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IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 401k Plan overview

Plan NameIRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND
Plan identification number 001

IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

BOARD OF TRUSTEES IRON WORKERS has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRON WORKERS
Employer identification number (EIN):042647320
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM P. HURLEY2023-10-13
0012021-01-01VERONICA DYER2022-10-13
0012020-01-01VERONICA DYER2021-10-12
0012019-01-01VERONICA DYER2020-10-13
0012018-01-01VERONICA DYER2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01VERONICA DYER
0012011-01-01MICHAEL RUGGIERI
0012010-01-01MICHAEL RUGGIERI
0012009-01-01MICHAEL RUGGIERI
0012009-01-01MICHAEL RUGGIERI
0012009-01-01MICHAEL RUGGIERI

Plan Statistics for IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND

Measure Date Value
2022: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-018,902
Total number of active participants reported on line 7a of the Form 55002022-01-017,428
Number of retired or separated participants receiving benefits2022-01-011,073
Number of other retired or separated participants entitled to future benefits2022-01-01609
Total of all active and inactive participants2022-01-019,110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01307
Total participants2022-01-019,417
Number of participants with account balances2022-01-015,351
Number of employers contributing to the scheme2022-01-01232
2021: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-018,555
Total number of active participants reported on line 7a of the Form 55002021-01-016,992
Number of retired or separated participants receiving benefits2021-01-011,042
Number of other retired or separated participants entitled to future benefits2021-01-01607
Total of all active and inactive participants2021-01-018,641
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01261
Total participants2021-01-018,902
Number of participants with account balances2021-01-015,082
Number of employers contributing to the scheme2021-01-01183
2020: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-018,151
Total number of active participants reported on line 7a of the Form 55002020-01-016,805
Number of retired or separated participants receiving benefits2020-01-01910
Number of other retired or separated participants entitled to future benefits2020-01-01594
Total of all active and inactive participants2020-01-018,309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01246
Total participants2020-01-018,555
Number of participants with account balances2020-01-014,871
Number of employers contributing to the scheme2020-01-01173
2019: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-017,754
Total number of active participants reported on line 7a of the Form 55002019-01-016,428
Number of retired or separated participants receiving benefits2019-01-011,168
Number of other retired or separated participants entitled to future benefits2019-01-01322
Total of all active and inactive participants2019-01-017,918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01233
Total participants2019-01-018,151
Number of participants with account balances2019-01-014,365
Number of employers contributing to the scheme2019-01-01203
2018: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-017,241
Total number of active participants reported on line 7a of the Form 55002018-01-016,716
Number of retired or separated participants receiving benefits2018-01-01549
Number of other retired or separated participants entitled to future benefits2018-01-01288
Total of all active and inactive participants2018-01-017,553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01201
Total participants2018-01-017,754
Number of participants with account balances2018-01-014,996
Number of employers contributing to the scheme2018-01-01215
2017: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-016,772
Total number of active participants reported on line 7a of the Form 55002017-01-016,265
Number of retired or separated participants receiving benefits2017-01-01508
Number of other retired or separated participants entitled to future benefits2017-01-01280
Total of all active and inactive participants2017-01-017,053
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01188
Total participants2017-01-017,241
Number of participants with account balances2017-01-014,684
Number of employers contributing to the scheme2017-01-01181
2016: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-015,927
Total number of active participants reported on line 7a of the Form 55002016-01-015,880
Number of retired or separated participants receiving benefits2016-01-01454
Number of other retired or separated participants entitled to future benefits2016-01-01277
Total of all active and inactive participants2016-01-016,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01161
Total participants2016-01-016,772
Number of participants with account balances2016-01-014,454
Number of employers contributing to the scheme2016-01-01190
2015: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-015,633
Total number of active participants reported on line 7a of the Form 55002015-01-015,246
Number of retired or separated participants receiving benefits2015-01-01418
Number of other retired or separated participants entitled to future benefits2015-01-01120
Total of all active and inactive participants2015-01-015,784
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01143
Total participants2015-01-015,927
Number of participants with account balances2015-01-013,892
Number of employers contributing to the scheme2015-01-01199
2014: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-015,324
Total number of active participants reported on line 7a of the Form 55002014-01-015,087
Number of retired or separated participants receiving benefits2014-01-01313
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-015,511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01122
Total participants2014-01-015,633
Number of participants with account balances2014-01-013,676
Number of employers contributing to the scheme2014-01-01182
2013: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-015,321
Total number of active participants reported on line 7a of the Form 55002013-01-014,838
Number of retired or separated participants receiving benefits2013-01-0148
Number of other retired or separated participants entitled to future benefits2013-01-01343
Total of all active and inactive participants2013-01-015,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0195
Total participants2013-01-015,324
Number of participants with account balances2013-01-013,514
Number of employers contributing to the scheme2013-01-01230
2012: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-015,069
Total number of active participants reported on line 7a of the Form 55002012-01-014,596
Number of retired or separated participants receiving benefits2012-01-01272
Number of other retired or separated participants entitled to future benefits2012-01-01347
