401k Plan data: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION plan

RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 401k Plan overview

Plan Name	RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION
Plan identification number	002

RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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).
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITED EMPLOYERS ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: UNITED EMPLOYERS ASSOCIATION

Employer identification number (EIN): 930302009

NAIC Classification: 331110
NAIC Description: Iron and Steel Mills and Ferroalloy Manufacturing

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 DAN BLAIR 2024-07-26
002 2022-01-01 DAN BLAIR 2023-10-10
002 2021-01-01 DAN BLAIR 2022-03-03
002 2020-01-01 DAN BLAIR 2021-10-09
002 2019-01-01 DAN BLAIR 2020-10-14
002 2018-01-01 DAN BLAIR 2019-02-11
002 2017-01-01 DAN BLAIR 2018-03-26
002 2016-01-01 DAN BLAIR 2017-04-20
002 2015-01-01 ELIZABETH NEWCOMB 2016-07-14
002 2014-01-01 ELIZABETH NEWCOMB 2015-06-11
002 2013-01-01 ELIZABETH NEWCOMB 2014-08-04
002 2012-01-01 ELIZABETH NEWCOMB 2013-07-23
002 2011-01-01 ELIZABETH NEWCOMB 2012-10-12
002 2009-01-01 ELIZABETH NEWCOMB

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	DAN BLAIR	2024-07-26
002	2022-01-01	DAN BLAIR	2023-10-10
002	2021-01-01	DAN BLAIR	2022-03-03
002	2020-01-01	DAN BLAIR	2021-10-09
002	2019-01-01	DAN BLAIR	2020-10-14
002	2018-01-01	DAN BLAIR	2019-02-11
002	2017-01-01	DAN BLAIR	2018-03-26
002	2016-01-01	DAN BLAIR	2017-04-20
002	2015-01-01	ELIZABETH NEWCOMB	2016-07-14
002	2014-01-01	ELIZABETH NEWCOMB	2015-06-11
002	2013-01-01	ELIZABETH NEWCOMB	2014-08-04
002	2012-01-01	ELIZABETH NEWCOMB	2013-07-23
002	2011-01-01	ELIZABETH NEWCOMB	2012-10-12
002	2009-01-01	ELIZABETH NEWCOMB

