PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 401k Plan overview

PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS Benefits

401k Sponsoring company profile

Company Name:	BD TEES PLUMBERS LU 690 PEN FUND
Employer identification number (EIN):	236405018
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	KEVIN F. DEAN	2024-10-11
002	2022-01-01	THOMAS J. MCNULTY	2023-10-13
002	2021-01-01	THOMAS J. MCNULTY	2022-10-14
002	2020-01-01	THOMAS J. MCNULTY	2021-10-14
002	2019-01-01	THOMAS J. MCNULTY	2020-10-15
002	2018-01-01	THOMAS J. MCNULTY	2019-10-15
002	2017-01-01	THOMAS J. MCNULTY	2018-10-11
002	2017-01-01	THOMAS J. MCNULTY	2018-10-11
002	2016-01-01	THOMAS J. MCNULTY	2017-10-12
002	2015-01-01	THOMAS J. MCNULTY	2016-10-17
002	2014-01-01	THOMAS J. MCNULTY	2015-10-15
002	2013-01-01	THOMAS J. MCNULTY	2014-10-14
002	2012-01-01	THOMAS J. MCNULTY	2013-10-15
002	2011-01-01	THOMAS J. MCNULTY	2012-10-15
002	2010-01-01	THOMAS J. MCNULTY	2011-10-17

Plan Statistics for PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS

Measure	Date	Value
2022: PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 2022 401k membership
Market value of plan assets	2022-12-31	5,245,863
Acturial value of plan assets	2022-12-31	4,936,278
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	1,076,071
Number of terminated vested participants	2022-12-31	1
Fundng target for terminated vested participants	2022-12-31	251,429
Active participant vested funding target	2022-12-31	2,441,530
Number of active participants	2022-12-31	3
Total funding liabilities for active participants	2022-12-31	2,480,859
Total participant count	2022-12-31	11
Total funding target for all participants	2022-12-31	3,808,359
Balance at beginning of prior year after applicable adjustments	2022-12-31	3,973
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	244,843
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	3,973
Amount remaining of prefunding balance	2022-12-31	244,843
Present value of excess contributions	2022-12-31	97,334
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	102,726
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	102,726
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	4,352
Balance of prefunding at beginning of current year	2022-12-31	370,952
Total employer contributions	2022-12-31	100,000
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	96,561
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	221,270
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	96,561
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 2021 401k membership
Market value of plan assets	2021-12-31	4,788,450
Acturial value of plan assets	2021-12-31	4,309,605
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	1,095,034
Number of terminated vested participants	2021-12-31	1
Fundng target for terminated vested participants	2021-12-31	149,989
Active participant vested funding target	2021-12-31	2,206,733
Number of active participants	2021-12-31	2
Total funding liabilities for active participants	2021-12-31	2,206,733
Total participant count	2021-12-31	10
Total funding target for all participants	2021-12-31	3,451,756
Balance at beginning of prior year after applicable adjustments	2021-12-31	3,273
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	185,816
Amount remaining of carryover balance	2021-12-31	3,273
Amount remaining of prefunding balance	2021-12-31	185,816
Present value of excess contributions	2021-12-31	18,287
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	19,262
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	19,262
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	3,973
Balance of prefunding at beginning of current year	2021-12-31	244,843
Total employer contributions	2021-12-31	100,800
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	97,334
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	173,887
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	97,334
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 2020 401k membership
Market value of plan assets	2020-12-31	3,841,315
Acturial value of plan assets	2020-12-31	3,642,532
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,170,146
Number of terminated vested participants	2020-12-31	0
Fundng target for terminated vested participants	2020-12-31	0
Active participant vested funding target	2020-12-31	2,230,808
Number of active participants	2020-12-31	3
Total funding liabilities for active participants	2020-12-31	2,267,630
Total participant count	2020-12-31	11
Total funding target for all participants	2020-12-31	3,437,776
Balance at beginning of prior year after applicable adjustments	2020-12-31	2,687
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	151,518
Amount remaining of carryover balance	2020-12-31	2,687
Amount remaining of prefunding balance	2020-12-31	151,518
Present value of excess contributions	2020-12-31	1,201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	1,267
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	1,267
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	3,273
Balance of prefunding at beginning of current year	2020-12-31	185,816
Total employer contributions	2020-12-31	216,704
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	210,085
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	207,465
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	191,798
Additional cash requirement	2020-12-31	191,798
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	210,085
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 2019 401k membership
Market value of plan assets	2019-12-31	3,018,416
Acturial value of plan assets	2019-12-31	3,162,470
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,191,290
Number of terminated vested participants	2019-12-31	0
Fundng target for terminated vested participants	2019-12-31	0
Active participant vested funding target	2019-12-31	1,969,017
Number of active participants	2019-12-31	3
Total funding liabilities for active participants	2019-12-31	2,020,098
Total participant count	2019-12-31	11
Total funding target for all participants	2019-12-31	3,211,388
Balance at beginning of prior year after applicable adjustments	2019-12-31	2,840
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	149,980
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	2,840
Amount remaining of prefunding balance	2019-12-31	149,980
Present value of excess contributions	2019-12-31	9,120
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	9,637
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	9,637
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	2,687
Balance of prefunding at beginning of current year	2019-12-31	151,518
Total employer contributions	2019-12-31	259,256
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	248,417
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	191,214
Net shortfall amortization installment of oustanding balance	2019-12-31	203,123
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	247,216
Additional cash requirement	2019-12-31	247,216
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	248,417
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 2018 401k membership
Market value of plan assets	2018-12-31	3,063,493
Acturial value of plan assets	2018-12-31	2,871,046
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,184,912
Number of terminated vested participants	2018-12-31	1
Fundng target for terminated vested participants	2018-12-31	22,429
Active participant vested funding target	2018-12-31	1,805,488
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,805,488
Total participant count	2018-12-31	11
Total funding target for all participants	2018-12-31	3,012,829
Balance at beginning of prior year after applicable adjustments	2018-12-31	2,406
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	125,609
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	2,406
Amount remaining of prefunding balance	2018-12-31	125,609
Present value of excess contributions	2018-12-31	1,640
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,736
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	1,736
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	2,840
Balance of prefunding at beginning of current year	2018-12-31	149,980
Total employer contributions	2018-12-31	225,000
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	216,609
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	164,028
Net shortfall amortization installment of oustanding balance	2018-12-31	294,603
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	207,489
Additional cash requirement	2018-12-31	207,489
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	216,609
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 2017 401k membership
Market value of plan assets	2017-12-31	2,504,843
Acturial value of plan assets	2017-12-31	2,560,494
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,156,442
Number of terminated vested participants	2017-12-31	1
Fundng target for terminated vested participants	2017-12-31	21,810
Active participant vested funding target	2017-12-31	1,443,205
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	1,487,419
Total participant count	2017-12-31	11
Total funding target for all participants	2017-12-31	2,665,671
Balance at beginning of prior year after applicable adjustments	2017-12-31	2,260
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	116,747
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	2,260
Amount remaining of prefunding balance	2017-12-31	116,747
Present value of excess contributions	2017-12-31	1,245
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	1,320
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	1,320
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	2,406
Balance of prefunding at beginning of current year	2017-12-31	125,609
Total employer contributions	2017-12-31	207,469
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	198,146
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	136,552
Net shortfall amortization installment of oustanding balance	2017-12-31	233,192
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	196,506
Additional cash requirement	2017-12-31	196,506
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	198,146
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PEN PLAN FOR EMPLOYEES OF PLUMB 690 BEN FNDS 2016 401k membership
Market value of plan assets	2016-12-31	2,292,240
Acturial value of plan assets	2016-12-31	2,397,373
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,161,956
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	21,967
Active participant vested funding target	2016-12-31	1,212,680
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	1,242,248
Total participant count	2016-12-31	11
Total funding target for all participants	2016-12-31	2,426,171
Balance at beginning of prior year after applicable adjustments	2016-12-31	2,266
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	100,430
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	2,266
Amount remaining of prefunding balance	2016-12-31	100,430
Present value of excess contributions	2016-12-31	15,601
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	16,578
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	16,578
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	2,260
Balance of prefunding at beginning of current year	2016-12-31	116,747
Total employer contributions	2016-12-31	165,894
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	158,602
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	110,496
Net shortfall amortization installment of oustanding balance	2016-12-31	147,805
Waiver amortization installment	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	157,357
Additional cash requirement	2016-12-31	157,357
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	158,602
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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