Total of all active and inactive participants2012-01-015,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01106
Total participants2012-01-015,321
Number of participants with account balances2012-01-013,371
Number of employers contributing to the scheme2012-01-01236
2011: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-014,907
Total number of active participants reported on line 7a of the Form 55002011-01-014,411
Number of retired or separated participants receiving benefits2011-01-01246
Number of other retired or separated participants entitled to future benefits2011-01-01319
Total of all active and inactive participants2011-01-014,976
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0193
Total participants2011-01-015,069
Number of participants with account balances2011-01-013,158
Number of employers contributing to the scheme2011-01-01258
2010: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-014,786
Total number of active participants reported on line 7a of the Form 55002010-01-014,270
Number of retired or separated participants receiving benefits2010-01-01230
Number of other retired or separated participants entitled to future benefits2010-01-01327
Total of all active and inactive participants2010-01-014,827
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0180
Total participants2010-01-014,907
Number of participants with account balances2010-01-013,159
Number of employers contributing to the scheme2010-01-01379
2009: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-014,665
Total number of active participants reported on line 7a of the Form 55002009-01-014,184
Number of retired or separated participants receiving benefits2009-01-01205
Number of other retired or separated participants entitled to future benefits2009-01-01336
Total of all active and inactive participants2009-01-014,725
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0161
Total participants2009-01-014,786
Number of participants with account balances2009-01-013,250
Number of employers contributing to the scheme2009-01-01162

Financial Data on IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND

Measure Date Value
2022 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$357,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$331,877
Total income from all sources (including contributions)2022-12-31$-35,089,093
Total of all expenses incurred2022-12-31$51,348,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$50,511,142
Expenses. Certain deemed distributions of participant loans2022-12-31$130,881
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$53,414,777
Value of total assets at end of year2022-12-31$499,575,016
Value of total assets at beginning of year2022-12-31$585,987,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$706,776
Total interest from all sources2022-12-31$573,006
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,089,522
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$4,089,522
Administrative expenses professional fees incurred2022-12-31$105,338
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$6,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$189,160
Participant contributions at end of year2022-12-31$7,154,442
Participant contributions at beginning of year2022-12-31$7,326,671
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$16,805
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$310,714
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$327,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$241,801
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$230,090
Other income not declared elsewhere2022-12-31$1,137,230
Administrative expenses (other) incurred2022-12-31$249,573
Liabilities. Value of operating payables at end of year2022-12-31$115,947
Liabilities. Value of operating payables at beginning of year2022-12-31$101,787
Total non interest bearing cash at end of year2022-12-31$213,951
Total non interest bearing cash at beginning of year2022-12-31$15,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-86,437,892
Value of net assets at end of year (total assets less liabilities)2022-12-31$499,217,268
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$585,655,160
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
Investment advisory and management fees2022-12-31$351,865
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$371,209,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$466,951,215
Value of interest in pooled separate accounts at end of year2022-12-31$114,224,757
Value of interest in pooled separate accounts at beginning of year2022-12-31$105,709,677
Interest on participant loans2022-12-31$496,874
Interest earned on other investments2022-12-31$51,568
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,458,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,137,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,137,121
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,564
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-95,666,453
Net investment gain/loss from pooled separate accounts2022-12-31$1,362,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$53,208,812
Employer contributions (assets) at end of year2022-12-31$2,003,587
Employer contributions (assets) at beginning of year2022-12-31$1,519,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$50,511,142
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
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 name2022-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2022-12-31043508036
2021 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$331,877
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$741,933
Total income from all sources (including contributions)2021-12-31$115,406,940
Total of all expenses incurred2021-12-31$39,808,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$39,108,809
Expenses. Certain deemed distributions of participant loans2021-12-31$43,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$46,310,429
Value of total assets at end of year2021-12-31$585,987,037
Value of total assets at beginning of year2021-12-31$510,798,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$656,329
Total interest from all sources2021-12-31$510,796
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,163,145
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$3,163,145
Administrative expenses professional fees incurred2021-12-31$117,019
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$6,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$46,009,658
Amount contributed by the employer to the plan for this plan year2021-12-31$46,009,658
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$183,164
Participant contributions at end of year2021-12-31$7,326,671
Participant contributions at beginning of year2021-12-31$7,339,391
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$117,607
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$327,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$299,863
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$230,090
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$610,812
Other income not declared elsewhere2021-12-31$1,191,527
Administrative expenses (other) incurred2021-12-31$226,080
Liabilities. Value of operating payables at end of year2021-12-31$101,787
Liabilities. Value of operating payables at beginning of year2021-12-31$131,121
Total non interest bearing cash at end of year2021-12-31$15,371
Total non interest bearing cash at beginning of year2021-12-31$151,798
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$75,598,319
Value of net assets at end of year (total assets less liabilities)2021-12-31$585,655,160
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$510,056,841
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
Investment advisory and management fees2021-12-31$313,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$466,951,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$398,317,452
Value of interest in pooled separate accounts at end of year2021-12-31$105,709,677
Value of interest in pooled separate accounts at beginning of year2021-12-31$98,855,550
Interest on participant loans2021-12-31$464,008
Interest earned on other investments2021-12-31$38,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,137,121
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,267,737
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,267,737
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8,372
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$63,032,351
Net investment gain/loss from pooled separate accounts2021-12-31$1,198,692
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$46,009,658
Employer contributions (assets) at end of year2021-12-31$1,519,815
Employer contributions (assets) at beginning of year2021-12-31$1,566,983
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,108,809
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
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 name2021-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2021-12-31043508036
2020 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$741,933
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$715,638
Total income from all sources (including contributions)2020-12-31$110,740,416
Total of all expenses incurred2020-12-31$49,973,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,773,839
Expenses. Certain deemed distributions of participant loans2020-12-31$478,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$40,235,659
Value of total assets at end of year2020-12-31$510,798,774
Value of total assets at beginning of year2020-12-31$450,005,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$720,824
Total interest from all sources2020-12-31$535,366
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,800,691
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,800,691
Administrative expenses professional fees incurred2020-12-31$127,147
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$6,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$39,898,034
Amount contributed by the employer to the plan for this plan year2020-12-31$39,898,034
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$176,562
Participant contributions at end of year2020-12-31$7,339,391
Participant contributions at beginning of year2020-12-31$7,775,533
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$161,063
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$299,863
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$286,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$610,812
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$589,240
Other income not declared elsewhere2020-12-31$1,051,506
Administrative expenses (other) incurred2020-12-31$266,723
Liabilities. Value of operating payables at end of year2020-12-31$131,121
Liabilities. Value of operating payables at beginning of year2020-12-31$126,398
Total non interest bearing cash at end of year2020-12-31$151,798
Total non interest bearing cash at beginning of year2020-12-31$314,463
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$60,766,833
Value of net assets at end of year (total assets less liabilities)2020-12-31$510,056,841
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$449,290,008
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
Investment advisory and management fees2020-12-31$326,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$398,317,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$344,514,030
Value of interest in pooled separate accounts at end of year2020-12-31$98,855,550
Value of interest in pooled separate accounts at beginning of year2020-12-31$91,929,920
Interest on participant loans2020-12-31$465,978
Interest earned on other investments2020-12-31$50,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,267,737
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,375,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,375,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$19,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$63,798,312
Net investment gain/loss from pooled separate accounts2020-12-31$2,318,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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$39,898,034
Employer contributions (assets) at end of year2020-12-31$1,566,983
Employer contributions (assets) at beginning of year2020-12-31$1,809,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,773,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2020-12-31043508036
2019 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$715,638
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$715,638
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$467,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$467,200
Total income from all sources (including contributions)2019-12-31$111,412,852
Total income from all sources (including contributions)2019-12-31$111,412,852
Total of all expenses incurred2019-12-31$42,320,617
Total of all expenses incurred2019-12-31$42,320,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$41,377,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$41,377,972
Expenses. Certain deemed distributions of participant loans2019-12-31$172,206
Expenses. Certain deemed distributions of participant loans2019-12-31$172,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,836,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$37,836,946
Value of total assets at end of year2019-12-31$450,005,646
Value of total assets at end of year2019-12-31$450,005,646
Value of total assets at beginning of year2019-12-31$380,664,973
Value of total assets at beginning of year2019-12-31$380,664,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$770,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$770,439
Total interest from all sources2019-12-31$504,212
Total interest from all sources2019-12-31$504,212
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,085,393
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$7,085,393
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,085,393
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$7,085,393
Administrative expenses professional fees incurred2019-12-31$176,630
