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LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 401k Plan overview

Plan NameLOCAL UNION 598 SUPPLEMENTAL PENSION PLAN
Plan identification number 001

LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN Benefits

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

401k Sponsoring company profile

TRUSTEES, LOCAL UNION 598 SUPP PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES, LOCAL UNION 598 SUPP PENSION PLAN
Employer identification number (EIN):931069859
NAIC Classification:238220
NAIC Description:Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-10-01MACK BLAND III2024-07-15 MACK BLAND III2024-07-15
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012017-10-01
0012017-10-01
0012016-10-01MACK BLAND III
0012015-10-01MACK BLAND III
0012014-10-01MACK BLAND III
0012013-10-01PETE NICACIO
0012012-10-01PETE NICACIO
0012011-10-01MACK BLAND III
0012009-10-01PEDRO NICACIO MACK BLAND2011-06-21

Plan Statistics for LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN

401k plan membership statisitcs for LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN

Measure Date Value
2022: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-011,061
Total number of active participants reported on line 7a of the Form 55002022-10-01611
Number of retired or separated participants receiving benefits2022-10-0114
Number of other retired or separated participants entitled to future benefits2022-10-01451
Total of all active and inactive participants2022-10-011,076
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-011,076
Number of participants with account balances2022-10-011,076
Number of employers contributing to the scheme2022-10-0169
2021: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-011,052
Total number of active participants reported on line 7a of the Form 55002021-10-01602
Number of retired or separated participants receiving benefits2021-10-0114
Number of other retired or separated participants entitled to future benefits2021-10-01445
Total of all active and inactive participants2021-10-011,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-010
Total participants2021-10-011,061
Number of participants with account balances2021-10-011,061
Number of employers contributing to the scheme2021-10-0155
2020: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-011,061
Total number of active participants reported on line 7a of the Form 55002020-10-01591
Number of retired or separated participants receiving benefits2020-10-0114
Number of other retired or separated participants entitled to future benefits2020-10-01447
Total of all active and inactive participants2020-10-011,052
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-011,052
Number of participants with account balances2020-10-011,052
Number of employers contributing to the scheme2020-10-0154
2019: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-011,086
Total number of active participants reported on line 7a of the Form 55002019-10-01605
Number of retired or separated participants receiving benefits2019-10-0112
Number of other retired or separated participants entitled to future benefits2019-10-01444
Total of all active and inactive participants2019-10-011,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-011,061
Number of participants with account balances2019-10-011,061
Number of employers contributing to the scheme2019-10-0165
2018: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01965
Total number of active participants reported on line 7a of the Form 55002018-10-01604
Number of retired or separated participants receiving benefits2018-10-0110
Number of other retired or separated participants entitled to future benefits2018-10-01472
Total of all active and inactive participants2018-10-011,086
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-011,086
Number of participants with account balances2018-10-011,086
Number of employers contributing to the scheme2018-10-0159
2017: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01938
Total number of active participants reported on line 7a of the Form 55002017-10-01621
Number of retired or separated participants receiving benefits2017-10-017
Number of other retired or separated participants entitled to future benefits2017-10-01337
Total of all active and inactive participants2017-10-01965
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01965
Number of participants with account balances2017-10-01958
Number of employers contributing to the scheme2017-10-0166
2016: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01969
Total number of active participants reported on line 7a of the Form 55002016-10-01600
Number of retired or separated participants receiving benefits2016-10-011
Number of other retired or separated participants entitled to future benefits2016-10-01337
Total of all active and inactive participants2016-10-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01938
Number of participants with account balances2016-10-01938
Number of employers contributing to the scheme2016-10-0155
2015: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01912
Total number of active participants reported on line 7a of the Form 55002015-10-01645
Number of retired or separated participants receiving benefits2015-10-011
Number of other retired or separated participants entitled to future benefits2015-10-01323
Total of all active and inactive participants2015-10-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01969
Number of participants with account balances2015-10-01969
Number of employers contributing to the scheme2015-10-0154
2014: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01974
Total number of active participants reported on line 7a of the Form 55002014-10-01601
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-01311
Total of all active and inactive participants2014-10-01912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01912
Number of participants with account balances2014-10-01912
Number of employers contributing to the scheme2014-10-0159
2013: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-011,025
Total number of active participants reported on line 7a of the Form 55002013-10-01575
Number of other retired or separated participants entitled to future benefits2013-10-01399
Total of all active and inactive participants2013-10-01974
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01974