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2022 401k membership
Market value of plan assets 2022-12-31 2,911,790
Acturial value of plan assets 2022-12-31 2,911,790
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 1,522,093
Number of terminated vested participants 2022-12-31 10
Fundng target for terminated vested participants 2022-12-31 681,114
Active participant vested funding target 2022-12-31 529,650
Number of active participants 2022-12-31 5
Total funding liabilities for active participants 2022-12-31 529,650
Total participant count 2022-12-31 25
Total funding target for all participants 2022-12-31 2,732,857
Balance at beginning of prior year after applicable adjustments 2022-12-31 40,228
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 48,786
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 40,228
Amount remaining of prefunding balance 2022-12-31 48,786
Present value of excess contributions 2022-12-31 4
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 4
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 42,811
Balance of prefunding at beginning of current year 2022-12-31 51,918
Total employer contributions 2022-12-31 0
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 16,000
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2021 401k membership
Market value of plan assets 2021-12-31 2,895,766
Acturial value of plan assets 2021-12-31 2,895,766
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 1,840,088
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 386,822
Active participant vested funding target 2021-12-31 706,221
Number of active participants 2021-12-31 6
Total funding liabilities for active participants 2021-12-31 706,221
Total participant count 2021-12-31 26
Total funding target for all participants 2021-12-31 2,933,131
Balance at beginning of prior year after applicable adjustments 2021-12-31 40,036
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 48,553
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 40,036
Amount remaining of prefunding balance 2021-12-31 48,553
Present value of excess contributions 2021-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 40,228
Balance of prefunding at beginning of current year 2021-12-31 48,786
Total employer contributions 2021-12-31 31,502
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 29,788
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 18,000
Net shortfall amortization installment of oustanding balance 2021-12-31 126,379
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 29,784
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 29,784
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 29,788
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2020 401k membership
Market value of plan assets 2020-12-31 3,244,185
Acturial value of plan assets 2020-12-31 3,244,185
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,910,159
Number of terminated vested participants 2020-12-31 13
Fundng target for terminated vested participants 2020-12-31 563,402
Active participant vested funding target 2020-12-31 682,035
Number of active participants 2020-12-31 6
Total funding liabilities for active participants 2020-12-31 682,035
Total participant count 2020-12-31 33
Total funding target for all participants 2020-12-31 3,155,596
Balance at beginning of prior year after applicable adjustments 2020-12-31 35,793
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 41,122
Amount remaining of carryover balance 2020-12-31 35,793
Amount remaining of prefunding balance 2020-12-31 41,122
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 2,225
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 40,036
Balance of prefunding at beginning of current year 2020-12-31 48,553
Total employer contributions 2020-12-31 23,283
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 22,437
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 22,437
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 22,437
Additional cash requirement 2020-12-31 22,437
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 22,437
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2019 401k membership
Market value of plan assets 2019-12-31 2,826,434
Acturial value of plan assets 2019-12-31 2,826,434
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,671,485
Number of terminated vested participants 2019-12-31 14
Fundng target for terminated vested participants 2019-12-31 894,476
Active participant vested funding target 2019-12-31 722,748
Number of active participants 2019-12-31 7
Total funding liabilities for active participants 2019-12-31 722,748
Total participant count 2019-12-31 34
Total funding target for all participants 2019-12-31 3,288,709
Balance at beginning of prior year after applicable adjustments 2019-12-31 36,722
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 42,189
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 36,722
Amount remaining of prefunding balance 2019-12-31 42,189
Present value of excess contributions 2019-12-31 16
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 17
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 35,793
Balance of prefunding at beginning of current year 2019-12-31 41,122
Total employer contributions 2019-12-31 136,704
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 131,603
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 21,650
Net shortfall amortization installment of oustanding balance 2019-12-31 539,190
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 131,603
Additional cash requirement 2019-12-31 131,603
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 131,603
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2018 401k membership
Market value of plan assets 2018-12-31 2,947,630
Acturial value of plan assets 2018-12-31 2,947,630
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,636,179
Number of terminated vested participants 2018-12-31 13
Fundng target for terminated vested participants 2018-12-31 448,522
Active participant vested funding target 2018-12-31 1,060,222
Number of active participants 2018-12-31 9
Total funding liabilities for active participants 2018-12-31 1,060,222
Total participant count 2018-12-31 34
Total funding target for all participants 2018-12-31 3,144,923
Balance at beginning of prior year after applicable adjustments 2018-12-31 32,610
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 37,465
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 32,610
Amount remaining of prefunding balance 2018-12-31 37,465
Present value of excess contributions 2018-12-31 47,247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 50,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 36,722
Balance of prefunding at beginning of current year 2018-12-31 42,189
Total employer contributions 2018-12-31 128,527
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 123,587
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 64,456
Net shortfall amortization installment of oustanding balance 2018-12-31 276,204
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 123,571
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 123,571
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 123,587
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2017 401k membership
Market value of plan assets 2017-12-31 2,635,816
Acturial value of plan assets 2017-12-31 2,635,816
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,401,177
Number of terminated vested participants 2017-12-31 14
Fundng target for terminated vested participants 2017-12-31 580,989
Active participant vested funding target 2017-12-31 897,942
Number of active participants 2017-12-31 9
Total funding liabilities for active participants 2017-12-31 897,942
Total participant count 2017-12-31 34
Total funding target for all participants 2017-12-31 2,880,108
Balance at beginning of prior year after applicable adjustments 2017-12-31 29,573
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 33,976
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 29,573
Amount remaining of prefunding balance 2017-12-31 33,976
Present value of excess contributions 2017-12-31 6,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 7,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 32,610
Balance of prefunding at beginning of current year 2017-12-31 37,465
Total employer contributions 2017-12-31 169,864
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 162,675
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 57,090
Net shortfall amortization installment of oustanding balance 2017-12-31 314,367
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 115,428
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 115,428
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 162,675
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2016 401k membership
Market value of plan assets 2016-12-31 2,408,086
Acturial value of plan assets 2016-12-31 2,408,086
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,314,522
Number of terminated vested participants 2016-12-31 16
Fundng target for terminated vested participants 2016-12-31 591,054
Active participant vested funding target 2016-12-31 784,535
Number of active participants 2016-12-31 9
Total funding liabilities for active participants 2016-12-31 784,535
Total participant count 2016-12-31 34
Total funding target for all participants 2016-12-31 2,690,111
Balance at beginning of prior year after applicable adjustments 2016-12-31 30,306
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 34,819
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 30,306
Amount remaining of prefunding balance 2016-12-31 34,819
Present value of excess contributions 2016-12-31 5,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 5,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 29,573
Balance of prefunding at beginning of current year 2016-12-31 33,976
Total employer contributions 2016-12-31 132,437
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 126,405
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 62,681
Net shortfall amortization installment of oustanding balance 2016-12-31 345,574
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 119,778
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 119,778
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 126,405
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2009: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 33
Total participants 2009-01-01 33