Administrative expenses professional fees incurred2019-12-31$176,630
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$6,500,000
Value of fidelity bond cover2019-12-31$6,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$37,569,186
Amount contributed by the employer to the plan for this plan year2019-12-31$37,569,186
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$177,596
Contributions received from participants2019-12-31$177,596
Participant contributions at end of year2019-12-31$7,775,533
Participant contributions at end of year2019-12-31$7,775,533
Participant contributions at beginning of year2019-12-31$7,468,374
Participant contributions at beginning of year2019-12-31$7,468,374
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$90,164
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$90,164
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$286,167
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$286,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$348,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$348,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$589,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$589,240
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$321,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$321,872
Other income not declared elsewhere2019-12-31$988,382
Other income not declared elsewhere2019-12-31$988,382
Administrative expenses (other) incurred2019-12-31$245,819
Administrative expenses (other) incurred2019-12-31$245,819
Liabilities. Value of operating payables at end of year2019-12-31$126,398
Liabilities. Value of operating payables at end of year2019-12-31$126,398
Liabilities. Value of operating payables at beginning of year2019-12-31$145,328
Liabilities. Value of operating payables at beginning of year2019-12-31$145,328
Total non interest bearing cash at end of year2019-12-31$314,463
Total non interest bearing cash at beginning of year2019-12-31$390,495
Total non interest bearing cash at beginning of year2019-12-31$390,495
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$69,092,235
Value of net income/loss2019-12-31$69,092,235
Value of net assets at end of year (total assets less liabilities)2019-12-31$449,290,008
Value of net assets at end of year (total assets less liabilities)2019-12-31$449,290,008
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$380,197,773
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$380,197,773
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
Investment advisory and management fees2019-12-31$347,990
Investment advisory and management fees2019-12-31$347,990
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$344,514,030
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$344,514,030
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$277,831,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$277,831,024
Value of interest in pooled separate accounts at end of year2019-12-31$91,929,920
Value of interest in pooled separate accounts at end of year2019-12-31$91,929,920
Value of interest in pooled separate accounts at beginning of year2019-12-31$89,767,245
Value of interest in pooled separate accounts at beginning of year2019-12-31$89,767,245
Interest on participant loans2019-12-31$432,393
Interest on participant loans2019-12-31$432,393
Interest earned on other investments2019-12-31$44,040
Interest earned on other investments2019-12-31$44,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,375,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,375,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,082,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,082,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,082,699
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,082,699
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,779
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$27,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$63,060,876
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$63,060,876
Net investment gain/loss from pooled separate accounts2019-12-31$1,937,043
Net investment gain/loss from pooled separate accounts2019-12-31$1,937,043
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$37,569,186
Contributions received in cash from employer2019-12-31$37,569,186
Employer contributions (assets) at end of year2019-12-31$1,809,662
Employer contributions (assets) at end of year2019-12-31$1,809,662
Employer contributions (assets) at beginning of year2019-12-31$1,776,507
Employer contributions (assets) at beginning of year2019-12-31$1,776,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$41,377,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$41,377,972
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm name2019-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2019-12-31043508036
Accountancy firm EIN2019-12-31043508036
2018 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$467,200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$343,020
Total income from all sources (including contributions)2018-12-31$26,652,744
Total of all expenses incurred2018-12-31$28,571,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$27,786,853
Expenses. Certain deemed distributions of participant loans2018-12-31$156,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$37,578,097
Value of total assets at end of year2018-12-31$380,664,973
Value of total assets at beginning of year2018-12-31$382,459,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$628,255
Total interest from all sources2018-12-31$473,174
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,164,412
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$7,164,412
Administrative expenses professional fees incurred2018-12-31$101,358
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$6,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$37,314,556
Amount contributed by the employer to the plan for this plan year2018-12-31$37,314,556
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$166,434
Participant contributions at end of year2018-12-31$7,468,374
Participant contributions at beginning of year2018-12-31$7,390,586
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$97,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$348,629
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$272,037
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$321,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$276,064
Other income not declared elsewhere2018-12-31$1,131,449
Administrative expenses (other) incurred2018-12-31$251,799
Liabilities. Value of operating payables at end of year2018-12-31$145,328
Liabilities. Value of operating payables at beginning of year2018-12-31$66,956
Total non interest bearing cash at end of year2018-12-31$390,495
Total non interest bearing cash at beginning of year2018-12-31$480,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,918,986
Value of net assets at end of year (total assets less liabilities)2018-12-31$380,197,773
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$382,116,759