Number of participants with account balances2013-10-01974
Number of employers contributing to the scheme2013-10-0150
2012: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-011,084
Total number of active participants reported on line 7a of the Form 55002012-10-01619
Number of other retired or separated participants entitled to future benefits2012-10-01406
Total of all active and inactive participants2012-10-011,025
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-011,025
Number of participants with account balances2012-10-011,025
Number of employers contributing to the scheme2012-10-0153
2011: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-011,239
Total number of active participants reported on line 7a of the Form 55002011-10-011,084
Total of all active and inactive participants2011-10-011,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-011,084
Number of participants with account balances2011-10-011,144
Number of employers contributing to the scheme2011-10-0140
2009: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-011,258
Total number of active participants reported on line 7a of the Form 55002009-10-011,169
Total of all active and inactive participants2009-10-011,169
Total participants2009-10-011,169
Number of participants with account balances2009-10-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-010
Number of employers contributing to the scheme2009-10-0159

Financial Data on LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN

Measure Date Value
2023 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$102,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$118,973
Total income from all sources (including contributions)2023-09-30$21,645,297
Total of all expenses incurred2023-09-30$6,090,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$5,777,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$7,816,707
Value of total assets at end of year2023-09-30$112,716,512
Value of total assets at beginning of year2023-09-30$97,177,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$313,497
Total interest from all sources2023-09-30$157,331
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$5,366,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$5,366,515
Administrative expenses professional fees incurred2023-09-30$29,493
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$4,727
Participant contributions at end of year2023-09-30$2,218,161
Participant contributions at beginning of year2023-09-30$2,117,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-09-30$38,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-09-30$42,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-09-30$60,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-09-30$33,461
Other income not declared elsewhere2023-09-30$11,914
Administrative expenses (other) incurred2023-09-30$111,046
Liabilities. Value of operating payables at end of year2023-09-30$42,452
Liabilities. Value of operating payables at beginning of year2023-09-30$85,512
Total non interest bearing cash at end of year2023-09-30$84,465
Total non interest bearing cash at beginning of year2023-09-30$134,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$15,554,662
Value of net assets at end of year (total assets less liabilities)2023-09-30$112,613,528
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$97,058,866
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Investment advisory and management fees2023-09-30$26,634
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$100,501,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$83,875,446
Interest on participant loans2023-09-30$154,905
Value of interest in common/collective trusts at end of year2023-09-30$9,162,958
Value of interest in common/collective trusts at beginning of year2023-09-30$10,323,273
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-09-30$2,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$8,062,533
Net investment gain or loss from common/collective trusts2023-09-30$230,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$7,811,980
Employer contributions (assets) at end of year2023-09-30$710,984
Employer contributions (assets) at beginning of year2023-09-30$684,755
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$5,777,138
Contract administrator fees2023-09-30$146,324
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30PLATFORM CPAS, LLP
Accountancy firm EIN2023-09-30884342576
2022 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$118,973
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$141,674
Total income from all sources (including contributions)2022-09-30$-13,976,764
Total of all expenses incurred2022-09-30$4,686,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$4,369,711
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$6,691,918
Value of total assets at end of year2022-09-30$97,177,839
Value of total assets at beginning of year2022-09-30$115,863,994
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$316,979
Total interest from all sources2022-09-30$142,031
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$4,677,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$4,677,778
Administrative expenses professional fees incurred2022-09-30$35,999
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$9,698
Participant contributions at end of year2022-09-30$2,117,547
Participant contributions at beginning of year2022-09-30$2,246,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-09-30$42,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-09-30$35,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-09-30$33,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-09-30$38,967
Other income not declared elsewhere2022-09-30$81,278
Administrative expenses (other) incurred2022-09-30$112,910
Liabilities. Value of operating payables at end of year2022-09-30$85,512
Liabilities. Value of operating payables at beginning of year2022-09-30$102,707
Total non interest bearing cash at end of year2022-09-30$134,250
Total non interest bearing cash at beginning of year2022-09-30$53,433
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-18,663,454
Value of net assets at end of year (total assets less liabilities)2022-09-30$97,058,866
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$115,722,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$26,833
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$83,875,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$103,882,183
Interest on participant loans2022-09-30$136,440
Value of interest in common/collective trusts at end of year2022-09-30$10,323,273
Value of interest in common/collective trusts at beginning of year2022-09-30$9,027,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-09-30$5,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-25,721,493
Net investment gain or loss from common/collective trusts2022-09-30$151,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$6,682,220
Employer contributions (assets) at end of year2022-09-30$684,755
Employer contributions (assets) at beginning of year2022-09-30$618,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$4,369,711
Contract administrator fees2022-09-30$141,237
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2022-09-30931015766
2021 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$141,674
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$105,307
Total income from all sources (including contributions)2021-09-30$27,403,393
Total of all expenses incurred2021-09-30$6,456,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$6,186,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$6,039,953
Value of total assets at end of year2021-09-30$115,863,994
Value of total assets at beginning of year2021-09-30$94,880,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$270,178
Total interest from all sources2021-09-30$116,355
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$4,748,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$4,748,037
Administrative expenses professional fees incurred2021-09-30$25,612
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Funding deficiency by the employer to the plan for this plan year2021-09-30$0
Minimum employer required contribution for this plan year2021-09-30$5,954,819
Amount contributed by the employer to the plan for this plan year2021-09-30$5,954,819
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$85,134
Participant contributions at end of year2021-09-30$2,246,908
Participant contributions at beginning of year2021-09-30$1,899,104
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-09-30$35,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-09-30$35,658
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-09-30$38,967
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-09-30$41,432
Other income not declared elsewhere2021-09-30$112,652
Administrative expenses (other) incurred2021-09-30$82,119
Liabilities. Value of operating payables at end of year2021-09-30$102,707
Liabilities. Value of operating payables at beginning of year2021-09-30$63,875
Total non interest bearing cash at end of year2021-09-30$53,433
Total non interest bearing cash at beginning of year2021-09-30$71,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$20,947,136
Value of net assets at end of year (total assets less liabilities)2021-09-30$115,722,320
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$94,775,184
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$25,424
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$103,882,183
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$83,423,742
Interest on participant loans2021-09-30$116,192
Value of interest in common/collective trusts at end of year2021-09-30$9,027,817
Value of interest in common/collective trusts at beginning of year2021-09-30$8,985,596
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-09-30$163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$16,217,457
Net investment gain or loss from common/collective trusts2021-09-30$168,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$5,954,819
Employer contributions (assets) at end of year2021-09-30$618,461
Employer contributions (assets) at beginning of year2021-09-30$464,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$6,186,079
Contract administrator fees2021-09-30$137,023
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Unqualified
Accountancy firm name2021-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2021-09-30931015766
2020 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$105,307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$310,328
Total income from all sources (including contributions)2020-09-30$14,455,265
Total of all expenses incurred2020-09-30$2,922,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$2,639,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$6,863,620
Value of total assets at end of year2020-09-30$94,880,491
Value of total assets at beginning of year2020-09-30$83,553,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$283,278
Total interest from all sources2020-09-30$109,718
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$3,966,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$3,966,847
Administrative expenses professional fees incurred2020-09-30$34,961
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Participant contributions at end of year2020-09-30$1,899,104
Participant contributions at beginning of year2020-09-30$1,499,242
Income. Received or receivable in cash from other sources (including rollovers)2020-09-30$7,102
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-09-30$35,658
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-09-30$2,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-09-30$41,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-09-30$270,232
Other income not declared elsewhere2020-09-30$102,048
Administrative expenses (other) incurred2020-09-30$94,679
Liabilities. Value of operating payables at end of year2020-09-30$63,875
Liabilities. Value of operating payables at beginning of year2020-09-30$40,096
Total non interest bearing cash at end of year2020-09-30$71,744
Total non interest bearing cash at beginning of year2020-09-30$176,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$11,532,280
Value of net assets at end of year (total assets less liabilities)2020-09-30$94,775,184
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$83,242,904
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Investment advisory and management fees2020-09-30$25,458
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$83,423,742
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$74,817,625
Interest on participant loans2020-09-30$107,783
Value of interest in common/collective trusts at end of year2020-09-30$8,985,596
