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SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 401k Plan overview

Plan NameSERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND
Plan identification number 001

SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

SEIU LOCAL 2000 PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:SEIU LOCAL 2000 PENSION FUND
Employer identification number (EIN):362435849
NAIC Classification:316990
NAIC Description: Other Leather and Allied Product Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01LISA GOULD2024-09-30 MICHAEL E. MURPHY2024-09-30
0012022-01-01LISA GOULD2023-07-26 MICHAEL E. MURPHY2023-07-26
0012021-01-01LISA GOULD2022-07-07 MICHAEL E. MURPHY2022-07-08
0012020-01-01LISA GOULD2021-06-08 MICHAEL E. MURPHY2021-06-09
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01MICHAEL MURPHY
0012011-01-01MICHAEL MURPHY
0012009-01-01LISA GOULD-WALKER

Plan Statistics for SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND

401k plan membership statisitcs for SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND

Measure Date Value
2023: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2023 401k membership
Total participants, beginning-of-year2023-01-011,006
Total number of active participants reported on line 7a of the Form 55002023-01-01167
Number of retired or separated participants receiving benefits2023-01-0110
Number of other retired or separated participants entitled to future benefits2023-01-01813
Total of all active and inactive participants2023-01-01990
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0154
Total participants2023-01-011,044
Number of participants with account balances2023-01-011,044
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-016
Number of employers contributing to the scheme2023-01-013
2022: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-01-011,134
Total number of active participants reported on line 7a of the Form 55002022-01-01166
Number of other retired or separated participants entitled to future benefits2022-01-01900
Total of all active and inactive participants2022-01-011,066
Total participants2022-01-011,066
Number of participants with account balances2022-01-011,006
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
Number of employers contributing to the scheme2022-01-013
2021: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,195
Total number of active participants reported on line 7a of the Form 55002021-01-01165
Number of other retired or separated participants entitled to future benefits2021-01-01969
Total of all active and inactive participants2021-01-011,134
Total participants2021-01-011,134
Number of participants with account balances2021-01-011,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
Number of employers contributing to the scheme2021-01-014
2020: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,367
Total number of active participants reported on line 7a of the Form 55002020-01-01259
Number of other retired or separated participants entitled to future benefits2020-01-01936
Total of all active and inactive participants2020-01-011,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,195
Number of participants with account balances2020-01-011,195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0194
Number of employers contributing to the scheme2020-01-014
2019: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,468
Total number of active participants reported on line 7a of the Form 55002019-01-01307
Number of other retired or separated participants entitled to future benefits2019-01-011,060
Total of all active and inactive participants2019-01-011,367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,367
Number of participants with account balances2019-01-011,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0121
Number of employers contributing to the scheme2019-01-014
2018: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,650
Total number of active participants reported on line 7a of the Form 55002018-01-01356
Number of other retired or separated participants entitled to future benefits2018-01-01990
Total of all active and inactive participants2018-01-011,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-011,351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
Number of employers contributing to the scheme2018-01-014
2017: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,701
Total number of active participants reported on line 7a of the Form 55002017-01-01462
Number of other retired or separated participants entitled to future benefits2017-01-011,075
Total of all active and inactive participants2017-01-011,537
Total participants2017-01-011,537
Number of participants with account balances2017-01-011,650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
Number of employers contributing to the scheme2017-01-014
2016: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,890
Total number of active participants reported on line 7a of the Form 55002016-01-01473
Number of other retired or separated participants entitled to future benefits2016-01-011,130
Total of all active and inactive participants2016-01-011,603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,604
Number of participants with account balances2016-01-011,701
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
Number of employers contributing to the scheme2016-01-014
2015: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,892
Total number of active participants reported on line 7a of the Form 55002015-01-01488
Number of other retired or separated participants entitled to future benefits2015-01-011,225
Total of all active and inactive participants2015-01-011,713
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0111
Total participants2015-01-011,724
Number of participants with account balances2015-01-011,890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
Number of employers contributing to the scheme2015-01-014
2014: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,999
Total number of active participants reported on line 7a of the Form 55002014-01-01472
Number of other retired or separated participants entitled to future benefits2014-01-011,395
Total of all active and inactive participants2014-01-011,867
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0125
Total participants2014-01-011,892
Number of participants with account balances2014-01-011,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
Number of employers contributing to the scheme2014-01-014
2013: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-01-012,080
Total number of active participants reported on line 7a of the Form 55002013-01-01477
Number of other retired or separated participants entitled to future benefits2013-01-011,522
Total of all active and inactive participants2013-01-011,999
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,999
Number of participants with account balances2013-01-012,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
Number of employers contributing to the scheme2013-01-014
2012: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-012,133
Total number of active participants reported on line 7a of the Form 55002012-01-01482
Number of other retired or separated participants entitled to future benefits2012-01-011,594
Total of all active and inactive participants2012-01-012,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-014
Total participants2012-01-012,080
Number of participants with account balances2012-01-012,207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0129
Number of employers contributing to the scheme2012-01-014
2011: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-012,143
Total number of active participants reported on line 7a of the Form 55002011-01-01450
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-011,683
Total of all active and inactive participants2011-01-012,133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-012,133
Number of participants with account balances2011-01-012,280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
Number of employers contributing to the scheme2011-01-014
2009: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,291
Total number of active participants reported on line 7a of the Form 55002009-01-01384
Number of other retired or separated participants entitled to future benefits2009-01-011,852
Total of all active and inactive participants2009-01-012,236
Total participants2009-01-012,236
Number of participants with account balances2009-01-012,236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0111
Number of employers contributing to the scheme2009-01-014

Financial Data on SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND

Measure Date Value
2023 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$521,129
Total unrealized appreciation/depreciation of assets2023-12-31$521,129
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$87,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$62,042
Total income from all sources (including contributions)2023-12-31$1,103,787
Total loss/gain on sale of assets2023-12-31$333,469
Total of all expenses incurred2023-12-31$596,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$443,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$123,080
Value of total assets at end of year2023-12-31$5,850,761
Value of total assets at beginning of year2023-12-31$5,318,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$153,699
Total interest from all sources2023-12-31$60,046
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$63,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$66,179
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$79,557
Other income not declared elsewhere2023-12-31$2,940
Administrative expenses (other) incurred2023-12-31$111,088
Liabilities. Value of operating payables at end of year2023-12-31$36,622
Liabilities. Value of operating payables at beginning of year2023-12-31$34,195
Total non interest bearing cash at end of year2023-12-31$67,620
Total non interest bearing cash at beginning of year2023-12-31$309,672
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$506,894
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,762,919
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,256,025
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$37,770
Income. Interest from US Government securities2023-12-31$60,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$149,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$95,946
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$95,946
Asset value of US Government securities at end of year2023-12-31$1,177,744
Asset value of US Government securities at beginning of year2023-12-31$986,636
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
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$123,080
Employer contributions (assets) at end of year2023-12-31$9,475
Employer contributions (assets) at beginning of year2023-12-31$9,860
Income. Dividends from common stock2023-12-31$63,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$443,194
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$512,777
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$625,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$3,867,669
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$3,210,964
Liabilities. Value of benefit claims payable at end of year2023-12-31$51,220
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$27,847
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
Aggregate proceeds on sale of assets2023-12-31$4,379,097
Aggregate carrying amount (costs) on sale of assets2023-12-31$4,045,628
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2023-12-31430831507
2022 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-1,788,541
Total unrealized appreciation/depreciation of assets2022-12-31$-1,788,541
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$62,042
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$284,616
Total income from all sources (including contributions)2022-12-31$-1,127,727
Total loss/gain on sale of assets2022-12-31$403,868
Total of all expenses incurred2022-12-31$1,368,803
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,157,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$131,818
Value of total assets at end of year2022-12-31$5,318,067
Value of total assets at beginning of year2022-12-31$8,037,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$210,891
Total interest from all sources2022-12-31$54,500
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$67,229
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$91,454
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$79,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$21,912
Other income not declared elsewhere2022-12-31$3,399
Administrative expenses (other) incurred2022-12-31$77,636
Liabilities. Value of operating payables at end of year2022-12-31$34,195
Liabilities. Value of operating payables at beginning of year2022-12-31$36,985
Total non interest bearing cash at end of year2022-12-31$309,672
Total non interest bearing cash at beginning of year2022-12-31$103,833
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,496,530
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,256,025
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,752,555
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$41,801
Income. Interest from US Government securities2022-12-31$29,104
Income. Interest from corporate debt instruments2022-12-31$23,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$95,946
