401k Plan data: SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST plan

SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST 401k Plan overview

Plan Name	SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST
Plan identification number	001

SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

SERVICE EMPLOYEES INTERNATIONAL UNION, LOCAL NO. 73 has sponsored the creation of one or more 401k plans.

Company Name: SERVICE EMPLOYEES INTERNATIONAL UNION, LOCAL NO. 73

Employer identification number (EIN): 361760052

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 MARY ANN COLLINS 2019-06-20
001 2017-01-01 DONNA DEPHILLIPS 2018-10-10
001 2016-01-01 DONNA DEPHILLIPS 2017-10-13 DONNA DEPHILLIPS 2017-10-13
001 2015-01-01 DONNA DEPHILLIPS 2016-10-11
001 2014-01-01 DONNA DEPHILLIPS 2015-09-18
001 2013-01-01 DONNA DEPHILLIPS 2014-10-10
001 2012-01-01 DONNA DEPHILLIPS 2013-10-08
001 2011-01-01 DONNA DEPHILLIPS 2012-10-10
001 2010-01-01 MATTHEW BRANDON 2011-10-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	MARY ANN COLLINS	2019-06-20
001	2017-01-01	DONNA DEPHILLIPS	2018-10-10
001	2016-01-01	DONNA DEPHILLIPS	2017-10-13	DONNA DEPHILLIPS	2017-10-13
001	2015-01-01	DONNA DEPHILLIPS	2016-10-11
001	2014-01-01	DONNA DEPHILLIPS	2015-09-18
001	2013-01-01	DONNA DEPHILLIPS	2014-10-10
001	2012-01-01	DONNA DEPHILLIPS	2013-10-08
001	2011-01-01	DONNA DEPHILLIPS	2012-10-10
001	2010-01-01	MATTHEW BRANDON	2011-10-12

Plan Statistics for SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST

401k plan membership statisitcs for SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST

Measure Date Value
2017: SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST 2017 401k membership
Market value of plan assets 2017-12-31 810,123
Acturial value of plan assets 2017-12-31 820,607
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 55,360
Number of terminated vested participants 2017-12-31 13
Fundng target for terminated vested participants 2017-12-31 190,040
Active participant vested funding target 2017-12-31 298,124
Number of active participants 2017-12-31 17
Total funding liabilities for active participants 2017-12-31 298,124
Total participant count 2017-12-31 32
Total funding target for all participants 2017-12-31 543,524
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 448,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 476,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 39,908
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 39,372
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 50,000
Net shortfall amortization installment of oustanding balance 2017-12-31 0
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 0
Additional cash requirement 2017-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 39,372
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST 2016 401k membership
Market value of plan assets 2016-12-31 426,700
Acturial value of plan assets 2016-12-31 443,747
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 57,122
Number of terminated vested participants 2016-12-31 14
Fundng target for terminated vested participants 2016-12-31 188,030
Active participant vested funding target 2016-12-31 358,332
Number of active participants 2016-12-31 19
Total funding liabilities for active participants 2016-12-31 358,332
Total participant count 2016-12-31 35
Total funding target for all participants 2016-12-31 603,484
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 15,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 16,042
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 548,417
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 515,036
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 50,000
Net shortfall amortization installment of oustanding balance 2016-12-31 159,737
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 66,057
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 66,057
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 515,036
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2017: SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST 2017 401k membership
Market value of plan assets	2017-12-31	810,123
Acturial value of plan assets	2017-12-31	820,607
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	55,360
Number of terminated vested participants	2017-12-31	13
Fundng target for terminated vested participants	2017-12-31	190,040
Active participant vested funding target	2017-12-31	298,124
Number of active participants	2017-12-31	17
Total funding liabilities for active participants	2017-12-31	298,124
Total participant count	2017-12-31	32
Total funding target for all participants	2017-12-31	543,524
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	448,979
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	476,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	39,908
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	39,372
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	50,000
Net shortfall amortization installment of oustanding balance	2017-12-31	0
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	0
Additional cash requirement	2017-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	39,372
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: SERVICE EMPLOYEES LOCAL UNION NO. 73 EMPLOYEES' PENSION TRUST 2016 401k membership
Market value of plan assets	2016-12-31	426,700
Acturial value of plan assets	2016-12-31	443,747
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	57,122
Number of terminated vested participants	2016-12-31	14
Fundng target for terminated vested participants	2016-12-31	188,030
Active participant vested funding target	2016-12-31	358,332
Number of active participants	2016-12-31	19
Total funding liabilities for active participants	2016-12-31	358,332
Total participant count	2016-12-31	35
Total funding target for all participants	2016-12-31	603,484
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	15,090
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	16,042
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	548,417
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	515,036
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	50,000
Net shortfall amortization installment of oustanding balance	2016-12-31	159,737
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	66,057
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	66,057
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	515,036
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	SERVICE EMPLOYEES INTERNATIONAL UNION, LOCAL NO. 73
Employer identification number (EIN):	361760052
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations