INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN
401k plan membership statisitcs for INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN
| Measure | Date | Value |
|---|
| 2023: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 68 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 46 |
| Total of all active and inactive participants | 2023-01-01 | 114 |
| Total participants | 2023-01-01 | 114 |
| Number of employers contributing to the scheme | 2023-01-01 | 6 |
| 2022: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-01-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 74 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 40 |
| Total of all active and inactive participants | 2022-01-01 | 114 |
| Total participants | 2022-01-01 | 114 |
| Number of employers contributing to the scheme | 2022-01-01 | 6 |
| 2021: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 97 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 77 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 37 |
| Total of all active and inactive participants | 2021-01-01 | 114 |
| Total participants | 2021-01-01 | 114 |
| Number of employers contributing to the scheme | 2021-01-01 | 7 |
| 2020: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 97 |
| Total of all active and inactive participants | 2020-01-01 | 97 |
| Total participants | 2020-01-01 | 97 |
| Number of employers contributing to the scheme | 2020-01-01 | 6 |
| 2019: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 96 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 95 |
| Total of all active and inactive participants | 2019-01-01 | 95 |
| Total participants | 2019-01-01 | 95 |
| Number of employers contributing to the scheme | 2019-01-01 | 6 |
| 2018: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 96 |
| Total of all active and inactive participants | 2018-01-01 | 96 |
| Total participants | 2018-01-01 | 96 |
| Number of employers contributing to the scheme | 2018-01-01 | 6 |
| 2017: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 91 |
| Total of all active and inactive participants | 2017-01-01 | 91 |
| Total participants | 2017-01-01 | 91 |
| Number of employers contributing to the scheme | 2017-01-01 | 6 |
| 2016: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 82 |
| Total of all active and inactive participants | 2016-01-01 | 82 |
| Total participants | 2016-01-01 | 82 |
| Number of employers contributing to the scheme | 2016-01-01 | 6 |
| 2015: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 83 |
| Total of all active and inactive participants | 2015-01-01 | 83 |
| Total participants | 2015-01-01 | 0 |
| Number of employers contributing to the scheme | 2015-01-01 | 6 |
| 2014: INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 80 |
| Total of all active and inactive participants | 2014-01-01 | 80 |
| Total participants | 2014-01-01 | 0 |
| Number of employers contributing to the scheme | 2014-01-01 | 6 |
| Measure | Date | Value |
|---|
| 2023 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $190,259 |
| Total of all expenses incurred | 2023-12-31 | $15,942 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $11,642 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $190,069 |
| Value of total assets at end of year | 2023-12-31 | $1,839,565 |
| Value of total assets at beginning of year | 2023-12-31 | $1,665,248 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $4,300 |
| Total interest from all sources | 2023-12-31 | $190 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $545 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $628 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $18 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $12 |
| Administrative expenses (other) incurred | 2023-12-31 | $4,300 |
| Total non interest bearing cash at end of year | 2023-12-31 | $3,074 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $2,098 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $174,317 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,839,565 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,665,248 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $1,827,004 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $1,649,555 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $1,649,555 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $190 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $190,069 |
| Employer contributions (assets) at end of year | 2023-12-31 | $8,924 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $12,955 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $11,642 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2023-12-31 | No |
| Did the plan have assets held for investment | 2023-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | COSTIN, HAMMEL & LEAKE, L.L.C. |
| Accountancy firm EIN | 2023-12-31 | 364198035 |
| 2022 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $208,621 |
| Total of all expenses incurred | 2022-12-31 | $33,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $29,585 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $208,439 |
| Value of total assets at end of year | 2022-12-31 | $1,665,248 |
| Value of total assets at beginning of year | 2022-12-31 | $1,489,950 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,738 |
| Total interest from all sources | 2022-12-31 | $182 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $2,360 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $628 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $310 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,588 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $12 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $5 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,378 |
| Total non interest bearing cash at end of year | 2022-12-31 | $2,098 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $-1,065 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $175,298 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,665,248 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,489,950 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,649,555 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $1,465,645 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $1,465,645 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $182 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $206,851 |
| Employer contributions (assets) at end of year | 2022-12-31 | $12,955 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $25,055 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $29,585 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-12-31 | No |
| Did the plan have assets held for investment | 2022-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | COSTIN, HAMMEL & LEAKE, L.L.C. |
| Accountancy firm EIN | 2022-12-31 | 364198035 |
| 2021 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $232,333 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $4,960 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $1,724 |
| Total plan assets at end of year | 2021-12-31 | $1,489,950 |
| Total plan assets at beginning of year | 2021-12-31 | $1,262,577 |
| Value of fidelity bond covering the plan | 2021-12-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $3,236 |
| Other income received | 2021-12-31 | $242 |
| Net income (gross income less expenses) | 2021-12-31 | $227,373 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $1,489,950 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,262,577 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $232,091 |
| 2020 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $188,178 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $5,479 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $2,542 |
| Total plan assets at end of year | 2020-12-31 | $1,262,577 |
| Total plan assets at beginning of year | 2020-12-31 | $1,079,878 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $2,937 |
| Other income received | 2020-12-31 | $241 |
| Net income (gross income less expenses) | 2020-12-31 | $182,699 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $1,262,577 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,079,878 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $187,937 |
| 2019 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $129,149 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $6,517 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $3,234 |
| Total plan assets at end of year | 2019-12-31 | $1,079,878 |
| Total plan assets at beginning of year | 2019-12-31 | $957,246 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $3,283 |
| Other income received | 2019-12-31 | $629 |
| Net income (gross income less expenses) | 2019-12-31 | $122,632 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $1,079,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $957,246 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $128,520 |
| 2018 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $167,655 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $6,920 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $4,427 |
| Total plan assets at end of year | 2018-12-31 | $957,246 |
| Total plan assets at beginning of year | 2018-12-31 | $796,511 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $2,493 |
| Other income received | 2018-12-31 | $577 |
| Net income (gross income less expenses) | 2018-12-31 | $160,735 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $957,246 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $796,511 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $167,078 |
| 2017 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $145,495 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $6,096 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $3,867 |
| Total plan assets at end of year | 2017-12-31 | $796,511 |
| Total plan assets at beginning of year | 2017-12-31 | $657,112 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $2,229 |
| Other income received | 2017-12-31 | $532 |
| Net income (gross income less expenses) | 2017-12-31 | $139,399 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $796,511 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $657,112 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $144,963 |
| 2016 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $116,427 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $4,871 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $2,726 |
| Total plan assets at end of year | 2016-12-31 | $657,112 |
| Total plan assets at beginning of year | 2016-12-31 | $545,556 |
| Value of fidelity bond covering the plan | 2016-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $2,145 |
| Other income received | 2016-12-31 | $421 |
| Net income (gross income less expenses) | 2016-12-31 | $111,556 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $657,112 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $545,556 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $116,006 |
| 2015 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $107,907 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $11,666 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $9,716 |
| Total plan assets at end of year | 2015-12-31 | $545,556 |
| Total plan assets at beginning of year | 2015-12-31 | $449,315 |
| Value of fidelity bond covering the plan | 2015-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $1,950 |
| Other income received | 2015-12-31 | $434 |
| Net income (gross income less expenses) | 2015-12-31 | $96,241 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $545,556 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $449,315 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $107,473 |
| 2014 : INTERNATIONAL LONGSHOREMEN'S ASSOCIATION LOCAL 1969 RETIREE HEALTH FUND PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $322,604 |
| Total income from all sources | 2014-12-31 | $128,561 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $1,850 |
| Total plan assets at end of year | 2014-12-31 | $449,315 |
| Value of fidelity bond covering the plan | 2014-12-31 | $500,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $1,850 |
| Other income received | 2014-12-31 | $471 |
| Net income (gross income less expenses) | 2014-12-31 | $126,711 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $449,315 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $128,090 |