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$236,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$236,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,089
Asset value of US Government securities at end of year2022-12-31$986,636
Asset value of US Government securities at beginning of year2022-12-31$1,672,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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$131,818
Employer contributions (assets) at end of year2022-12-31$9,860
Employer contributions (assets) at beginning of year2022-12-31$10,933
Income. Dividends from common stock2022-12-31$67,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,157,912
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$625,432
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$718,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$3,210,964
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$5,273,288
Liabilities. Value of benefit claims payable at end of year2022-12-31$27,847
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$247,631
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
Aggregate proceeds on sale of assets2022-12-31$7,124,355
Aggregate carrying amount (costs) on sale of assets2022-12-31$6,720,487
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2022-12-31430831507
2021 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$513,253
Total unrealized appreciation/depreciation of assets2021-12-31$513,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$284,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$302,767
Total income from all sources (including contributions)2021-12-31$1,423,135
Total loss/gain on sale of assets2021-12-31$639,482
Total of all expenses incurred2021-12-31$1,061,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$846,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$157,349
Value of total assets at end of year2021-12-31$8,037,171
Value of total assets at beginning of year2021-12-31$7,693,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$214,589
Total interest from all sources2021-12-31$44,068
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$68,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$43,357
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$168,282
Amount contributed by the employer to the plan for this plan year2021-12-31$168,282
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$21,912
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$37,610
Administrative expenses (other) incurred2021-12-31$121,122
Liabilities. Value of operating payables at end of year2021-12-31$36,985
Liabilities. Value of operating payables at beginning of year2021-12-31$38,887
Total non interest bearing cash at end of year2021-12-31$103,833
Total non interest bearing cash at beginning of year2021-12-31$73,339
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$361,862
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,752,555
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,390,693
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$50,110
Income. Interest from US Government securities2021-12-31$29,619
Income. Interest from corporate debt instruments2021-12-31$14,362
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$236,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$115,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$115,587
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$87
Asset value of US Government securities at end of year2021-12-31$1,672,345
Asset value of US Government securities at beginning of year2021-12-31$1,694,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$157,349
Employer contributions (assets) at end of year2021-12-31$10,933
Employer contributions (assets) at beginning of year2021-12-31$15,562
Income. Dividends from common stock2021-12-31$68,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$846,684
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$718,507
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$859,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$5,273,288
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$4,898,063
Liabilities. Value of benefit claims payable at end of year2021-12-31$247,631
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$263,880
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
Aggregate proceeds on sale of assets2021-12-31$9,111,729
Aggregate carrying amount (costs) on sale of assets2021-12-31$8,472,247
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2021-12-31430831507
2020 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$245,982
Total unrealized appreciation/depreciation of assets2020-12-31$245,982
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$302,767
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$337,210
Total income from all sources (including contributions)2020-12-31$1,221,867
Total loss/gain on sale of assets2020-12-31$610,330
Total of all expenses incurred2020-12-31$814,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$616,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$221,724
Value of total assets at end of year2020-12-31$7,693,460
Value of total assets at beginning of year2020-12-31$7,320,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$198,091
Total interest from all sources2020-12-31$62,855
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$75,747
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$32,134
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$237,286
Amount contributed by the employer to the plan for this plan year2020-12-31$237,286
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$37,610
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$21,546
Other income not declared elsewhere2020-12-31$5,229
Administrative expenses (other) incurred2020-12-31$119,199
Liabilities. Value of operating payables at end of year2020-12-31$38,887
Liabilities. Value of operating payables at beginning of year2020-12-31$79,680
Total non interest bearing cash at end of year2020-12-31$73,339
Total non interest bearing cash at beginning of year2020-12-31$87,210
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$407,007
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,390,693
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,983,686
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$46,758
Income. Interest from US Government securities2020-12-31$39,704
Income. Interest from corporate debt instruments2020-12-31$19,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$115,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$136,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$136,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,613
Asset value of US Government securities at end of year2020-12-31$1,694,048
Asset value of US Government securities at beginning of year2020-12-31$1,819,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$221,724
Employer contributions (assets) at end of year2020-12-31$15,562
Employer contributions (assets) at beginning of year2020-12-31$17,762
Income. Dividends from common stock2020-12-31$75,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$616,769
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$859,251
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$333,797
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$4,898,063
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$4,904,940
Liabilities. Value of benefit claims payable at end of year2020-12-31$263,880
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$257,530
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
Aggregate proceeds on sale of assets2020-12-31$9,815,568
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,205,238
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2020-12-31430831507
2019 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$918,159
Total unrealized appreciation/depreciation of assets2019-12-31$918,159
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$337,210
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$196,218
Total income from all sources (including contributions)2019-12-31$1,630,435
Total loss/gain on sale of assets2019-12-31$328,113
Total of all expenses incurred2019-12-31$855,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$662,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$233,728
Value of total assets at end of year2019-12-31$7,320,896
Value of total assets at beginning of year2019-12-31$6,404,904
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$192,511
Total interest from all sources2019-12-31$69,414
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$79,915
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$32,060
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$233,728
Amount contributed by the employer to the plan for this plan year2019-12-31$233,728
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$21,546
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$26,502
Other income not declared elsewhere2019-12-31$1,106
Administrative expenses (other) incurred2019-12-31$115,261
Liabilities. Value of operating payables at end of year2019-12-31$79,680
Liabilities. Value of operating payables at beginning of year2019-12-31$31,271
Total non interest bearing cash at end of year2019-12-31$87,210
Total non interest bearing cash at beginning of year2019-12-31$61,806
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$775,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,983,686
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,208,686
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$45,190
Income. Interest from US Government securities2019-12-31$44,914
Income. Interest from corporate debt instruments2019-12-31$20,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$136,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$303,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$303,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,789
Asset value of US Government securities at end of year2019-12-31$1,819,158
Asset value of US Government securities at beginning of year2019-12-31$1,139,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$233,728
Employer contributions (assets) at end of year2019-12-31$17,762
Employer contributions (assets) at beginning of year2019-12-31$10,518
Income. Dividends from common stock2019-12-31$79,915
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$662,924
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$333,797
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$1,005,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$4,904,940
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$3,857,088
Liabilities. Value of benefit claims payable at end of year2019-12-31$257,530
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$164,947
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
Aggregate proceeds on sale of assets2019-12-31$8,805,074
Aggregate carrying amount (costs) on sale of assets2019-12-31$8,476,961
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2019-12-31430831507
2018 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-511,036
Total unrealized appreciation/depreciation of assets2018-12-31$-511,036
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$196,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$96,597
Total income from all sources (including contributions)2018-12-31$370,191
Total loss/gain on sale of assets2018-12-31$428,267
Total of all expenses incurred2018-12-31$1,081,135
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$881,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$249,761
Value of total assets at end of year2018-12-31$6,404,904
Value of total assets at beginning of year2018-12-31$7,016,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$199,888
Total interest from all sources2018-12-31$67,660
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$105,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$38,945
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$249,761
Amount contributed by the employer to the plan for this plan year2018-12-31$249,761
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$26,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$25,211
Other income not declared elsewhere2018-12-31$30,409
Administrative expenses (other) incurred2018-12-31$116,836
Liabilities. Value of operating payables at end of year2018-12-31$31,271
Liabilities. Value of operating payables at beginning of year2018-12-31$31,629
Total non interest bearing cash at end of year2018-12-31$61,806
Total non interest bearing cash at beginning of year2018-12-31$89,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-710,944
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,208,686
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,919,630
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$44,107
Income. Interest from US Government securities2018-12-31$29,575
Income. Interest from corporate debt instruments2018-12-31$34,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$303,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$135,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$135,863
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,636
Asset value of US Government securities at end of year2018-12-31$1,139,328
Asset value of US Government securities at beginning of year2018-12-31$851,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$249,761
Employer contributions (assets) at end of year2018-12-31$10,518
Employer contributions (assets) at beginning of year2018-12-31$16,552
Income. Dividends from common stock2018-12-31$105,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$881,247
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$1,005,816
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$1,108,952
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$3,857,088
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$4,788,486
Liabilities. Value of benefit claims payable at end of year2018-12-31$164,947
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$64,968
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
Aggregate proceeds on sale of assets2018-12-31$7,637,162
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,208,895
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 name2018-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2018-12-31430831507
2017 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$548,726
Total unrealized appreciation/depreciation of assets2017-12-31$548,726
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$96,597
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$112,649
Total income from all sources (including contributions)2017-12-31$1,214,128
Total loss/gain on sale of assets2017-12-31$262,124
Total of all expenses incurred2017-12-31$855,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$652,319
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$260,673
Value of total assets at end of year2017-12-31$7,016,227
Value of total assets at beginning of year2017-12-31$6,673,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$203,309
Total interest from all sources2017-12-31$60,364
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$81,773
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$37,799
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$260,673
Amount contributed by the employer to the plan for this plan year2017-12-31$260,673
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$25,211
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$46,949
Other income not declared elsewhere2017-12-31$468
Administrative expenses (other) incurred2017-12-31$121,856
Liabilities. Value of operating payables at end of year2017-12-31$31,629
Liabilities. Value of operating payables at beginning of year2017-12-31$32,585
Total non interest bearing cash at end of year2017-12-31$89,256
Total non interest bearing cash at beginning of year2017-12-31$78,745
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$358,500
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,919,630
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,561,130
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$43,654
Income. Interest from US Government securities2017-12-31$21,890
Income. Interest from corporate debt instruments2017-12-31$36,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$135,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$77,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$77,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,261
Asset value of US Government securities at end of year2017-12-31$851,907
Asset value of US Government securities at beginning of year2017-12-31$1,032,334
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$260,673
Employer contributions (assets) at end of year2017-12-31$16,552
Employer contributions (assets) at beginning of year2017-12-31$22,307
Income. Dividends from common stock2017-12-31$81,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$652,319
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$1,108,952
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$1,072,590
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$4,788,486
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$4,342,935
Liabilities. Value of benefit claims payable at end of year2017-12-31$64,968
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$80,064
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
Aggregate proceeds on sale of assets2017-12-31$6,238,605
Aggregate carrying amount (costs) on sale of assets2017-12-31$5,976,481
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2017-12-31430831507
2016 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-114,540
Total unrealized appreciation/depreciation of assets2016-12-31$-114,540
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$112,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$518,937
Total income from all sources (including contributions)2016-12-31$634,335
Total loss/gain on sale of assets2016-12-31$343,858
Total of all expenses incurred2016-12-31$1,011,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$796,812
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$267,120
Value of total assets at end of year2016-12-31$6,673,779
Value of total assets at beginning of year2016-12-31$7,457,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$214,739
Total interest from all sources2016-12-31$56,243
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$81,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$39,868
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$267,120
Amount contributed by the employer to the plan for this plan year2016-12-31$267,120
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$46,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$56,493
Administrative expenses (other) incurred2016-12-31$131,037
Liabilities. Value of operating payables at end of year2016-12-31$32,585
Liabilities. Value of operating payables at beginning of year2016-12-31$31,192
Total non interest bearing cash at end of year2016-12-31$78,745
Total non interest bearing cash at beginning of year2016-12-31$202,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-377,216
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,561,130
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,938,346
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$43,834
Income. Interest from US Government securities2016-12-31$18,636
Income. Interest from corporate debt instruments2016-12-31$36,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$77,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$167,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$167,317
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$734
Asset value of US Government securities at end of year2016-12-31$1,032,334
Asset value of US Government securities at beginning of year2016-12-31$763,149
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$267,120
Employer contributions (assets) at end of year2016-12-31$22,307
Employer contributions (assets) at beginning of year2016-12-31$24,263
Income. Dividends from common stock2016-12-31$81,654
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$796,812
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,072,590
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$1,531,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$4,342,935
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$4,711,992
Liabilities. Value of benefit claims payable at end of year2016-12-31$80,064
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$487,745
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
Aggregate proceeds on sale of assets2016-12-31$7,266,966
Aggregate carrying amount (costs) on sale of assets2016-12-31$6,923,108
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2016-12-31430831507
2015 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-818,636
Total unrealized appreciation/depreciation of assets2015-12-31$-818,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$518,937
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$91,007
Total income from all sources (including contributions)2015-12-31$478,709
Total loss/gain on sale of assets2015-12-31$835,359
Total of all expenses incurred2015-12-31$1,553,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,294,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$282,035
Value of total assets at end of year2015-12-31$7,457,283
Value of total assets at beginning of year2015-12-31$8,103,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$258,614
Total interest from all sources2015-12-31$60,750
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$86,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$57,613
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$284,062
Amount contributed by the employer to the plan for this plan year2015-12-31$284,062
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$56,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$31,562
Other income not declared elsewhere2015-12-31$32,366
Administrative expenses (other) incurred2015-12-31$152,131
Liabilities. Value of operating payables at end of year2015-12-31$31,192
Liabilities. Value of operating payables at beginning of year2015-12-31$17,452
Total non interest bearing cash at end of year2015-12-31$202,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,074,638
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,938,346
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,012,984
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$48,870
Income. Interest from US Government securities2015-12-31$19,381
Income. Interest from corporate debt instruments2015-12-31$41,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$167,317
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$261,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$261,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$73
Asset value of US Government securities at end of year2015-12-31$763,149
Asset value of US Government securities at beginning of year2015-12-31$1,106,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$282,035
Employer contributions (assets) at end of year2015-12-31$24,263
Employer contributions (assets) at beginning of year2015-12-31$22,713
Income. Dividends from common stock2015-12-31$86,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,294,733
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$1,531,219
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$1,570,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$4,711,992
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$5,110,956
Liabilities. Value of benefit claims payable at end of year2015-12-31$487,745
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$73,555
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
Aggregate proceeds on sale of assets2015-12-31$8,560,795
Aggregate carrying amount (costs) on sale of assets2015-12-31$7,725,436
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 name2015-12-31ANDERS MINKLER HUBER & HELM, LLP
Accountancy firm EIN2015-12-31430831507
2014 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$560,093
Total unrealized appreciation/depreciation of assets2014-12-31$560,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$91,007
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$294,313
Total income from all sources (including contributions)2014-12-31$1,092,233
Total loss/gain on sale of assets2014-12-31$90,487
Total of all expenses incurred2014-12-31$1,017,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$732,207
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$284,062
Value of total assets at end of year2014-12-31$8,103,991
Value of total assets at beginning of year2014-12-31$8,232,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$285,570
Total interest from all sources2014-12-31$72,314
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$78,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$44,918
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$284,062
Amount contributed by the employer to the plan for this plan year2014-12-31$284,062
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$31,562
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$47,280
Other income not declared elsewhere2014-12-31$6,681
Administrative expenses (other) incurred2014-12-31$189,733
Liabilities. Value of operating payables at end of year2014-12-31$17,452
Liabilities. Value of operating payables at beginning of year2014-12-31$113,015
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$74,456
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,012,984
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,938,528
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$50,919
Income. Interest from US Government securities2014-12-31$21,864
Income. Interest from corporate debt instruments2014-12-31$50,435
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$261,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$258,846
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$258,846
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15
Asset value of US Government securities at end of year2014-12-31$1,106,739
Asset value of US Government securities at beginning of year2014-12-31$899,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$284,062
Employer contributions (assets) at end of year2014-12-31$22,713
Employer contributions (assets) at beginning of year2014-12-31$24,453
Income. Dividends from common stock2014-12-31$78,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$732,207
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$1,570,256
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,818,396
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$5,110,956
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,184,737
Liabilities. Value of benefit claims payable at end of year2014-12-31$73,555
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$181,298
