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ALLIED HARVEY UNION PENSION PLAN 401k Plan overview

Plan NameALLIED HARVEY UNION PENSION PLAN
Plan identification number 039

ALLIED HARVEY UNION PENSION PLAN 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ATKORE INTERNATIONAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:ATKORE INTERNATIONAL, INC.
Employer identification number (EIN):900631477
NAIC Classification:339900

Additional information about ATKORE INTERNATIONAL, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2011-03-29
Company Identification Number: 0801404628
Legal Registered Office Address: 16100 LATHROP AVE

HARVEY
United States of America (USA)
60426

More information about ATKORE INTERNATIONAL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLIED HARVEY UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0392023-01-01
0392022-01-01
0392021-01-01
0392020-01-01
0392019-01-01
0392018-01-01
0392017-01-01WILLIAM ZELLER
0392016-01-01WILLIAM ZELLER
0392015-01-01WILLIAM ZELLER
0392014-01-01WILLIAM ZELLER
0392013-01-01KEVIN FITZPATRICK
0392012-01-01TODD BAJEK TODD BAJEK2013-10-11
0392011-01-01TODD BAJEK TODD BAJEK2013-04-04

Plan Statistics for ALLIED HARVEY UNION PENSION PLAN

401k plan membership statisitcs for ALLIED HARVEY UNION PENSION PLAN

Measure Date Value
2023: ALLIED HARVEY UNION PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-011,382
Total number of active participants reported on line 7a of the Form 55002023-01-01153
Number of retired or separated participants receiving benefits2023-01-01648
Number of other retired or separated participants entitled to future benefits2023-01-01390
Total of all active and inactive participants2023-01-011,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-01165
Total participants2023-01-011,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: ALLIED HARVEY UNION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31121,110,286
Acturial value of plan assets2022-12-31116,406,140
Funding target for retired participants and beneficiaries receiving payment2022-12-3155,364,149
Number of terminated vested participants2022-12-31454
Fundng target for terminated vested participants2022-12-3115,665,615
Active participant vested funding target2022-12-3118,480,948
Number of active participants2022-12-31198
Total funding liabilities for active participants2022-12-3119,455,499
Total participant count2022-12-311,425
Total funding target for all participants2022-12-3190,485,263
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3118,162,777
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3118,162,777
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3119,746,571
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31450,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,411
Total number of active participants reported on line 7a of the Form 55002022-01-01170
Number of retired or separated participants receiving benefits2022-01-01635
Number of other retired or separated participants entitled to future benefits2022-01-01417
Total of all active and inactive participants2022-01-011,222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01160
Total participants2022-01-011,382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALLIED HARVEY UNION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31116,883,230
Acturial value of plan assets2021-12-31109,421,127
Funding target for retired participants and beneficiaries receiving payment2021-12-3151,322,996
Number of terminated vested participants2021-12-31477
Fundng target for terminated vested participants2021-12-3116,240,051
Active participant vested funding target2021-12-3121,353,403
Number of active participants2021-12-31232
Total funding liabilities for active participants2021-12-3122,372,809
Total participant count2021-12-311,450
Total funding target for all participants2021-12-3189,935,856
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31922,937
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-31690,267
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31232,670
Present value of excess contributions2021-12-3117,044,585
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3118,017,039
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3117,900,000
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3118,162,777
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31510,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,438
Total number of active participants reported on line 7a of the Form 55002021-01-01198
Number of retired or separated participants receiving benefits2021-01-01623
Number of other retired or separated participants entitled to future benefits2021-01-01435
Total of all active and inactive participants2021-01-011,256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01155
Total participants2021-01-011,411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ALLIED HARVEY UNION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3191,768,314
Acturial value of plan assets2020-12-3189,215,681
Funding target for retired participants and beneficiaries receiving payment2020-12-3150,397,323
Number of terminated vested participants2020-12-31516
Fundng target for terminated vested participants2020-12-3117,718,264
Active participant vested funding target2020-12-3123,398,115
Number of active participants2020-12-31252
Total funding liabilities for active participants2020-12-3124,415,290
Total participant count2020-12-311,470
Total funding target for all participants2020-12-3192,530,877
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31457,957
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31261,046
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31196,911
Present value of excess contributions2020-12-31624,150
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31690,267
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31690,267
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31922,937
Total employer contributions2020-12-3119,450,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3117,823,065
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31510,000
Net shortfall amortization installment of oustanding balance2020-12-314,238,133
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,468,747
Prefunding balance elected to use to offset funding requirement2020-12-31690,267
Additional cash requirement2020-12-31778,480
Contributions allocatedtoward minimum required contributions for current year2020-12-3117,823,065
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,458
Total number of active participants reported on line 7a of the Form 55002020-01-01232
Number of retired or separated participants receiving benefits2020-01-01598
Number of other retired or separated participants entitled to future benefits2020-01-01461
Total of all active and inactive participants2020-01-011,291
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01147
Total participants2020-01-011,438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALLIED HARVEY UNION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3152,265,117
Acturial value of plan assets2019-12-3155,564,431
Funding target for retired participants and beneficiaries receiving payment2019-12-3131,947,864
Number of terminated vested participants2019-12-31215
Fundng target for terminated vested participants2019-12-316,031,121
Active participant vested funding target2019-12-3120,843,678
Number of active participants2019-12-31225
Total funding liabilities for active participants2019-12-3121,703,648
Total participant count2019-12-31775
Total funding target for all participants2019-12-3159,682,633
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31859,223
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31648,194
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31211,029
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31196,911
Total employer contributions2019-12-311,407,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,325,231
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31270,000
Net shortfall amortization installment of oustanding balance2019-12-314,315,113
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,038,042
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-311,038,042
Contributions allocatedtoward minimum required contributions for current year2019-12-311,325,231
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01765
Total number of active participants reported on line 7a of the Form 55002019-01-01252
Number of retired or separated participants receiving benefits2019-01-01573
Number of other retired or separated participants entitled to future benefits2019-01-01495
Total of all active and inactive participants2019-01-011,320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01138
Total participants2019-01-011,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALLIED HARVEY UNION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3159,084,791
Acturial value of plan assets2018-12-3155,506,986
Funding target for retired participants and beneficiaries receiving payment2018-12-3128,077,031
Number of terminated vested participants2018-12-31221
Fundng target for terminated vested participants2018-12-315,537,012
Active participant vested funding target2018-12-3121,986,230
Number of active participants2018-12-31248
Total funding liabilities for active participants2018-12-3123,019,045
Total participant count2018-12-31781
Total funding target for all participants2018-12-3156,633,088
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-311,152,673
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31403,699
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31748,974
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31859,223
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31300,000
Net shortfall amortization installment of oustanding balance2018-12-311,985,325
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31648,194
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31648,194
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01772
Total number of active participants reported on line 7a of the Form 55002018-01-01225
Number of retired or separated participants receiving benefits2018-01-01266
Number of other retired or separated participants entitled to future benefits2018-01-01205
Total of all active and inactive participants2018-01-01696
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0169
Total participants2018-01-01765
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALLIED HARVEY UNION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3154,117,033
Acturial value of plan assets2017-12-3154,886,033
Funding target for retired participants and beneficiaries receiving payment2017-12-3125,714,109
Number of terminated vested participants2017-12-31221
Fundng target for terminated vested participants2017-12-315,030,076
Active participant vested funding target2017-12-3122,814,507
Number of active participants2017-12-31274
Total funding liabilities for active participants2017-12-3124,229,641
Total participant count2017-12-31786
Total funding target for all participants2017-12-3154,973,826
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-311,054,499
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-311,054,499
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-311,152,673
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31200,000
Net shortfall amortization installment of oustanding balance2017-12-311,240,466
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31403,699
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31403,699
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01778
Total number of active participants reported on line 7a of the Form 55002017-01-01248
Number of retired or separated participants receiving benefits2017-01-01246
Number of other retired or separated participants entitled to future benefits2017-01-01212
Total of all active and inactive participants2017-01-01706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0166
Total participants2017-01-01772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALLIED HARVEY UNION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3151,873,095
Acturial value of plan assets2016-12-3155,690,203
Funding target for retired participants and beneficiaries receiving payment2016-12-3122,286,627
Number of terminated vested participants2016-12-31223
Fundng target for terminated vested participants2016-12-314,885,964
Active participant vested funding target2016-12-3123,275,652
Number of active participants2016-12-31305
Total funding liabilities for active participants2016-12-3125,089,968
Total participant count2016-12-31797
Total funding target for all participants2016-12-3152,262,559
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,099,467
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,099,467
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-311,054,499
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,435,753
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01789
Total number of active participants reported on line 7a of the Form 55002016-01-01274
Number of retired or separated participants receiving benefits2016-01-01232
Number of other retired or separated participants entitled to future benefits2016-01-01211
Total of all active and inactive participants2016-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0161
Total participants2016-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: ALLIED HARVEY UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01792
Total number of active participants reported on line 7a of the Form 55002015-01-01305
Number of retired or separated participants receiving benefits2015-01-01217
Number of other retired or separated participants entitled to future benefits2015-01-01211
Total of all active and inactive participants2015-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0156
Total participants2015-01-01789
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALLIED HARVEY UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01799
Total number of active participants reported on line 7a of the Form 55002014-01-01329
Number of retired or separated participants receiving benefits2014-01-01199
Number of other retired or separated participants entitled to future benefits2014-01-01210
Total of all active and inactive participants2014-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0154
Total participants2014-01-01792
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALLIED HARVEY UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01807
Total number of active participants reported on line 7a of the Form 55002013-01-01360
Number of retired or separated participants receiving benefits2013-01-01188
Number of other retired or separated participants entitled to future benefits2013-01-01197
Total of all active and inactive participants2013-01-01745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0154
Total participants2013-01-01799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ALLIED HARVEY UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01817
Total number of active participants reported on line 7a of the Form 55002012-01-01383
Number of retired or separated participants receiving benefits2012-01-01171
Number of other retired or separated participants entitled to future benefits2012-01-01205
Total of all active and inactive participants2012-01-01759
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0148
Total participants2012-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: ALLIED HARVEY UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01848
Total number of active participants reported on line 7a of the Form 55002011-01-01428
Number of retired or separated participants receiving benefits2011-01-01156
Number of other retired or separated participants entitled to future benefits2011-01-01187
Total of all active and inactive participants2011-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0146
Total participants2011-01-01817
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-018