Value of interest in common/collective trusts at beginning of year2020-09-30$6,326,347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-09-30$1,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$3,258,217
Net investment gain or loss from common/collective trusts2020-09-30$154,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$6,856,518
Employer contributions (assets) at end of year2020-09-30$464,647
Employer contributions (assets) at beginning of year2020-09-30$731,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$2,639,707
Contract administrator fees2020-09-30$128,180
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2020-09-30931015766
2019 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$310,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$158,648
Total income from all sources (including contributions)2019-09-30$11,046,884
Total of all expenses incurred2019-09-30$4,329,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$4,068,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$7,683,115
Value of total assets at end of year2019-09-30$83,553,232
Value of total assets at beginning of year2019-09-30$76,684,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$261,694
Total interest from all sources2019-09-30$97,749
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$4,883,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$4,883,871
Administrative expenses professional fees incurred2019-09-30$21,446
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Funding deficiency by the employer to the plan for this plan year2019-09-30$0
Minimum employer required contribution for this plan year2019-09-30$7,683,115
Amount contributed by the employer to the plan for this plan year2019-09-30$7,683,115
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Participant contributions at end of year2019-09-30$1,499,242
Participant contributions at beginning of year2019-09-30$1,492,336
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-09-30$2,501
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-09-30$24,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-09-30$270,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-09-30$116,742
Other income not declared elsewhere2019-09-30$94,032
Administrative expenses (other) incurred2019-09-30$86,513
Liabilities. Value of operating payables at end of year2019-09-30$40,096
Liabilities. Value of operating payables at beginning of year2019-09-30$41,906
Total non interest bearing cash at end of year2019-09-30$176,323
Total non interest bearing cash at beginning of year2019-09-30$47,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$6,716,901
Value of net assets at end of year (total assets less liabilities)2019-09-30$83,242,904
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$76,526,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Investment advisory and management fees2019-09-30$29,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$74,817,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$68,787,546
Interest on participant loans2019-09-30$97,003
Value of interest in common/collective trusts at end of year2019-09-30$6,326,347
Value of interest in common/collective trusts at beginning of year2019-09-30$5,749,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-09-30$746
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-1,843,539
Net investment gain or loss from common/collective trusts2019-09-30$131,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$7,683,115
Employer contributions (assets) at end of year2019-09-30$731,194
Employer contributions (assets) at beginning of year2019-09-30$582,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$4,068,289
Contract administrator fees2019-09-30$124,551
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30No
Opinion of an independent qualified public accountant for this plan2019-09-30Unqualified
Accountancy firm name2019-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2019-09-30931015766
2018 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$158,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$47,992
Total income from all sources (including contributions)2018-09-30$9,814,534
Total of all expenses incurred2018-09-30$3,548,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$3,291,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$4,861,355
Value of total assets at end of year2018-09-30$76,684,651
Value of total assets at beginning of year2018-09-30$70,307,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$256,088
Total interest from all sources2018-09-30$119,816
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$2,615,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$2,615,413
Administrative expenses professional fees incurred2018-09-30$22,415
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$50,000
If this is an individual account plan, was there a blackout period2018-09-30No
Funding deficiency by the employer to the plan for this plan year2018-09-30$0
Minimum employer required contribution for this plan year2018-09-30$4,861,355
Amount contributed by the employer to the plan for this plan year2018-09-30$4,861,355
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Participant contributions at end of year2018-09-30$1,492,336
Participant contributions at beginning of year2018-09-30$1,750,866
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$24,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$26,740
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-09-30$116,742
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-09-30$10,659
Administrative expenses (other) incurred2018-09-30$88,367
Liabilities. Value of operating payables at end of year2018-09-30$41,906
Liabilities. Value of operating payables at beginning of year2018-09-30$37,333
Total non interest bearing cash at end of year2018-09-30$47,836
Total non interest bearing cash at beginning of year2018-09-30$75,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$6,266,524
Value of net assets at end of year (total assets less liabilities)2018-09-30$76,526,003
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$70,259,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Investment advisory and management fees2018-09-30$25,434
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$68,787,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$61,873,017
Interest on participant loans2018-09-30$104,825
