401k Plan data: LOCAL UNION OPEIU 28 PENSION PLAN plan

LOCAL UNION OPEIU 28 PENSION PLAN 401k Plan overview

Plan Name	LOCAL UNION OPEIU 28 PENSION PLAN
Plan identification number	001

LOCAL UNION OPEIU 28 PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

UNITED AUTOMOBILE WORKERS LOCAL NO. 974 has sponsored the creation of one or more 401k plans.

Company Name: UNITED AUTOMOBILE WORKERS LOCAL NO. 974

Employer identification number (EIN): 370643489

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION OPEIU 28 PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-11-01
001 2021-11-01
001 2020-11-01
001 2019-11-01
001 2018-11-01 BRUCE M. BARTLETT 2020-08-14
001 2017-11-01 DAVID STOENS 2019-08-06
001 2016-11-01 DAVID STOENS 2018-05-22
001 2015-11-01 DAVID STOENS 2017-08-15
001 2014-11-01 GREGORY LARSON 2016-08-09
001 2013-11-01 GREGORY LARSON 2015-08-13 JOHN SHALLENBERGER 2015-08-12
001 2012-11-01 GREGORY LARSON 2014-08-07 JOHN SHALLENBERGER 2014-08-04
001 2011-11-01 ERIN PATTON 2013-05-29
001 2010-11-01 GREG B LARSON
001 2009-11-01 GREG B LARSON
001 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-11-01
001	2021-11-01
001	2020-11-01
001	2019-11-01
001	2018-11-01	BRUCE M. BARTLETT	2020-08-14
001	2017-11-01	DAVID STOENS	2019-08-06
001	2016-11-01	DAVID STOENS	2018-05-22
001	2015-11-01	DAVID STOENS	2017-08-15
001	2014-11-01	GREGORY LARSON	2016-08-09
001	2013-11-01	GREGORY LARSON	2015-08-13	JOHN SHALLENBERGER	2015-08-12
001	2012-11-01	GREGORY LARSON	2014-08-07	JOHN SHALLENBERGER	2014-08-04
001	2011-11-01	ERIN PATTON	2013-05-29
001	2010-11-01	GREG B LARSON
001	2009-11-01	GREG B LARSON
001	2008-11-01

Plan Statistics for LOCAL UNION OPEIU 28 PENSION PLAN

401k plan membership statisitcs for LOCAL UNION OPEIU 28 PENSION PLAN

Measure Date Value
2023: LOCAL UNION OPEIU 28 PENSION PLAN 2023 401k membership
Market value of plan assets 2023-10-31 1,307,116
Acturial value of plan assets 2023-10-31 1,307,116
Funding target for retired participants and beneficiaries receiving payment 2023-10-31 597,755
Number of terminated vested participants 2023-10-31 0
Fundng target for terminated vested participants 2023-10-31 0
Active participant vested funding target 2023-10-31 616,245
Number of active participants 2023-10-31 3
Total funding liabilities for active participants 2023-10-31 616,245
Total participant count 2023-10-31 9
Total funding target for all participants 2023-10-31 1,214,000
Balance at beginning of prior year after applicable adjustments 2023-10-31 1,839
Prefunding balance at beginning of prior year after applicable adjustments 2023-10-31 47,571
Carryover balanced portion elected for use to offset prior years funding requirement 2023-10-31 0
Prefunding balanced used to offset prior years funding requirement 2023-10-31 0
Amount remaining of carryover balance 2023-10-31 1,839
Amount remaining of prefunding balance 2023-10-31 47,571
Present value of excess contributions 2023-10-31 29,117
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-10-31 30,710
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-10-31 0
Reductions in caryover balances due to elections or deemed elections 2023-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-10-31 0
Balance of carryovers at beginning of current year 2023-10-31 2,087
Balance of prefunding at beginning of current year 2023-10-31 53,979
Total employer contributions 2023-10-31 30,000
Total employee contributions 2023-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-10-31 29,132
Unpaid minimum required contributions for all prior years 2023-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-10-31 0
Remaining amount of unpaid minimum required contributions 2023-10-31 0
Minimum required contributions for current year target normal cost 2023-10-31 7,065
Net shortfall amortization installment of oustanding balance 2023-10-31 0
Waiver amortization installment 2023-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-10-31 0
Carryover balance elected to use to offset funding requirement 2023-10-31 0
Prefunding balance elected to use to offset funding requirement 2023-10-31 0
Additional cash requirement 2023-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-10-31 29,132
Unpaid minimum required contributions for current year 2023-10-31 0
Unpaid minimum required contributions for all years 2023-10-31 0
2022: LOCAL UNION OPEIU 28 PENSION PLAN 2022 401k membership
Market value of plan assets 2022-10-31 1,581,063
Acturial value of plan assets 2022-10-31 1,581,063
Funding target for retired participants and beneficiaries receiving payment 2022-10-31 841,397
Number of terminated vested participants 2022-10-31 0
Fundng target for terminated vested participants 2022-10-31 0
Active participant vested funding target 2022-10-31 369,460
Number of active participants 2022-10-31 2
Total funding liabilities for active participants 2022-10-31 369,460
Total participant count 2022-10-31 9
Total funding target for all participants 2022-10-31 1,210,857
Balance at beginning of prior year after applicable adjustments 2022-10-31 1,535
Prefunding balance at beginning of prior year after applicable adjustments 2022-10-31 39,715
Carryover balanced portion elected for use to offset prior years funding requirement 2022-10-31 0
Prefunding balanced used to offset prior years funding requirement 2022-10-31 0
Amount remaining of carryover balance 2022-10-31 1,535
Amount remaining of prefunding balance 2022-10-31 39,715
Present value of excess contributions 2022-10-31 28,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-10-31 30,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-10-31 0
Reductions in caryover balances due to elections or deemed elections 2022-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-10-31 0
Balance of carryovers at beginning of current year 2022-10-31 1,839
Balance of prefunding at beginning of current year 2022-10-31 47,571
Total employer contributions 2022-10-31 30,000
Total employee contributions 2022-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-10-31 29,117
Unpaid minimum required contributions for all prior years 2022-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-10-31 0
Remaining amount of unpaid minimum required contributions 2022-10-31 0
Minimum required contributions for current year target normal cost 2022-10-31 7,785
Net shortfall amortization installment of oustanding balance 2022-10-31 0
Waiver amortization installment 2022-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-10-31 0
Carryover balance elected to use to offset funding requirement 2022-10-31 0
Prefunding balance elected to use to offset funding requirement 2022-10-31 0
Additional cash requirement 2022-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-10-31 29,117
Unpaid minimum required contributions for current year 2022-10-31 0
Unpaid minimum required contributions for all years 2022-10-31 0
2021: LOCAL UNION OPEIU 28 PENSION PLAN 2021 401k membership
Market value of plan assets 2021-10-31 1,382,611
Acturial value of plan assets 2021-10-31 1,382,611
Funding target for retired participants and beneficiaries receiving payment 2021-10-31 904,057
Number of terminated vested participants 2021-10-31 0
Fundng target for terminated vested participants 2021-10-31 0
Active participant vested funding target 2021-10-31 350,066
Number of active participants 2021-10-31 2
Total funding liabilities for active participants 2021-10-31 350,066
Total participant count 2021-10-31 10
Total funding target for all participants 2021-10-31 1,254,123
Balance at beginning of prior year after applicable adjustments 2021-10-31 2,866
Prefunding balance at beginning of prior year after applicable adjustments 2021-10-31 37,386
Carryover balanced portion elected for use to offset prior years funding requirement 2021-10-31 1,421
Prefunding balanced used to offset prior years funding requirement 2021-10-31 0
Amount remaining of carryover balance 2021-10-31 1,445
Amount remaining of prefunding balance 2021-10-31 37,386
Present value of excess contributions 2021-10-31 1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-10-31 1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-10-31 0
Reductions in caryover balances due to elections or deemed elections 2021-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-10-31 0
Balance of carryovers at beginning of current year 2021-10-31 1,535
Balance of prefunding at beginning of current year 2021-10-31 39,715
Total employer contributions 2021-10-31 30,000
Total employee contributions 2021-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-10-31 28,990
Liquidity shortfalls end of Q1 2021-10-31 0
Liquidity shortfalls end of Q2 2021-10-31 0
Liquidity shortfalls end of Q3 2021-10-31 0
Liquidity shortfalls end of Q4 2021-10-31 0
Unpaid minimum required contributions for all prior years 2021-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-10-31 0
Remaining amount of unpaid minimum required contributions 2021-10-31 0
Minimum required contributions for current year target normal cost 2021-10-31 5,107
Net shortfall amortization installment of oustanding balance 2021-10-31 0
Waiver amortization installment 2021-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-10-31 0
Carryover balance elected to use to offset funding requirement 2021-10-31 0
Prefunding balance elected to use to offset funding requirement 2021-10-31 0
Additional cash requirement 2021-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-10-31 28,990
Unpaid minimum required contributions for current year 2021-10-31 0
Unpaid minimum required contributions for all years 2021-10-31 0
2020: LOCAL UNION OPEIU 28 PENSION PLAN 2020 401k membership
Market value of plan assets 2020-10-31 1,356,980
Acturial value of plan assets 2020-10-31 1,356,980
Funding target for retired participants and beneficiaries receiving payment 2020-10-31 713,722
Number of terminated vested participants 2020-10-31 0
Fundng target for terminated vested participants 2020-10-31 0
Active participant vested funding target 2020-10-31 619,432
Number of active participants 2020-10-31 3
Total funding liabilities for active participants 2020-10-31 619,432
Total participant count 2020-10-31 10
Total funding target for all participants 2020-10-31 1,333,154
Balance at beginning of prior year after applicable adjustments 2020-10-31 10,051
Prefunding balance at beginning of prior year after applicable adjustments 2020-10-31 33,485
Carryover balanced portion elected for use to offset prior years funding requirement 2020-10-31 7,484
Prefunding balanced used to offset prior years funding requirement 2020-10-31 0
Amount remaining of carryover balance 2020-10-31 2,567
Amount remaining of prefunding balance 2020-10-31 33,485
Present value of excess contributions 2020-10-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-10-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-10-31 0
Reductions in caryover balances due to elections or deemed elections 2020-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-10-31 0
Balance of carryovers at beginning of current year 2020-10-31 2,866
Balance of prefunding at beginning of current year 2020-10-31 37,386
Total employer contributions 2020-10-31 20,000
Total employee contributions 2020-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-10-31 19,399
Liquidity shortfalls end of Q1 2020-10-31 0
Liquidity shortfalls end of Q2 2020-10-31 0
Liquidity shortfalls end of Q3 2020-10-31 0
Liquidity shortfalls end of Q4 2020-10-31 0
Unpaid minimum required contributions for all prior years 2020-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-10-31 0
Remaining amount of unpaid minimum required contributions 2020-10-31 0
Minimum required contributions for current year target normal cost 2020-10-31 6,013
Net shortfall amortization installment of oustanding balance 2020-10-31 80,291
Waiver amortization installment 2020-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-10-31 20,819
Carryover balance elected to use to offset funding requirement 2020-10-31 1,421
Prefunding balance elected to use to offset funding requirement 2020-10-31 0
Additional cash requirement 2020-10-31 19,398
Contributions allocatedtoward minimum required contributions for current year 2020-10-31 19,399
Unpaid minimum required contributions for current year 2020-10-31 0
Unpaid minimum required contributions for all years 2020-10-31 0
2019: LOCAL UNION OPEIU 28 PENSION PLAN 2019 401k membership
Market value of plan assets 2019-10-31 1,280,945
Acturial value of plan assets 2019-10-31 1,280,945
Funding target for retired participants and beneficiaries receiving payment 2019-10-31 735,325
Number of terminated vested participants 2019-10-31 0
Fundng target for terminated vested participants 2019-10-31 0
Active participant vested funding target 2019-10-31 578,244
Number of active participants 2019-10-31 3
Total funding liabilities for active participants 2019-10-31 578,244
Total participant count 2019-10-31 10
Total funding target for all participants 2019-10-31 1,313,569
Balance at beginning of prior year after applicable adjustments 2019-10-31 9,995
Prefunding balance at beginning of prior year after applicable adjustments 2019-10-31 33,299
Carryover balanced portion elected for use to offset prior years funding requirement 2019-10-31 0
Prefunding balanced used to offset prior years funding requirement 2019-10-31 0
Amount remaining of carryover balance 2019-10-31 9,995
Amount remaining of prefunding balance 2019-10-31 33,299
Present value of excess contributions 2019-10-31 17,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-10-31 18,462
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-10-31 0
Reductions in caryover balances due to elections or deemed elections 2019-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-10-31 0
Balance of carryovers at beginning of current year 2019-10-31 10,051
Balance of prefunding at beginning of current year 2019-10-31 33,485
Total employer contributions 2019-10-31 18,000
Total employee contributions 2019-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-10-31 17,477
Unpaid minimum required contributions for all prior years 2019-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-10-31 0
Remaining amount of unpaid minimum required contributions 2019-10-31 0
Minimum required contributions for current year target normal cost 2019-10-31 12,528
Net shortfall amortization installment of oustanding balance 2019-10-31 76,160
Waiver amortization installment 2019-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-10-31 24,961
Carryover balance elected to use to offset funding requirement 2019-10-31 7,484
Prefunding balance elected to use to offset funding requirement 2019-10-31 0
Additional cash requirement 2019-10-31 17,477
Contributions allocatedtoward minimum required contributions for current year 2019-10-31 17,477
Unpaid minimum required contributions for current year 2019-10-31 0
Unpaid minimum required contributions for all years 2019-10-31 0
2018: LOCAL UNION OPEIU 28 PENSION PLAN 2018 401k membership
Market value of plan assets 2018-10-31 1,340,900
Acturial value of plan assets 2018-10-31 1,340,900
Funding target for retired participants and beneficiaries receiving payment 2018-10-31 719,343
Number of terminated vested participants 2018-10-31 0
Fundng target for terminated vested participants 2018-10-31 0
Active participant vested funding target 2018-10-31 536,492
Number of active participants 2018-10-31 3
Total funding liabilities for active participants 2018-10-31 536,492
Total participant count 2018-10-31 10
Total funding target for all participants 2018-10-31 1,255,835
Balance at beginning of prior year after applicable adjustments 2018-10-31 8,881
Prefunding balance at beginning of prior year after applicable adjustments 2018-10-31 29,589
Carryover balanced portion elected for use to offset prior years funding requirement 2018-10-31 0
Prefunding balanced used to offset prior years funding requirement 2018-10-31 0
Amount remaining of carryover balance 2018-10-31 8,881
Amount remaining of prefunding balance 2018-10-31 29,589
Present value of excess contributions 2018-10-31 6,562
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-10-31 6,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-10-31 0
Reductions in caryover balances due to elections or deemed elections 2018-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-10-31 0
Balance of carryovers at beginning of current year 2018-10-31 9,995
Balance of prefunding at beginning of current year 2018-10-31 33,299
Total employer contributions 2018-10-31 18,000
Total employee contributions 2018-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-10-31 17,460
Unpaid minimum required contributions for all prior years 2018-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-10-31 0
Remaining amount of unpaid minimum required contributions 2018-10-31 0
Minimum required contributions for current year target normal cost 2018-10-31 11,748
Net shortfall amortization installment of oustanding balance 2018-10-31 0
Waiver amortization installment 2018-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-10-31 0
Carryover balance elected to use to offset funding requirement 2018-10-31 0
Prefunding balance elected to use to offset funding requirement 2018-10-31 0
Additional cash requirement 2018-10-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-10-31 17,460
Unpaid minimum required contributions for current year 2018-10-31 0
Unpaid minimum required contributions for all years 2018-10-31 0
2017: LOCAL UNION OPEIU 28 PENSION PLAN 2017 401k membership
Market value of plan assets 2017-10-31 1,255,394
Acturial value of plan assets 2017-10-31 1,255,394
Funding target for retired participants and beneficiaries receiving payment 2017-10-31 731,771
Number of terminated vested participants 2017-10-31 0
Fundng target for terminated vested participants 2017-10-31 0
Active participant vested funding target 2017-10-31 495,513
Number of active participants 2017-10-31 3
Total funding liabilities for active participants 2017-10-31 495,513
Total participant count 2017-10-31 10
Total funding target for all participants 2017-10-31 1,227,284
Balance at beginning of prior year after applicable adjustments 2017-10-31 8,875
Prefunding balance at beginning of prior year after applicable adjustments 2017-10-31 29,568
Carryover balanced portion elected for use to offset prior years funding requirement 2017-10-31 0
Prefunding balanced used to offset prior years funding requirement 2017-10-31 0
Amount remaining of carryover balance 2017-10-31 8,875
Amount remaining of prefunding balance 2017-10-31 29,568
Present value of excess contributions 2017-10-31 17,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-10-31 18,497
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-10-31 0
Reductions in caryover balances due to elections or deemed elections 2017-10-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-10-31 0
Balance of carryovers at beginning of current year 2017-10-31 8,881
Balance of prefunding at beginning of current year 2017-10-31 29,589
Total employer contributions 2017-10-31 18,000
Total employee contributions 2017-10-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-10-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-10-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-10-31 17,443
Unpaid minimum required contributions for all prior years 2017-10-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-10-31 0
Remaining amount of unpaid minimum required contributions 2017-10-31 0
Minimum required contributions for current year target normal cost 2017-10-31 10,881
Net shortfall amortization installment of oustanding balance 2017-10-31 0
Waiver amortization installment 2017-10-31 0
Waived amount of outstanding balance 2017-10-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-10-31 10,881
Carryover balance elected to use to offset funding requirement 2017-10-31 0
Prefunding balance elected to use to offset funding requirement 2017-10-31 0
Additional cash requirement 2017-10-31 10,881
Contributions allocatedtoward minimum required contributions for current year 2017-10-31 17,443
Unpaid minimum required contributions for current year 2017-10-31 0
Unpaid minimum required contributions for all years 2017-10-31 0
2010: LOCAL UNION OPEIU 28 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 10
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 4
Number of retired or separated participants receiving benefits 2010-11-01 6
Total of all active and inactive participants 2010-11-01 10
Total participants 2010-11-01 10
2009: LOCAL UNION OPEIU 28 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 11
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 4
Number of retired or separated participants receiving benefits 2009-11-01 6
Total of all active and inactive participants 2009-11-01 10
Total participants 2009-11-01 10

Measure	Date	Value
2023: LOCAL UNION OPEIU 28 PENSION PLAN 2023 401k membership
Market value of plan assets	2023-10-31	1,307,116
Acturial value of plan assets	2023-10-31	1,307,116
Funding target for retired participants and beneficiaries receiving payment	2023-10-31	597,755
Number of terminated vested participants	2023-10-31	0
Fundng target for terminated vested participants	2023-10-31	0
Active participant vested funding target	2023-10-31	616,245
Number of active participants	2023-10-31	3
Total funding liabilities for active participants	2023-10-31	616,245
Total participant count	2023-10-31	9
Total funding target for all participants	2023-10-31	1,214,000
Balance at beginning of prior year after applicable adjustments	2023-10-31	1,839
Prefunding balance at beginning of prior year after applicable adjustments	2023-10-31	47,571
Carryover balanced portion elected for use to offset prior years funding requirement	2023-10-31	0
Prefunding balanced used to offset prior years funding requirement	2023-10-31	0
Amount remaining of carryover balance	2023-10-31	1,839
Amount remaining of prefunding balance	2023-10-31	47,571
Present value of excess contributions	2023-10-31	29,117
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-10-31	30,710
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-10-31	0
Reductions in caryover balances due to elections or deemed elections	2023-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-10-31	0
Balance of carryovers at beginning of current year	2023-10-31	2,087
Balance of prefunding at beginning of current year	2023-10-31	53,979
Total employer contributions	2023-10-31	30,000
Total employee contributions	2023-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-10-31	29,132
Unpaid minimum required contributions for all prior years	2023-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-10-31	0
Remaining amount of unpaid minimum required contributions	2023-10-31	0
Minimum required contributions for current year target normal cost	2023-10-31	7,065
Net shortfall amortization installment of oustanding balance	2023-10-31	0
Waiver amortization installment	2023-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-10-31	0
Carryover balance elected to use to offset funding requirement	2023-10-31	0
Prefunding balance elected to use to offset funding requirement	2023-10-31	0
Additional cash requirement	2023-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-10-31	29,132
Unpaid minimum required contributions for current year	2023-10-31	0
Unpaid minimum required contributions for all years	2023-10-31	0
2022: LOCAL UNION OPEIU 28 PENSION PLAN 2022 401k membership
Market value of plan assets	2022-10-31	1,581,063
Acturial value of plan assets	2022-10-31	1,581,063
Funding target for retired participants and beneficiaries receiving payment	2022-10-31	841,397
Number of terminated vested participants	2022-10-31	0
Fundng target for terminated vested participants	2022-10-31	0
Active participant vested funding target	2022-10-31	369,460
Number of active participants	2022-10-31	2
Total funding liabilities for active participants	2022-10-31	369,460
Total participant count	2022-10-31	9
Total funding target for all participants	2022-10-31	1,210,857
Balance at beginning of prior year after applicable adjustments	2022-10-31	1,535
Prefunding balance at beginning of prior year after applicable adjustments	2022-10-31	39,715
Carryover balanced portion elected for use to offset prior years funding requirement	2022-10-31	0
Prefunding balanced used to offset prior years funding requirement	2022-10-31	0
Amount remaining of carryover balance	2022-10-31	1,535
Amount remaining of prefunding balance	2022-10-31	39,715
Present value of excess contributions	2022-10-31	28,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-10-31	30,796
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-10-31	0
Reductions in caryover balances due to elections or deemed elections	2022-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-10-31	0
Balance of carryovers at beginning of current year	2022-10-31	1,839
Balance of prefunding at beginning of current year	2022-10-31	47,571
Total employer contributions	2022-10-31	30,000
Total employee contributions	2022-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-10-31	29,117
Unpaid minimum required contributions for all prior years	2022-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-10-31	0
Remaining amount of unpaid minimum required contributions	2022-10-31	0
Minimum required contributions for current year target normal cost	2022-10-31	7,785
Net shortfall amortization installment of oustanding balance	2022-10-31	0
Waiver amortization installment	2022-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-10-31	0
Carryover balance elected to use to offset funding requirement	2022-10-31	0
Prefunding balance elected to use to offset funding requirement	2022-10-31	0
Additional cash requirement	2022-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-10-31	29,117
Unpaid minimum required contributions for current year	2022-10-31	0
Unpaid minimum required contributions for all years	2022-10-31	0
2021: LOCAL UNION OPEIU 28 PENSION PLAN 2021 401k membership
Market value of plan assets	2021-10-31	1,382,611
Acturial value of plan assets	2021-10-31	1,382,611
Funding target for retired participants and beneficiaries receiving payment	2021-10-31	904,057
Number of terminated vested participants	2021-10-31	0
Fundng target for terminated vested participants	2021-10-31	0
Active participant vested funding target	2021-10-31	350,066
Number of active participants	2021-10-31	2
Total funding liabilities for active participants	2021-10-31	350,066
Total participant count	2021-10-31	10
Total funding target for all participants	2021-10-31	1,254,123
Balance at beginning of prior year after applicable adjustments	2021-10-31	2,866
Prefunding balance at beginning of prior year after applicable adjustments	2021-10-31	37,386
Carryover balanced portion elected for use to offset prior years funding requirement	2021-10-31	1,421
Prefunding balanced used to offset prior years funding requirement	2021-10-31	0
Amount remaining of carryover balance	2021-10-31	1,445
Amount remaining of prefunding balance	2021-10-31	37,386
Present value of excess contributions	2021-10-31	1
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-10-31	1
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-10-31	0
Reductions in caryover balances due to elections or deemed elections	2021-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-10-31	0
Balance of carryovers at beginning of current year	2021-10-31	1,535
Balance of prefunding at beginning of current year	2021-10-31	39,715
Total employer contributions	2021-10-31	30,000
Total employee contributions	2021-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-10-31	28,990
Liquidity shortfalls end of Q1	2021-10-31	0
Liquidity shortfalls end of Q2	2021-10-31	0
Liquidity shortfalls end of Q3	2021-10-31	0
Liquidity shortfalls end of Q4	2021-10-31	0
Unpaid minimum required contributions for all prior years	2021-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-10-31	0
Remaining amount of unpaid minimum required contributions	2021-10-31	0
Minimum required contributions for current year target normal cost	2021-10-31	5,107
Net shortfall amortization installment of oustanding balance	2021-10-31	0
Waiver amortization installment	2021-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-10-31	0
Carryover balance elected to use to offset funding requirement	2021-10-31	0
Prefunding balance elected to use to offset funding requirement	2021-10-31	0
Additional cash requirement	2021-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-10-31	28,990
Unpaid minimum required contributions for current year	2021-10-31	0
Unpaid minimum required contributions for all years	2021-10-31	0
2020: LOCAL UNION OPEIU 28 PENSION PLAN 2020 401k membership
Market value of plan assets	2020-10-31	1,356,980
Acturial value of plan assets	2020-10-31	1,356,980
Funding target for retired participants and beneficiaries receiving payment	2020-10-31	713,722
Number of terminated vested participants	2020-10-31	0
Fundng target for terminated vested participants	2020-10-31	0
Active participant vested funding target	2020-10-31	619,432
Number of active participants	2020-10-31	3
Total funding liabilities for active participants	2020-10-31	619,432
Total participant count	2020-10-31	10
Total funding target for all participants	2020-10-31	1,333,154
Balance at beginning of prior year after applicable adjustments	2020-10-31	10,051
Prefunding balance at beginning of prior year after applicable adjustments	2020-10-31	33,485
Carryover balanced portion elected for use to offset prior years funding requirement	2020-10-31	7,484
Prefunding balanced used to offset prior years funding requirement	2020-10-31	0
Amount remaining of carryover balance	2020-10-31	2,567
Amount remaining of prefunding balance	2020-10-31	33,485
Present value of excess contributions	2020-10-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-10-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-10-31	0
Reductions in caryover balances due to elections or deemed elections	2020-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-10-31	0
Balance of carryovers at beginning of current year	2020-10-31	2,866
Balance of prefunding at beginning of current year	2020-10-31	37,386
Total employer contributions	2020-10-31	20,000
Total employee contributions	2020-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-10-31	19,399
Liquidity shortfalls end of Q1	2020-10-31	0
Liquidity shortfalls end of Q2	2020-10-31	0
Liquidity shortfalls end of Q3	2020-10-31	0
Liquidity shortfalls end of Q4	2020-10-31	0
Unpaid minimum required contributions for all prior years	2020-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-10-31	0
Remaining amount of unpaid minimum required contributions	2020-10-31	0
Minimum required contributions for current year target normal cost	2020-10-31	6,013
Net shortfall amortization installment of oustanding balance	2020-10-31	80,291
Waiver amortization installment	2020-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-10-31	20,819
Carryover balance elected to use to offset funding requirement	2020-10-31	1,421
Prefunding balance elected to use to offset funding requirement	2020-10-31	0
Additional cash requirement	2020-10-31	19,398
Contributions allocatedtoward minimum required contributions for current year	2020-10-31	19,399
Unpaid minimum required contributions for current year	2020-10-31	0
Unpaid minimum required contributions for all years	2020-10-31	0
2019: LOCAL UNION OPEIU 28 PENSION PLAN 2019 401k membership
Market value of plan assets	2019-10-31	1,280,945
Acturial value of plan assets	2019-10-31	1,280,945
Funding target for retired participants and beneficiaries receiving payment	2019-10-31	735,325
Number of terminated vested participants	2019-10-31	0
Fundng target for terminated vested participants	2019-10-31	0
Active participant vested funding target	2019-10-31	578,244
Number of active participants	2019-10-31	3
Total funding liabilities for active participants	2019-10-31	578,244
Total participant count	2019-10-31	10
Total funding target for all participants	2019-10-31	1,313,569
Balance at beginning of prior year after applicable adjustments	2019-10-31	9,995
Prefunding balance at beginning of prior year after applicable adjustments	2019-10-31	33,299
Carryover balanced portion elected for use to offset prior years funding requirement	2019-10-31	0
Prefunding balanced used to offset prior years funding requirement	2019-10-31	0
Amount remaining of carryover balance	2019-10-31	9,995
Amount remaining of prefunding balance	2019-10-31	33,299
Present value of excess contributions	2019-10-31	17,460
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-10-31	18,462
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-10-31	0
Reductions in caryover balances due to elections or deemed elections	2019-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-10-31	0
Balance of carryovers at beginning of current year	2019-10-31	10,051
Balance of prefunding at beginning of current year	2019-10-31	33,485
Total employer contributions	2019-10-31	18,000
Total employee contributions	2019-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-10-31	17,477
Unpaid minimum required contributions for all prior years	2019-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-10-31	0
Remaining amount of unpaid minimum required contributions	2019-10-31	0
Minimum required contributions for current year target normal cost	2019-10-31	12,528
Net shortfall amortization installment of oustanding balance	2019-10-31	76,160
Waiver amortization installment	2019-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-10-31	24,961
