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CEMENT MASONS LOCAL 780 ANNUITY FUND 401k Plan overview

Plan NameCEMENT MASONS LOCAL 780 ANNUITY FUND
Plan identification number 002

CEMENT MASONS LOCAL 780 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.

401k Sponsoring company profile

NORTHEAST DISTRICT COUNCIL OF THE OPCMIA ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:NORTHEAST DISTRICT COUNCIL OF THE OPCMIA ANNUITY FUND
Employer identification number (EIN):133207195
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CEMENT MASONS LOCAL 780 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GINO CASTIGNOLI2023-10-11 KEVIN O'BRIEN2023-10-11
0022021-01-01GINO CASTIGNOLI2022-10-04 MICHAEL SALGO2022-10-04
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01GINO CASTIGNOLI
0022016-01-01
0022016-01-01
0022015-01-01MICHAEL PICCIURRO
0022014-01-01MICHAEL PICCIURRO
0022013-01-01
0022012-01-01HANY KILADA
0022011-01-01HANY KILADA
0022010-01-01HANY KILADA
0022009-01-01ANGELO SCAGNELLI
0022009-01-01ANGELO SCAGNELLI

Plan Statistics for CEMENT MASONS LOCAL 780 ANNUITY FUND

401k plan membership statisitcs for CEMENT MASONS LOCAL 780 ANNUITY FUND

Measure Date Value
2022: CEMENT MASONS LOCAL 780 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,031
Total number of active participants reported on line 7a of the Form 55002022-01-011,224
Number of other retired or separated participants entitled to future benefits2022-01-01869
Total of all active and inactive participants2022-01-012,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0132
Total participants2022-01-012,125
Number of participants with account balances2022-01-012,125
Number of employers contributing to the scheme2022-01-01273
2021: CEMENT MASONS LOCAL 780 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-013,106
Total number of active participants reported on line 7a of the Form 55002021-01-011,165
Number of other retired or separated participants entitled to future benefits2021-01-01838
Total of all active and inactive participants2021-01-012,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0128
Total participants2021-01-012,031
Number of participants with account balances2021-01-012,031
Number of employers contributing to the scheme2021-01-01286
2020: CEMENT MASONS LOCAL 780 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-011,926
Total number of active participants reported on line 7a of the Form 55002020-01-012,335
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01696
Total of all active and inactive participants2020-01-013,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0175
Total participants2020-01-013,106
Number of participants with account balances2020-01-013,106
Number of employers contributing to the scheme2020-01-01254
2019: CEMENT MASONS LOCAL 780 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-011,616
Total number of active participants reported on line 7a of the Form 55002019-01-011,926
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01368
Total of all active and inactive participants2019-01-012,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0133
Total participants2019-01-012,335
Number of participants with account balances2019-01-012,335
Number of employers contributing to the scheme2019-01-01301
2018: CEMENT MASONS LOCAL 780 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-011,229
Total number of active participants reported on line 7a of the Form 55002018-01-011,616
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01248
Total of all active and inactive participants2018-01-011,868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0138
Total participants2018-01-011,906
Number of participants with account balances2018-01-011,906
Number of employers contributing to the scheme2018-01-01286
2017: CEMENT MASONS LOCAL 780 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01987
Total number of active participants reported on line 7a of the Form 55002017-01-011,229
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-011,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,229
Number of employers contributing to the scheme2017-01-01227
2016: CEMENT MASONS LOCAL 780 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01987
Total number of active participants reported on line 7a of the Form 55002016-01-01519
Number of retired or separated participants receiving benefits2016-01-0183
Number of other retired or separated participants entitled to future benefits2016-01-01385
Total of all active and inactive participants2016-01-01987
Total participants2016-01-01987
Number of employers contributing to the scheme2016-01-01209
2015: CEMENT MASONS LOCAL 780 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01931
Total number of active participants reported on line 7a of the Form 55002015-01-01519
Number of retired or separated participants receiving benefits2015-01-0183
Number of other retired or separated participants entitled to future benefits2015-01-01385
Total of all active and inactive participants2015-01-01987
Total participants2015-01-01987
Number of employers contributing to the scheme2015-01-01201
2014: CEMENT MASONS LOCAL 780 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01945
Total number of active participants reported on line 7a of the Form 55002014-01-01495
Number of retired or separated participants receiving benefits2014-01-019
Number of other retired or separated participants entitled to future benefits2014-01-01427
Total of all active and inactive participants2014-01-01931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01931
Number of participants with account balances2014-01-01931
Number of employers contributing to the scheme2014-01-01205
2013: CEMENT MASONS LOCAL 780 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01824
Total number of active participants reported on line 7a of the Form 55002013-01-01516
Number of retired or separated participants receiving benefits2013-01-0151
Number of other retired or separated participants entitled to future benefits2013-01-01378
Total of all active and inactive participants2013-01-01945
Total participants2013-01-01945
Number of participants with account balances2013-01-01914
Number of employers contributing to the scheme2013-01-01193
2012: CEMENT MASONS LOCAL 780 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01828
Total number of active participants reported on line 7a of the Form 55002012-01-01445
Number of retired or separated participants receiving benefits2012-01-01246
Number of other retired or separated participants entitled to future benefits2012-01-01127
Total of all active and inactive participants2012-01-01818
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01824
Number of employers contributing to the scheme2012-01-01193
2011: CEMENT MASONS LOCAL 780 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01849
Total number of active participants reported on line 7a of the Form 55002011-01-01461
Number of retired or separated participants receiving benefits2011-01-01261
Number of other retired or separated participants entitled to future benefits2011-01-01106
Total of all active and inactive participants2011-01-01828
Total participants2011-01-01828
Number of participants with account balances2011-01-01828
Number of employers contributing to the scheme2011-01-01222
2010: CEMENT MASONS LOCAL 780 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01859
Total number of active participants reported on line 7a of the Form 55002010-01-01516
Number of retired or separated participants receiving benefits2010-01-01333
Total of all active and inactive participants2010-01-01849
Total participants2010-01-01849
Number of participants with account balances2010-01-01849
Number of employers contributing to the scheme2010-01-01143
2009: CEMENT MASONS LOCAL 780 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01904
Total number of active participants reported on line 7a of the Form 55002009-01-01547
Number of retired or separated participants receiving benefits2009-01-01312
Total of all active and inactive participants2009-01-01859
Total participants2009-01-01859
Number of participants with account balances2009-01-01859
Number of employers contributing to the scheme2009-01-01143

Financial Data on CEMENT MASONS LOCAL 780 ANNUITY FUND

Measure Date Value
2022 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-32,613,673
Total unrealized appreciation/depreciation of assets2022-12-31$-32,613,673
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,434,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,348,156
Total income from all sources (including contributions)2022-12-31$-14,773,932
Total loss/gain on sale of assets2022-12-31$1,514,565
Total of all expenses incurred2022-12-31$18,212,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$16,600,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$10,014,584
Value of total assets at end of year2022-12-31$173,465,301
Value of total assets at beginning of year2022-12-31$207,364,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,611,920
Total interest from all sources2022-12-31$3,064,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,660,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,545,516
Administrative expenses professional fees incurred2022-12-31$223,701
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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
Participant contributions at end of year2022-12-31$1,065,532
Participant contributions at beginning of year2022-12-31$1,747,121
Assets. Other investments not covered elsewhere at end of year2022-12-31$36,081,985
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$36,162,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$834,522
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$852,097
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$11,711,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$13,246,322
Other income not declared elsewhere2022-12-31$585,546
Administrative expenses (other) incurred2022-12-31$140,952
Liabilities. Value of operating payables at end of year2022-12-31$723,554
Liabilities. Value of operating payables at beginning of year2022-12-31$101,834
Total non interest bearing cash at end of year2022-12-31$409,561
Total non interest bearing cash at beginning of year2022-12-31$161,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-32,986,120
Value of net assets at end of year (total assets less liabilities)2022-12-31$161,030,379
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$194,016,499
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$1,100,023
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$74,209,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$98,917,897
Interest on participant loans2022-12-31$211,283
Interest earned on other investments2022-12-31$2,550,053
Income. Interest from US Government securities2022-12-31$136,446
Income. Interest from corporate debt instruments2022-12-31$165,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,426,267
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,636,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,636,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,839,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$19,577,961
Asset value of US Government securities at end of year2022-12-31$7,208,698
Asset value of US Government securities at beginning of year2022-12-31$5,815,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$10,014,584
Employer contributions (assets) at end of year2022-12-31$1,530,091
Employer contributions (assets) at beginning of year2022-12-31$968,853
Income. Dividends from common stock2022-12-31$114,662
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$16,600,268
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$11,139,848
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$14,465,283
Contract administrator fees2022-12-31$147,244
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$18,719,459
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$27,058,015
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$339
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,400
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 appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$13,257,492
Aggregate carrying amount (costs) on sale of assets2022-12-31$11,742,927
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2022-12-31132858927
2021 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$11,571,914
Total unrealized appreciation/depreciation of assets2021-12-31$11,571,914
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,348,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$122,696
Total income from all sources (including contributions)2021-12-31$39,103,628
Total loss/gain on sale of assets2021-12-31$10,892,584
Total of all expenses incurred2021-12-31$16,835,429
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$15,573,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,902,647
Value of total assets at end of year2021-12-31$207,364,655
Value of total assets at beginning of year2021-12-31$171,870,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,261,761
Total interest from all sources2021-12-31$2,809,189
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,312,882
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,198,872
Assets. Real estate other than employer real property at beginning of year2021-12-31$22,785,963
Administrative expenses professional fees incurred2021-12-31$169,317
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$1,747,121
Participant contributions at beginning of year2021-12-31$2,080,756
Assets. Other investments not covered elsewhere at end of year2021-12-31$36,162,840
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$852,097
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$137,275
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$13,246,322
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$23,071
Other income not declared elsewhere2021-12-31$614,412
Administrative expenses (other) incurred2021-12-31$136,070
Liabilities. Value of operating payables at end of year2021-12-31$101,834
Liabilities. Value of operating payables at beginning of year2021-12-31$99,625
Total non interest bearing cash at end of year2021-12-31$161,000
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$22,268,199
Value of net assets at end of year (total assets less liabilities)2021-12-31$194,016,499
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$171,748,300
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$797,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$98,917,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$83,732,415