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
Investment advisory and management fees2018-12-31$275,098
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$277,831,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$286,836,937
Value of interest in pooled separate accounts at end of year2018-12-31$89,767,245
Value of interest in pooled separate accounts at beginning of year2018-12-31$82,871,442
Interest on participant loans2018-12-31$401,644
Interest earned on other investments2018-12-31$42,486
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,082,699
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3,215,585
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3,215,585
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$29,044
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,490,253
Net investment gain/loss from pooled separate accounts2018-12-31$1,795,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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$37,314,556
Employer contributions (assets) at end of year2018-12-31$1,776,507
Employer contributions (assets) at beginning of year2018-12-31$1,392,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$27,786,853
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2018-12-31043508036
2017 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$343,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$303,259
Total income from all sources (including contributions)2017-12-31$82,719,316
Total of all expenses incurred2017-12-31$37,674,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$36,950,625
Expenses. Certain deemed distributions of participant loans2017-12-31$374,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$32,509,772
Value of total assets at end of year2017-12-31$382,459,779
Value of total assets at beginning of year2017-12-31$337,375,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$350,250
Total interest from all sources2017-12-31$466,528
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,973,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,973,227
Administrative expenses professional fees incurred2017-12-31$102,649
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$32,244,367
Amount contributed by the employer to the plan for this plan year2017-12-31$32,244,367
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$133,129
Participant contributions at end of year2017-12-31$7,390,586
Participant contributions at beginning of year2017-12-31$8,103,477
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$132,276
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$272,037
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$68,815
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$276,064
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$232,520
Other income not declared elsewhere2017-12-31$717,112
Administrative expenses (other) incurred2017-12-31$211,111
Liabilities. Value of operating payables at end of year2017-12-31$66,956
Liabilities. Value of operating payables at beginning of year2017-12-31$70,739
Total non interest bearing cash at end of year2017-12-31$480,404
Total non interest bearing cash at beginning of year2017-12-31$231,551
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$45,044,421
Value of net assets at end of year (total assets less liabilities)2017-12-31$382,116,759
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$337,072,338
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
Investment advisory and management fees2017-12-31$36,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$286,836,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$240,926,129
Value of interest in pooled separate accounts at end of year2017-12-31$82,871,442
Value of interest in pooled separate accounts at beginning of year2017-12-31$84,312,973
Interest on participant loans2017-12-31$424,650
Interest earned on other investments2017-12-31$15,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3,215,585
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,742,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,742,442
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$26,212
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$42,320,137
Net investment gain/loss from pooled separate accounts2017-12-31$1,732,540
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$32,244,367
Employer contributions (assets) at end of year2017-12-31$1,392,788
Employer contributions (assets) at beginning of year2017-12-31$990,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$36,950,625
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2017-12-31043508036
2016 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2016 401k financial data
Total transfer of assets to this plan2016-12-31$23,143,962
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$303,259
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$243,528
Total income from all sources (including contributions)2016-12-31$45,970,098
Total of all expenses incurred2016-12-31$24,692,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$23,976,261
Expenses. Certain deemed distributions of participant loans2016-12-31$317,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$26,469,185
Value of total assets at end of year2016-12-31$337,375,597
Value of total assets at beginning of year2016-12-31$292,894,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$398,612
Total interest from all sources2016-12-31$509,753
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,294,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,294,050
Administrative expenses professional fees incurred2016-12-31$138,002
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$26,076,231
Amount contributed by the employer to the plan for this plan year2016-12-31$26,076,231
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$150,956
Participant contributions at end of year2016-12-31$8,103,477
Participant contributions at beginning of year2016-12-31$7,646,875
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$241,998
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$68,815
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$19,892
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$232,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$177,324
Other income not declared elsewhere2016-12-31$500,000
Administrative expenses (other) incurred2016-12-31$215,013
Liabilities. Value of operating payables at end of year2016-12-31$70,739
Liabilities. Value of operating payables at beginning of year2016-12-31$66,204
Total non interest bearing cash at end of year2016-12-31$231,551
Total non interest bearing cash at beginning of year2016-12-31$53,230
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$21,277,473
Value of net assets at end of year (total assets less liabilities)2016-12-31$337,072,338
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$292,650,903
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
Investment advisory and management fees2016-12-31$45,597
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$240,926,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$205,590,374
