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IUOE LOCAL 478 ANNUITY FUND 401k Plan overview

Plan NameIUOE LOCAL 478 ANNUITY FUND
Plan identification number 001

IUOE LOCAL 478 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES IUOE LOCAL 478 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IUOE LOCAL 478 ANNUITY FUND
Employer identification number (EIN):061230516
NAIC Classification:237310
NAIC Description:Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IUOE LOCAL 478 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GARRY GYENIZS2023-08-21 JASON TRAVELSTEAD2023-09-05
0012021-01-01JASON TRAVELSTEAD2022-09-01 DANIEL RADASCI2022-09-01
0012020-01-01GARRY GYENIZS2021-08-23 JASON TRAVELSTEAD2021-08-23
0012019-01-01CRAIG METZ2020-08-31 JASON TRAVELSTEAD2020-09-02
0012018-01-01CRAIG METZ2019-08-19 DANIEL B. RADACSI2019-08-19
0012017-01-01
0012016-01-01CAROL WESTFALL
0012015-01-01CAROL WESTFALL
0012014-01-01CAROL WESTFALL
0012013-01-01CAROL WESTFALL
0012012-01-01CAROL WESTFALL
0012011-01-01CAROL WESTFALL
0012010-01-01CAROL WESTFALL
0012009-01-01VINCENT F. PANETTIERI
0012009-01-01VINCENT F. PANETTIERI

Plan Statistics for IUOE LOCAL 478 ANNUITY FUND

401k plan membership statisitcs for IUOE LOCAL 478 ANNUITY FUND

Measure Date Value
2022: IUOE LOCAL 478 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-014,749
Total number of active participants reported on line 7a of the Form 55002022-01-014,723
Number of retired or separated participants receiving benefits2022-01-0141
Number of other retired or separated participants entitled to future benefits2022-01-01331
Total of all active and inactive participants2022-01-015,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0115
Total participants2022-01-015,110
Number of participants with account balances2022-01-013,532
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01243
2021: IUOE LOCAL 478 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-014,541
Total number of active participants reported on line 7a of the Form 55002021-01-014,520
Number of retired or separated participants receiving benefits2021-01-0142
Number of other retired or separated participants entitled to future benefits2021-01-01173
Total of all active and inactive participants2021-01-014,735
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0114
Total participants2021-01-014,749
Number of participants with account balances2021-01-013,378
Number of employers contributing to the scheme2021-01-01272
2020: IUOE LOCAL 478 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-014,401
Total number of active participants reported on line 7a of the Form 55002020-01-014,326
Number of retired or separated participants receiving benefits2020-01-0141
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-014,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-014,541
Number of participants with account balances2020-01-013,315
Number of employers contributing to the scheme2020-01-01254
2019: IUOE LOCAL 478 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-014,209
Total number of active participants reported on line 7a of the Form 55002019-01-014,189
Number of retired or separated participants receiving benefits2019-01-0143
Number of other retired or separated participants entitled to future benefits2019-01-01165
Total of all active and inactive participants2019-01-014,397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-014,401
Number of participants with account balances2019-01-013,350
Number of employers contributing to the scheme2019-01-01251
2018: IUOE LOCAL 478 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-014,115
Total number of active participants reported on line 7a of the Form 55002018-01-014,002
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-01191
Total of all active and inactive participants2018-01-014,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-014,209
Number of participants with account balances2018-01-013,326
Number of employers contributing to the scheme2018-01-01269
2017: IUOE LOCAL 478 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-013,808
Total number of active participants reported on line 7a of the Form 55002017-01-013,911
Number of retired or separated participants receiving benefits2017-01-0140
Number of other retired or separated participants entitled to future benefits2017-01-01158
Total of all active and inactive participants2017-01-014,109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-016
Total participants2017-01-014,115
Number of participants with account balances2017-01-013,362
Number of employers contributing to the scheme2017-01-01272
2016: IUOE LOCAL 478 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-013,617
Total number of active participants reported on line 7a of the Form 55002016-01-013,593
Number of retired or separated participants receiving benefits2016-01-0138
Number of other retired or separated participants entitled to future benefits2016-01-01175
Total of all active and inactive participants2016-01-013,806
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-013,808
Number of participants with account balances2016-01-013,199
Number of employers contributing to the scheme2016-01-01273
2015: IUOE LOCAL 478 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-013,274
Total number of active participants reported on line 7a of the Form 55002015-01-013,404
Number of retired or separated participants receiving benefits2015-01-0122
Number of other retired or separated participants entitled to future benefits2015-01-01187
Total of all active and inactive participants2015-01-013,613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-013,617
Number of participants with account balances2015-01-013,133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-01263
2014: IUOE LOCAL 478 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-013,133
Total number of active participants reported on line 7a of the Form 55002014-01-013,056
Number of retired or separated participants receiving benefits2014-01-0149
Number of other retired or separated participants entitled to future benefits2014-01-01168
Total of all active and inactive participants2014-01-013,273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-013,274
Number of participants with account balances2014-01-012,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-01279
2013: IUOE LOCAL 478 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-013,184
Total number of active participants reported on line 7a of the Form 55002013-01-012,910
Number of retired or separated participants receiving benefits2013-01-0149
Number of other retired or separated participants entitled to future benefits2013-01-01171
Total of all active and inactive participants2013-01-013,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-013,133
Number of participants with account balances2013-01-012,920
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-01288
2012: IUOE LOCAL 478 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-013,768
Total number of active participants reported on line 7a of the Form 55002012-01-012,948
Number of retired or separated participants receiving benefits2012-01-0152