Measure	Date	Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2022 401k membership
Market value of plan assets	2022-12-31	2,911,790
Acturial value of plan assets	2022-12-31	2,911,790
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,522,093
Number of terminated vested participants	2022-12-31	10
Fundng target for terminated vested participants	2022-12-31	681,114
Active participant vested funding target	2022-12-31	529,650
Number of active participants	2022-12-31	5
Total funding liabilities for active participants	2022-12-31	529,650
Total participant count	2022-12-31	25
Total funding target for all participants	2022-12-31	2,732,857
Balance at beginning of prior year after applicable adjustments	2022-12-31	40,228
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	48,786
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	40,228
Amount remaining of prefunding balance	2022-12-31	48,786
Present value of excess contributions	2022-12-31	4
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	4
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	42,811
Balance of prefunding at beginning of current year	2022-12-31	51,918
Total employer contributions	2022-12-31	0
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	16,000
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2021 401k membership
Market value of plan assets	2021-12-31	2,895,766
Acturial value of plan assets	2021-12-31	2,895,766
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,840,088
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	386,822
Active participant vested funding target	2021-12-31	706,221
Number of active participants	2021-12-31	6
Total funding liabilities for active participants	2021-12-31	706,221
Total participant count	2021-12-31	26
Total funding target for all participants	2021-12-31	2,933,131
Balance at beginning of prior year after applicable adjustments	2021-12-31	40,036
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	48,553
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	40,036
Amount remaining of prefunding balance	2021-12-31	48,553
Present value of excess contributions	2021-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	40,228
Balance of prefunding at beginning of current year	2021-12-31	48,786
Total employer contributions	2021-12-31	31,502
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	29,788
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	18,000
Net shortfall amortization installment of oustanding balance	2021-12-31	126,379
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	29,784
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	29,784
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	29,788
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2020 401k membership
Market value of plan assets	2020-12-31	3,244,185
Acturial value of plan assets	2020-12-31	3,244,185
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,910,159
Number of terminated vested participants	2020-12-31	13
Fundng target for terminated vested participants	2020-12-31	563,402
Active participant vested funding target	2020-12-31	682,035
Number of active participants	2020-12-31	6
Total funding liabilities for active participants	2020-12-31	682,035
Total participant count	2020-12-31	33
Total funding target for all participants	2020-12-31	3,155,596
Balance at beginning of prior year after applicable adjustments	2020-12-31	35,793
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	41,122
Amount remaining of carryover balance	2020-12-31	35,793
Amount remaining of prefunding balance	2020-12-31	41,122
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	2,225
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	40,036
Balance of prefunding at beginning of current year	2020-12-31	48,553
Total employer contributions	2020-12-31	23,283
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	22,437
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	22,437
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	22,437
Additional cash requirement	2020-12-31	22,437
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	22,437
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2019 401k membership
Market value of plan assets	2019-12-31	2,826,434
Acturial value of plan assets	2019-12-31	2,826,434
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,671,485
Number of terminated vested participants	2019-12-31	14
Fundng target for terminated vested participants	2019-12-31	894,476
Active participant vested funding target	2019-12-31	722,748
Number of active participants	2019-12-31	7
Total funding liabilities for active participants	2019-12-31	722,748
Total participant count	2019-12-31	34
Total funding target for all participants	2019-12-31	3,288,709
Balance at beginning of prior year after applicable adjustments	2019-12-31	36,722
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	42,189
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	36,722
Amount remaining of prefunding balance	2019-12-31	42,189
Present value of excess contributions	2019-12-31	16
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	17
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	35,793
Balance of prefunding at beginning of current year	2019-12-31	41,122
Total employer contributions	2019-12-31	136,704
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	131,603
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	21,650
Net shortfall amortization installment of oustanding balance	2019-12-31	539,190
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	131,603
Additional cash requirement	2019-12-31	131,603
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	131,603
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2018 401k membership
Market value of plan assets	2018-12-31	2,947,630
Acturial value of plan assets	2018-12-31	2,947,630
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,636,179
Number of terminated vested participants	2018-12-31	13
Fundng target for terminated vested participants	2018-12-31	448,522
Active participant vested funding target	2018-12-31	1,060,222
Number of active participants	2018-12-31	9
Total funding liabilities for active participants	2018-12-31	1,060,222
Total participant count	2018-12-31	34
Total funding target for all participants	2018-12-31	3,144,923
Balance at beginning of prior year after applicable adjustments	2018-12-31	32,610
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	37,465
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	32,610
Amount remaining of prefunding balance	2018-12-31	37,465
Present value of excess contributions	2018-12-31	47,247
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	50,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	36,722
Balance of prefunding at beginning of current year	2018-12-31	42,189
Total employer contributions	2018-12-31	128,527
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	123,587
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	64,456
Net shortfall amortization installment of oustanding balance	2018-12-31	276,204
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	123,571
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	123,571
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	123,587
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2017 401k membership
Market value of plan assets	2017-12-31	2,635,816
Acturial value of plan assets	2017-12-31	2,635,816
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,401,177
Number of terminated vested participants	2017-12-31	14
Fundng target for terminated vested participants	2017-12-31	580,989
Active participant vested funding target	2017-12-31	897,942
Number of active participants	2017-12-31	9
Total funding liabilities for active participants	2017-12-31	897,942
Total participant count	2017-12-31	34
Total funding target for all participants	2017-12-31	2,880,108
Balance at beginning of prior year after applicable adjustments	2017-12-31	29,573
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	33,976
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	29,573
Amount remaining of prefunding balance	2017-12-31	33,976
Present value of excess contributions	2017-12-31	6,627
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	7,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	32,610
Balance of prefunding at beginning of current year	2017-12-31	37,465
Total employer contributions	2017-12-31	169,864
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	162,675
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	57,090
Net shortfall amortization installment of oustanding balance	2017-12-31	314,367
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	115,428
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	115,428
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	162,675
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2016 401k membership
Market value of plan assets	2016-12-31	2,408,086
Acturial value of plan assets	2016-12-31	2,408,086
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,314,522
Number of terminated vested participants	2016-12-31	16
Fundng target for terminated vested participants	2016-12-31	591,054
Active participant vested funding target	2016-12-31	784,535
Number of active participants	2016-12-31	9
Total funding liabilities for active participants	2016-12-31	784,535
Total participant count	2016-12-31	34
Total funding target for all participants	2016-12-31	2,690,111
Balance at beginning of prior year after applicable adjustments	2016-12-31	30,306
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	34,819
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	30,306
Amount remaining of prefunding balance	2016-12-31	34,819
Present value of excess contributions	2016-12-31	5,499
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	5,845
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	29,573
Balance of prefunding at beginning of current year	2016-12-31	33,976
Total employer contributions	2016-12-31	132,437
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	126,405
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	62,681
Net shortfall amortization installment of oustanding balance	2016-12-31	345,574
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	119,778
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	119,778
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	126,405
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2009: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	33
Total participants	2009-01-01	33

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION

Measure	Date	Value
2010 : RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$24,000
Total income from all sources	2010-12-31	$266,587
Expenses. Total of all expenses incurred	2010-12-31	$62,237
Benefits paid (including direct rollovers)	2010-12-31	$61,992
Total plan assets at end of year	2010-12-31	$1,869,770
Total plan assets at beginning of year	2010-12-31	$1,641,420
Value of fidelity bond covering the plan	2010-12-31	$500,000
Other income received	2010-12-31	$125,014
Net income (gross income less expenses)	2010-12-31	$204,350
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,845,770
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,641,420
Total contributions received or receivable from employer(s)	2010-12-31	$141,573
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$245

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION

2009: RETIREMENT PLAN FOR EMPLOYEES OF UNITED METAL TRADES ASSOCIATION 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	UNITED EMPLOYERS ASSOCIATION
Employer identification number (EIN):	930302009
NAIC Classification:	331110
NAIC Description:	Iron and Steel Mills and Ferroalloy Manufacturing