Financial Data on ALLIED HARVEY UNION PENSION PLAN

Measure Date Value
2023 : ALLIED HARVEY UNION PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$7,930,511
Total unrealized appreciation/depreciation of assets2023-12-31$7,930,511
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$78,568
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$17,500
Total income from all sources (including contributions)2023-12-31$10,901,432
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$6,045,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,391,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$97,362,577
Value of total assets at beginning of year2023-12-31$92,445,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$653,677
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$2,970,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$2,970,921
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Assets. Other investments not covered elsewhere at end of year2023-12-31$7,034,228
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$5,302,870
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$921,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$472,323
Administrative expenses (other) incurred2023-12-31$46,677
Liabilities. Value of operating payables at end of year2023-12-31$78,568
Liabilities. Value of operating payables at beginning of year2023-12-31$17,500
Total non interest bearing cash at end of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,856,285
Value of net assets at end of year (total assets less liabilities)2023-12-31$97,284,009
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$92,427,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$201,053
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,086,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$49,075,134
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$33,217,975
Asset value of US Government securities at beginning of year2023-12-31$16,671,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,391,470
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$53,102,675
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$20,923,399
Contract administrator fees2023-12-31$242,582
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CROWE LLP
Accountancy firm EIN2023-12-31350921680
2022 : ALLIED HARVEY UNION PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-25,458,501
Total unrealized appreciation/depreciation of assets2022-12-31$-25,458,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,500
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$53,506
Total income from all sources (including contributions)2022-12-31$-23,041,374
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,587,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,169,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$92,445,224
Value of total assets at beginning of year2022-12-31$121,110,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$418,219
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,417,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,417,127
Administrative expenses professional fees incurred2022-12-31$418,219
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,302,870
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$472,323
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$46
Liabilities. Value of operating payables at end of year2022-12-31$17,500
Liabilities. Value of operating payables at beginning of year2022-12-31$53,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-28,629,102
Value of net assets at end of year (total assets less liabilities)2022-12-31$92,427,724
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$121,056,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$49,075,134
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$121,110,286
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$16,671,498
Asset value of US Government securities at beginning of year2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,169,509
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$20,923,399
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : ALLIED HARVEY UNION PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$53,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$69,695
Total income from all sources (including contributions)2021-12-31$8,885,199
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,310,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,882,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$121,110,332
Value of total assets at beginning of year2021-12-31$117,551,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$428,325
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$4,250,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$4,250,511
Administrative expenses professional fees incurred2021-12-31$428,325
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$46
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$53,506
Liabilities. Value of operating payables at beginning of year2021-12-31$69,695
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$3,574,857
Value of net assets at end of year (total assets less liabilities)2021-12-31$121,056,826
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$117,481,969
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$121,110,286
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$98,451,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,634,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$19,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,882,017
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : ALLIED HARVEY UNION PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$69,695
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$77,503
Total income from all sources (including contributions)2020-12-31$30,910,826
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$5,156,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,627,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$19,450,000
Value of total assets at end of year2020-12-31$117,551,664
Value of total assets at beginning of year2020-12-31$91,805,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$528,852
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$528,852
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Liabilities. Value of operating payables at end of year2020-12-31$69,695
Liabilities. Value of operating payables at beginning of year2020-12-31$77,503
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$25,754,462
Value of net assets at end of year (total assets less liabilities)2020-12-31$117,481,969
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$91,727,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$98,451,664
Value of interest in master investment trust accounts at beginning of year2020-12-31$90,179,010
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$19,450,000
Employer contributions (assets) at end of year2020-12-31$19,100,000
Employer contributions (assets) at beginning of year2020-12-31$1,626,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,627,512
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : ALLIED HARVEY UNION PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$31,185,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77,503
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,620
Total income from all sources (including contributions)2019-12-31$11,374,981
Total income from all sources (including contributions)2019-12-31$11,374,981
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,084,370
Total of all expenses incurred2019-12-31$3,084,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,834,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,834,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,115,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,115,000