Number of other retired or separated participants entitled to future benefits2012-01-01181
Total of all active and inactive participants2012-01-013,181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-013,184
Number of participants with account balances2012-01-012,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-01286
2011: IUOE LOCAL 478 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-013,672
Total number of active participants reported on line 7a of the Form 55002011-01-013,502
Number of retired or separated participants receiving benefits2011-01-0155
Number of other retired or separated participants entitled to future benefits2011-01-01207
Total of all active and inactive participants2011-01-013,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-013,768
Number of participants with account balances2011-01-012,964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-01328
2010: IUOE LOCAL 478 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-013,738
Total number of active participants reported on line 7a of the Form 55002010-01-013,364
Number of retired or separated participants receiving benefits2010-01-0153
Number of other retired or separated participants entitled to future benefits2010-01-01252
Total of all active and inactive participants2010-01-013,669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-013
Total participants2010-01-013,672
Number of participants with account balances2010-01-012,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-01312
2009: IUOE LOCAL 478 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-013,753
Total number of active participants reported on line 7a of the Form 55002009-01-013,385
Number of retired or separated participants receiving benefits2009-01-0144
Number of other retired or separated participants entitled to future benefits2009-01-01305
Total of all active and inactive participants2009-01-013,734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-014
Total participants2009-01-013,738
Number of participants with account balances2009-01-013,191
Number of employers contributing to the scheme2009-01-01339

Financial Data on IUOE LOCAL 478 ANNUITY FUND

Measure Date Value
2022 : IUOE LOCAL 478 ANNUITY FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$105,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$112,502
Total income from all sources (including contributions)2022-12-31$-30,096,388
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$17,075,530
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,099,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$16,973,779
Value of total assets at end of year2022-12-31$297,129,289
Value of total assets at beginning of year2022-12-31$344,307,813
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$976,362
Total interest from all sources2022-12-31$1,264,421
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$15,133,795
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$15,133,795
Administrative expenses professional fees incurred2022-12-31$141,292
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$2,969,907
Participant contributions at end of year2022-12-31$83,800
Participant contributions at beginning of year2022-12-31$71,000
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$417,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$118,122
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$33,358
Other income not declared elsewhere2022-12-31$6,903
Administrative expenses (other) incurred2022-12-31$791,070
Liabilities. Value of operating payables at end of year2022-12-31$105,896
Liabilities. Value of operating payables at beginning of year2022-12-31$112,502
Total non interest bearing cash at end of year2022-12-31$599,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-47,171,918
Value of net assets at end of year (total assets less liabilities)2022-12-31$297,023,393
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$344,195,311
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$44,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$231,457,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$283,174,025
Interest earned on other investments2022-12-31$1,264,421
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,096,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,114,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,114,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$61,978,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$58,345,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-63,475,286
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$13,586,163
Employer contributions (assets) at end of year2022-12-31$1,657,000
Employer contributions (assets) at beginning of year2022-12-31$1,471,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,099,168
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$137,838
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$98,496
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 name2022-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2022-12-31131577780
2021 : IUOE LOCAL 478 ANNUITY FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$112,502
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$98,143
Total income from all sources (including contributions)2021-12-31$59,672,951
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$16,583,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,635,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,009,493
Value of total assets at end of year2021-12-31$344,307,813
Value of total assets at beginning of year2021-12-31$301,204,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$948,097
Total interest from all sources2021-12-31$1,769,404
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$15,803,121
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$15,803,121
Administrative expenses professional fees incurred2021-12-31$123,867
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,713,929
Participant contributions at end of year2021-12-31$71,000
Participant contributions at beginning of year2021-12-31$39,000
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$584,124
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$33,358
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$184,399
Administrative expenses (other) incurred2021-12-31$780,730
Liabilities. Value of operating payables at end of year2021-12-31$112,502
Liabilities. Value of operating payables at beginning of year2021-12-31$98,143
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$43,089,158
Value of net assets at end of year (total assets less liabilities)2021-12-31$344,195,311
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$301,106,153
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$43,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$283,174,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$240,235,693
Interest earned on other investments2021-12-31$1,769,404
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,114,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$914,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$914,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$58,345,550