Value of interest in pooled separate accounts at end of year2016-12-31$84,312,973
Value of interest in pooled separate accounts at beginning of year2016-12-31$76,092,975
Interest on participant loans2016-12-31$421,826
Interest earned on other investments2016-12-31$65,158
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,742,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,510,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,510,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$22,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$13,425,390
Net investment gain/loss from pooled separate accounts2016-12-31$1,771,720
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$26,076,231
Employer contributions (assets) at end of year2016-12-31$990,210
Employer contributions (assets) at beginning of year2016-12-31$980,560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$23,976,261
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2016-12-31043508036
2015 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$243,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$270,208
Total income from all sources (including contributions)2015-12-31$22,768,588
Total of all expenses incurred2015-12-31$19,892,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$19,528,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$21,662,096
Value of total assets at end of year2015-12-31$292,894,431
Value of total assets at beginning of year2015-12-31$290,045,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$363,559
Total interest from all sources2015-12-31$464,582
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,463,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$3,463,098
Administrative expenses professional fees incurred2015-12-31$129,392
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$6,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$21,449,738
Amount contributed by the employer to the plan for this plan year2015-12-31$21,449,738
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$157,450
Participant contributions at end of year2015-12-31$7,646,875
Participant contributions at beginning of year2015-12-31$7,405,256
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$54,908
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$19,892
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$18,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$177,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$211,355
Other income not declared elsewhere2015-12-31$425,000
Administrative expenses (other) incurred2015-12-31$178,510
Liabilities. Value of operating payables at end of year2015-12-31$66,204
Liabilities. Value of operating payables at beginning of year2015-12-31$58,853
Total non interest bearing cash at end of year2015-12-31$53,230
Total non interest bearing cash at beginning of year2015-12-31$237,760
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$2,876,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$292,650,903
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$289,774,834
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
Investment advisory and management fees2015-12-31$55,657
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$205,590,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$203,106,485
Value of interest in pooled separate accounts at end of year2015-12-31$76,092,975
Value of interest in pooled separate accounts at beginning of year2015-12-31$76,118,903
Interest on participant loans2015-12-31$422,892
Interest earned on other investments2015-12-31$19,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,510,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,354,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,354,194
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$22,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,951,157
Net investment gain/loss from pooled separate accounts2015-12-31$1,704,969
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$21,449,738
Employer contributions (assets) at end of year2015-12-31$980,560
Employer contributions (assets) at beginning of year2015-12-31$803,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$19,528,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2015-12-31043508036
2014 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$270,208
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$271,804
Total income from all sources (including contributions)2014-12-31$35,212,456
Total of all expenses incurred2014-12-31$20,942,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$20,669,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$19,182,193
Value of total assets at end of year2014-12-31$290,045,042
Value of total assets at beginning of year2014-12-31$275,777,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$273,289
Total interest from all sources2014-12-31$455,487
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,591,262
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,591,262
Administrative expenses professional fees incurred2014-12-31$72,289
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$18,720,767
Amount contributed by the employer to the plan for this plan year2014-12-31$18,720,767
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$163,354
Participant contributions at end of year2014-12-31$7,405,256
Participant contributions at beginning of year2014-12-31$7,446,282
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$298,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$18,616
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$18,842
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$211,355
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$213,963
Other income not declared elsewhere2014-12-31$400,000
Administrative expenses (other) incurred2014-12-31$159,543
Liabilities. Value of operating payables at end of year2014-12-31$58,853
Liabilities. Value of operating payables at beginning of year2014-12-31$57,841
Total non interest bearing cash at end of year2014-12-31$237,760
Total non interest bearing cash at beginning of year2014-12-31$1,835,203
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$14,269,579
Value of net assets at end of year (total assets less liabilities)2014-12-31$289,774,834
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$275,505,255
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
Investment advisory and management fees2014-12-31$41,457
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$203,106,485
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$191,315,635
Value of interest in pooled separate accounts at end of year2014-12-31$76,118,903
Value of interest in pooled separate accounts at beginning of year2014-12-31$72,987,063
Interest on participant loans2014-12-31$411,642
Interest earned on other investments2014-12-31$27,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,354,194
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,468,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,468,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$16,578
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,900,239
Net investment gain/loss from pooled separate accounts2014-12-31$1,683,275
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$18,720,767
Employer contributions (assets) at end of year2014-12-31$803,828
Employer contributions (assets) at beginning of year2014-12-31$705,861
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$20,669,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MANZI & ASSOCIATES L.L.C
Accountancy firm EIN2014-12-31043508036
2013 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$271,804
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$351,325
Total income from all sources (including contributions)2013-12-31$57,273,544
Total of all expenses incurred2013-12-31$18,729,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,397,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,563,817
Value of total assets at end of year2013-12-31$275,777,059
Value of total assets at beginning of year2013-12-31$237,312,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$331,468
Total interest from all sources2013-12-31$394,803
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,811,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,811,504
Administrative expenses professional fees incurred2013-12-31$101,741
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$15,020,830
Amount contributed by the employer to the plan for this plan year2013-12-31$15,020,830
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$70,880
Participant contributions at end of year2013-12-31$7,446,282
Participant contributions at beginning of year2013-12-31$7,174,700
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$472,107
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$18,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$30,166
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$213,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$300,805
Other income not declared elsewhere2013-12-31$400,000
Administrative expenses (other) incurred2013-12-31$195,249
Liabilities. Value of operating payables at end of year2013-12-31$57,841
Liabilities. Value of operating payables at beginning of year2013-12-31$50,520
Total non interest bearing cash at end of year2013-12-31$1,835,203
Total non interest bearing cash at beginning of year2013-12-31$1,955,683
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$38,544,306
Value of net assets at end of year (total assets less liabilities)2013-12-31$275,505,255
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$236,960,949
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
Investment advisory and management fees2013-12-31$34,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$191,315,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$149,765,910
Value of interest in pooled separate accounts at end of year2013-12-31$72,987,063
Value of interest in pooled separate accounts at beginning of year2013-12-31$75,940,564
Interest on participant loans2013-12-31$351,087
Interest earned on other investments2013-12-31$31,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,468,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,511,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,511,601
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$12,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$36,399,919
Net investment gain/loss from pooled separate accounts2013-12-31$1,703,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$15,020,830
Employer contributions (assets) at end of year2013-12-31$705,861
Employer contributions (assets) at beginning of year2013-12-31$933,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,397,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MANZI & ASSOCIATES L.L.C.
Accountancy firm EIN2013-12-31043508036
2012 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$351,325
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$345,100
Total income from all sources (including contributions)2012-12-31$37,830,031
Total of all expenses incurred2012-12-31$19,574,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,826,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$15,236,122
Value of total assets at end of year2012-12-31$237,312,274
Value of total assets at beginning of year2012-12-31$219,050,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$748,822
Total interest from all sources2012-12-31$500,260
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,068,174
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,068,174
Administrative expenses professional fees incurred2012-12-31$96,889
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$15,052,387
Amount contributed by the employer to the plan for this plan year2012-12-31$15,052,387
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$73,020
Participant contributions at end of year2012-12-31$7,174,700
Participant contributions at beginning of year2012-12-31$7,057,060
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$110,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$30,166
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$19,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$300,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$280,629
Other income not declared elsewhere2012-12-31$425,543
Administrative expenses (other) incurred2012-12-31$200,886
Liabilities. Value of operating payables at end of year2012-12-31$50,520
Liabilities. Value of operating payables at beginning of year2012-12-31$64,471
Total non interest bearing cash at end of year2012-12-31$1,955,683
Total non interest bearing cash at beginning of year2012-12-31$1,451,472
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$18,255,080
Value of net assets at end of year (total assets less liabilities)2012-12-31$236,960,949
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$218,705,869
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
Investment advisory and management fees2012-12-31$451,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$149,765,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$131,193,492
Value of interest in pooled separate accounts at end of year2012-12-31$75,940,564
Value of interest in pooled separate accounts at beginning of year2012-12-31$77,275,137
Interest on participant loans2012-12-31$451,701
Interest earned on other investments2012-12-31$33,300
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,511,601
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,045,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,045,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$15,259
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$17,312,480
Net investment gain/loss from pooled separate accounts2012-12-31$2,287,452
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$15,052,387
Employer contributions (assets) at end of year2012-12-31$933,650
Employer contributions (assets) at beginning of year2012-12-31$1,009,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,826,129
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MANZI & ASSOCIATES, L.L.C.
Accountancy firm EIN2012-12-31043508036
2011 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$345,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$281,700
Total income from all sources (including contributions)2011-12-31$10,615,030
Total of all expenses incurred2011-12-31$19,640,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$19,367,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$10,826,348
Value of total assets at end of year2011-12-31$219,050,969
Value of total assets at beginning of year2011-12-31$228,012,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$272,215
Total interest from all sources2011-12-31$478,487
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,664,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,664,419
Administrative expenses professional fees incurred2011-12-31$83,796
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$10,782,768
Amount contributed by the employer to the plan for this plan year2011-12-31$10,782,768
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$7,057,060
Participant contributions at beginning of year2011-12-31$7,005,950
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,580
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$19,206
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$22,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$280,629
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$239,231
Other income not declared elsewhere2011-12-31$327,115
Administrative expenses (other) incurred2011-12-31$176,004
Liabilities. Value of operating payables at end of year2011-12-31$64,471
Liabilities. Value of operating payables at beginning of year2011-12-31$42,469
Total non interest bearing cash at end of year2011-12-31$1,451,472
Total non interest bearing cash at beginning of year2011-12-31$627,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-9,025,084
Value of net assets at end of year (total assets less liabilities)2011-12-31$218,705,869
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$227,730,953
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$12,415
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$131,193,492
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$134,258,086
Value of interest in pooled separate accounts at end of year2011-12-31$77,275,137
Value of interest in pooled separate accounts at beginning of year2011-12-31$75,044,797
Interest on participant loans2011-12-31$438,446
Interest earned on other investments2011-12-31$21,418
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$8,985,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,045,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,601,061
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,601,061
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,602,798
Net investment gain/loss from pooled separate accounts2011-12-31$1,921,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$10,782,768
Employer contributions (assets) at end of year2011-12-31$1,009,271
Employer contributions (assets) at beginning of year2011-12-31$467,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$19,367,899
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MANZI & ASSOCIATES, L.L.C.
Accountancy firm EIN2011-12-31043508036
2010 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$281,700
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$292,302
Total income from all sources (including contributions)2010-12-31$31,125,213
Total of all expenses incurred2010-12-31$23,637,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$23,382,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,187,236
Value of total assets at end of year2010-12-31$228,012,653
Value of total assets at beginning of year2010-12-31$220,535,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$254,797
Total interest from all sources2010-12-31$439,235
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,398,931
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,398,931
Administrative expenses professional fees incurred2010-12-31$103,153
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$9,126,494
Amount contributed by the employer to the plan for this plan year2010-12-31$9,126,494
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$7,005,950
Participant contributions at beginning of year2010-12-31$6,863,628
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$60,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$22,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$20,605
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$239,231
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$236,568
Administrative expenses (other) incurred2010-12-31$151,644
Liabilities. Value of operating payables at end of year2010-12-31$42,469
Liabilities. Value of operating payables at beginning of year2010-12-31$55,734
Total non interest bearing cash at end of year2010-12-31$627,049
Total non interest bearing cash at beginning of year2010-12-31$603,999
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$7,487,862
Value of net assets at end of year (total assets less liabilities)2010-12-31$227,730,953
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$220,243,091
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$134,258,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$130,121,815
Value of interest in pooled separate accounts at end of year2010-12-31$75,044,797
Value of interest in pooled separate accounts at beginning of year2010-12-31$80,593,919
Interest on participant loans2010-12-31$402,913
Interest earned on other investments2010-12-31$17,031
Value of interest in common/collective trusts at end of year2010-12-31$8,985,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,601,061
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,642,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,642,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$16,749,354
Net investment gain/loss from pooled separate accounts2010-12-31$2,345,125
Net investment gain or loss from common/collective trusts2010-12-31$1,005,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$9,126,494
Employer contributions (assets) at end of year2010-12-31$467,412
Employer contributions (assets) at beginning of year2010-12-31$688,613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$23,382,554
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MANZI & ASSOCIATES, L.L.C
Accountancy firm EIN2010-12-31043508036
2009 : IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2009 401k financial data
Minimum employer required contribution for this plan year2009-12-31$13,508,352
Amount contributed by the employer to the plan for this plan year2009-12-31$13,508,352

Form 5500 Responses for IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND

2022: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS DISTRICT COUNCIL OF NEW ENGLAND ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered9417
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered8902
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered8555
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered8151
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered7754
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered7241
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered5581
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered5275
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered5039
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28000
Policy instance 1
Insurance contract or identification numberGA28000
Number of Individuals Covered4839
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered4689
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number31505
Policy instance 1
Insurance contract or identification number31505
Number of Individuals Covered4593
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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