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ALLIED PHILADELPHIA UNION PENSION PLAN 401k Plan overview

Plan NameALLIED PHILADELPHIA UNION PENSION PLAN
Plan identification number 040

ALLIED PHILADELPHIA 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 PHILADELPHIA UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0402019-01-01
0402018-01-01
0402017-01-01WILLIAM ZELLER
0402016-01-01WILLIAM ZELLER
0402015-01-01WILLIAM ZELLER
0402014-01-01WILLIAM ZELLER
0402013-01-01KEVIN FITZPATRICK
0402012-01-01TODD BAJEK TODD BAJEK2013-10-11
0402011-01-01TODD BAJEK TODD BAJEK2013-04-04
0402010-01-01TODD BAJEK TODD BAJEK2011-10-14

Plan Statistics for ALLIED PHILADELPHIA UNION PENSION PLAN

401k plan membership statisitcs for ALLIED PHILADELPHIA UNION PENSION PLAN

Measure Date Value
2019: ALLIED PHILADELPHIA UNION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3118,281,976
Acturial value of plan assets2019-12-3119,407,077
Funding target for retired participants and beneficiaries receiving payment2019-12-319,459,533
Number of terminated vested participants2019-12-31202
Fundng target for terminated vested participants2019-12-317,734,562
Active participant vested funding target2019-12-313,044,676
Number of active participants2019-12-3139
Total funding liabilities for active participants2019-12-313,231,089
Total participant count2019-12-31382
Total funding target for all participants2019-12-3120,425,184
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31116,889
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31123,610
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-31123,554
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 year2019-12-31123,554
Total employer contributions2019-12-31411,000
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 date2019-12-31382,179
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 cost2019-12-31130,000
Net shortfall amortization installment of oustanding balance2019-12-311,141,661
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31342,565
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31123,554
Additional cash requirement2019-12-31219,011
Contributions allocatedtoward minimum required contributions for current year2019-12-31382,179
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01381
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALLIED PHILADELPHIA UNION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3120,130,247
Acturial value of plan assets2018-12-3118,939,384
Funding target for retired participants and beneficiaries receiving payment2018-12-318,218,166
Number of terminated vested participants2018-12-31213
Fundng target for terminated vested participants2018-12-317,929,196
Active participant vested funding target2018-12-313,134,266
Number of active participants2018-12-3142
Total funding liabilities for active participants2018-12-313,467,413
Total participant count2018-12-31386
Total funding target for all participants2018-12-3119,614,775
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,595
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,750
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 year2018-12-310
Total employer contributions2018-12-31383,300
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 date2018-12-31363,997
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 cost2018-12-31125,000
Net shortfall amortization installment of oustanding balance2018-12-31675,391
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31247,108
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-31247,108
Contributions allocatedtoward minimum required contributions for current year2018-12-31363,997
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01385
Total number of active participants reported on line 7a of the Form 55002018-01-0139
Number of retired or separated participants receiving benefits2018-01-01116
Number of other retired or separated participants entitled to future benefits2018-01-01194
Total of all active and inactive participants2018-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0132
Total participants2018-01-01381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALLIED PHILADELPHIA UNION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3118,092,819
Acturial value of plan assets2017-12-3118,347,261
Funding target for retired participants and beneficiaries receiving payment2017-12-316,963,519
Number of terminated vested participants2017-12-31228
Fundng target for terminated vested participants2017-12-318,448,365
Active participant vested funding target2017-12-313,208,420
Number of active participants2017-12-3143
Total funding liabilities for active participants2017-12-313,545,582
Total participant count2017-12-31388
Total funding target for all participants2017-12-3118,957,466
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Present value of excess contributions2017-12-31735
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31780
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31290,000
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 date2017-12-31262,798
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 cost2017-12-31160,000
Net shortfall amortization installment of oustanding balance2017-12-31610,205
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31260,203
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-31260,203
Contributions allocatedtoward minimum required contributions for current year2017-12-31262,798
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01387
Total number of active participants reported on line 7a of the Form 55002017-01-0142
Number of retired or separated participants receiving benefits2017-01-01104
Number of other retired or separated participants entitled to future benefits2017-01-01207
Total of all active and inactive participants2017-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0132
Total participants2017-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALLIED PHILADELPHIA UNION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3117,238,940
Acturial value of plan assets2016-12-3118,503,791
Funding target for retired participants and beneficiaries receiving payment2016-12-315,376,755
Number of terminated vested participants2016-12-31240
Fundng target for terminated vested participants2016-12-318,948,464
Active participant vested funding target2016-12-313,437,052
Number of active participants2016-12-3152
Total funding liabilities for active participants2016-12-313,892,864
Total participant count2016-12-31391
Total funding target for all participants2016-12-3118,218,083
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31111,693
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 balance2016-12-31111,693
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 prefunding balances due to elections or deemed elections2016-12-31107,102
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3172,000
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 date2016-12-3165,027
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 cost2016-12-31350,000
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 balances2016-12-3164,292
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-3164,292
Contributions allocatedtoward minimum required contributions for current year2016-12-3165,027
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01390
Total number of active participants reported on line 7a of the Form 55002016-01-0143
Number of retired or separated participants receiving benefits2016-01-0193
Number of other retired or separated participants entitled to future benefits2016-01-01221
Total of all active and inactive participants2016-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0130
Total participants2016-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALLIED PHILADELPHIA UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01394
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of retired or separated participants receiving benefits2015-01-0175
Number of other retired or separated participants entitled to future benefits2015-01-01236
Total of all active and inactive participants2015-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0127
Total participants2015-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALLIED PHILADELPHIA UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01399
Total number of active participants reported on line 7a of the Form 55002014-01-01165
Number of retired or separated participants receiving benefits2014-01-0162
Number of other retired or separated participants entitled to future benefits2014-01-01139
Total of all active and inactive participants2014-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0128
Total participants2014-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALLIED PHILADELPHIA UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01405
Total number of active participants reported on line 7a of the Form 55002013-01-01173
Number of retired or separated participants receiving benefits2013-01-0157
Number of other retired or separated participants entitled to future benefits2013-01-01143
Total of all active and inactive participants2013-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0126
Total participants2013-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: ALLIED PHILADELPHIA UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01410
Total number of active participants reported on line 7a of the Form 55002012-01-01212
Number of retired or separated participants receiving benefits2012-01-0155
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0125
Total participants2012-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: ALLIED PHILADELPHIA UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01408
Total number of active participants reported on line 7a of the Form 55002011-01-01220
Number of retired or separated participants receiving benefits2011-01-0147
Number of other retired or separated participants entitled to future benefits2011-01-01119
Total of all active and inactive participants2011-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0124
Total participants2011-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ALLIED PHILADELPHIA UNION PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01387
Total number of active participants reported on line 7a of the Form 55002010-01-01222
Number of retired or separated participants receiving benefits2010-01-0146
Number of other retired or separated participants entitled to future benefits2010-01-01120
Total of all active and inactive participants2010-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0120
Total participants2010-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012