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$58,455,344
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$27,090,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,711,440
Employer contributions (assets) at end of year2021-12-31$1,471,000
Employer contributions (assets) at beginning of year2021-12-31$1,286,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,635,696
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$98,496
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$89,755
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 name2021-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2021-12-31131577780
2020 : IUOE LOCAL 478 ANNUITY FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$98,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$114,125
Total income from all sources (including contributions)2020-12-31$57,060,577
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$19,311,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,464,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$14,028,998
Value of total assets at end of year2020-12-31$301,204,296
Value of total assets at beginning of year2020-12-31$263,470,755
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$846,475
Total interest from all sources2020-12-31$1,738,783
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$15,012,175
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$15,012,175
Administrative expenses professional fees incurred2020-12-31$123,449
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,545,174
Participant contributions at end of year2020-12-31$39,000
Participant contributions at beginning of year2020-12-31$19,000
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$305,171
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$184,399
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$578,398
Administrative expenses (other) incurred2020-12-31$680,526
Liabilities. Value of operating payables at end of year2020-12-31$98,143
Liabilities. Value of operating payables at beginning of year2020-12-31$114,125
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$37,749,523
Value of net assets at end of year (total assets less liabilities)2020-12-31$301,106,153
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$263,356,630
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$42,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$240,235,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$206,734,701
Interest earned on other investments2020-12-31$1,738,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$914,105
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$722,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$722,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$58,455,344
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$54,091,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$26,280,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$11,178,653
Employer contributions (assets) at end of year2020-12-31$1,286,000
Employer contributions (assets) at beginning of year2020-12-31$1,234,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,464,579
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$89,755
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$90,527
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 name2020-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2020-12-31131577780
2019 : IUOE LOCAL 478 ANNUITY FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$114,125
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$114,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$105,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$105,846
Total income from all sources (including contributions)2019-12-31$56,369,208
Total income from all sources (including contributions)2019-12-31$56,369,208
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$14,110,155
Total of all expenses incurred2019-12-31$14,110,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,318,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,318,053
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,457,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,457,088
Value of total assets at end of year2019-12-31$263,470,755
Value of total assets at beginning of year2019-12-31$221,203,423
Value of total assets at beginning of year2019-12-31$221,203,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$792,102
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$792,102
Total interest from all sources2019-12-31$1,597,454
Total interest from all sources2019-12-31$1,597,454
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,709,958
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$8,709,958
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$8,709,958
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$8,709,958
Administrative expenses professional fees incurred2019-12-31$121,581
Administrative expenses professional fees incurred2019-12-31$121,581
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$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,437,733
Contributions received from participants2019-12-31$2,437,733
Participant contributions at end of year2019-12-31$19,000
Participant contributions at end of year2019-12-31$19,000
Participant contributions at beginning of year2019-12-31$43,000
Participant contributions at beginning of year2019-12-31$43,000
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$373,411
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$373,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$578,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$578,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$506,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$506,106
Administrative expenses (other) incurred2019-12-31$630,521
Administrative expenses (other) incurred2019-12-31$630,521
Liabilities. Value of operating payables at end of year2019-12-31$114,125
Liabilities. Value of operating payables at end of year2019-12-31$114,125
Liabilities. Value of operating payables at beginning of year2019-12-31$105,846
Liabilities. Value of operating payables at beginning of year2019-12-31$105,846
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party 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$42,259,053
Value of net income/loss2019-12-31$42,259,053
Value of net assets at end of year (total assets less liabilities)2019-12-31$263,356,630
Value of net assets at end of year (total assets less liabilities)2019-12-31$263,356,630
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$221,097,577
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$221,097,577
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$40,000
Investment advisory and management fees2019-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$206,734,701
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$206,734,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$166,497,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$166,497,206
Interest earned on other investments2019-12-31$1,597,445
Interest earned on other investments2019-12-31$1,597,445
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$722,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$722,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$518,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$518,935
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$518,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$518,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$9
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,091,275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$54,091,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,271,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$52,271,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,604,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,604,708
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$11,645,944
Contributions received in cash from employer2019-12-31$11,645,944
Employer contributions (assets) at end of year2019-12-31$1,234,000
Employer contributions (assets) at end of year2019-12-31$1,234,000
Employer contributions (assets) at beginning of year2019-12-31$1,296,000
Employer contributions (assets) at beginning of year2019-12-31$1,296,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,318,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,318,053
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$90,527
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$90,527
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$70,317
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$70,317
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 name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm name2019-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2019-12-31131577780
Accountancy firm EIN2019-12-31131577780
2018 : IUOE LOCAL 478 ANNUITY FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$105,846
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$104,979
Total income from all sources (including contributions)2018-12-31$1,908
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$12,963,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,231,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$13,836,647
Value of total assets at end of year2018-12-31$221,203,423
Value of total assets at beginning of year2018-12-31$234,164,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$732,195
Total interest from all sources2018-12-31$1,533,741
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,909,847
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$6,909,847
Administrative expenses professional fees incurred2018-12-31$102,494
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,103,528
Participant contributions at end of year2018-12-31$43,000
Participant contributions at beginning of year2018-12-31$32,000
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$261,841
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$506,106
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$181,720
Other income not declared elsewhere2018-12-31$1,397
Administrative expenses (other) incurred2018-12-31$406,179
Liabilities. Value of operating payables at end of year2018-12-31$105,846
Liabilities. Value of operating payables at beginning of year2018-12-31$104,979
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$390,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-12,961,994
Value of net assets at end of year (total assets less liabilities)2018-12-31$221,097,577
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$234,059,571
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$223,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$166,497,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$181,398,708
Interest earned on other investments2018-12-31$1,533,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$518,935
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$52,271,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$50,576,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,279,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$11,471,278
Employer contributions (assets) at end of year2018-12-31$1,296,000
Employer contributions (assets) at beginning of year2018-12-31$1,504,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,231,707
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$70,317
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$80,954
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 name2018-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2018-12-31131577780
2017 : IUOE LOCAL 478 ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$104,979
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$91,872
Total income from all sources (including contributions)2017-12-31$42,761,665
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$12,378,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,758,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$13,876,842
Value of total assets at end of year2017-12-31$234,164,550
Value of total assets at beginning of year2017-12-31$203,768,468
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$620,494
Total interest from all sources2017-12-31$1,537,028
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$9,316,569
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$9,316,569
Administrative expenses professional fees incurred2017-12-31$111,650
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,908,197
Participant contributions at end of year2017-12-31$32,000
Participant contributions at beginning of year2017-12-31$24,000
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$333,677
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$181,720
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$635,780
Other income not declared elsewhere2017-12-31$4,848
Administrative expenses (other) incurred2017-12-31$469,322
Liabilities. Value of operating payables at end of year2017-12-31$104,979
Liabilities. Value of operating payables at beginning of year2017-12-31$91,872
Total non interest bearing cash at end of year2017-12-31$390,830
Total non interest bearing cash at beginning of year2017-12-31$246,324
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$30,382,975
Value of net assets at end of year (total assets less liabilities)2017-12-31$234,059,571
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$203,676,596
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$39,522
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$181,398,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$148,491,758
Interest earned on other investments2017-12-31$1,537,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$50,576,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$52,912,096
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$18,026,378
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$11,634,968
Employer contributions (assets) at end of year2017-12-31$1,504,000
Employer contributions (assets) at beginning of year2017-12-31$1,366,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,758,196
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$80,954
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$92,510
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 name2017-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2017-12-31131577780