Carryover balance elected to use to offset funding requirement	2019-10-31	7,484
Prefunding balance elected to use to offset funding requirement	2019-10-31	0
Additional cash requirement	2019-10-31	17,477
Contributions allocatedtoward minimum required contributions for current year	2019-10-31	17,477
Unpaid minimum required contributions for current year	2019-10-31	0
Unpaid minimum required contributions for all years	2019-10-31	0
2018: LOCAL UNION OPEIU 28 PENSION PLAN 2018 401k membership
Market value of plan assets	2018-10-31	1,340,900
Acturial value of plan assets	2018-10-31	1,340,900
Funding target for retired participants and beneficiaries receiving payment	2018-10-31	719,343
Number of terminated vested participants	2018-10-31	0
Fundng target for terminated vested participants	2018-10-31	0
Active participant vested funding target	2018-10-31	536,492
Number of active participants	2018-10-31	3
Total funding liabilities for active participants	2018-10-31	536,492
Total participant count	2018-10-31	10
Total funding target for all participants	2018-10-31	1,255,835
Balance at beginning of prior year after applicable adjustments	2018-10-31	8,881
Prefunding balance at beginning of prior year after applicable adjustments	2018-10-31	29,589
Carryover balanced portion elected for use to offset prior years funding requirement	2018-10-31	0
Prefunding balanced used to offset prior years funding requirement	2018-10-31	0
Amount remaining of carryover balance	2018-10-31	8,881
Amount remaining of prefunding balance	2018-10-31	29,589
Present value of excess contributions	2018-10-31	6,562
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-10-31	6,952
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-10-31	0
Reductions in caryover balances due to elections or deemed elections	2018-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-10-31	0
Balance of carryovers at beginning of current year	2018-10-31	9,995
Balance of prefunding at beginning of current year	2018-10-31	33,299
Total employer contributions	2018-10-31	18,000
Total employee contributions	2018-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-10-31	17,460
Unpaid minimum required contributions for all prior years	2018-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-10-31	0
Remaining amount of unpaid minimum required contributions	2018-10-31	0
Minimum required contributions for current year target normal cost	2018-10-31	11,748
Net shortfall amortization installment of oustanding balance	2018-10-31	0
Waiver amortization installment	2018-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-10-31	0
Carryover balance elected to use to offset funding requirement	2018-10-31	0
Prefunding balance elected to use to offset funding requirement	2018-10-31	0
Additional cash requirement	2018-10-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-10-31	17,460
Unpaid minimum required contributions for current year	2018-10-31	0
Unpaid minimum required contributions for all years	2018-10-31	0
2017: LOCAL UNION OPEIU 28 PENSION PLAN 2017 401k membership
Market value of plan assets	2017-10-31	1,255,394
Acturial value of plan assets	2017-10-31	1,255,394
Funding target for retired participants and beneficiaries receiving payment	2017-10-31	731,771
Number of terminated vested participants	2017-10-31	0
Fundng target for terminated vested participants	2017-10-31	0
Active participant vested funding target	2017-10-31	495,513
Number of active participants	2017-10-31	3
Total funding liabilities for active participants	2017-10-31	495,513
Total participant count	2017-10-31	10
Total funding target for all participants	2017-10-31	1,227,284
Balance at beginning of prior year after applicable adjustments	2017-10-31	8,875
Prefunding balance at beginning of prior year after applicable adjustments	2017-10-31	29,568
Carryover balanced portion elected for use to offset prior years funding requirement	2017-10-31	0
Prefunding balanced used to offset prior years funding requirement	2017-10-31	0
Amount remaining of carryover balance	2017-10-31	8,875
Amount remaining of prefunding balance	2017-10-31	29,568
Present value of excess contributions	2017-10-31	17,425
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-10-31	18,497
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-10-31	0
Reductions in caryover balances due to elections or deemed elections	2017-10-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-10-31	0
Balance of carryovers at beginning of current year	2017-10-31	8,881
Balance of prefunding at beginning of current year	2017-10-31	29,589
Total employer contributions	2017-10-31	18,000
Total employee contributions	2017-10-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-10-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-10-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-10-31	17,443
Unpaid minimum required contributions for all prior years	2017-10-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-10-31	0
Remaining amount of unpaid minimum required contributions	2017-10-31	0
Minimum required contributions for current year target normal cost	2017-10-31	10,881
Net shortfall amortization installment of oustanding balance	2017-10-31	0
Waiver amortization installment	2017-10-31	0
Waived amount of outstanding balance	2017-10-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-10-31	10,881
Carryover balance elected to use to offset funding requirement	2017-10-31	0
Prefunding balance elected to use to offset funding requirement	2017-10-31	0
Additional cash requirement	2017-10-31	10,881
Contributions allocatedtoward minimum required contributions for current year	2017-10-31	17,443
Unpaid minimum required contributions for current year	2017-10-31	0
Unpaid minimum required contributions for all years	2017-10-31	0
2010: LOCAL UNION OPEIU 28 PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	10
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	4
Number of retired or separated participants receiving benefits	2010-11-01	6
Total of all active and inactive participants	2010-11-01	10
Total participants	2010-11-01	10
2009: LOCAL UNION OPEIU 28 PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	11
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	4
Number of retired or separated participants receiving benefits	2009-11-01	6
Total of all active and inactive participants	2009-11-01	10
Total participants	2009-11-01	10