Financial Data on ALLIED PHILADELPHIA UNION PENSION PLAN

Measure Date Value
2019 : ALLIED PHILADELPHIA UNION PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$20,481,394
Total transfer of assets from this plan2019-12-31$20,481,394
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$6,488
Total income from all sources (including contributions)2019-12-31$3,234,871
Total income from all sources (including contributions)2019-12-31$3,234,871
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,032,346
Total of all expenses incurred2019-12-31$1,032,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$902,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$902,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$62,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$62,000
Value of total assets at end of year2019-12-31$0
Value of total assets at end of year2019-12-31$0
Value of total assets at beginning of year2019-12-31$18,285,357
Value of total assets at beginning of year2019-12-31$18,285,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,713
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$129,713
Total interest from all sources2019-12-31$0
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
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$129,713
Administrative expenses professional fees incurred2019-12-31$129,713
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$6,488
Liabilities. Value of operating payables at beginning of year2019-12-31$6,488
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$2,202,525
Value of net income/loss2019-12-31$2,202,525
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at end of year (total assets less liabilities)2019-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,278,869
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$18,278,869
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$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$18,074,057
Value of interest in master investment trust accounts at beginning of year2019-12-31$18,074,057
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$62,000
Contributions received in cash from employer2019-12-31$62,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$211,300
Employer contributions (assets) at beginning of year2019-12-31$211,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$902,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$902,633
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 PBGC2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31Yes
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
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 PHILADELPHIA 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$6,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$19,409
Total income from all sources (including contributions)2018-12-31$-916,902
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$926,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$812,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$383,300
Value of total assets at end of year2018-12-31$18,285,357
Value of total assets at beginning of year2018-12-31$20,141,786
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$114,432
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$114,432
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$6,488
Liabilities. Value of operating payables at beginning of year2018-12-31$19,409
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,843,508
Value of net assets at end of year (total assets less liabilities)2018-12-31$18,278,869
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,122,377
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$18,074,057
Value of interest in master investment trust accounts at beginning of year2018-12-31$19,851,786
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$383,300
Employer contributions (assets) at end of year2018-12-31$211,300
Employer contributions (assets) at beginning of year2018-12-31$290,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$812,174
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 PHILADELPHIA 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$19,409
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,714
Total income from all sources (including contributions)2017-12-31$2,878,294
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$838,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$709,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$290,000
Value of total assets at end of year2017-12-31$20,141,786
Value of total assets at beginning of year2017-12-31$18,095,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$129,365
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$129,365
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$19,409
Liabilities. Value of operating payables at beginning of year2017-12-31$12,714
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$2,039,304
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,122,377
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,083,073
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$19,851,786
Value of interest in master investment trust accounts at beginning of year2017-12-31$18,023,787
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$290,000
Employer contributions (assets) at end of year2017-12-31$290,000
Employer contributions (assets) at beginning of year2017-12-31$72,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$709,625
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 PHILADELPHIA 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$12,714
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$22,430
Total income from all sources (including contributions)2016-12-31$1,638,482
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$771,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$617,470
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$72,000
Value of total assets at end of year2016-12-31$18,095,787
Value of total assets at beginning of year2016-12-31$17,238,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$154,449
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$154,449
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$12,714
Liabilities. Value of operating payables at beginning of year2016-12-31$22,430
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$866,563
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,083,073
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,216,510
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$18,023,787
Value of interest in master investment trust accounts at beginning of year2016-12-31$17,238,940
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$72,000
Employer contributions (assets) at end of year2016-12-31$72,000
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$617,470
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 PHILADELPHIA 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$22,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$35,067
Total income from all sources (including contributions)2015-12-31$-733,015
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$583,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$419,649
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$17,238,940
Value of total assets at beginning of year2015-12-31$18,568,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$164,236
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$164,236
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$22,430
Liabilities. Value of operating payables at beginning of year2015-12-31$35,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,316,900
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,216,510
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,533,410
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$17,238,940