2016 : IUOE LOCAL 478 ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$91,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$107,860
Total income from all sources (including contributions)2016-12-31$22,339,724
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,872,697
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,265,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,804,794
Value of total assets at end of year2016-12-31$203,768,468
Value of total assets at beginning of year2016-12-31$192,317,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$606,749
Total interest from all sources2016-12-31$1,527,057
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,918,811
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$4,918,811
Administrative expenses professional fees incurred2016-12-31$106,728
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,689,926
Participant contributions at end of year2016-12-31$24,000
Participant contributions at beginning of year2016-12-31$19,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$635,780
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$110,183
Other income not declared elsewhere2016-12-31$18,140
Administrative expenses (other) incurred2016-12-31$460,947
Liabilities. Value of operating payables at end of year2016-12-31$91,872
Liabilities. Value of operating payables at beginning of year2016-12-31$107,860
Total non interest bearing cash at end of year2016-12-31$246,324
Total non interest bearing cash at beginning of year2016-12-31$99,588
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$11,467,027
Value of net assets at end of year (total assets less liabilities)2016-12-31$203,676,596
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$192,209,569
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$39,074
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$148,491,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$140,839,363
Interest earned on other investments2016-12-31$1,527,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$52,912,096
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$49,736,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,070,922
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$11,050,997
Employer contributions (assets) at end of year2016-12-31$1,366,000
Employer contributions (assets) at beginning of year2016-12-31$1,403,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,265,948
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$92,510
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$109,555
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 name2016-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2016-12-31131577780
2015 : IUOE LOCAL 478 ANNUITY FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$107,860
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$99,881
Total income from all sources (including contributions)2015-12-31$10,605,481
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,872,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,295,693
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,554,381
Value of total assets at end of year2015-12-31$192,317,429
Value of total assets at beginning of year2015-12-31$190,576,381
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$576,719
Total interest from all sources2015-12-31$1,396,681
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,902,487
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$14,902,487
Administrative expenses professional fees incurred2015-12-31$103,365
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,651,724
Participant contributions at end of year2015-12-31$19,000
Participant contributions at beginning of year2015-12-31$18,000
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$91,880
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$110,183
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$61,967
Administrative expenses (other) incurred2015-12-31$433,358
Liabilities. Value of operating payables at end of year2015-12-31$107,860
Liabilities. Value of operating payables at beginning of year2015-12-31$99,881
Total non interest bearing cash at end of year2015-12-31$99,588
Total non interest bearing cash at beginning of year2015-12-31$416,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,733,069
Value of net assets at end of year (total assets less liabilities)2015-12-31$192,209,569
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$190,476,500
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$39,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$140,839,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$142,919,005
Interest earned on other investments2015-12-31$1,396,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$49,736,740
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$45,949,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-18,248,068
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,810,777
Employer contributions (assets) at end of year2015-12-31$1,403,000
Employer contributions (assets) at beginning of year2015-12-31$1,090,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,295,693
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$109,555
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$121,389
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 name2015-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2015-12-31131577780
2014 : IUOE LOCAL 478 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$99,881
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$89,575
Total income from all sources (including contributions)2014-12-31$21,536,033
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$9,400,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$8,823,907
Value of total corrective distributions2014-12-31$4,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$10,488,592
Value of total assets at end of year2014-12-31$190,576,381
Value of total assets at beginning of year2014-12-31$178,430,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$571,635
Total interest from all sources2014-12-31$1,357,115
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$14,386,020
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$14,386,020
Administrative expenses professional fees incurred2014-12-31$97,607
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,260,964
Participant contributions at end of year2014-12-31$18,000
Participant contributions at beginning of year2014-12-31$13,000
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$372,004
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$61,967
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$32,065
Administrative expenses (other) incurred2014-12-31$434,945
Liabilities. Value of operating payables at end of year2014-12-31$99,881
Liabilities. Value of operating payables at beginning of year2014-12-31$89,575
Total non interest bearing cash at end of year2014-12-31$416,877
Total non interest bearing cash at beginning of year2014-12-31$355,556
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$12,135,725
