,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$24,649
Total interest from all sources2017-12-31$357
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$281,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$281,865
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$332,799
Participant contributions at end of year2017-12-31$12,529
Participant contributions at beginning of year2017-12-31$9,857
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$83,723
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$303
Total non interest bearing cash at end of year2017-12-31$100
Total non interest bearing cash at beginning of year2017-12-31$320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$721,656
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,106,255
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,384,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$24,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,561,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,072,543
Value of interest in common/collective trusts at end of year2017-12-31$1,493,447
Value of interest in common/collective trusts at beginning of year2017-12-31$1,253,949
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$38,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$47,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$47,624
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$328,939
Net investment gain or loss from common/collective trusts2017-12-31$209,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$52
Employer contributions (assets) at end of year2017-12-31$51
Employer contributions (assets) at beginning of year2017-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$490,996
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2017-12-31270889793
2016 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,050
Total income from all sources (including contributions)2016-12-31$613,418
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$306,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$282,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$334,398
Value of total assets at end of year2016-12-31$4,384,599
Value of total assets at beginning of year2016-12-31$4,078,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$23,505
Total interest from all sources2016-12-31$174
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$192,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$192,102
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$331,273
Participant contributions at end of year2016-12-31$9,857
Participant contributions at beginning of year2016-12-31$7,619
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$303
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,050
Total non interest bearing cash at end of year2016-12-31$320
Total non interest bearing cash at beginning of year2016-12-31$3,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$307,028
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,384,599
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,077,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$23,505
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,072,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,804,301
Value of interest in common/collective trusts at end of year2016-12-31$1,253,949
Value of interest in common/collective trusts at beginning of year2016-12-31$1,214,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$47,624
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$49,284
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$49,284
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$21,028
Net investment gain or loss from common/collective trusts2016-12-31$65,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$9
Employer contributions (assets) at end of year2016-12-31$3
Employer contributions (assets) at beginning of year2016-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$282,885
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2016-12-31270889793
2015 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$548,688
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$402,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$379,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$515,654
Value of total assets at end of year2015-12-31$4,078,621
Value of total assets at beginning of year2015-12-31$3,931,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,980
Total interest from all sources2015-12-31$34
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$199,009
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$199,009
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$311,335
Participant contributions at end of year2015-12-31$7,619
Participant contributions at beginning of year2015-12-31$4,483
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$204,302
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,050
Other income not declared elsewhere2015-12-31$-160,526
Total non interest bearing cash at end of year2015-12-31$3,014
Total non interest bearing cash at beginning of year2015-12-31$1,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$145,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,077,571
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,931,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$22,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,804,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,949,328
Value of interest in common/collective trusts at end of year2015-12-31$1,214,081
Value of interest in common/collective trusts at beginning of year2015-12-31$924,468
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$49,284
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$48,212
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$48,212
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$34
Net investment gain or loss from common/collective trusts2015-12-31$-5,483
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$17
Employer contributions (assets) at end of year2015-12-31$3
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$379,722
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2015-12-31270889793
2014 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$571,465
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$272,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$247,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$310,615
Value of total assets at end of year2014-12-31$3,931,585
Value of total assets at beginning of year2014-12-31$3,632,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,383
Total interest from all sources2014-12-31$15
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$220,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$220,606
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$310,615
Participant contributions at end of year2014-12-31$4,483
Participant contributions at beginning of year2014-12-31$1,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$416
Total non interest bearing cash at end of year2014-12-31$1,100
Total non interest bearing cash at beginning of year2014-12-31$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$299,247
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,931,585
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,632,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$24,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,949,328
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,792,935
Value of interest in common/collective trusts at end of year2014-12-31$924,468
Value of interest in common/collective trusts at beginning of year2014-12-31$758,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$48,212
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$77,225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$77,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-27,473
Net investment gain or loss from common/collective trusts2014-12-31$67,702
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$247,835
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2014-12-31270889793
2013 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,118,091
Total loss/gain on sale of assets2013-12-31$170,985
Total of all expenses incurred2013-12-31$274,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$254,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$476,535
Value of total assets at end of year2013-12-31$3,632,338
Value of total assets at beginning of year2013-12-31$2,789,133
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,515
Total interest from all sources2013-12-31$43
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$119,216
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$119,216
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$264,298
Participant contributions at end of year2013-12-31$1,293
Participant contributions at beginning of year2013-12-31$3,720
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$212,237
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$416
Total non interest bearing cash at end of year2013-12-31$1,537
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$843,205
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,632,338
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,789,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$20,515
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,792,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,785,413
Value of interest in common/collective trusts at end of year2013-12-31$758,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$77,225
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$43
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$252,034
Net investment gain or loss from common/collective trusts2013-12-31$99,278
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$254,371
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$5,230,118
Aggregate carrying amount (costs) on sale of assets2013-12-31$5,059,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2013-12-31270889793
2012 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$579,952
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$273,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$232,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$240,505
Value of total assets at end of year2012-12-31$2,789,133
Value of total assets at beginning of year2012-12-31$2,482,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$40,897
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$69,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$69,351
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$240,505
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$3,720
Participant contributions at beginning of year2012-12-31$3,651
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$306,601
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,789,133
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,482,532
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$40,897
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,785,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,476,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$270,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$232,454
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2012-12-31270889793
2011 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$183,275
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$275,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$235,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$226,236
Value of total assets at end of year2011-12-31$2,482,532
Value of total assets at beginning of year2011-12-31$2,574,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,309
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$64,673
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$64,673
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$226,236
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$3,651
Participant contributions at beginning of year2011-12-31$1,953
Total non interest bearing cash at end of year2011-12-31$1,987
Total non interest bearing cash at beginning of year2011-12-31$2,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-92,328
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,482,532
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,574,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$40,309
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,476,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,570,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-107,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$235,294
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2011-12-31270889793
2010 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$485,325
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$226,814
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$191,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$230,427
Value of total assets at end of year2010-12-31$2,574,860
Value of total assets at beginning of year2010-12-31$2,316,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$35,248
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$56,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$56,625
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$230,427
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$1,953
Participant contributions at beginning of year2010-12-31$6,974
Total non interest bearing cash at end of year2010-12-31$2,611
Total non interest bearing cash at beginning of year2010-12-31$2,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$258,511
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,574,860
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,316,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$35,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,570,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,306,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$198,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$191,566
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2010-12-31270889793
2009 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN

2023: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 95, 95A, 950 401K PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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