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THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 401k Plan overview

Plan NameTHE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST
Plan identification number 001

THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Life insurance

401k Sponsoring company profile

THE PUBLIC REVIEW BOARD, UAW has sponsored the creation of one or more 401k plans.

Company Name:THE PUBLIC REVIEW BOARD, UAW
Employer identification number (EIN):381558078
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CARMEN PARCELLI2024-05-30
0012022-01-01CARMEN PARCELLI2023-06-13
0012019-01-01CAROL GIBBS2020-01-13
0012018-01-01PAM KLINGBEIL2019-04-24
0012017-01-01BARBARA A KLEIN2018-04-10
0012016-01-01BARBARA A KLEIN2017-05-05
0012015-01-01BARBARA A KLEIN2016-09-23
0012014-01-01BARBARA A KLEIN2015-10-14
0012013-01-01BARBARA A KLEIN2014-10-06
0012012-01-01BARBARA A KLEIN2013-06-13
0012011-01-01BARBARA A KLEIN2012-10-01
0012009-01-01BARBARA A KLEIN

Plan Statistics for THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST

401k plan membership statisitcs for THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST

Measure Date Value
2019: THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-10-112,270,920
Acturial value of plan assets2019-10-112,270,920
Funding target for retired participants and beneficiaries receiving payment2019-10-110
Number of terminated vested participants2019-10-110
Fundng target for terminated vested participants2019-10-110
Active participant vested funding target2019-10-112,151,394
Number of active participants2019-10-113
Total funding liabilities for active participants2019-10-112,151,394
Total participant count2019-10-113
Total funding target for all participants2019-10-112,151,394
Balance at beginning of prior year after applicable adjustments2019-10-110
Prefunding balance at beginning of prior year after applicable adjustments2019-10-11467,400
Carryover balanced portion elected for use to offset prior years funding requirement2019-10-110
Prefunding balanced used to offset prior years funding requirement2019-10-1183,456
Amount remaining of carryover balance2019-10-110
Amount remaining of prefunding balance2019-10-11383,944
Present value of excess contributions2019-10-110
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-10-110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-10-110
Reductions in caryover balances due to elections or deemed elections2019-10-110
Reductions in prefunding balances due to elections or deemed elections2019-10-11374,230
Balance of carryovers at beginning of current year2019-10-110
Balance of prefunding at beginning of current year2019-10-110
Total employer contributions2019-10-110
Total employee contributions2019-10-110
Contributions allocated toward unpaid minimum require contributions from prior years2019-10-110
Contributions made to avoid restrictions adjusted to valuation date2019-10-110
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-10-110
Unpaid minimum required contributions for all prior years2019-10-110
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-10-110
Remaining amount of unpaid minimum required contributions2019-10-110
Minimum required contributions for current year target normal cost2019-10-110
Net shortfall amortization installment of oustanding balance2019-10-110
Waiver amortization installment2019-10-110
Total funding amount beforereflecting carryover/prefunding balances2019-10-110
Additional cash requirement2019-10-110
Contributions allocatedtoward minimum required contributions for current year2019-10-110
Unpaid minimum required contributions for current year2019-10-110
Unpaid minimum required contributions for all years2019-10-110
2018: THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-312,087,861
Acturial value of plan assets2018-12-312,087,861
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-310
Fundng target for terminated vested participants2018-12-310
Active participant vested funding target2018-12-312,134,051
Number of active participants2018-12-313
Total funding liabilities for active participants2018-12-312,134,051
Total participant count2018-12-313
Total funding target for all participants2018-12-312,134,051
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31396,207
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31396,207
Present value of excess contributions2018-12-3139,457
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3139,457
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3139,457
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31467,400
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-310
Net shortfall amortization installment of oustanding balance2018-12-31538,998
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3187,991
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-3187,991
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-312,101,703
Acturial value of plan assets2017-12-312,101,703
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-310
Fundng target for terminated vested participants2017-12-310
Active participant vested funding target2017-12-311,857,500
Number of active participants2017-12-313
Total funding liabilities for active participants2017-12-311,857,500
Total participant count2017-12-313
Total funding target for all participants2017-12-311,857,500
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31231,594
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31231,594
Present value of excess contributions2017-12-31147,429
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31147,429
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31147,429
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31396,207
Total employer contributions2017-12-3140,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3139,457
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-310
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3139,457
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-311,799,327
Acturial value of plan assets2016-12-311,799,327
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-310
Fundng target for terminated vested participants2016-12-310
Active participant vested funding target2016-12-311,652,499
Number of active participants2016-12-313
Total funding liabilities for active participants2016-12-311,652,499
Total participant count2016-12-313
Total funding target for all participants2016-12-311,652,499
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31232,105
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31232,105
Present value of excess contributions2016-12-31192,523
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31192,523
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31231,594
Total employer contributions2016-12-31150,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31147,429
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-310
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31147,429
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
2009: THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST

Measure Date Value
2010 : THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$150,065
Expenses. Total of all expenses incurred2010-12-31$0
Benefits paid (including direct rollovers)2010-12-31$0
Total plan assets at end of year2010-12-31$976,332
Total plan assets at beginning of year2010-12-31$826,267
Value of fidelity bond covering the plan2010-12-31$0
Assets. Value of tangible personal property2010-12-31$0
Total contributions received or receivable from participants2010-12-31$0
Assets. Value of loans (other than to participants)2010-12-31$0
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$83,557
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$150,065
Net plan assets at end of year (total assets less liabilities)2010-12-31$976,332
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$826,267
Assets. Value of participant loans2010-12-31$0
Value of loans by the plan or fixed income obligations due to the plan which were in default or classified as uncollectible at the close of the plan year2010-12-31$0
Value of leases to which the plan was a party in default or classified as uncollectible during the plan year2010-12-31$0
Assets. Value of assets in partnership/joint-venture interests2010-12-31$0
Assets. Value of real-estate (other than employer real property)2010-12-31$0
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022010-12-31$0
Assets. Value of employer securities2010-12-31$0
Assets. Value of employer real property2010-12-31$0
Total contributions received or receivable from employer(s)2010-12-31$66,508
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$0
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
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$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST

2009: THE PUBLIC REVIEW BOARD, UAW PENSION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66680 )
Policy contract number0148460
Policy instance 1
Insurance contract or identification number0148460
Number of Individuals Covered3
Total amount of commissions paid to insurance brokerUSD $1,776
Total amount of fees paid to insurance companyUSD $369
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,776
Amount paid for insurance broker fees369
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Insurance broker nameGERALD T FENBY CLU CHFC

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