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IFPTE LOCAL 195 WELFARE PLAN 401k Plan overview

Plan NameIFPTE LOCAL 195 WELFARE PLAN
Plan identification number 501

IFPTE LOCAL 195 WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision

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 IFPTE LOCAL 195 WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-07-01
5012021-07-01
5012020-07-01
5012019-07-01
5012018-07-01
5012017-07-01
5012016-07-01GERALD NEWSOME TIMOTHY RUDOLPH2017-12-20
5012015-07-01GERALD NEWSOME TIMOTHY RUDOLPH2017-01-11
5012014-07-01GERALD NEWSOME TIMOTHY RUDOLPH2016-02-09
5012013-07-01GERALD NEWSOME TIMOTHY RUDOLPH2015-02-09
5012012-07-01GERALD NEWSOME TIMOTHY RUDOLPH2014-02-06
5012011-07-01GERALD NEWSOME TIMOTHY RUDOLPH2013-03-20
5012009-07-01GERALD NEWSOME TIMOTHY RUDOLPH2011-01-13

Plan Statistics for IFPTE LOCAL 195 WELFARE PLAN

401k plan membership statisitcs for IFPTE LOCAL 195 WELFARE PLAN

Measure Date Value
2022: IFPTE LOCAL 195 WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-019
Total number of active participants reported on line 7a of the Form 55002022-07-014
Number of retired or separated participants receiving benefits2022-07-015
Total of all active and inactive participants2022-07-019
Total participants2022-07-019
2021: IFPTE LOCAL 195 WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-019
Total number of active participants reported on line 7a of the Form 55002021-07-014
Number of retired or separated participants receiving benefits2021-07-015
Total of all active and inactive participants2021-07-019
Total participants2021-07-019
2020: IFPTE LOCAL 195 WELFARE PLAN 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
2019: IFPTE LOCAL 195 WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-015
Total number of active participants reported on line 7a of the Form 55002019-07-015
Number of retired or separated participants receiving benefits2019-07-011
Total of all active and inactive participants2019-07-016
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-018
2018: IFPTE LOCAL 195 WELFARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-015
Total number of active participants reported on line 7a of the Form 55002018-07-014
Number of retired or separated participants receiving benefits2018-07-011
Total of all active and inactive participants2018-07-015
Total participants2018-07-015
2017: IFPTE LOCAL 195 WELFARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-016
Total number of active participants reported on line 7a of the Form 55002017-07-014
Number of retired or separated participants receiving benefits2017-07-011
Total of all active and inactive participants2017-07-015
Total participants2017-07-015
2016: IFPTE LOCAL 195 WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-016
Total number of active participants reported on line 7a of the Form 55002016-07-015
Number of retired or separated participants receiving benefits2016-07-011
Total of all active and inactive participants2016-07-016
Total participants2016-07-016
2015: IFPTE LOCAL 195 WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-016
Total number of active participants reported on line 7a of the Form 55002015-07-015
Number of retired or separated participants receiving benefits2015-07-011
Total of all active and inactive participants2015-07-016
Total participants2015-07-010
2014: IFPTE LOCAL 195 WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-017
Total number of active participants reported on line 7a of the Form 55002014-07-015
Number of retired or separated participants receiving benefits2014-07-011
Total of all active and inactive participants2014-07-016
Total participants2014-07-010
2013: IFPTE LOCAL 195 WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-019
Total number of active participants reported on line 7a of the Form 55002013-07-016
Number of retired or separated participants receiving benefits2013-07-011
Total of all active and inactive participants2013-07-017
Total participants2013-07-010
2012: IFPTE LOCAL 195 WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-019
Total number of active participants reported on line 7a of the Form 55002012-07-016
Number of retired or separated participants receiving benefits2012-07-011
Total of all active and inactive participants2012-07-017
Total participants2012-07-010
2011: IFPTE LOCAL 195 WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-019
Total number of active participants reported on line 7a of the Form 55002011-07-016
Number of retired or separated participants receiving benefits2011-07-011
Total of all active and inactive participants2011-07-017
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-012
Total participants2011-07-019
2009: IFPTE LOCAL 195 WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-017
Total number of active participants reported on line 7a of the Form 55002009-07-017
Number of retired or separated participants receiving benefits2009-07-011
Total of all active and inactive participants2009-07-018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-011
Total participants2009-07-019