Interest on participant loans2021-12-31$201,512
Interest earned on other investments2021-12-31$2,257,889
Income. Interest from US Government securities2021-12-31$106,503
Income. Interest from corporate debt instruments2021-12-31$243,268
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,636,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$127,871
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$127,871
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$17
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$19,577,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$16,287,325
Asset value of US Government securities at end of year2021-12-31$5,815,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$9,902,647
Employer contributions (assets) at end of year2021-12-31$968,853
Employer contributions (assets) at beginning of year2021-12-31$1,189,172
Income. Dividends from common stock2021-12-31$114,010
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$15,573,668
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$14,465,283
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$20,407,271
Contract administrator fees2021-12-31$159,008
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$27,058,015
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$25,120,576
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,400
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$2,372
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 appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$30,275,219
Aggregate carrying amount (costs) on sale of assets2021-12-31$19,382,635
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2021-12-31132858927
2020 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$15,581,245
Total unrealized appreciation/depreciation of assets2020-12-31$15,581,245
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$122,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$88,635
Total income from all sources (including contributions)2020-12-31$33,550,860
Total loss/gain on sale of assets2020-12-31$3,939,146
Total of all expenses incurred2020-12-31$18,522,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,184,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,880,971
Value of total assets at end of year2020-12-31$171,870,996
Value of total assets at beginning of year2020-12-31$156,808,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,338,104
Total interest from all sources2020-12-31$2,090,185
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,504,499
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$1,396,301
Assets. Real estate other than employer real property at end of year2020-12-31$22,785,963
Assets. Real estate other than employer real property at beginning of year2020-12-31$21,938,838
Administrative expenses professional fees incurred2020-12-31$224,445
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$2,080,756
Participant contributions at beginning of year2020-12-31$2,045,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$137,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$144,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$23,071
Other income not declared elsewhere2020-12-31$554,814
Administrative expenses (other) incurred2020-12-31$179,722
Liabilities. Value of operating payables at end of year2020-12-31$99,625
Liabilities. Value of operating payables at beginning of year2020-12-31$88,635
Total non interest bearing cash at beginning of year2020-12-31$46,890
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$15,028,083
Value of net assets at end of year (total assets less liabilities)2020-12-31$171,748,300
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$156,720,217
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$755,950
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$83,732,415
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,713,082
Interest on participant loans2020-12-31$210,412
Interest earned on other investments2020-12-31$1,547,309
Income. Interest from corporate debt instruments2020-12-31$331,180
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$127,871
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$127,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$127,274
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,287,325
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$18,340,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,880,971
Employer contributions (assets) at end of year2020-12-31$1,189,172
Employer contributions (assets) at beginning of year2020-12-31$1,578,069
Income. Dividends from common stock2020-12-31$108,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,184,673
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$20,407,271
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$19,194,393
Contract administrator fees2020-12-31$177,987
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$25,120,576
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$46,674,514
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$2,372
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$4,779
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
Aggregate proceeds on sale of assets2020-12-31$16,807,557
Aggregate carrying amount (costs) on sale of assets2020-12-31$12,868,411
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2020-12-31132858927
2019 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,461,192
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,461,192
Total unrealized appreciation/depreciation of assets2019-12-31$17,461,192
Total unrealized appreciation/depreciation of assets2019-12-31$17,461,192
Total transfer of assets to this plan2019-12-31$6,654,853
Total transfer of assets to this plan2019-12-31$6,654,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88,635
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$88,635
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$381,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$381,623
Total income from all sources (including contributions)2019-12-31$36,143,314
Total income from all sources (including contributions)2019-12-31$36,143,314
Total loss/gain on sale of assets2019-12-31$2,584,511
Total loss/gain on sale of assets2019-12-31$2,584,511
Total of all expenses incurred2019-12-31$14,222,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,836,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$12,836,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,850,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$10,850,893