Value of total assets at end of year2019-12-31$91,805,010
Value of total assets at end of year2019-12-31$91,805,010
Value of total assets at beginning of year2019-12-31$52,265,117
Value of total assets at beginning of year2019-12-31$52,265,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$249,688
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$249,688
Administrative expenses professional fees incurred2019-12-31$249,688
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Liabilities. Value of operating payables at end of year2019-12-31$77,503
Liabilities. Value of operating payables at end of year2019-12-31$77,503
Liabilities. Value of operating payables at beginning of year2019-12-31$13,620
Liabilities. Value of operating payables at beginning of year2019-12-31$13,620
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$8,290,611
Value of net income/loss2019-12-31$8,290,611
Value of net assets at end of year (total assets less liabilities)2019-12-31$91,727,507
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,251,497
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
Value of interest in master investment trust accounts at end of year2019-12-31$90,179,010
Value of interest in master investment trust accounts at beginning of year2019-12-31$52,265,117
Value of interest in master investment trust accounts at beginning of year2019-12-31$52,265,117
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
Contributions received in cash from employer2019-12-31$2,115,000
Employer contributions (assets) at end of year2019-12-31$1,626,000
Employer contributions (assets) at end of year2019-12-31$1,626,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,834,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,834,682
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
Accountancy firm EIN2019-12-31350921680
2018 : ALLIED HARVEY UNION PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$48,978
Total income from all sources (including contributions)2018-12-31$-3,850,301
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,934,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,700,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$52,265,117
Value of total assets at beginning of year2018-12-31$59,084,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$233,842
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$233,842
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Liabilities. Value of operating payables at end of year2018-12-31$13,620
Liabilities. Value of operating payables at beginning of year2018-12-31$48,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,784,315
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,251,497
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$59,035,812
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$52,265,117
Value of interest in master investment trust accounts at beginning of year2018-12-31$59,084,790
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,700,172
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : ALLIED HARVEY UNION PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$48,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,601
Total income from all sources (including contributions)2017-12-31$7,759,467
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,823,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,490,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$59,084,790
Value of total assets at beginning of year2017-12-31$54,117,033
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$333,086
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$333,086
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Liabilities. Value of operating payables at end of year2017-12-31$48,978
Liabilities. Value of operating payables at beginning of year2017-12-31$17,601
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$4,936,380
Value of net assets at end of year (total assets less liabilities)2017-12-31$59,035,812
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$54,099,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$59,084,790
Value of interest in master investment trust accounts at beginning of year2017-12-31$54,117,033
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$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,490,001
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : ALLIED HARVEY UNION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$24,225
Total income from all sources (including contributions)2016-12-31$4,711,936
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,461,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,250,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$54,117,033
Value of total assets at beginning of year2016-12-31$51,873,095
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$211,095
Total interest from all sources2016-12-31$0
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$211,095
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$17,601
Liabilities. Value of operating payables at beginning of year2016-12-31$24,225
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$2,250,562
Value of net assets at end of year (total assets less liabilities)2016-12-31$54,099,432
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,848,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$54,117,033
Value of interest in master investment trust accounts at beginning of year2016-12-31$51,873,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,250,279
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : ALLIED HARVEY UNION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$24,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$44,153
Total income from all sources (including contributions)2015-12-31$-2,204,076
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,273,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,032,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$51,873,095
Value of total assets at beginning of year2015-12-31$56,370,707
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$241,064
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$241,064
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$24,225
Liabilities. Value of operating payables at beginning of year2015-12-31$44,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,477,684
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,848,870
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$56,326,554
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$51,873,095
Value of interest in master investment trust accounts at beginning of year2015-12-31$56,370,707
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$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,032,544
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : ALLIED HARVEY UNION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$44,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$25,107
Total income from all sources (including contributions)2014-12-31$3,553,370
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,146,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,898,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$56,370,707
Value of total assets at beginning of year2014-12-31$54,944,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$248,553
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$248,553
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Liabilities. Value of operating payables at end of year2014-12-31$44,153
Liabilities. Value of operating payables at beginning of year2014-12-31$25,107
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$1,406,812
