Logo

LOCAL 447 PENSION FUND 401k Plan overview

Plan NameLOCAL 447 PENSION FUND
Plan identification number 001

LOCAL 447 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).

401k Sponsoring company profile

LOCAL 447 PENSION FUND BOARD OF TRUSTEES has sponsored the creation of one or more 401k plans.

Company Name:LOCAL 447 PENSION FUND BOARD OF TRUSTEES
Employer identification number (EIN):136121590
NAIC Classification:323100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOCAL 447 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01VENUS TEMPLE
0012016-01-01VENUS TEMPLE
0012015-01-01HOWARD SAVLICK
0012014-01-01HOWARD SAVLICK
0012013-01-01HOWARD SAVLICK
0012012-01-01HOWARD SAVLICK
0012011-01-01DAVID KRAMER
0012009-01-01MICHAEL QUAGLIA

Plan Statistics for LOCAL 447 PENSION FUND

401k plan membership statisitcs for LOCAL 447 PENSION FUND

Measure Date Value
2022: LOCAL 447 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01995
Number of retired or separated participants receiving benefits2022-01-01599
Number of other retired or separated participants entitled to future benefits2022-01-01286
Total of all active and inactive participants2022-01-01885
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0186
Total participants2022-01-01971
Number of employers contributing to the scheme2022-01-010
2021: LOCAL 447 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-01-011,022
Number of retired or separated participants receiving benefits2021-01-01618
Number of other retired or separated participants entitled to future benefits2021-01-01302
Total of all active and inactive participants2021-01-01920
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0175
Total participants2021-01-01995
Number of employers contributing to the scheme2021-01-010
2020: LOCAL 447 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,042
Number of retired or separated participants receiving benefits2020-01-01637
Number of other retired or separated participants entitled to future benefits2020-01-01318
Total of all active and inactive participants2020-01-01955
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0167
Total participants2020-01-011,022
Number of employers contributing to the scheme2020-01-010
2019: LOCAL 447 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,020
Number of retired or separated participants receiving benefits2019-01-01649
Number of other retired or separated participants entitled to future benefits2019-01-01334
Total of all active and inactive participants2019-01-01983
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0159
Total participants2019-01-011,042
Number of employers contributing to the scheme2019-01-010
2018: LOCAL 447 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,053
Number of retired or separated participants receiving benefits2018-01-01667
Number of other retired or separated participants entitled to future benefits2018-01-01300
Total of all active and inactive participants2018-01-01967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0153
Total participants2018-01-011,020
Number of employers contributing to the scheme2018-01-010
2017: LOCAL 447 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-01-011,160
Number of retired or separated participants receiving benefits2017-01-01675
Number of other retired or separated participants entitled to future benefits2017-01-01332
Total of all active and inactive participants2017-01-011,007
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0146
Total participants2017-01-011,053
Number of employers contributing to the scheme2017-01-010
2016: LOCAL 447 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-01-011,199
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-01702
Number of other retired or separated participants entitled to future benefits2016-01-01416
Total of all active and inactive participants2016-01-011,118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0142
Total participants2016-01-011,160
Number of employers contributing to the scheme2016-01-010
2015: LOCAL 447 PENSION FUND 2015 401k membership
Current value of assets2015-12-319,669,433
Acturial value of assets for funding standard account2015-12-3110,040,310
Accrued liability for plan using immediate gains methods2015-12-3151,240,819
Accrued liability under unit credit cost method2015-12-3151,232,881
RPA 94 current liability2015-12-3175,792,684
Expected increase in current liability due to benefits accruing during the plan year2015-12-3117,888
Expected release from RPA 94 current liability for plan year2015-12-31409,869
Expected plan disbursements for the plan year2015-12-31409,245
Current value of assets2015-12-319,669,433
Number of retired participants and beneficiaries receiving payment2015-12-31735
Current liability for retired participants and beneficiaries receiving payment2015-12-3151,041,982
Number of terminated vested participants2015-12-31458
Current liability for terminated vested participants2015-12-3124,090,500
Current liability for active participants non vested benefits2015-12-318,858
Current liability for active participants vested benefits2015-12-31651,344
Total number of active articipats2015-12-317
Current liability for active participants2015-12-31660,202
Total participant count with liabilities2015-12-311,200
Total current liabilitoes for participants with libailities2015-12-3175,792,684
Prior year funding deficiency2015-12-315,609,956
Employer’s normal cost for plan year as of valuation date2015-12-3117,111
Amortization credits as of valuation date2015-12-3153,367
Total participants, beginning-of-year2015-01-011,200
Total number of active participants reported on line 7a of the Form 55002015-01-017
Number of retired or separated participants receiving benefits2015-01-01646
Number of other retired or separated participants entitled to future benefits2015-01-01443
Total of all active and inactive participants2015-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01103
Total participants2015-01-011,199
Number of employers contributing to the scheme2015-01-010
2014: LOCAL 447 PENSION FUND 2014 401k membership
Current value of assets2014-12-3113,975,669
Acturial value of assets for funding standard account2014-12-3114,017,741
Accrued liability for plan using immediate gains methods2014-12-3151,498,476
Accrued liability under unit credit cost method2014-12-3151,490,823
RPA 94 current liability2014-12-3175,896,923
Expected increase in current liability due to benefits accruing during the plan year2014-12-31216,778
Expected release from RPA 94 current liability for plan year2014-12-314,769,367
Expected plan disbursements for the plan year2014-12-314,762,626
Current value of assets2014-12-3113,975,669
Number of retired participants and beneficiaries receiving payment2014-12-31721
Current liability for retired participants and beneficiaries receiving payment2014-12-3150,418,000
Number of terminated vested participants2014-12-31476
Current liability for terminated vested participants2014-12-3124,698,219
Current liability for active participants non vested benefits2014-12-3130,067
Current liability for active participants vested benefits2014-12-31750,637
Total number of active articipats2014-12-318
Current liability for active participants2014-12-31780,704
Total participant count with liabilities2014-12-311,205
Total current liabilitoes for participants with libailities2014-12-3175,896,923
Total employer contributions in plan year2014-12-3197,503
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-31205,819
Prior year credit balance2014-12-311,367,301
Amortization credits as of valuation date2014-12-31640,408
Total participants, beginning-of-year2014-01-011,219
Total number of active participants reported on line 7a of the Form 55002014-01-017
Number of retired or separated participants receiving benefits2014-01-01644
Number of other retired or separated participants entitled to future benefits2014-01-01458
Total of all active and inactive participants2014-01-011,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0191
Total participants2014-01-011,200
Number of employers contributing to the scheme2014-01-011
2013: LOCAL 447 PENSION FUND 2013 401k membership
Current value of assets2013-12-3116,566,900
Acturial value of assets for funding standard account2013-12-3117,120,333
Accrued liability for plan using immediate gains methods2013-12-3151,786,550
Accrued liability under unit credit cost method2013-12-3151,716,256
RPA 94 current liability2013-12-3175,633,688
Expected increase in current liability due to benefits accruing during the plan year2013-12-31255,642
Expected release from RPA 94 current liability for plan year2013-12-314,714,630
Expected plan disbursements for the plan year2013-12-314,714,630
Current value of assets2013-12-3116,566,900
Number of retired participants and beneficiaries receiving payment2013-12-31713
Current liability for retired participants and beneficiaries receiving payment2013-12-3150,458,835
Number of terminated vested participants2013-12-31526
Current liability for terminated vested participants2013-12-3123,409,740
Current liability for active participants non vested benefits2013-12-3173,222
Current liability for active participants vested benefits2013-12-311,691,891
Total number of active articipats2013-12-3127
Current liability for active participants2013-12-311,765,113
Total participant count with liabilities2013-12-311,266
Total current liabilitoes for participants with libailities2013-12-3175,633,688
Total employer contributions in plan year2013-12-3158,094
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-31216,146
Prior year credit balance2013-12-317,901,659
Amortization credits as of valuation date2013-12-31640,408
Total participants, beginning-of-year2013-01-011,266
Total number of active participants reported on line 7a of the Form 55002013-01-018
Number of retired or separated participants receiving benefits2013-01-01636
Number of other retired or separated participants entitled to future benefits2013-01-01490
Total of all active and inactive participants2013-01-011,134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0185
Total participants2013-01-011,219
Number of employers contributing to the scheme2013-01-013
2012: LOCAL 447 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,472
Total number of active participants reported on line 7a of the Form 55002012-01-0127
Number of retired or separated participants receiving benefits2012-01-01635
Number of other retired or separated participants entitled to future benefits2012-01-01526
Total of all active and inactive participants2012-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0178
Total participants2012-01-011,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-014
2011: LOCAL 447 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,496
Total number of active participants reported on line 7a of the Form 55002011-01-0126
Number of retired or separated participants receiving benefits2011-01-01895
Number of other retired or separated participants entitled to future benefits2011-01-01551
Total of all active and inactive participants2011-01-011,472
Total participants2011-01-011,472
Number of employers contributing to the scheme2011-01-016
2009: LOCAL 447 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-01-011,570
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Number of retired or separated participants receiving benefits2009-01-01854
Number of other retired or separated participants entitled to future benefits2009-01-01421
Total of all active and inactive participants2009-01-011,496
Total participants2009-01-011,496
Number of employers contributing to the scheme2009-01-016

Financial Data on LOCAL 447 PENSION FUND

Measure Date Value
2022 : LOCAL 447 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$25,898,150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$21,365,599
Expenses. Interest paid2022-12-31$1,078,912
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$1,078,912
Total income from all sources (including contributions)2022-12-31$56,692
Total of all expenses incurred2022-12-31$4,630,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,362,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$53,370
Value of total assets at end of year2022-12-31$948,856
Value of total assets at beginning of year2022-12-31$990,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$189,336
Total interest from all sources2022-12-31$30
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$36,745
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$25,863,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$21,355,411
Other income not declared elsewhere2022-12-31$3,292
Administrative expenses (other) incurred2022-12-31$152,591
Liabilities. Value of operating payables at end of year2022-12-31$34,906
Liabilities. Value of operating payables at beginning of year2022-12-31$10,188
Total non interest bearing cash at end of year2022-12-31$665,017
Total non interest bearing cash at beginning of year2022-12-31$707,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,574,213
Value of net assets at end of year (total assets less liabilities)2022-12-31$-24,949,294
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$-20,375,081
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
Interest earned on other investments2022-12-31$30
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
Contributions received in cash from employer2022-12-31$53,370
Employer contributions (assets) at end of year2022-12-31$275,332
Employer contributions (assets) at beginning of year2022-12-31$275,332
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,362,657
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 end of year2022-12-31$8,507
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$7,975
Did the plan have assets held for investment2022-12-31No
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 plan2022-12-31Qualified
Accountancy firm name2022-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2022-12-31132688836
2021 : LOCAL 447 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$21,365,599
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,106,256
Expenses. Interest paid2021-12-31$582,671
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$582,671
Total income from all sources (including contributions)2021-12-31$39,785
Total of all expenses incurred2021-12-31$4,233,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,449,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$39,785
Value of total assets at end of year2021-12-31$990,518
Value of total assets at beginning of year2021-12-31$925,257
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$201,795
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$23,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$21,355,411
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$17,082,115
Administrative expenses (other) incurred2021-12-31$178,195
Liabilities. Value of operating payables at end of year2021-12-31$10,188
Liabilities. Value of operating payables at beginning of year2021-12-31$24,141
Total non interest bearing cash at end of year2021-12-31$707,211
Total non interest bearing cash at beginning of year2021-12-31$619,447
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-4,194,082
Value of net assets at end of year (total assets less liabilities)2021-12-31$-20,375,081
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$-16,180,999
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
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
Contributions received in cash from employer2021-12-31$39,785
Employer contributions (assets) at end of year2021-12-31$275,332
Employer contributions (assets) at beginning of year2021-12-31$295,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,449,401
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$7,975
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$10,588
Did the plan have assets held for investment2021-12-31No
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 plan2021-12-31Qualified
Accountancy firm name2021-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2021-12-31132688836
2020 : LOCAL 447 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$17,106,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,873,642
Expenses. Interest paid2020-12-31$597,144
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$597,144
Total income from all sources (including contributions)2020-12-31$44,220
Total of all expenses incurred2020-12-31$4,363,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,600,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$44,206
Value of total assets at end of year2020-12-31$925,257
Value of total assets at beginning of year2020-12-31$1,011,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$165,727
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$25,150
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$17,082,115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$12,848,500
Other income not declared elsewhere2020-12-31$14
Administrative expenses (other) incurred2020-12-31$140,577
Liabilities. Value of operating payables at end of year2020-12-31$24,141
Liabilities. Value of operating payables at beginning of year2020-12-31$25,142
Total non interest bearing cash at end of year2020-12-31$619,447
Total non interest bearing cash at beginning of year2020-12-31$706,119
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-4,318,872
Value of net assets at end of year (total assets less liabilities)2020-12-31$-16,180,999
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$-11,862,127
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
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
Contributions received in cash from employer2020-12-31$44,206
Employer contributions (assets) at end of year2020-12-31$295,222
Employer contributions (assets) at beginning of year2020-12-31$295,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,600,221
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$10,588
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$10,174
Did the plan have assets held for investment2020-12-31No
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 plan2020-12-31Qualified
Accountancy firm name2020-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2020-12-31132688836
2019 : LOCAL 447 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$12,873,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,873,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,595,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,595,394
Expenses. Interest paid2019-12-31$584,646
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$584,646
Expenses. Interest paid2019-12-31$584,646
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$584,646
Total income from all sources (including contributions)2019-12-31$53,318
Total income from all sources (including contributions)2019-12-31$53,318
Total of all expenses incurred2019-12-31$4,420,446
Total of all expenses incurred2019-12-31$4,420,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,650,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,650,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$53,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$53,318
Value of total assets at end of year2019-12-31$1,011,515
Value of total assets at end of year2019-12-31$1,011,515
Value of total assets at beginning of year2019-12-31$1,100,395
Value of total assets at beginning of year2019-12-31$1,100,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$185,319
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$185,319
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31Yes
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
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$19,281
Administrative expenses professional fees incurred2019-12-31$19,281
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,848,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$12,848,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,577,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,577,460
Administrative expenses (other) incurred2019-12-31$166,038
Administrative expenses (other) incurred2019-12-31$166,038
Liabilities. Value of operating payables at end of year2019-12-31$25,142
Liabilities. Value of operating payables at end of year2019-12-31$25,142
Liabilities. Value of operating payables at beginning of year2019-12-31$17,934
Liabilities. Value of operating payables at beginning of year2019-12-31$17,934
Total non interest bearing cash at end of year2019-12-31$706,119
Total non interest bearing cash at end of year2019-12-31$706,119
Total non interest bearing cash at beginning of year2019-12-31$795,798
Total non interest bearing cash at beginning of year2019-12-31$795,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-4,367,128
Value of net income/loss2019-12-31$-4,367,128
Value of net assets at end of year (total assets less liabilities)2019-12-31$-11,862,127
Value of net assets at end of year (total assets less liabilities)2019-12-31$-11,862,127
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-7,494,999
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$-7,494,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$53,318
Contributions received in cash from employer2019-12-31$53,318
Employer contributions (assets) at end of year2019-12-31$295,222
Employer contributions (assets) at end of year2019-12-31$295,222
Employer contributions (assets) at beginning of year2019-12-31$295,222
Employer contributions (assets) at beginning of year2019-12-31$295,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,650,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,650,481
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
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$10,174
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$10,174
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$9,375
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$9,375
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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
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
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 plan2019-12-31Qualified
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Accountancy firm name2019-12-31ROGOFF & COMPANY PC
Accountancy firm name2019-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2019-12-31132688836
Accountancy firm EIN2019-12-31132688836
2018 : LOCAL 447 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$8,595,394
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,425,750
Expenses. Interest paid2018-12-31$317,068
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$317,068
Total income from all sources (including contributions)2018-12-31$126,475
Total of all expenses incurred2018-12-31$4,197,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,697,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$123,718
Value of total assets at end of year2018-12-31$1,100,395
Value of total assets at beginning of year2018-12-31$1,002,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$183,279
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$15,246
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,577,460
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$4,401,828
Other income not declared elsewhere2018-12-31$2,757
Administrative expenses (other) incurred2018-12-31$168,033
Liabilities. Value of operating payables at end of year2018-12-31$17,934
Liabilities. Value of operating payables at beginning of year2018-12-31$23,922
Total non interest bearing cash at end of year2018-12-31$795,798
Total non interest bearing cash at beginning of year2018-12-31$691,730
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,071,264
Value of net assets at end of year (total assets less liabilities)2018-12-31$-7,494,999
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$-3,423,735
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
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
Contributions received in cash from employer2018-12-31$123,718
Employer contributions (assets) at end of year2018-12-31$295,222
Employer contributions (assets) at beginning of year2018-12-31$300,981
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,697,392
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$9,375
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$9,304
Did the plan have assets held for investment2018-12-31No
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 plan2018-12-31Qualified
Accountancy firm name2018-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2018-12-31132688836
2017 : LOCAL 447 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$4,425,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$56,152
Expenses. Interest paid2017-12-31$100,652
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$100,652
Total income from all sources (including contributions)2017-12-31$33,151
Total of all expenses incurred2017-12-31$4,148,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,861,363
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$31,861
Value of total assets at end of year2017-12-31$1,002,015
Value of total assets at beginning of year2017-12-31$747,355
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$186,074
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$28,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$7,284
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$4,401,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$46,402
Other income not declared elsewhere2017-12-31$1,290
Administrative expenses (other) incurred2017-12-31$153,581
Liabilities. Value of operating payables at end of year2017-12-31$23,922
Liabilities. Value of operating payables at beginning of year2017-12-31$9,750
Total non interest bearing cash at end of year2017-12-31$691,730
Total non interest bearing cash at beginning of year2017-12-31$407,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-4,114,938
Value of net assets at end of year (total assets less liabilities)2017-12-31$-3,423,735
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$691,203
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
Investment advisory and management fees2017-12-31$4,243
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$928
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$928
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
Contributions received in cash from employer2017-12-31$31,861
Employer contributions (assets) at end of year2017-12-31$300,981
Employer contributions (assets) at beginning of year2017-12-31$321,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,861,363
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$9,304
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$10,826
Did the plan have assets held for investment2017-12-31No
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 plan2017-12-31Qualified
Accountancy firm name2017-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2017-12-31132688836
2016 : LOCAL 447 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$60,536
Total unrealized appreciation/depreciation of assets2016-12-31$60,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$56,152
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,723
Total income from all sources (including contributions)2016-12-31$123,857
Total loss/gain on sale of assets2016-12-31$-23,377
Total of all expenses incurred2016-12-31$4,782,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,509,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$54,948
Value of total assets at end of year2016-12-31$747,355
Value of total assets at beginning of year2016-12-31$5,384,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$273,153
Total interest from all sources2016-12-31$55,372
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
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
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$61,450
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$7,284
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$19,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$46,402
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$20,085
Administrative expenses (other) incurred2016-12-31$186,312
Liabilities. Value of operating payables at end of year2016-12-31$9,750
Liabilities. Value of operating payables at beginning of year2016-12-31$14,638
Total non interest bearing cash at end of year2016-12-31$407,206
Total non interest bearing cash at beginning of year2016-12-31$428,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-4,658,960
Value of net assets at end of year (total assets less liabilities)2016-12-31$691,203
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,350,163
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
Investment advisory and management fees2016-12-31$25,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$212,761
Interest earned on other investments2016-12-31$423
Income. Interest from US Government securities2016-12-31$33,364
Income. Interest from corporate debt instruments2016-12-31$21,585
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$2,024,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$928
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$260,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$260,820
Asset value of US Government securities at beginning of year2016-12-31$1,401,085
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-16,583
Net investment gain or loss from common/collective trusts2016-12-31$-7,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$54,948
Employer contributions (assets) at end of year2016-12-31$321,111
Employer contributions (assets) at beginning of year2016-12-31$364,127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,509,664
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$664,726
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$10,826
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$9,064
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
Aggregate proceeds on sale of assets2016-12-31$2,362,861
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,386,238
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2016-12-31132688836
2015 : LOCAL 447 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-28,796
Total unrealized appreciation/depreciation of assets2015-12-31$-28,796
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$34,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$96,122
Total income from all sources (including contributions)2015-12-31$202,711
Total loss/gain on sale of assets2015-12-31$-52,928
Total of all expenses incurred2015-12-31$4,779,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,543,846
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$150,457
Value of total assets at end of year2015-12-31$5,384,886
Value of total assets at beginning of year2015-12-31$10,023,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$235,772
Total interest from all sources2015-12-31$115,003
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$13,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$13,453
Administrative expenses professional fees incurred2015-12-31$58,618
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$19,066
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$31,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$20,085
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$68,773
Other income not declared elsewhere2015-12-31$4,423
Administrative expenses (other) incurred2015-12-31$135,797
Liabilities. Value of operating payables at end of year2015-12-31$14,638
Liabilities. Value of operating payables at beginning of year2015-12-31$27,349
Total non interest bearing cash at end of year2015-12-31$428,310
Total non interest bearing cash at beginning of year2015-12-31$628,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,576,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,350,163
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,927,070
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
Investment advisory and management fees2015-12-31$41,357
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$212,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,526,248
Interest earned on other investments2015-12-31$14
Income. Interest from US Government securities2015-12-31$53,985
Income. Interest from corporate debt instruments2015-12-31$61,004
Value of interest in common/collective trusts at end of year2015-12-31$2,024,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$260,820
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$357,332
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$357,332
Asset value of US Government securities at end of year2015-12-31$1,401,085
Asset value of US Government securities at beginning of year2015-12-31$1,959,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-106,192
Net investment gain or loss from common/collective trusts2015-12-31$107,291
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
Contributions received in cash from employer2015-12-31$150,457
Employer contributions (assets) at end of year2015-12-31$364,127
Employer contributions (assets) at beginning of year2015-12-31$259,067
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,543,846
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$664,726
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,378,007
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$871,299
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$9,064
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$11,161
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
Aggregate proceeds on sale of assets2015-12-31$5,946,510
Aggregate carrying amount (costs) on sale of assets2015-12-31$5,999,438
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 name2015-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2015-12-31132688836
2014 : LOCAL 447 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$147,460
Total unrealized appreciation/depreciation of assets2014-12-31$147,460
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$96,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$116,175
Total income from all sources (including contributions)2014-12-31$744,908
Total loss/gain on sale of assets2014-12-31$75,864
Total of all expenses incurred2014-12-31$4,793,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,513,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$117,062
Value of total assets at end of year2014-12-31$10,023,192
Value of total assets at beginning of year2014-12-31$14,091,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$279,521
Total interest from all sources2014-12-31$176,563
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$166,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$139,227
Administrative expenses professional fees incurred2014-12-31$66,891
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-31149854
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$34,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$31,940
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$40,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$68,773
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$76,168
Other income not declared elsewhere2014-12-31$454
Administrative expenses (other) incurred2014-12-31$156,199
Liabilities. Value of operating payables at end of year2014-12-31$27,349
Liabilities. Value of operating payables at beginning of year2014-12-31$40,007
Total non interest bearing cash at end of year2014-12-31$628,192
Total non interest bearing cash at beginning of year2014-12-31$510,936
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,048,599
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,927,070
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,975,669
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
Investment advisory and management fees2014-12-31$56,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,526,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,306,307
Interest earned on other investments2014-12-31$701
Income. Interest from US Government securities2014-12-31$63,522
Income. Interest from corporate debt instruments2014-12-31$112,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$357,332
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$577,688
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$577,688
Asset value of US Government securities at end of year2014-12-31$1,959,946
Asset value of US Government securities at beginning of year2014-12-31$1,403,109
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$60,713
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
Contributions received in cash from employer2014-12-31$117,062
Employer contributions (assets) at end of year2014-12-31$259,067
Employer contributions (assets) at beginning of year2014-12-31$244,293
Income. Dividends from common stock2014-12-31$27,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,513,986
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,378,007
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$2,839,488
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$871,299
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$1,066,039
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,053,890
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$11,161
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$14,229
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
Aggregate proceeds on sale of assets2014-12-31$16,952,624
Aggregate carrying amount (costs) on sale of assets2014-12-31$16,876,760
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31ROGOFF & COMPANY PC
Accountancy firm EIN2014-12-31132688836
2013 : LOCAL 447 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-215,819
Total unrealized appreciation/depreciation of assets2013-12-31$-215,819
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$116,177
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$80,810
Total income from all sources (including contributions)2013-12-31$2,329,559
Total loss/gain on sale of assets2013-12-31$880,644
Total of all expenses incurred2013-12-31$4,920,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,636,875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$265,170
Value of total assets at end of year2013-12-31$14,091,844
Value of total assets at beginning of year2013-12-31$16,647,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$283,916
Total interest from all sources2013-12-31$208,025
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$81,423
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$58,850
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-31476000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$34,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$55,129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$57,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$76,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$53,234
Other income not declared elsewhere2013-12-31$27,568
Administrative expenses (other) incurred2013-12-31$149,373
Liabilities. Value of operating payables at end of year2013-12-31$40,009
Liabilities. Value of operating payables at beginning of year2013-12-31$27,576
Total non interest bearing cash at end of year2013-12-31$510,936
Total non interest bearing cash at beginning of year2013-12-31$443,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-2,591,232
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,975,667
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,566,899
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
Investment advisory and management fees2013-12-31$75,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,306,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,398,760
Interest earned on other investments2013-12-31$3,471
Income. Interest from US Government securities2013-12-31$63,464
Income. Interest from corporate debt instruments2013-12-31$141,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$577,688
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$656,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$656,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Asset value of US Government securities at end of year2013-12-31$1,403,109
Asset value of US Government securities at beginning of year2013-12-31$1,836,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,082,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$265,170
Employer contributions (assets) at end of year2013-12-31$244,293
Employer contributions (assets) at beginning of year2013-12-31$31,681
Income. Dividends from common stock2013-12-31$81,423
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,636,875
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$2,839,488
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$452,008
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$1,066,039
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,510,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,053,890
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$4,260,524
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
Aggregate proceeds on sale of assets2013-12-31$28,332,330
Aggregate carrying amount (costs) on sale of assets2013-12-31$27,451,686
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 name2013-12-31ROGOFF & COMPANY, PC
Accountancy firm EIN2013-12-31132688836
2012 : LOCAL 447 PENSION FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$734,019
Total unrealized appreciation/depreciation of assets2012-12-31$734,019
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$80,810
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$175,395
Total income from all sources (including contributions)2012-12-31$2,380,620
Total loss/gain on sale of assets2012-12-31$549,763
Total of all expenses incurred2012-12-31$4,857,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,464,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$74,121
Value of total assets at end of year2012-12-31$16,647,709
Value of total assets at beginning of year2012-12-31$19,218,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$392,674
Total interest from all sources2012-12-31$52,914
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$96,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$75,291
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$34,997
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$57,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$24,389
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$53,234
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$140,390
Other income not declared elsewhere2012-12-31$2,802
Administrative expenses (other) incurred2012-12-31$245,498
Liabilities. Value of operating payables at end of year2012-12-31$27,576
Liabilities. Value of operating payables at beginning of year2012-12-31$35,005
Total non interest bearing cash at end of year2012-12-31$443,516
Total non interest bearing cash at beginning of year2012-12-31$145,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-2,476,546
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,566,899
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,043,445
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
Investment advisory and management fees2012-12-31$71,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,398,760
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,539,881
Interest earned on other investments2012-12-31$3,803
Income. Interest from US Government securities2012-12-31$13,582
Income. Interest from corporate debt instruments2012-12-31$35,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$656,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,453,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,453,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$34
Asset value of US Government securities at end of year2012-12-31$1,836,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$870,024
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
Contributions received in cash from employer2012-12-31$39,124
Employer contributions (assets) at end of year2012-12-31$31,681
Employer contributions (assets) at beginning of year2012-12-31$2,869
Income. Dividends from common stock2012-12-31$96,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,464,492
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$452,008
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,510,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$4,260,524
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$5,052,070
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
Aggregate proceeds on sale of assets2012-12-31$5,963,341
Aggregate carrying amount (costs) on sale of assets2012-12-31$5,413,578
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31ROGOFF & COMPANY, PC
Accountancy firm EIN2012-12-31132688836
2011 : LOCAL 447 PENSION FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-3,404,045
Total unrealized appreciation/depreciation of assets2011-12-31$-3,404,045
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$175,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$44,740
Total income from all sources (including contributions)2011-12-31$-2,753,505
Total of all expenses incurred2011-12-31$11,779,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$5,202,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$73,114
Value of total assets at end of year2011-12-31$19,218,840
Value of total assets at beginning of year2011-12-31$33,621,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,577,151
Total interest from all sources2011-12-31$393,486
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$183,940
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$68,088
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$24,389
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,367,727
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$140,390
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$565
Administrative expenses (other) incurred2011-12-31$6,395,456
Liabilities. Value of operating payables at end of year2011-12-31$35,005
Liabilities. Value of operating payables at beginning of year2011-12-31$44,175
Total non interest bearing cash at end of year2011-12-31$145,825
Total non interest bearing cash at beginning of year2011-12-31$6,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-14,533,424
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,043,445
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$33,576,869
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
Investment advisory and management fees2011-12-31$113,607
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,539,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,513,117
Interest earned on other investments2011-12-31$393,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,453,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$438,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$438,296
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$7,799,394
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
Contributions received in cash from employer2011-12-31$73,114
Employer contributions (assets) at end of year2011-12-31$2,869
Employer contributions (assets) at beginning of year2011-12-31$3,921
Income. Dividends from common stock2011-12-31$183,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$5,202,768
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$5,052,070
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$12,492,832
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 name2011-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31222951202
2010 : LOCAL 447 PENSION FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$3,324,868
Total unrealized appreciation/depreciation of assets2010-12-31$3,324,868
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$44,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$69,557
Total income from all sources (including contributions)2010-12-31$5,315,534
Total loss/gain on sale of assets2010-12-31$933,667
Total of all expenses incurred2010-12-31$5,498,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,173,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$38,312
Value of total assets at end of year2010-12-31$33,621,609
Value of total assets at beginning of year2010-12-31$33,829,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$325,180
Total interest from all sources2010-12-31$535,597
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$220,039
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$84,331
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$6,513,117
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,970,029
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$31,061
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$29,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$39,779
Other income not declared elsewhere2010-12-31$263,051
Administrative expenses (other) incurred2010-12-31$154,988
Liabilities. Value of operating payables at end of year2010-12-31$44,175
Liabilities. Value of operating payables at beginning of year2010-12-31$29,778
Total non interest bearing cash at end of year2010-12-31$6,322
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-183,314
Value of net assets at end of year (total assets less liabilities)2010-12-31$33,576,869
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$33,760,183
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$85,861
Value of interest in pooled separate accounts at end of year2010-12-31$6,336,666
Value of interest in pooled separate accounts at beginning of year2010-12-31$5,756,971
Interest earned on other investments2010-12-31$535,597
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$438,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$427,981
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$427,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$7,799,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$8,838,994
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
Contributions received in cash from employer2010-12-31$38,312
Employer contributions (assets) at end of year2010-12-31$3,921
Employer contributions (assets) at beginning of year2010-12-31$10,882
Income. Dividends from common stock2010-12-31$220,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,173,668
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$12,492,832
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$14,794,825
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$150
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
Aggregate proceeds on sale of assets2010-12-31$17,603,793
Aggregate carrying amount (costs) on sale of assets2010-12-31$16,670,126
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 name2010-12-31MSPC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31222951202
2009 : LOCAL 447 PENSION FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for LOCAL 447 PENSION FUND

2022: LOCAL 447 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: LOCAL 447 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: LOCAL 447 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: LOCAL 447 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: LOCAL 447 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: LOCAL 447 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: LOCAL 447 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: LOCAL 447 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: LOCAL 447 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
2013: LOCAL 447 PENSION FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOCAL 447 PENSION FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: LOCAL 447 PENSION FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: LOCAL 447 PENSION FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberPF 324
Policy instance 1
Insurance contract or identification numberPF 324
Number of Individuals Covered854
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $7,451
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1