Value of total assets at end of year2019-12-31$156,808,852
Value of total assets at end of year2019-12-31$156,808,852
Value of total assets at beginning of year2019-12-31$128,526,097
Value of total assets at beginning of year2019-12-31$128,526,097
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,385,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,385,475
Total interest from all sources2019-12-31$2,446,086
Total interest from all sources2019-12-31$2,446,086
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,247,717
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,247,717
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$1,778,437
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,778,437
Assets. Real estate other than employer real property at end of year2019-12-31$21,938,838
Assets. Real estate other than employer real property at end of year2019-12-31$21,938,838
Assets. Real estate other than employer real property at beginning of year2019-12-31$15,583,257
Assets. Real estate other than employer real property at beginning of year2019-12-31$15,583,257
Administrative expenses professional fees incurred2019-12-31$257,701
Administrative expenses professional fees incurred2019-12-31$257,701
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$2,045,579
Participant contributions at end of year2019-12-31$2,045,579
Participant contributions at beginning of year2019-12-31$1,949,352
Participant contributions at beginning of year2019-12-31$1,949,352
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$144,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$144,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$145,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$145,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$270,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$270,000
Other income not declared elsewhere2019-12-31$552,915
Other income not declared elsewhere2019-12-31$552,915
Administrative expenses (other) incurred2019-12-31$188,002
Administrative expenses (other) incurred2019-12-31$188,002
Liabilities. Value of operating payables at end of year2019-12-31$88,635
Liabilities. Value of operating payables at end of year2019-12-31$88,635
Liabilities. Value of operating payables at beginning of year2019-12-31$111,623
Liabilities. Value of operating payables at beginning of year2019-12-31$111,623
Total non interest bearing cash at end of year2019-12-31$46,890
Total non interest bearing cash at end of year2019-12-31$46,890
Total non interest bearing cash at beginning of year2019-12-31$292,279
Total non interest bearing cash at beginning of year2019-12-31$292,279
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$21,920,890
Value of net income/loss2019-12-31$21,920,890
Value of net assets at end of year (total assets less liabilities)2019-12-31$156,720,217
Value of net assets at end of year (total assets less liabilities)2019-12-31$156,720,217
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$128,144,474
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$128,144,474
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$783,212
Investment advisory and management fees2019-12-31$783,212
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,713,082
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,713,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,217,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$40,217,778
Interest on participant loans2019-12-31$141,106
Interest on participant loans2019-12-31$141,106
Interest earned on other investments2019-12-31$1,956,556
Interest earned on other investments2019-12-31$1,956,556
Income. Interest from corporate debt instruments2019-12-31$345,763
Income. Interest from corporate debt instruments2019-12-31$345,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$127,274
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$127,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$124,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$124,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$124,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$124,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,661
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,340,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$18,340,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,778,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,778,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$10,850,893
Contributions received in cash from employer2019-12-31$10,850,893
Employer contributions (assets) at end of year2019-12-31$1,578,069
Employer contributions (assets) at end of year2019-12-31$1,578,069
Employer contributions (assets) at beginning of year2019-12-31$1,279,484
Employer contributions (assets) at beginning of year2019-12-31$1,279,484
Income. Dividends from common stock2019-12-31$469,280
Income. Dividends from common stock2019-12-31$469,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,836,949
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$12,836,949
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,194,393
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,194,393
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$17,926,554
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$17,926,554
Contract administrator fees2019-12-31$156,560
Contract administrator fees2019-12-31$156,560
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$46,674,514
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$46,674,514
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$35,220,494
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$35,220,494
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,779
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$4,779
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$7,496
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$7,496
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
Aggregate proceeds on sale of assets2019-12-31$21,999,615
Aggregate proceeds on sale of assets2019-12-31$21,999,615
Aggregate carrying amount (costs) on sale of assets2019-12-31$19,415,104
Aggregate carrying amount (costs) on sale of assets2019-12-31$19,415,104
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm name2019-12-31FITZSIMMONS ABRAMS, LLP
Accountancy firm EIN2019-12-31132858927
2018 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-6,416,396