Value of net assets at end of year (total assets less liabilities)2014-12-31$190,476,500
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$178,340,775
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$39,083
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$142,919,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$131,021,942
Interest earned on other investments2014-12-31$1,357,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$45,949,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$45,949,117
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-4,695,694
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$8,855,624
Employer contributions (assets) at end of year2014-12-31$1,090,000
Employer contributions (assets) at beginning of year2014-12-31$944,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$8,823,907
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$121,389
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$114,670
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 name2014-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2014-12-31131577780
2013 : IUOE LOCAL 478 ANNUITY FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$89,575
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$91,110
Total income from all sources (including contributions)2013-12-31$34,144,848
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$10,090,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$9,522,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$8,752,868
Value of total assets at end of year2013-12-31$178,430,350
Value of total assets at beginning of year2013-12-31$154,377,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$568,323
Total interest from all sources2013-12-31$1,357,623
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$6,610,951
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$6,610,951
Administrative expenses professional fees incurred2013-12-31$95,670
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,125,488
Participant contributions at end of year2013-12-31$13,000
Participant contributions at beginning of year2013-12-31$23,000
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$59,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$32,065
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$270,221
Administrative expenses (other) incurred2013-12-31$432,381
Liabilities. Value of operating payables at end of year2013-12-31$89,575
Liabilities. Value of operating payables at beginning of year2013-12-31$91,110
Total non interest bearing cash at end of year2013-12-31$355,556
Total non interest bearing cash at beginning of year2013-12-31$79,266
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$24,054,086
Value of net assets at end of year (total assets less liabilities)2013-12-31$178,340,775
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$154,286,689
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$40,272
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$131,021,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$107,067,539
Interest earned on other investments2013-12-31$1,357,623
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$45,949,117
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$45,853,005
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$17,423,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,568,290
Employer contributions (assets) at end of year2013-12-31$944,000
Employer contributions (assets) at beginning of year2013-12-31$980,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$9,522,439
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$114,670
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$104,768
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 name2013-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2013-12-31131577780
2012 : IUOE LOCAL 478 ANNUITY FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$91,110
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$77,332
Total income from all sources (including contributions)2012-12-31$23,986,722
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,677,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$8,107,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$8,606,869
Value of total assets at end of year2012-12-31$154,377,799
Value of total assets at beginning of year2012-12-31$139,054,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$569,353
Total interest from all sources2012-12-31$1,353,619
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,149,923
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$4,149,923
Administrative expenses professional fees incurred2012-12-31$93,211
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,072,646
Participant contributions at end of year2012-12-31$23,000
Participant contributions at beginning of year2012-12-31$16,500
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$61,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$270,221
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$206,788
Administrative expenses (other) incurred2012-12-31$440,702
Liabilities. Value of operating payables at end of year2012-12-31$91,110
Liabilities. Value of operating payables at beginning of year2012-12-31$77,332
Total non interest bearing cash at end of year2012-12-31$79,266
Total non interest bearing cash at beginning of year2012-12-31$83,215
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$15,309,663
Value of net assets at end of year (total assets less liabilities)2012-12-31$154,286,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$138,977,026
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$35,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$107,067,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$91,753,657
Interest earned on other investments2012-12-31$1,353,619
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$45,853,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$46,008,907
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$9,876,311
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$7,472,639
Employer contributions (assets) at end of year2012-12-31$980,000
Employer contributions (assets) at beginning of year2012-12-31$888,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$8,107,706
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$104,768
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$97,291
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 name2012-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2012-12-31131577780
2011 : IUOE LOCAL 478 ANNUITY FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$63,605
Total income from all sources (including contributions)2011-12-31$6,712,055
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$12,138,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,574,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$7,712,705
Value of total assets at end of year2011-12-31$139,054,358
Value of total assets at beginning of year2011-12-31$144,467,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$564,537
Total interest from all sources2011-12-31$1,369,206
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,067,149
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$5,067,149
Administrative expenses professional fees incurred2011-12-31$92,020
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,079,901
Participant contributions at end of year2011-12-31$16,500
Participant contributions at beginning of year2011-12-31$15,500
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$10,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$206,788
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$106,404
Administrative expenses (other) incurred2011-12-31$439,445
Liabilities. Value of operating payables at end of year2011-12-31$77,332
Liabilities. Value of operating payables at beginning of year2011-12-31$63,605
Total non interest bearing cash at end of year2011-12-31$83,215
Total non interest bearing cash at beginning of year2011-12-31$67,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-5,426,506
Value of net assets at end of year (total assets less liabilities)2011-12-31$138,977,026
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$144,403,532
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$33,072
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$91,753,657
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$98,713,151
Interest earned on other investments2011-12-31$1,345,548
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$23,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$46,008,907
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$44,774,539
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-7,437,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,622,760
Employer contributions (assets) at end of year2011-12-31$888,000
Employer contributions (assets) at beginning of year2011-12-31$684,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,574,024
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$97,291
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$106,089
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 name2011-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2011-12-31131577780
2010 : IUOE LOCAL 478 ANNUITY FUND 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$63,605
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$155,254
Total income from all sources (including contributions)2010-12-31$20,183,676
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$10,315,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,699,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$6,764,754
Value of total assets at end of year2010-12-31$144,467,137
Value of total assets at beginning of year2010-12-31$134,690,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$615,839
Total interest from all sources2010-12-31$1,345,374
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,710,746
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$2,710,746
Administrative expenses professional fees incurred2010-12-31$87,674
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,082,770
Participant contributions at end of year2010-12-31$15,500
Participant contributions at beginning of year2010-12-31$10,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,252
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$106,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$60,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$81,252
Other income not declared elsewhere2010-12-31$752,802
Administrative expenses (other) incurred2010-12-31$491,794
Liabilities. Value of operating payables at end of year2010-12-31$63,605
Liabilities. Value of operating payables at beginning of year2010-12-31$74,002
Total non interest bearing cash at end of year2010-12-31$67,454
Total non interest bearing cash at beginning of year2010-12-31$54,000
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$9,868,176
Value of net assets at end of year (total assets less liabilities)2010-12-31$144,403,532
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$134,535,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$36,371
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$98,713,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$87,805,811
Interest earned on other investments2010-12-31$1,344,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$409
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$44,774,539
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$45,987,929
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,610,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,672,732
Employer contributions (assets) at end of year2010-12-31$684,000
Employer contributions (assets) at beginning of year2010-12-31$679,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,699,661
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$106,089
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$93,698
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 name2010-12-31SCHULTHEIS & PANETTIERI, LLP
Accountancy firm EIN2010-12-31131577780
2009 : IUOE LOCAL 478 ANNUITY FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IUOE LOCAL 478 ANNUITY FUND

2022: IUOE LOCAL 478 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IUOE LOCAL 478 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IUOE LOCAL 478 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IUOE LOCAL 478 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IUOE LOCAL 478 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IUOE LOCAL 478 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IUOE LOCAL 478 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IUOE LOCAL 478 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IUOE LOCAL 478 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IUOE LOCAL 478 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IUOE LOCAL 478 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IUOE LOCAL 478 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IUOE LOCAL 478 ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IUOE LOCAL 478 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
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 - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered3532
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered4749
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered4541
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered4401
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered4209
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered4115
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 allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered3617
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 allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered3274
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered3133
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered3184
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered3768
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60024
Policy instance 1
Insurance contract or identification numberMR 60024
Number of Individuals Covered3672
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
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 immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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