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UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 401k Plan overview

Plan NameUNITED OPTICAL WORKERS LOCAL 408 PENSION FUND
Plan identification number 001

UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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).

401k Sponsoring company profile

BOARD OF TRUSTEES UNITED OPTICAL has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES UNITED OPTICAL
Employer identification number (EIN):131913618
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LINDA KELLNER
0012016-01-01LINDA KELLNER
0012016-01-01
0012016-01-01
0012016-01-01
0012015-01-01NEIL J. SAVASTA
0012014-01-01NEIL J. SAVASTA
0012009-01-01MICHAEL VAN SERTIMA
0012009-01-01MICHAEL VAN SERTIMA
0012009-01-01MICHAEL VAN SERTIMA

Plan Statistics for UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND

401k plan membership statisitcs for UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND

Measure Date Value
2023: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2023 401k membership
Total participants, beginning-of-year2023-01-01463
Number of retired or separated participants receiving benefits2023-01-01305
Number of other retired or separated participants entitled to future benefits2023-01-01102
Total of all active and inactive participants2023-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-0129
Total participants2023-01-01436
2022: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01485
Number of retired or separated participants receiving benefits2022-01-01330
Number of other retired or separated participants entitled to future benefits2022-01-01105
Total of all active and inactive participants2022-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0128
Total participants2022-01-01463
Number of employers contributing to the scheme2022-01-010
2021: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01510
Number of retired or separated participants receiving benefits2021-01-01344
Number of other retired or separated participants entitled to future benefits2021-01-01111
Total of all active and inactive participants2021-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0130
Total participants2021-01-01485
Number of employers contributing to the scheme2021-01-010
2020: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01539
Number of retired or separated participants receiving benefits2020-01-01357
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0134
Total participants2020-01-01510
Number of employers contributing to the scheme2020-01-010
2019: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01567
Number of retired or separated participants receiving benefits2019-01-01371
Number of other retired or separated participants entitled to future benefits2019-01-01130
Total of all active and inactive participants2019-01-01501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-01539
Number of employers contributing to the scheme2019-01-010
2018: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01600
Number of retired or separated participants receiving benefits2018-01-01389
Number of other retired or separated participants entitled to future benefits2018-01-01141
Total of all active and inactive participants2018-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0137
Total participants2018-01-01567
Number of employers contributing to the scheme2018-01-010
2017: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01621
Number of retired or separated participants receiving benefits2017-01-01409
Number of other retired or separated participants entitled to future benefits2017-01-01150
Total of all active and inactive participants2017-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0141
Total participants2017-01-01600
Number of employers contributing to the scheme2017-01-010
2016: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01655
Number of retired or separated participants receiving benefits2016-01-01422
Number of other retired or separated participants entitled to future benefits2016-01-01159
Total of all active and inactive participants2016-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0140
Total participants2016-01-01621
Number of employers contributing to the scheme2016-01-010
2015: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01674
Number of retired or separated participants receiving benefits2015-01-01450
Number of other retired or separated participants entitled to future benefits2015-01-01164
Total of all active and inactive participants2015-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0141
Total participants2015-01-01655
Number of employers contributing to the scheme2015-01-010
2014: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01699
Number of retired or separated participants receiving benefits2014-01-01470
Number of other retired or separated participants entitled to future benefits2014-01-01166
Total of all active and inactive participants2014-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0138
Total participants2014-01-01674
Number of employers contributing to the scheme2014-01-010
2009: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01797
Number of retired or separated participants receiving benefits2009-01-01527
Number of other retired or separated participants entitled to future benefits2009-01-01217
Total of all active and inactive participants2009-01-01744
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0128
Total participants2009-01-01772

Financial Data on UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND

Measure Date Value
2023 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$8,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$8,500
Total income from all sources (including contributions)2023-12-31$454,027
Total of all expenses incurred2023-12-31$474,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$363,445
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$452,700
Value of total assets at end of year2023-12-31$119,042
Value of total assets at beginning of year2023-12-31$139,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$110,966
Total interest from all sources2023-12-31$1,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$40,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$452,700
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$1,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$2,381
Administrative expenses (other) incurred2023-12-31$12,081
Liabilities. Value of operating payables at end of year2023-12-31$8,500
Liabilities. Value of operating payables at beginning of year2023-12-31$8,500
Total non interest bearing cash at end of year2023-12-31$51,265
Total non interest bearing cash at beginning of year2023-12-31$77,207
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-20,384
Value of net assets at end of year (total assets less liabilities)2023-12-31$110,542
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$130,926
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$66,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$59,838
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$59,838
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$1,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$363,445
Contract administrator fees2023-12-31$90,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2023-12-31133082707
2022 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$8,500
Total income from all sources (including contributions)2022-12-31$503,259
Total of all expenses incurred2022-12-31$467,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$365,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$503,000
Value of total assets at end of year2022-12-31$139,426
Value of total assets at beginning of year2022-12-31$104,149
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,859
Total interest from all sources2022-12-31$259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$9,060
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$40,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$503,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,381
Administrative expenses (other) incurred2022-12-31$10,799
Liabilities. Value of operating payables at end of year2022-12-31$8,500
Liabilities. Value of operating payables at beginning of year2022-12-31$8,500
Total non interest bearing cash at end of year2022-12-31$77,207
Total non interest bearing cash at beginning of year2022-12-31$56,834
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$35,277
Value of net assets at end of year (total assets less liabilities)2022-12-31$130,926
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$95,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$59,838
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$45,503
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$45,503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$259
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$365,123
Contract administrator fees2022-12-31$83,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,812
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2022-12-31133082707
2021 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$8,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,500
Total income from all sources (including contributions)2021-12-31$491,509
Total of all expenses incurred2021-12-31$499,850
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$397,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$491,400
Value of total assets at end of year2021-12-31$104,149
Value of total assets at beginning of year2021-12-31$111,490
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$102,556
Total interest from all sources2021-12-31$109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$12,210
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$40,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$491,400
Administrative expenses (other) incurred2021-12-31$12,346
Liabilities. Value of operating payables at end of year2021-12-31$8,500
Liabilities. Value of operating payables at beginning of year2021-12-31$7,500
Total non interest bearing cash at end of year2021-12-31$56,834
Total non interest bearing cash at beginning of year2021-12-31$55,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-8,341
Value of net assets at end of year (total assets less liabilities)2021-12-31$95,649
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$103,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$45,503
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$54,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$54,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$397,294
Contract administrator fees2021-12-31$78,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,812
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,659
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2021-12-31133082707
2020 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,500
Total income from all sources (including contributions)2020-12-31$509,321
Total of all expenses incurred2020-12-31$519,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$421,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$509,200
Value of total assets at end of year2020-12-31$111,490
Value of total assets at beginning of year2020-12-31$121,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$98,060
Total interest from all sources2020-12-31$121
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$8,725
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$40,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$509,200
Administrative expenses (other) incurred2020-12-31$11,335
Liabilities. Value of operating payables at end of year2020-12-31$7,500
Liabilities. Value of operating payables at beginning of year2020-12-31$7,500
Total non interest bearing cash at end of year2020-12-31$55,438
Total non interest bearing cash at beginning of year2020-12-31$49,209
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-9,778
Value of net assets at end of year (total assets less liabilities)2020-12-31$103,990
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$113,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$54,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$70,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$70,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$421,039
Contract administrator fees2020-12-31$78,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,659
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,787
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2020-12-31133082707
2019 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,500
Total income from all sources (including contributions)2019-12-31$547,234
Total of all expenses incurred2019-12-31$536,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$439,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$547,100
Value of total assets at end of year2019-12-31$121,268
Value of total assets at beginning of year2019-12-31$110,507
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$96,831
Total interest from all sources2019-12-31$130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$7,920
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$40,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$547,100
Other income not declared elsewhere2019-12-31$4
Administrative expenses (other) incurred2019-12-31$10,911
Liabilities. Value of operating payables at end of year2019-12-31$7,500
Liabilities. Value of operating payables at beginning of year2019-12-31$7,500
Total non interest bearing cash at end of year2019-12-31$49,209
Total non interest bearing cash at beginning of year2019-12-31$55,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,761
Value of net assets at end of year (total assets less liabilities)2019-12-31$113,768
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$103,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$70,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$53,142
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$53,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$439,642
Contract administrator fees2019-12-31$78,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,787
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$1,918
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2019-12-31133082707
2018 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,500
Total income from all sources (including contributions)2018-12-31$544,033
Total of all expenses incurred2018-12-31$570,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$474,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$543,900
Value of total assets at end of year2018-12-31$110,507
Value of total assets at beginning of year2018-12-31$137,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,744
Total interest from all sources2018-12-31$133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$7,920
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$40,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$543,900
Administrative expenses (other) incurred2018-12-31$10,824
Liabilities. Value of operating payables at end of year2018-12-31$7,500
Liabilities. Value of operating payables at beginning of year2018-12-31$7,500
Total non interest bearing cash at end of year2018-12-31$55,447
Total non interest bearing cash at beginning of year2018-12-31$55,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-26,805
Value of net assets at end of year (total assets less liabilities)2018-12-31$103,007
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$129,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$53,142
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$80,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$80,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$474,094
Contract administrator fees2018-12-31$78,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$1,918
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$2,037
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2018-12-31133082707
2017 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$6,750
Total income from all sources (including contributions)2017-12-31$587,237
Total of all expenses incurred2017-12-31$588,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$491,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$587,100
Value of total assets at end of year2017-12-31$137,312
Value of total assets at beginning of year2017-12-31$137,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$96,540
Total interest from all sources2017-12-31$137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$7,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$587,100
Administrative expenses (other) incurred2017-12-31$11,040
Liabilities. Value of operating payables at end of year2017-12-31$7,500
Liabilities. Value of operating payables at beginning of year2017-12-31$6,750
Total non interest bearing cash at end of year2017-12-31$55,266
Total non interest bearing cash at beginning of year2017-12-31$63,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-960
Value of net assets at end of year (total assets less liabilities)2017-12-31$129,812
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$130,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$80,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$71,872
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$71,872
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$491,657
Contract administrator fees2017-12-31$78,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$2,037
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,810
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2017-12-31133082707
2016 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$6,750
Total income from all sources (including contributions)2016-12-31$589,314
Total of all expenses incurred2016-12-31$606,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$502,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$589,150
Value of total assets at end of year2016-12-31$137,522
Value of total assets at beginning of year2016-12-31$154,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$103,899
Total interest from all sources2016-12-31$164
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$13,988
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$40,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$589,150
Administrative expenses (other) incurred2016-12-31$11,911
Liabilities. Value of operating payables at end of year2016-12-31$6,750
Liabilities. Value of operating payables at beginning of year2016-12-31$6,750
Total non interest bearing cash at end of year2016-12-31$63,840
Total non interest bearing cash at beginning of year2016-12-31$76,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-17,087
Value of net assets at end of year (total assets less liabilities)2016-12-31$130,772
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$147,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$71,872
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$75,908
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$75,908
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$502,502
Contract administrator fees2016-12-31$78,000
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$1,810
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$1,948
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2016-12-31133082707
2015 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$6,750
Total income from all sources (including contributions)2015-12-31$649,544
Total of all expenses incurred2015-12-31$641,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$545,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$649,400
Value of total assets at end of year2015-12-31$154,609
Value of total assets at beginning of year2015-12-31$146,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$96,539
Total interest from all sources2015-12-31$144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$6,750
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$40,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$649,400
Administrative expenses (other) incurred2015-12-31$11,789
Liabilities. Value of operating payables at end of year2015-12-31$6,750
Liabilities. Value of operating payables at beginning of year2015-12-31$6,750
Total non interest bearing cash at end of year2015-12-31$76,753
Total non interest bearing cash at beginning of year2015-12-31$80,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$7,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$147,859
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$139,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$75,908
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$63,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$63,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$545,064
Contract administrator fees2015-12-31$78,000
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$1,948
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$2,075
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2015-12-31133082707
2014 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,750
Total income from all sources (including contributions)2014-12-31$636,474
Total of all expenses incurred2014-12-31$662,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$566,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$636,300
Value of total assets at end of year2014-12-31$146,668
Value of total assets at beginning of year2014-12-31$172,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$96,501
Total interest from all sources2014-12-31$174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$84,750
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$40,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$636,300
Administrative expenses (other) incurred2014-12-31$11,751
Liabilities. Value of operating payables at end of year2014-12-31$6,750
Liabilities. Value of operating payables at beginning of year2014-12-31$6,750
Total non interest bearing cash at end of year2014-12-31$80,828
Total non interest bearing cash at beginning of year2014-12-31$82,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-26,062
Value of net assets at end of year (total assets less liabilities)2014-12-31$139,918
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$165,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$63,765
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$88,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$88,591
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$566,035
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$2,075
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$1,847
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2014-12-31133082707
2013 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,750
Total income from all sources (including contributions)2013-12-31$677,483
Total of all expenses incurred2013-12-31$674,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$580,927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$677,300
Value of total assets at end of year2013-12-31$172,730
Value of total assets at beginning of year2013-12-31$170,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$94,058
Total interest from all sources2013-12-31$158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$6,750
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$40,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$677,300
Other income not declared elsewhere2013-12-31$25
Administrative expenses (other) incurred2013-12-31$9,308
Liabilities. Value of operating payables at end of year2013-12-31$6,750
Liabilities. Value of operating payables at beginning of year2013-12-31$6,750
Total non interest bearing cash at end of year2013-12-31$82,292
Total non interest bearing cash at beginning of year2013-12-31$82,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,498
Value of net assets at end of year (total assets less liabilities)2013-12-31$165,980
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$163,482
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$88,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$85,433
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$85,433
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$580,927
Contract administrator fees2013-12-31$78,000
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$1,847
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$1,972
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2013-12-31133082707
2012 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,750
Total income from all sources (including contributions)2012-12-31$697,080
Total of all expenses incurred2012-12-31$703,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$610,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$697,000
Value of total assets at end of year2012-12-31$170,232
Value of total assets at beginning of year2012-12-31$176,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$93,489
Total interest from all sources2012-12-31$80
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31Yes
Administrative expenses professional fees incurred2012-12-31$6,750
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$697,000
Administrative expenses (other) incurred2012-12-31$8,739
Liabilities. Value of operating payables at end of year2012-12-31$6,750
Liabilities. Value of operating payables at beginning of year2012-12-31$6,750
Total non interest bearing cash at end of year2012-12-31$82,827
Total non interest bearing cash at beginning of year2012-12-31$28,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-6,584
Value of net assets at end of year (total assets less liabilities)2012-12-31$163,482
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$170,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$85,433
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$146,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$146,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$610,175
Contract administrator fees2012-12-31$78,000
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$1,972
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$1,852
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2012-12-31133082707
2011 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,500
Total income from all sources (including contributions)2011-12-31$725,174
Total of all expenses incurred2011-12-31$728,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$620,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$724,900
Value of total assets at end of year2011-12-31$176,816
Value of total assets at beginning of year2011-12-31$180,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$108,428
Total interest from all sources2011-12-31$274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31Yes
Administrative expenses professional fees incurred2011-12-31$7,006
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$724,900
Administrative expenses (other) incurred2011-12-31$16,922
Liabilities. Value of operating payables at end of year2011-12-31$6,750
Liabilities. Value of operating payables at beginning of year2011-12-31$6,500
Total non interest bearing cash at end of year2011-12-31$28,611
Total non interest bearing cash at beginning of year2011-12-31$82,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,655
Value of net assets at end of year (total assets less liabilities)2011-12-31$170,066
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$173,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$146,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$96,079
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$96,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$620,401
Contract administrator fees2011-12-31$84,500
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$1,852
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$1,948
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2011-12-31133082707
2010 : UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,755
Total income from all sources (including contributions)2010-12-31$740,509
Total of all expenses incurred2010-12-31$750,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$655,231
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$740,050
Value of total assets at end of year2010-12-31$180,221
Value of total assets at beginning of year2010-12-31$190,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$95,676
Total interest from all sources2010-12-31$282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31Yes
Administrative expenses professional fees incurred2010-12-31$6,781
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$40,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$740,050
Other income not declared elsewhere2010-12-31$177
Administrative expenses (other) incurred2010-12-31$10,610
Liabilities. Value of operating payables at end of year2010-12-31$6,500
Liabilities. Value of operating payables at beginning of year2010-12-31$6,755
Total non interest bearing cash at end of year2010-12-31$82,194
Total non interest bearing cash at beginning of year2010-12-31$78,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-10,398
Value of net assets at end of year (total assets less liabilities)2010-12-31$173,721
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$184,119
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$285
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$96,079
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$108,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$108,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$655,231
Contract administrator fees2010-12-31$78,000
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$1,948
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$3,233
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31GOULD, KOBRICK & SCHLAPP, PC
Accountancy firm EIN2010-12-31133082707

Form 5500 Responses for UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND

2023: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2009: UNITED OPTICAL WORKERS LOCAL 408 PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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