Value of net assets at end of year (total assets less liabilities)2014-12-31$56,326,554
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$54,919,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$56,370,707
Value of interest in master investment trust accounts at beginning of year2014-12-31$53,544,849
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$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,898,005
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : ALLIED HARVEY UNION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$25,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$39,626
Total income from all sources (including contributions)2013-12-31$10,041,066
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,047,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,752,436
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,200,000
Value of total assets at end of year2013-12-31$54,944,849
Value of total assets at beginning of year2013-12-31$46,965,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$294,665
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$294,665
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Liabilities. Value of operating payables at end of year2013-12-31$25,107
Liabilities. Value of operating payables at beginning of year2013-12-31$39,626
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$7,993,965
Value of net assets at end of year (total assets less liabilities)2013-12-31$54,919,742
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$46,925,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$53,544,849
Value of interest in master investment trust accounts at beginning of year2013-12-31$45,655,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,200,000
Employer contributions (assets) at end of year2013-12-31$1,400,000
Employer contributions (assets) at beginning of year2013-12-31$1,310,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,752,436
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : ALLIED HARVEY UNION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$39,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$28,455
Total income from all sources (including contributions)2012-12-31$8,033,133
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,758,637
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,478,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,722,000
Value of total assets at end of year2012-12-31$46,965,403
Value of total assets at beginning of year2012-12-31$40,679,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$280,545
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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$280,545
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Liabilities. Value of operating payables at end of year2012-12-31$39,626
Liabilities. Value of operating payables at beginning of year2012-12-31$28,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$6,274,496
Value of net assets at end of year (total assets less liabilities)2012-12-31$46,925,777
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$40,651,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$45,655,403
Value of interest in master investment trust accounts at beginning of year2012-12-31$38,500,736
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$3,722,000
Employer contributions (assets) at end of year2012-12-31$1,310,000
Employer contributions (assets) at beginning of year2012-12-31$2,179,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,478,092
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : ALLIED HARVEY UNION PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$84,547
Total income from all sources (including contributions)2011-12-31$3,848,368
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,399,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,350,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,410,000
Value of total assets at end of year2011-12-31$40,679,737
Value of total assets at beginning of year2011-12-31$38,315,543
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$49,136
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
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$22,063
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$30,275
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$84,547
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$2,448,741
Value of net assets at end of year (total assets less liabilities)2011-12-31$40,679,737
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$38,230,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$-3,202
Value of interest in master investment trust accounts at end of year2011-12-31$38,500,737
Value of interest in master investment trust accounts at beginning of year2011-12-31$38,315,543
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$3,410,000
Employer contributions (assets) at end of year2011-12-31$2,179,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,350,491
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : ALLIED HARVEY UNION PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$84,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$109,584
Total income from all sources (including contributions)2010-12-31$4,336,463
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,548,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,189,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$38,315,543
Value of total assets at beginning of year2010-12-31$35,552,985
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$359,187
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
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$223,792
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$25,000,000
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
Administrative expenses (other) incurred2010-12-31$32,562
Liabilities. Value of operating payables at end of year2010-12-31$84,547
Liabilities. Value of operating payables at beginning of year2010-12-31$109,584
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$2,787,595
Value of net assets at end of year (total assets less liabilities)2010-12-31$38,230,996
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$35,443,401
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$102,833
Value of interest in master investment trust accounts at end of year2010-12-31$38,315,543
Value of interest in master investment trust accounts at beginning of year2010-12-31$35,552,985
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
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,189,681
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31O'BRIEN, RILEY & RYAN
Accountancy firm EIN2010-12-31043176941

Form 5500 Responses for ALLIED HARVEY UNION PENSION PLAN

2023: ALLIED HARVEY UNION PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ALLIED HARVEY UNION PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLIED HARVEY UNION PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLIED HARVEY UNION PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLIED HARVEY UNION PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLIED HARVEY UNION PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLIED HARVEY UNION PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLIED HARVEY UNION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLIED HARVEY UNION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLIED HARVEY UNION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALLIED HARVEY UNION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALLIED HARVEY UNION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALLIED HARVEY UNION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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