Value of interest in master investment trust accounts at beginning of year2015-12-31$18,568,477
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
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$419,649
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 PHILADELPHIA 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$35,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$19,062
Total income from all sources (including contributions)2014-12-31$1,160,827
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$537,203
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$391,021
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$18,568,477
Value of total assets at beginning of year2014-12-31$17,928,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$146,182
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$146,182
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$35,067
Liabilities. Value of operating payables at beginning of year2014-12-31$19,062
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$623,624
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,533,410
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,909,786
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$18,568,477
Value of interest in master investment trust accounts at beginning of year2014-12-31$17,098,848
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$830,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$391,021
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 PHILADELPHIA 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$19,062
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$22,419
Total income from all sources (including contributions)2013-12-31$3,657,811
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$482,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$347,005
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,490,000
Value of total assets at end of year2013-12-31$17,928,848
Value of total assets at beginning of year2013-12-31$14,757,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$135,714
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$135,714
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$19,062
Liabilities. Value of operating payables at beginning of year2013-12-31$22,419
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$3,175,092
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,909,786
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,734,694
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$17,098,848
Value of interest in master investment trust accounts at beginning of year2013-12-31$14,287,113
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$1,490,000
Employer contributions (assets) at end of year2013-12-31$830,000
Employer contributions (assets) at beginning of year2013-12-31$470,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$347,005
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 PHILADELPHIA 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$22,419
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,484
Total income from all sources (including contributions)2012-12-31$2,677,988
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$447,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$311,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,348,000
Value of total assets at end of year2012-12-31$14,757,113
Value of total assets at beginning of year2012-12-31$12,519,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$135,439
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$135,439
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$22,419
Liabilities. Value of operating payables at beginning of year2012-12-31$15,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,230,893
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,734,694
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,503,801
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$14,287,113
Value of interest in master investment trust accounts at beginning of year2012-12-31$11,749,285
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$1,348,000
Employer contributions (assets) at end of year2012-12-31$470,000
Employer contributions (assets) at beginning of year2012-12-31$770,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$311,656
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 PHILADELPHIA 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$43,630
Total income from all sources (including contributions)2011-12-31$1,470,318
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$286,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$276,564
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,360,000
Value of total assets at end of year2011-12-31$12,519,285
Value of total assets at beginning of year2011-12-31$11,379,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,333
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$11,284
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
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$43,630
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$1,183,421
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,519,285
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,335,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$-951
Value of interest in master investment trust accounts at end of year2011-12-31$11,749,285
Value of interest in master investment trust accounts at beginning of year2011-12-31$11,379,494
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$1,360,000
Employer contributions (assets) at end of year2011-12-31$770,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$276,564
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 PHILADELPHIA 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$43,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$64,685
Total income from all sources (including contributions)2010-12-31$1,288,354
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$415,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$234,975
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$11,379,494
Value of total assets at beginning of year2010-12-31$10,527,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$180,350
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$131,808
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$18,019
Liabilities. Value of operating payables at end of year2010-12-31$43,630
Liabilities. Value of operating payables at beginning of year2010-12-31$64,685
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$873,029
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,335,864
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,462,835
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$30,523
Value of interest in master investment trust accounts at end of year2010-12-31$11,379,494
Value of interest in master investment trust accounts at beginning of year2010-12-31$10,527,520
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$234,975
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 PHILADELPHIA UNION PENSION PLAN

2019: ALLIED PHILADELPHIA 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 filingYes
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 PHILADELPHIA 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 PHILADELPHIA 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 PHILADELPHIA 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 PHILADELPHIA 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 PHILADELPHIA 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 PHILADELPHIA 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 PHILADELPHIA 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 PHILADELPHIA 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
2010: ALLIED PHILADELPHIA UNION PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes

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