Financial Data on IFPTE LOCAL 195 WELFARE PLAN

Measure Date Value
2023 : IFPTE LOCAL 195 WELFARE PLAN 2023 401k financial data
Total plan liabilities at end of year2023-06-30$1,413,052
Total plan liabilities at beginning of year2023-06-30$1,413,052
Total income from all sources2023-06-30$215,009
Expenses. Total of all expenses incurred2023-06-30$222,941
Benefits paid (including direct rollovers)2023-06-30$221,801
Total plan assets at end of year2023-06-30$1,596,781
Total plan assets at beginning of year2023-06-30$1,604,713
Expenses. Other expenses not covered elsewhere2023-06-30$1,140
Other income received2023-06-30$-793
Net income (gross income less expenses)2023-06-30$-7,932
Net plan assets at end of year (total assets less liabilities)2023-06-30$183,729
Net plan assets at beginning of year (total assets less liabilities)2023-06-30$191,661
Total contributions received or receivable from employer(s)2023-06-30$215,802
2022 : IFPTE LOCAL 195 WELFARE PLAN 2022 401k financial data
Total plan liabilities at end of year2022-06-30$1,413,052
Total plan liabilities at beginning of year2022-06-30$2,122,751
Total income from all sources2022-06-30$211,771
Expenses. Total of all expenses incurred2022-06-30$219,473
Benefits paid (including direct rollovers)2022-06-30$219,042
Total plan assets at end of year2022-06-30$1,604,713
Total plan assets at beginning of year2022-06-30$2,322,114
Expenses. Other expenses not covered elsewhere2022-06-30$431
Other income received2022-06-30$-8,767
Net income (gross income less expenses)2022-06-30$-7,702
Net plan assets at end of year (total assets less liabilities)2022-06-30$191,661
Net plan assets at beginning of year (total assets less liabilities)2022-06-30$199,363
Total contributions received or receivable from employer(s)2022-06-30$220,538
2021 : IFPTE LOCAL 195 WELFARE PLAN 2021 401k financial data
Total plan liabilities at end of year2021-06-30$2,122,751
Total plan liabilities at beginning of year2021-06-30$1,612,491
Total income from all sources2021-06-30$218,770
Expenses. Total of all expenses incurred2021-06-30$220,421
Benefits paid (including direct rollovers)2021-06-30$220,142
Total plan assets at end of year2021-06-30$2,322,114
Total plan assets at beginning of year2021-06-30$1,813,505
Expenses. Other expenses not covered elsewhere2021-06-30$279
Other income received2021-06-30$540
Net income (gross income less expenses)2021-06-30$-1,651
Net plan assets at end of year (total assets less liabilities)2021-06-30$199,363
Net plan assets at beginning of year (total assets less liabilities)2021-06-30$201,014
Total contributions received or receivable from employer(s)2021-06-30$218,230
2020 : IFPTE LOCAL 195 WELFARE PLAN 2020 401k financial data
Total plan liabilities at end of year2020-06-30$1,612,491
Total plan liabilities at beginning of year2020-06-30$1,347,969
Total income from all sources2020-06-30$233,932
Expenses. Total of all expenses incurred2020-06-30$220,472
Benefits paid (including direct rollovers)2020-06-30$220,292
Total plan assets at end of year2020-06-30$1,813,505
Total plan assets at beginning of year2020-06-30$1,535,523
Expenses. Other expenses not covered elsewhere2020-06-30$180
Other income received2020-06-30$6,116
Net income (gross income less expenses)2020-06-30$13,460
Net plan assets at end of year (total assets less liabilities)2020-06-30$201,014
Net plan assets at beginning of year (total assets less liabilities)2020-06-30$187,554
Total contributions received or receivable from employer(s)2020-06-30$227,816
2019 : IFPTE LOCAL 195 WELFARE PLAN 2019 401k financial data
Total plan liabilities at end of year2019-06-30$1,347,969
Total plan liabilities at beginning of year2019-06-30$1,206,655
Total income from all sources2019-06-30$156,764
Expenses. Total of all expenses incurred2019-06-30$157,932
Benefits paid (including direct rollovers)2019-06-30$157,602
Total plan assets at end of year2019-06-30$1,535,523
Total plan assets at beginning of year2019-06-30$1,395,377
Expenses. Other expenses not covered elsewhere2019-06-30$330
Other income received2019-06-30$5,545
Net income (gross income less expenses)2019-06-30$-1,168
Net plan assets at end of year (total assets less liabilities)2019-06-30$187,554
Net plan assets at beginning of year (total assets less liabilities)2019-06-30$188,722
Total contributions received or receivable from employer(s)2019-06-30$151,219
2017 : IFPTE LOCAL 195 WELFARE PLAN 2017 401k financial data
Total plan liabilities at end of year2017-06-30$1,533,289
Total plan liabilities at beginning of year2017-06-30$1,582,976
Total income from all sources2017-06-30$204,293
Expenses. Total of all expenses incurred2017-06-30$187,618
Benefits paid (including direct rollovers)2017-06-30$187,614
Total plan assets at end of year2017-06-30$1,738,882
Total plan assets at beginning of year2017-06-30$1,771,894
Expenses. Other expenses not covered elsewhere2017-06-30$4
Other income received2017-06-30$4,293
Net income (gross income less expenses)2017-06-30$16,675
Net plan assets at end of year (total assets less liabilities)2017-06-30$205,593
Net plan assets at beginning of year (total assets less liabilities)2017-06-30$188,918
Total contributions received or receivable from employer(s)2017-06-30$200,000
2016 : IFPTE LOCAL 195 WELFARE PLAN 2016 401k financial data
Transfers to/from the plan2016-06-30$150,000
Total plan liabilities at end of year2016-06-30$1,582,976
Total plan liabilities at beginning of year2016-06-30$1,392,507
Total income from all sources2016-06-30$177,496
Expenses. Total of all expenses incurred2016-06-30$187,305
Benefits paid (including direct rollovers)2016-06-30$187,291
Total plan assets at end of year2016-06-30$1,771,894
Total plan assets at beginning of year2016-06-30$1,441,234
Expenses. Other expenses not covered elsewhere2016-06-30$14
Other income received2016-06-30$2,496
Net income (gross income less expenses)2016-06-30$-9,809
Net plan assets at end of year (total assets less liabilities)2016-06-30$188,918
Net plan assets at beginning of year (total assets less liabilities)2016-06-30$48,727
Total contributions received or receivable from employer(s)2016-06-30$175,000
2015 : IFPTE LOCAL 195 WELFARE PLAN 2015 401k financial data
Total plan liabilities at end of year2015-06-30$1,392,507
Total plan liabilities at beginning of year2015-06-30$1,440,485
Total income from all sources2015-06-30$119,081
Expenses. Total of all expenses incurred2015-06-30$177,286
Benefits paid (including direct rollovers)2015-06-30$177,078
Total plan assets at end of year2015-06-30$1,441,234
Total plan assets at beginning of year2015-06-30$1,547,417
Expenses. Other expenses not covered elsewhere2015-06-30$208
Other income received2015-06-30$19,081
Net income (gross income less expenses)2015-06-30$-58,205
Net plan assets at end of year (total assets less liabilities)2015-06-30$48,727
Net plan assets at beginning of year (total assets less liabilities)2015-06-30$106,932
Total contributions received or receivable from employer(s)2015-06-30$100,000
2014 : IFPTE LOCAL 195 WELFARE PLAN 2014 401k financial data
Total plan liabilities at end of year2014-06-30$1,440,485
Total plan liabilities at beginning of year2014-06-30$1,362,735
Total income from all sources2014-06-30$105,105
Expenses. Total of all expenses incurred2014-06-30$194,058
Benefits paid (including direct rollovers)2014-06-30$194,058
Total plan assets at end of year2014-06-30$1,547,417
Total plan assets at beginning of year2014-06-30$1,558,620
Other income received2014-06-30$5,105
Net income (gross income less expenses)2014-06-30$-88,953
Net plan assets at end of year (total assets less liabilities)2014-06-30$106,932
Net plan assets at beginning of year (total assets less liabilities)2014-06-30$195,885
Total contributions received or receivable from employer(s)2014-06-30$100,000
2013 : IFPTE LOCAL 195 WELFARE PLAN 2013 401k financial data
Total plan liabilities at end of year2013-06-30$1,362,735
Total plan liabilities at beginning of year2013-06-30$947,936
Total income from all sources2013-06-30$332,130
Expenses. Total of all expenses incurred2013-06-30$198,663
Benefits paid (including direct rollovers)2013-06-30$198,663
Total plan assets at end of year2013-06-30$1,558,620
Total plan assets at beginning of year2013-06-30$1,010,354
Other income received2013-06-30$-2,870
Net income (gross income less expenses)2013-06-30$133,467
Net plan assets at end of year (total assets less liabilities)2013-06-30$195,885
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$62,418
Total contributions received or receivable from employer(s)2013-06-30$335,000
2012 : IFPTE LOCAL 195 WELFARE PLAN 2012 401k financial data
Total plan liabilities at end of year2012-06-30$947,936
Total plan liabilities at beginning of year2012-06-30$663,595
Total income from all sources2012-06-30$199,506
Expenses. Total of all expenses incurred2012-06-30$190,394
Benefits paid (including direct rollovers)2012-06-30$190,244
Total plan assets at end of year2012-06-30$1,010,354
Total plan assets at beginning of year2012-06-30$716,901
Value of fidelity bond covering the plan2012-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2012-06-30$150
Other income received2012-06-30$4,919
Net income (gross income less expenses)2012-06-30$9,112
Net plan assets at end of year (total assets less liabilities)2012-06-30$62,418
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$53,306
Total contributions received or receivable from employer(s)2012-06-30$194,587
2011 : IFPTE LOCAL 195 WELFARE PLAN 2011 401k financial data
Total plan liabilities at end of year2011-06-30$663,595
Total plan liabilities at beginning of year2011-06-30$815,952
Total income from all sources2011-06-30$218,519
Expenses. Total of all expenses incurred2011-06-30$203,479
Benefits paid (including direct rollovers)2011-06-30$203,319
Total plan assets at end of year2011-06-30$716,901
Total plan assets at beginning of year2011-06-30$854,218
Value of fidelity bond covering the plan2011-06-30$1,000,000
Expenses. Other expenses not covered elsewhere2011-06-30$160
Other income received2011-06-30$5,519
Net income (gross income less expenses)2011-06-30$15,040
Net plan assets at end of year (total assets less liabilities)2011-06-30$53,306
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$38,266
Total contributions received or receivable from employer(s)2011-06-30$213,000

Form 5500 Responses for IFPTE LOCAL 195 WELFARE PLAN

2022: IFPTE LOCAL 195 WELFARE PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: IFPTE LOCAL 195 WELFARE PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: IFPTE LOCAL 195 WELFARE PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: IFPTE LOCAL 195 WELFARE PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: IFPTE LOCAL 195 WELFARE PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: IFPTE LOCAL 195 WELFARE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IFPTE LOCAL 195 WELFARE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IFPTE LOCAL 195 WELFARE PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IFPTE LOCAL 195 WELFARE PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IFPTE LOCAL 195 WELFARE PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IFPTE LOCAL 195 WELFARE PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IFPTE LOCAL 195 WELFARE PLAN 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: IFPTE LOCAL 195 WELFARE PLAN 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

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