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
Aggregate proceeds on sale of assets2014-12-31$7,088,423
Aggregate carrying amount (costs) on sale of assets2014-12-31$6,997,936
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 name2014-12-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2014-12-31431236296
2013 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$900,842
Total unrealized appreciation/depreciation of assets2013-12-31$900,842
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$294,313
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$223,478
Total income from all sources (including contributions)2013-12-31$1,687,808
Total loss/gain on sale of assets2013-12-31$338,803
Total of all expenses incurred2013-12-31$709,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$432,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$294,952
Value of total assets at end of year2013-12-31$8,232,841
Value of total assets at beginning of year2013-12-31$7,183,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$277,315
Total interest from all sources2013-12-31$76,619
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$76,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$56,641
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$294,952
Amount contributed by the employer to the plan for this plan year2013-12-31$294,952
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$47,280
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$22,564
Other income not declared elsewhere2013-12-31$291
Administrative expenses (other) incurred2013-12-31$173,501
Liabilities. Value of operating payables at end of year2013-12-31$113,015
Liabilities. Value of operating payables at beginning of year2013-12-31$52,024
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$978,323
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,938,528
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,960,205
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$47,173
Income. Interest from US Government securities2013-12-31$28,975
Income. Interest from corporate debt instruments2013-12-31$47,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$258,846
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$274,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$274,516
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$29
Asset value of US Government securities at end of year2013-12-31$899,129
Asset value of US Government securities at beginning of year2013-12-31$1,265,351
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$294,952
Employer contributions (assets) at end of year2013-12-31$24,453
Employer contributions (assets) at beginning of year2013-12-31$25,634
Income. Dividends from common stock2013-12-31$76,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$432,170
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,818,396
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$1,287,455
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,184,737
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,308,163
Liabilities. Value of benefit claims payable at end of year2013-12-31$181,298
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$171,454
Did the plan have assets held for investment2013-12-31No
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$7,268,136
Aggregate carrying amount (costs) on sale of assets2013-12-31$6,929,333
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 name2013-12-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2013-12-31431236296
2012 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$401,907
Total unrealized appreciation/depreciation of assets2012-12-31$401,907
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$223,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$171,596
Total income from all sources (including contributions)2012-12-31$1,020,053
Total loss/gain on sale of assets2012-12-31$154,812
Total of all expenses incurred2012-12-31$678,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$465,508
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$303,892
Value of total assets at end of year2012-12-31$7,183,683
Value of total assets at beginning of year2012-12-31$6,790,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$213,004
Total interest from all sources2012-12-31$85,489
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$73,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$35,949
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$303,892
Amount contributed by the employer to the plan for this plan year2012-12-31$303,892
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$22,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$28,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$171,454
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$140,796
Administrative expenses (other) incurred2012-12-31$131,652
Liabilities. Value of operating payables at end of year2012-12-31$52,024
Liabilities. Value of operating payables at beginning of year2012-12-31$30,800
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$341,541
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,960,205
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,618,664
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$45,403
Income. Interest from US Government securities2012-12-31$44,650
Income. Interest from corporate debt instruments2012-12-31$40,729
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$274,516
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$134,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$134,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$110
Asset value of US Government securities at end of year2012-12-31$1,265,351
Asset value of US Government securities at beginning of year2012-12-31$1,192,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Contributions received in cash from employer2012-12-31$303,892
Employer contributions (assets) at end of year2012-12-31$25,634
Employer contributions (assets) at beginning of year2012-12-31$24,501
Income. Dividends from common stock2012-12-31$73,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$465,508
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$1,287,455
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,420,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,308,163
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$3,989,099
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
Aggregate proceeds on sale of assets2012-12-31$6,756,035
Aggregate carrying amount (costs) on sale of assets2012-12-31$6,601,223
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 name2012-12-31WOLFE NILGES NAHORSKI, PC
Accountancy firm EIN2012-12-31431236296
2011 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$422,883
Total unrealized appreciation/depreciation of assets2011-12-31$422,883
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$171,596
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$185,951
Total income from all sources (including contributions)2011-12-31$815,484
Total loss/gain on sale of assets2011-12-31$-27,992
Total of all expenses incurred2011-12-31$736,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$542,463
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$265,377
Value of total assets at end of year2011-12-31$6,790,260
Value of total assets at beginning of year2011-12-31$6,725,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$194,316
Total interest from all sources2011-12-31$94,547
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$60,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$49,828
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$265,377
Amount contributed by the employer to the plan for this plan year2011-12-31$265,377
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$28,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$273,803
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$140,796
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$132,543
Administrative expenses (other) incurred2011-12-31$104,072
Liabilities. Value of operating payables at end of year2011-12-31$30,800
Liabilities. Value of operating payables at beginning of year2011-12-31$53,408
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$78,705
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,618,664
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,539,959
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$40,416
Income. Interest from US Government securities2011-12-31$46,897
Income. Interest from corporate debt instruments2011-12-31$47,520
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$134,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$159,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$159,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$130
Asset value of US Government securities at end of year2011-12-31$1,192,823
Asset value of US Government securities at beginning of year2011-12-31$1,250,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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
Contributions received in cash from employer2011-12-31$265,377
Employer contributions (assets) at end of year2011-12-31$24,501
Employer contributions (assets) at beginning of year2011-12-31$19,883
Income. Dividends from common stock2011-12-31$60,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$542,463
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,420,853
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,112,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$3,989,099
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$3,909,665
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
Aggregate proceeds on sale of assets2011-12-31$6,230,233
Aggregate carrying amount (costs) on sale of assets2011-12-31$6,258,225
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 name2011-12-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2011-12-31431236296
2010 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$433,053
Total unrealized appreciation/depreciation of assets2010-12-31$433,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$185,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$172,900
Total income from all sources (including contributions)2010-12-31$819,542
Total loss/gain on sale of assets2010-12-31$-9,048
Total of all expenses incurred2010-12-31$698,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$504,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$234,193
Value of total assets at end of year2010-12-31$6,725,910
Value of total assets at beginning of year2010-12-31$6,591,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$193,595
Total interest from all sources2010-12-31$94,552
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$65,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$50,830
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$234,193
Amount contributed by the employer to the plan for this plan year2010-12-31$234,193
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$273,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$43,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$132,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$160,118
Other income not declared elsewhere2010-12-31$1,466
Administrative expenses (other) incurred2010-12-31$102,970
Liabilities. Value of operating payables at end of year2010-12-31$53,408
Liabilities. Value of operating payables at beginning of year2010-12-31$12,782
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$121,466
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,539,959
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,418,493
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$39,795
Income. Interest from US Government securities2010-12-31$48,806
Income. Interest from corporate debt instruments2010-12-31$45,400
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$159,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$173,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$173,213
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$346
Asset value of US Government securities at end of year2010-12-31$1,250,666
Asset value of US Government securities at beginning of year2010-12-31$1,192,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$234,193
Employer contributions (assets) at end of year2010-12-31$19,883
Employer contributions (assets) at beginning of year2010-12-31$36,916
Income. Dividends from common stock2010-12-31$65,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$504,481
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,112,079
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,048,884
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$3,909,665
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$4,096,776
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
Aggregate proceeds on sale of assets2010-12-31$6,731,209
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,740,257
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 name2010-12-31WOLFE NILGES NAHORSKI, P.C.
Accountancy firm EIN2010-12-31431236296
2009 : SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$250,003
Amount contributed by the employer to the plan for this plan year2009-12-31$250,003

Form 5500 Responses for SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND

2023: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SERVICE EMPLOYEES INTL UNION LOCAL 2000 PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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