Value of interest in common/collective trusts at end of year2018-09-30$5,749,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-09-30$6,179,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-09-30$6,179,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-09-30$14,991
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$2,125,692
Net investment gain or loss from common/collective trusts2018-09-30$92,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$4,861,355
Employer contributions (assets) at end of year2018-09-30$582,935
Employer contributions (assets) at beginning of year2018-09-30$402,105
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$3,291,922
Contract administrator fees2018-09-30$119,872
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30No
Opinion of an independent qualified public accountant for this plan2018-09-30Unqualified
Accountancy firm name2018-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2018-09-30931015766
2017 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$47,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$50,133
Total income from all sources (including contributions)2017-09-30$11,856,491
Total of all expenses incurred2017-09-30$4,795,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$4,520,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$4,806,295
Value of total assets at end of year2017-09-30$70,307,471
Value of total assets at beginning of year2017-09-30$63,248,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$275,536
Total interest from all sources2017-09-30$153,153
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$7,289,865
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$7,289,865
Administrative expenses professional fees incurred2017-09-30$24,601
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Participant contributions at end of year2017-09-30$1,750,866
Participant contributions at beginning of year2017-09-30$1,869,005
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$26,740
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$18,530
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$10,659
Administrative expenses (other) incurred2017-09-30$104,575
Liabilities. Value of operating payables at end of year2017-09-30$37,333
Liabilities. Value of operating payables at beginning of year2017-09-30$50,133
Total non interest bearing cash at end of year2017-09-30$75,424
Total non interest bearing cash at beginning of year2017-09-30$119,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$7,060,854
Value of net assets at end of year (total assets less liabilities)2017-09-30$70,259,479
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$63,198,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Investment advisory and management fees2017-09-30$25,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$61,873,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$54,643,209
Interest on participant loans2017-09-30$95,041
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-09-30$6,179,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-09-30$6,152,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-09-30$6,152,044
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-09-30$58,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$-392,822
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$4,806,295
Employer contributions (assets) at end of year2017-09-30$402,105
Employer contributions (assets) at beginning of year2017-09-30$446,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$4,520,101
Contract administrator fees2017-09-30$120,581
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30No
Opinion of an independent qualified public accountant for this plan2017-09-30Unqualified
Accountancy firm name2017-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2017-09-30931015766
2016 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$50,133
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$95,507
Total income from all sources (including contributions)2016-09-30$9,348,257
Total of all expenses incurred2016-09-30$4,196,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$3,948,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$5,349,559
Value of total assets at end of year2016-09-30$63,248,758
Value of total assets at beginning of year2016-09-30$58,141,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$247,087
Total interest from all sources2016-09-30$119,761
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$3,713,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$3,713,426
Administrative expenses professional fees incurred2016-09-30$26,101
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Funding deficiency by the employer to the plan for this plan year2016-09-30$0
Minimum employer required contribution for this plan year2016-09-30$5,349,559
Amount contributed by the employer to the plan for this plan year2016-09-30$5,349,559
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Participant contributions at end of year2016-09-30$1,869,005
Participant contributions at beginning of year2016-09-30$1,858,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$18,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$20,834
Other income not declared elsewhere2016-09-30$3,703
Administrative expenses (other) incurred2016-09-30$70,233
Liabilities. Value of operating payables at end of year2016-09-30$50,133
Liabilities. Value of operating payables at beginning of year2016-09-30$95,507
Total non interest bearing cash at end of year2016-09-30$119,877
Total non interest bearing cash at beginning of year2016-09-30$47,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$5,152,246
Value of net assets at end of year (total assets less liabilities)2016-09-30$63,198,625
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$58,046,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Investment advisory and management fees2016-09-30$25,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$54,643,209
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$50,770,793
Interest on participant loans2016-09-30$100,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-09-30$6,152,044
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-09-30$4,991,750
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-09-30$4,991,750
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-09-30$19,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$161,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$5,349,559
Employer contributions (assets) at end of year2016-09-30$446,093
Employer contributions (assets) at beginning of year2016-09-30$452,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$3,948,924
Contract administrator fees2016-09-30$124,987
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30No
Opinion of an independent qualified public accountant for this plan2016-09-30Unqualified
Accountancy firm name2016-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2016-09-30931015766
2015 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$95,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$43,924
Total income from all sources (including contributions)2015-09-30$2,891,054
Total of all expenses incurred2015-09-30$4,555,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$4,311,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$4,629,712
Value of total assets at end of year2015-09-30$58,141,886
Value of total assets at beginning of year2015-09-30$59,754,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$243,619
Total interest from all sources2015-09-30$93,850
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$4,042,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-09-30$4,042,732
Administrative expenses professional fees incurred2015-09-30$22,857
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Funding deficiency by the employer to the plan for this plan year2015-09-30$0
Minimum employer required contribution for this plan year2015-09-30$4,628,570
Amount contributed by the employer to the plan for this plan year2015-09-30$4,628,570
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Participant contributions at end of year2015-09-30$1,858,728
Participant contributions at beginning of year2015-09-30$1,688,127
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$1,142
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$20,834
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$16,165
Other income not declared elsewhere2015-09-30$431
Administrative expenses (other) incurred2015-09-30$68,475
Liabilities. Value of operating payables at end of year2015-09-30$95,507
Liabilities. Value of operating payables at beginning of year2015-09-30$43,924
Total non interest bearing cash at end of year2015-09-30$47,331
Total non interest bearing cash at beginning of year2015-09-30$13,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-1,663,993
Value of net assets at end of year (total assets less liabilities)2015-09-30$58,046,379
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$59,710,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Investment advisory and management fees2015-09-30$26,022
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$50,770,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$53,628,056
Interest on participant loans2015-09-30$92,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-09-30$4,991,750
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-09-30$4,027,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-09-30$4,027,164
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-09-30$877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-5,875,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$4,628,570
Employer contributions (assets) at end of year2015-09-30$452,450
Employer contributions (assets) at beginning of year2015-09-30$381,521
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$4,311,428
Contract administrator fees2015-09-30$126,265
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30No
Opinion of an independent qualified public accountant for this plan2015-09-30Unqualified
Accountancy firm name2015-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2015-09-30931015766
2014 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$43,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$89,377
Total income from all sources (including contributions)2014-09-30$8,677,707
Total of all expenses incurred2014-09-30$3,205,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$2,971,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$4,047,697
Value of total assets at end of year2014-09-30$59,754,296
Value of total assets at beginning of year2014-09-30$54,327,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$233,589
Total interest from all sources2014-09-30$86,253
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$2,093,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$2,093,050
Administrative expenses professional fees incurred2014-09-30$22,027
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Funding deficiency by the employer to the plan for this plan year2014-09-30$0
Minimum employer required contribution for this plan year2014-09-30$4,047,697
Amount contributed by the employer to the plan for this plan year2014-09-30$4,047,697
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Participant contributions at end of year2014-09-30$1,688,127
Participant contributions at beginning of year2014-09-30$1,549,183
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$50,217
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$16,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$16,487
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$56,034
Other income not declared elsewhere2014-09-30$59,539
Administrative expenses (other) incurred2014-09-30$74,689
Liabilities. Value of operating payables at end of year2014-09-30$43,924
Liabilities. Value of operating payables at beginning of year2014-09-30$33,343
Total non interest bearing cash at end of year2014-09-30$13,263
Total non interest bearing cash at beginning of year2014-09-30$127,846
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$5,472,349
Value of net assets at end of year (total assets less liabilities)2014-09-30$59,710,372
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$54,238,023
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Investment advisory and management fees2014-09-30$18,568
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$53,628,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$48,405,359
Interest on participant loans2014-09-30$85,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$4,027,164
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$3,882,030
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$3,882,030
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-09-30$1,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$2,391,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$3,997,480
Employer contributions (assets) at end of year2014-09-30$381,521
Employer contributions (assets) at beginning of year2014-09-30$346,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$2,971,769
Contract administrator fees2014-09-30$118,305
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30No
Opinion of an independent qualified public accountant for this plan2014-09-30Unqualified
Accountancy firm name2014-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2014-09-30931015766
2013 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$89,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$118,828
Total income from all sources (including contributions)2013-09-30$11,707,955
Total of all expenses incurred2013-09-30$3,564,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$3,267,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$4,221,121
Value of total assets at end of year2013-09-30$54,327,400
Value of total assets at beginning of year2013-09-30$46,213,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$297,445
Total interest from all sources2013-09-30$83,954
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$855,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-09-30$855,603
Administrative expenses professional fees incurred2013-09-30$28,130
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$500,000
If this is an individual account plan, was there a blackout period2013-09-30No
Funding deficiency by the employer to the plan for this plan year2013-09-30$0
Minimum employer required contribution for this plan year2013-09-30$4,221,121
Amount contributed by the employer to the plan for this plan year2013-09-30$4,221,121
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Participant contributions at end of year2013-09-30$1,549,183
Participant contributions at beginning of year2013-09-30$1,535,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-09-30$16,487
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-09-30$12,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-09-30$56,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-09-30$56,034
Other income not declared elsewhere2013-09-30$3,150
Administrative expenses (other) incurred2013-09-30$82,329
Liabilities. Value of operating payables at end of year2013-09-30$33,343
Liabilities. Value of operating payables at beginning of year2013-09-30$62,794
Total non interest bearing cash at end of year2013-09-30$127,846
Total non interest bearing cash at beginning of year2013-09-30$419,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$8,143,488
Value of net assets at end of year (total assets less liabilities)2013-09-30$54,238,023
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$46,094,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$86,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$48,405,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$29,037,535
Interest on participant loans2013-09-30$83,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$3,882,030
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$623,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$623,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$497
Assets. Value of investments in 103.12 investment entities at beginning of year2013-09-30$14,216,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$6,098,052
Net gain/loss from 103.12 investment entities2013-09-30$446,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Contributions received in cash from employer2013-09-30$4,221,121
Employer contributions (assets) at end of year2013-09-30$346,495
Employer contributions (assets) at beginning of year2013-09-30$368,292
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$3,267,022
Contract administrator fees2013-09-30$100,612
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30No
Opinion of an independent qualified public accountant for this plan2013-09-30Unqualified
Accountancy firm name2013-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2013-09-30931015766
2012 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$118,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$365,219
Total income from all sources (including contributions)2012-09-30$9,294,998
Total of all expenses incurred2012-09-30$3,205,687
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$2,865,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$3,781,647
Value of total assets at end of year2012-09-30$46,213,363
Value of total assets at beginning of year2012-09-30$40,370,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$340,353
Total interest from all sources2012-09-30$78,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Administrative expenses professional fees incurred2012-09-30$55,523
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$500,000
If this is an individual account plan, was there a blackout period2012-09-30No
Funding deficiency by the employer to the plan for this plan year2012-09-30$0
Minimum employer required contribution for this plan year2012-09-30$3,781,647
Amount contributed by the employer to the plan for this plan year2012-09-30$3,781,647
Were there any nonexempt tranactions with any party-in-interest2012-09-30Yes
Amount of non-exempt transactions with any party-in-interest2012-09-30$56,034
Participant contributions at end of year2012-09-30$1,535,815
Participant contributions at beginning of year2012-09-30$1,359,385
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-09-30$12,195
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-09-30$56,034
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-09-30$317,248
Administrative expenses (other) incurred2012-09-30$73,695
Liabilities. Value of operating payables at end of year2012-09-30$62,794
Liabilities. Value of operating payables at beginning of year2012-09-30$47,971
Total non interest bearing cash at end of year2012-09-30$419,556
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$6,089,311
Value of net assets at end of year (total assets less liabilities)2012-09-30$46,094,535
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$40,005,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$98,638
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$29,037,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$23,498,261
Interest on participant loans2012-09-30$78,417
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$623,727
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$325,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$325,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$72
Assets. Value of investments in 103.12 investment entities at end of year2012-09-30$14,216,243
Assets. Value of investments in 103.12 investment entities at beginning of year2012-09-30$14,619,940
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$3,971,981
Net gain/loss from 103.12 investment entities2012-09-30$1,462,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$3,781,647
Employer contributions (assets) at end of year2012-09-30$368,292
Employer contributions (assets) at beginning of year2012-09-30$567,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$2,865,334
Contract administrator fees2012-09-30$112,497
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30No
Opinion of an independent qualified public accountant for this plan2012-09-30Unqualified
Accountancy firm name2012-09-30BJORKLUND AND MONTPLAISIR
Accountancy firm EIN2012-09-30931015766
2011 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$365,219
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$233,962
Total income from all sources (including contributions)2011-09-30$5,253,965
Total of all expenses incurred2011-09-30$2,517,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$2,193,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$5,010,409
Value of total assets at end of year2011-09-30$40,370,443
Value of total assets at beginning of year2011-09-30$37,502,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$324,209
Total interest from all sources2011-09-30$215,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$70,526
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$500,000
If this is an individual account plan, was there a blackout period2011-09-30No
Were there any nonexempt tranactions with any party-in-interest2011-09-30Yes
Amount of non-exempt transactions with any party-in-interest2011-09-30$177,723
Assets. Other investments not covered elsewhere at end of year2011-09-30$0
Assets. Other investments not covered elsewhere at beginning of year2011-09-30$14,827
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-09-30$1,359,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-09-30$1,034,695
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-09-30$317,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-09-30$177,723
Administrative expenses (other) incurred2011-09-30$63,539
Liabilities. Value of operating payables at end of year2011-09-30$47,971
Liabilities. Value of operating payables at beginning of year2011-09-30$56,239
Total non interest bearing cash at end of year2011-09-30$0
Total non interest bearing cash at beginning of year2011-09-30$560,109
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$2,736,656
Value of net assets at end of year (total assets less liabilities)2011-09-30$40,005,224
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$37,268,568
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$150,627
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$23,498,261
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$8,482,260
Interest on participant loans2011-09-30$65,295
Income. Interest from US Government securities2011-09-30$150,053
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$325,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$27,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$27,608
Assets. Value of investments in 103.12 investment entities at end of year2011-09-30$14,619,940
Assets. Value of investments in 103.12 investment entities at beginning of year2011-09-30$26,993,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$-3,652,481
Net gain/loss from 103.12 investment entities2011-09-30$3,680,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$5,010,409
Employer contributions (assets) at end of year2011-09-30$567,508
Employer contributions (assets) at beginning of year2011-09-30$389,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$2,193,100
Contract administrator fees2011-09-30$39,517
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30No
Opinion of an independent qualified public accountant for this plan2011-09-30Unqualified
Accountancy firm name2011-09-30PAULY, ROGERS AND CO., P.C.
Accountancy firm EIN2011-09-30930936123
2010 : LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN

2022: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2022 form 5500 responses
2022-10-01Type of plan entityMulti-employer plan
2022-10-01Plan is a collectively bargained planYes
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulti-employer plan
2021-10-01Plan is a collectively bargained planYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulti-employer plan
2020-10-01Plan is a collectively bargained planYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulti-employer plan
2019-10-01Plan is a collectively bargained planYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulti-employer plan
2018-10-01Plan is a collectively bargained planYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulti-employer plan
2017-10-01Submission has been amendedYes
2017-10-01Plan is a collectively bargained planYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulti-employer plan
2016-10-01Plan is a collectively bargained planYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulti-employer plan
2015-10-01Plan is a collectively bargained planYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulti-employer plan
2014-10-01Plan is a collectively bargained planYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulti-employer plan
2013-10-01Plan is a collectively bargained planYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes
2012: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2012 form 5500 responses
2012-10-01Type of plan entityMulti-employer plan
2012-10-01Plan is a collectively bargained planYes
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2011 form 5500 responses
2011-10-01Type of plan entityMulti-employer plan
2011-10-01Plan is a collectively bargained planYes
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: LOCAL UNION 598 SUPPLEMENTAL PENSION PLAN 2009 form 5500 responses
2009-10-01Type of plan entityMulti-employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planYes
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes

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