Financial Data on LOCAL UNION OPEIU 28 PENSION PLAN

Measure	Date	Value
2011 : LOCAL UNION OPEIU 28 PENSION PLAN 2011 401k financial data
Total income from all sources	2011-10-31	$111,551
Expenses. Total of all expenses incurred	2011-10-31	$59,551
Benefits paid (including direct rollovers)	2011-10-31	$57,882
Total plan assets at end of year	2011-10-31	$931,381
Total plan assets at beginning of year	2011-10-31	$879,381
Value of fidelity bond covering the plan	2011-10-31	$100,000
Other income received	2011-10-31	$58,271
Net income (gross income less expenses)	2011-10-31	$52,000
Net plan assets at end of year (total assets less liabilities)	2011-10-31	$931,381
Net plan assets at beginning of year (total assets less liabilities)	2011-10-31	$879,381
Total contributions received or receivable from employer(s)	2011-10-31	$53,280
Expenses. Administrative service providers (salaries,fees and commissions)	2011-10-31	$1,669

Form 5500 Responses for LOCAL UNION OPEIU 28 PENSION PLAN

2010: LOCAL UNION OPEIU 28 PENSION PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	Yes
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: LOCAL UNION OPEIU 28 PENSION PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	This submission is the final filing	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: LOCAL UNION OPEIU 28 PENSION PLAN 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

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

See full terms and conditions

Company Name:	UNITED AUTOMOBILE WORKERS LOCAL NO. 974
Employer identification number (EIN):	370643489
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations