Logo

INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 401k Plan overview

Plan NameINT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST
Plan identification number 001

INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

INT'L FED OF PROF & TECH ENGINEERS has sponsored the creation of one or more 401k plans.

Company Name:INT'L FED OF PROF & TECH ENGINEERS
Employer identification number (EIN):226063003
NAIC Classification:561110
NAIC Description:Office Administrative Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01
0012021-07-01
0012020-07-01
0012019-07-01
0012018-07-01
0012017-07-01
0012016-07-01GERALD NEWSOME TIMOTHY RUDOLPH2017-12-29
0012016-07-01 TIMOTHY RUDOLPH2017-12-20
0012015-07-01GERALD NEWSOME TIMOTHY RUDOLPH2017-01-11
0012014-07-01GERALD NEWSOME TIMOTHY RUDOLPH2016-01-27
0012013-07-01GERALD NEWSOME TIMOTHY RUDOLPH2015-02-09
0012012-07-01GERALD NEWSOME TIMOTHY RUDOLPH2014-02-06
0012011-07-01GERALD NEWSOME TIMOTHY RUDOLPH2013-03-27
0012009-07-01GERALD NEWSOME TIMOTHY RUDOLPH2011-10-14

Plan Statistics for INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

401k plan membership statisitcs for INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

Measure Date Value
2023: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2023 401k membership
Market value of plan assets2023-06-304,701,312
Acturial value of plan assets2023-06-304,701,312
Funding target for retired participants and beneficiaries receiving payment2023-06-303,320,888
Number of terminated vested participants2023-06-300
Fundng target for terminated vested participants2023-06-300
Active participant vested funding target2023-06-301,627,440
Number of active participants2023-06-305
Total funding liabilities for active participants2023-06-301,627,440
Total participant count2023-06-309
Total funding target for all participants2023-06-304,948,328
Prefunding balance at beginning of prior year after applicable adjustments2023-06-30208,974
Amount remaining of prefunding balance2023-06-30208,974
Balance of prefunding at beginning of current year2023-06-30192,528
Minimum required contributions for current year target normal cost2023-06-30112,596
Additional cash requirement2023-06-300
2022: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-019
Total number of active participants reported on line 7a of the Form 55002022-07-015
Number of retired or separated participants receiving benefits2022-07-014
Total of all active and inactive participants2022-07-019
Total participants2022-07-019
Market value of plan assets2022-06-305,336,902
Acturial value of plan assets2022-06-305,336,902
Funding target for retired participants and beneficiaries receiving payment2022-06-302,022,330
Number of terminated vested participants2022-06-300
Fundng target for terminated vested participants2022-06-300
Active participant vested funding target2022-06-302,620,975
Number of active participants2022-06-305
Total funding liabilities for active participants2022-06-302,620,975
Total participant count2022-06-309
Total funding target for all participants2022-06-304,643,305
Prefunding balance at beginning of prior year after applicable adjustments2022-06-30488,064
Prefunding balanced used to offset prior years funding requirement2022-06-30328,432
Amount remaining of prefunding balance2022-06-30159,632
Balance of prefunding at beginning of current year2022-06-30208,974
Minimum required contributions for current year target normal cost2022-06-30156,951
Additional cash requirement2022-06-300
2021: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-019
Total number of active participants reported on line 7a of the Form 55002021-07-015
Number of retired or separated participants receiving benefits2021-07-014
Total of all active and inactive participants2021-07-019
Total participants2021-07-019
Market value of plan assets2021-06-304,270,929
Acturial value of plan assets2021-06-304,270,929
Funding target for retired participants and beneficiaries receiving payment2021-06-302,152,829
Number of terminated vested participants2021-06-300
Fundng target for terminated vested participants2021-06-300
Active participant vested funding target2021-06-302,564,619
Number of active participants2021-06-305
Total funding liabilities for active participants2021-06-302,564,619
Total participant count2021-06-309
Total funding target for all participants2021-06-304,717,448
Balance at beginning of prior year after applicable adjustments2021-06-30230,939
Prefunding balance at beginning of prior year after applicable adjustments2021-06-30524,686
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-30230,939
Prefunding balanced used to offset prior years funding requirement2021-06-3034,079
Amount remaining of prefunding balance2021-06-30490,607
Reductions in prefunding balances due to elections or deemed elections2021-06-3010,000
Balance of prefunding at beginning of current year2021-06-30488,064
Minimum required contributions for current year target normal cost2021-06-30159,680
Net shortfall amortization installment of oustanding balance2021-06-30934,583
Total funding amount beforereflecting carryover/prefunding balances2021-06-30328,432
Prefunding balance elected to use to offset funding requirement2021-06-30328,432
Additional cash requirement2021-06-300
2020: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-018
Total number of active participants reported on line 7a of the Form 55002020-07-015
Number of retired or separated participants receiving benefits2020-07-014
Total of all active and inactive participants2020-07-019
Total participants2020-07-019
Market value of plan assets2020-06-304,425,476
Acturial value of plan assets2020-06-304,425,476
Funding target for retired participants and beneficiaries receiving payment2020-06-302,161,618
Number of terminated vested participants2020-06-300
Fundng target for terminated vested participants2020-06-300
Active participant vested funding target2020-06-302,403,724
Number of active participants2020-06-304
Total funding liabilities for active participants2020-06-302,403,724
Total participant count2020-06-308
Total funding target for all participants2020-06-304,565,342
Balance at beginning of prior year after applicable adjustments2020-06-30516,183
Prefunding balance at beginning of prior year after applicable adjustments2020-06-30491,371
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-3065,781
Amount remaining of carryover balance2020-06-30450,402
Amount remaining of prefunding balance2020-06-30491,371
Balance of carryovers at beginning of current year2020-06-30480,939
Balance of prefunding at beginning of current year2020-06-30524,686
Minimum required contributions for current year target normal cost2020-06-30119,512
Total funding amount beforereflecting carryover/prefunding balances2020-06-30119,512
Carryover balance elected to use to offset funding requirement2020-06-30265,018
Additional cash requirement2020-06-300
2019: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-018
Total number of active participants reported on line 7a of the Form 55002019-07-014
Number of retired or separated participants receiving benefits2019-07-014
Total of all active and inactive participants2019-07-018
Total participants2019-07-018
Market value of plan assets2019-06-304,357,761
Acturial value of plan assets2019-06-304,357,461
Funding target for retired participants and beneficiaries receiving payment2019-06-302,228,627
Active participant vested funding target2019-06-302,009,928
Number of active participants2019-06-304
Total funding liabilities for active participants2019-06-302,009,928
Total participant count2019-06-308
Total funding target for all participants2019-06-304,238,555
Balance at beginning of prior year after applicable adjustments2019-06-30498,230
Prefunding balance at beginning of prior year after applicable adjustments2019-06-30458,497
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-3016,581
Amount remaining of carryover balance2019-06-30481,649
Amount remaining of prefunding balance2019-06-30458,497
Balance of carryovers at beginning of current year2019-06-30516,183
Balance of prefunding at beginning of current year2019-06-30491,371
Minimum required contributions for current year target normal cost2019-06-3065,781
Total funding amount beforereflecting carryover/prefunding balances2019-06-3065,781
Carryover balance elected to use to offset funding requirement2019-06-3065,781
Additional cash requirement2019-06-300
2018: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-019
Total number of active participants reported on line 7a of the Form 55002018-07-014
Number of retired or separated participants receiving benefits2018-07-014
Total of all active and inactive participants2018-07-018
Total participants2018-07-018
Market value of plan assets2018-06-304,230,995
Acturial value of plan assets2018-06-304,230,995
Funding target for retired participants and beneficiaries receiving payment2018-06-302,173,596
Active participant vested funding target2018-06-301,771,152
Number of active participants2018-06-305
Total funding liabilities for active participants2018-06-301,771,152
Total participant count2018-06-309
Total funding target for all participants2018-06-303,944,748
Balance at beginning of prior year after applicable adjustments2018-06-30456,359
Prefunding balance at beginning of prior year after applicable adjustments2018-06-30412,392
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-308,230
Amount remaining of carryover balance2018-06-30448,129
Amount remaining of prefunding balance2018-06-30412,392
Balance of carryovers at beginning of current year2018-06-30498,230
Balance of prefunding at beginning of current year2018-06-30458,497
Total employer contributions2018-06-3050,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-3048,112
Minimum required contributions for current year target normal cost2018-06-3064,693
Carryover balance elected to use to offset funding requirement2018-06-3016,581
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-3048,112
2017: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-010
Total number of active participants reported on line 7a of the Form 55002017-07-015
Number of retired or separated participants receiving benefits2017-07-014
Total of all active and inactive participants2017-07-019
Total participants2017-07-019
Market value of plan assets2017-06-303,968,108
Acturial value of plan assets2017-06-303,968,108
Funding target for retired participants and beneficiaries receiving payment2017-06-302,202,803
Active participant vested funding target2017-06-301,561,192
Number of active participants2017-06-305
Total funding liabilities for active participants2017-06-301,561,192
Total participant count2017-06-309
Total funding target for all participants2017-06-303,763,995
Balance at beginning of prior year after applicable adjustments2017-06-30473,058
Prefunding balance at beginning of prior year after applicable adjustments2017-06-30371,860
Amount remaining of carryover balance2017-06-30473,058
Amount remaining of prefunding balance2017-06-30371,860
Present value of excess contributions2017-06-3050,517
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-3053,659
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-3053,659
Balance of carryovers at beginning of current year2017-06-30456,359
Balance of prefunding at beginning of current year2017-06-30412,392
Total employer contributions2017-06-3050,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-3047,674
Minimum required contributions for current year target normal cost2017-06-3055,904
Carryover balance elected to use to offset funding requirement2017-06-308,230
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-3047,674
2016: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-07-010
Total number of active participants reported on line 7a of the Form 55002016-07-015
Number of retired or separated participants receiving benefits2016-07-014
Total of all active and inactive participants2016-07-019
Total participants2016-07-019
2015: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-07-019
Total number of active participants reported on line 7a of the Form 55002015-07-015
Number of retired or separated participants receiving benefits2015-07-014
Total of all active and inactive participants2015-07-019
Total participants2015-07-019
2014: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-07-019
Total number of active participants reported on line 7a of the Form 55002014-07-016
Number of retired or separated participants receiving benefits2014-07-013
Total of all active and inactive participants2014-07-019
Total participants2014-07-019
2013: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-07-018
Total number of active participants reported on line 7a of the Form 55002013-07-016
Number of retired or separated participants receiving benefits2013-07-013
Total of all active and inactive participants2013-07-019
Total participants2013-07-019
2012: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-07-018
Total number of active participants reported on line 7a of the Form 55002012-07-015
Number of retired or separated participants receiving benefits2012-07-012
Total of all active and inactive participants2012-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-011
Total participants2012-07-018
2011: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-07-018
Total number of active participants reported on line 7a of the Form 55002011-07-015
Number of retired or separated participants receiving benefits2011-07-013
Total of all active and inactive participants2011-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-011
Total participants2011-07-019
2009: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-017
Total number of active participants reported on line 7a of the Form 55002009-07-016
Number of retired or separated participants receiving benefits2009-07-011
Total of all active and inactive participants2009-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-018

Financial Data on INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

Measure Date Value
2023 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year2023-06-30$17,274
Total plan liabilities at beginning of year2023-06-30$3,556
Total income from all sources2023-06-30$480,694
Expenses. Total of all expenses incurred2023-06-30$394,638
Benefits paid (including direct rollovers)2023-06-30$373,593
Total plan assets at end of year2023-06-30$4,784,456
Total plan assets at beginning of year2023-06-30$4,684,682
Expenses. Other expenses not covered elsewhere2023-06-30$21,045
Other income received2023-06-30$475,694
Net income (gross income less expenses)2023-06-30$86,056
Net plan assets at end of year (total assets less liabilities)2023-06-30$4,767,182
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$4,681,126
Total contributions received or receivable from employer(s)2023-06-30$5,000
2022 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-06-30$3,556
Total plan liabilities at beginning of year2022-06-30$2,724
Total income from all sources2022-06-30$-377,576
Expenses. Total of all expenses incurred2022-06-30$278,200
Benefits paid (including direct rollovers)2022-06-30$245,699
Total plan assets at end of year2022-06-30$4,684,682
Total plan assets at beginning of year2022-06-30$5,339,626
Value of fidelity bond covering the plan2022-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2022-06-30$32,501
Other income received2022-06-30$-377,576
Net income (gross income less expenses)2022-06-30$-655,776
Net plan assets at end of year (total assets less liabilities)2022-06-30$4,681,126
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$5,336,902
2021 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-06-30$2,724
Total plan liabilities at beginning of year2021-06-30$2,488
Total income from all sources2021-06-30$1,329,129
Expenses. Total of all expenses incurred2021-06-30$247,560
Benefits paid (including direct rollovers)2021-06-30$220,194
Total plan assets at end of year2021-06-30$5,339,626
Total plan assets at beginning of year2021-06-30$4,257,821
Value of fidelity bond covering the plan2021-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2021-06-30$27,366
Other income received2021-06-30$1,329,129
Net income (gross income less expenses)2021-06-30$1,081,569
Net plan assets at end of year (total assets less liabilities)2021-06-30$5,336,902
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$4,255,333
2020 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-06-30$2,488
Total plan liabilities at beginning of year2020-06-30$2,368
Total income from all sources2020-06-30$75,178
Expenses. Total of all expenses incurred2020-06-30$245,320
Benefits paid (including direct rollovers)2020-06-30$220,110
Total plan assets at end of year2020-06-30$4,257,821
Total plan assets at beginning of year2020-06-30$4,427,843
Value of fidelity bond covering the plan2020-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2020-06-30$25,210
Other income received2020-06-30$75,178
Net income (gross income less expenses)2020-06-30$-170,142
Net plan assets at end of year (total assets less liabilities)2020-06-30$4,255,333
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$4,425,475
2019 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-06-30$2,368
Total plan liabilities at beginning of year2019-06-30$2,236
Total income from all sources2019-06-30$322,425
Expenses. Total of all expenses incurred2019-06-30$254,711
Benefits paid (including direct rollovers)2019-06-30$220,110
Total plan assets at end of year2019-06-30$4,427,843
Total plan assets at beginning of year2019-06-30$4,359,997
Value of fidelity bond covering the plan2019-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2019-06-30$34,601
Other income received2019-06-30$322,425
Net income (gross income less expenses)2019-06-30$67,714
Net plan assets at end of year (total assets less liabilities)2019-06-30$4,425,475
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$4,357,761
2017 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-06-30$2,116
Total plan liabilities at beginning of year2017-06-30$8,388
Total income from all sources2017-06-30$487,708
Expenses. Total of all expenses incurred2017-06-30$264,563
Benefits paid (including direct rollovers)2017-06-30$220,110
Total plan assets at end of year2017-06-30$4,233,109
Total plan assets at beginning of year2017-06-30$4,016,236
Value of fidelity bond covering the plan2017-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2017-06-30$44,453
Other income received2017-06-30$437,708
Net income (gross income less expenses)2017-06-30$223,145
Net plan assets at end of year (total assets less liabilities)2017-06-30$4,230,993
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$4,007,848
Total contributions received or receivable from employer(s)2017-06-30$50,000
2016 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-06-30$8,388
Total income from all sources2016-06-30$38,260
Expenses. Total of all expenses incurred2016-06-30$307,514
Benefits paid (including direct rollovers)2016-06-30$260,907
Total plan assets at end of year2016-06-30$4,016,236
Total plan assets at beginning of year2016-06-30$4,277,102
Value of fidelity bond covering the plan2016-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2016-06-30$46,607
Other income received2016-06-30$-61,740
Net income (gross income less expenses)2016-06-30$-269,254
Net plan assets at end of year (total assets less liabilities)2016-06-30$4,007,848
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$4,277,102
Total contributions received or receivable from employer(s)2016-06-30$100,000
2015 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2015 401k financial data
Total plan liabilities at beginning of year2015-06-30$3,935
Total income from all sources2015-06-30$364,402
Expenses. Total of all expenses incurred2015-06-30$256,003
Benefits paid (including direct rollovers)2015-06-30$216,125
Total plan assets at end of year2015-06-30$4,277,102
Total plan assets at beginning of year2015-06-30$4,172,638
Value of fidelity bond covering the plan2015-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2015-06-30$39,878
Other income received2015-06-30$103,423
Net income (gross income less expenses)2015-06-30$108,399
Net plan assets at end of year (total assets less liabilities)2015-06-30$4,277,102
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$4,168,703
Total contributions received or receivable from employer(s)2015-06-30$260,979
2014 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-06-30$3,935
Total income from all sources2014-06-30$686,958
Expenses. Total of all expenses incurred2014-06-30$250,258
Benefits paid (including direct rollovers)2014-06-30$210,545
Total plan assets at end of year2014-06-30$4,172,638
Total plan assets at beginning of year2014-06-30$3,732,003
Value of fidelity bond covering the plan2014-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2014-06-30$39,713
Other income received2014-06-30$486,958
Net income (gross income less expenses)2014-06-30$436,700
Net plan assets at end of year (total assets less liabilities)2014-06-30$4,168,703
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$3,732,003
Total contributions received or receivable from employer(s)2014-06-30$200,000
2013 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2013 401k financial data
Total income from all sources2013-06-30$470,514
Expenses. Total of all expenses incurred2013-06-30$240,742
Benefits paid (including direct rollovers)2013-06-30$210,545
Total plan assets at end of year2013-06-30$3,732,003
Total plan assets at beginning of year2013-06-30$3,502,231
Value of fidelity bond covering the plan2013-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2013-06-30$30,197
Other income received2013-06-30$220,514
Net income (gross income less expenses)2013-06-30$229,772
Net plan assets at end of year (total assets less liabilities)2013-06-30$3,732,003
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$3,502,231
Total contributions received or receivable from employer(s)2013-06-30$250,000
2012 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2012 401k financial data
Total income from all sources2012-06-30$127,734
Expenses. Total of all expenses incurred2012-06-30$242,908
Benefits paid (including direct rollovers)2012-06-30$211,425
Total plan assets at end of year2012-06-30$3,502,231
Total plan assets at beginning of year2012-06-30$3,617,405
Value of fidelity bond covering the plan2012-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2012-06-30$31,483
Other income received2012-06-30$-72,266
Net income (gross income less expenses)2012-06-30$-115,174
Net plan assets at end of year (total assets less liabilities)2012-06-30$3,502,231
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$3,617,405
Total contributions received or receivable from employer(s)2012-06-30$200,000
2011 : INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2011 401k financial data
Total income from all sources2011-06-30$697,699
Expenses. Total of all expenses incurred2011-06-30$208,912
Benefits paid (including direct rollovers)2011-06-30$184,288
Total plan assets at end of year2011-06-30$3,617,405
Total plan assets at beginning of year2011-06-30$3,128,618
Value of fidelity bond covering the plan2011-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2011-06-30$24,624
Other income received2011-06-30$497,699
Net income (gross income less expenses)2011-06-30$488,787
Net plan assets at end of year (total assets less liabilities)2011-06-30$3,617,405
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$3,128,618
Total contributions received or receivable from employer(s)2011-06-30$200,000

Form 5500 Responses for INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST

2022: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement - TrustYes
2021: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: INT'L FED OF PROF & TECH ENGINEERS, LOCAL 195 PENSION PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINDIVIDUAL DEFERRED ANNUITIES
AVIVA LIFE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 60631 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractINDIVIDUAL DEFERRED ANNUITIES

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