Total unrealized appreciation/depreciation of assets2018-12-31$-6,416,396
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$381,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$128,212
Total income from all sources (including contributions)2018-12-31$7,804,746
Total loss/gain on sale of assets2018-12-31$1,553,087
Total of all expenses incurred2018-12-31$11,343,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,338,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,833,403
Value of total assets at end of year2018-12-31$128,526,097
Value of total assets at beginning of year2018-12-31$131,811,836
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,005,519
Total interest from all sources2018-12-31$1,366,536
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,091,735
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$1,091,735
Assets. Real estate other than employer real property at end of year2018-12-31$15,583,257
Assets. Real estate other than employer real property at beginning of year2018-12-31$8,859,125
Administrative expenses professional fees incurred2018-12-31$262,611
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$1,949,352
Participant contributions at beginning of year2018-12-31$2,181,980
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$488,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$145,802
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$20,503,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$270,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$11,983
Other income not declared elsewhere2018-12-31$376,381
Administrative expenses (other) incurred2018-12-31$174,088
Liabilities. Value of operating payables at end of year2018-12-31$111,623
Liabilities. Value of operating payables at beginning of year2018-12-31$116,229
Total non interest bearing cash at end of year2018-12-31$292,279
Total non interest bearing cash at beginning of year2018-12-31$189,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,539,150
Value of net assets at end of year (total assets less liabilities)2018-12-31$128,144,474
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$131,683,624
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$416,682
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$40,217,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$33,404,086
Interest on participant loans2018-12-31$140,610
Interest earned on other investments2018-12-31$1,225,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$124,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,778,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$16,221,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,344,867
Employer contributions (assets) at end of year2018-12-31$1,279,484
Employer contributions (assets) at beginning of year2018-12-31$829,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,338,377
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$17,926,554
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$12,980,431
Contract administrator fees2018-12-31$152,138
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$35,220,494
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$36,642,331
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$7,496
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
Aggregate proceeds on sale of assets2018-12-31$12,743,384
Aggregate carrying amount (costs) on sale of assets2018-12-31$11,190,297
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 name2018-12-31FITZSIMMONS ABRAMS LLP
Accountancy firm EIN2018-12-31132858927
2017 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$10,579,076
Total unrealized appreciation/depreciation of assets2017-12-31$10,579,076
Total transfer of assets to this plan2017-12-31$20,631,074
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$128,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$108,486
Total income from all sources (including contributions)2017-12-31$21,673,987
Total loss/gain on sale of assets2017-12-31$547,370
Total of all expenses incurred2017-12-31$6,695,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,912,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$8,842,045
Value of total assets at end of year2017-12-31$131,811,836
Value of total assets at beginning of year2017-12-31$96,182,084
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$782,169
Total interest from all sources2017-12-31$887,945
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$795,495
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$795,495
Assets. Real estate other than employer real property at end of year2017-12-31$8,859,125
Assets. Real estate other than employer real property at beginning of year2017-12-31$8,287,813
Administrative expenses professional fees incurred2017-12-31$335,758
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$2,181,980
Participant contributions at beginning of year2017-12-31$1,849,487
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$393,788
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$20,503,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$60,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$11,983
Other income not declared elsewhere2017-12-31$22,056
Administrative expenses (other) incurred2017-12-31$112,323
Liabilities. Value of operating payables at end of year2017-12-31$116,229
Liabilities. Value of operating payables at beginning of year2017-12-31$108,486
Total non interest bearing cash at end of year2017-12-31$189,651
Total non interest bearing cash at beginning of year2017-12-31$13,574
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$14,978,952
Value of net assets at end of year (total assets less liabilities)2017-12-31$131,683,624
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$96,073,598
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$334,088
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$33,404,086
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$26,110,100
Interest on participant loans2017-12-31$64,032
Interest earned on other investments2017-12-31$823,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$526,788
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$526,788
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$16,221,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$16,061,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$8,448,257
Employer contributions (assets) at end of year2017-12-31$829,440
Employer contributions (assets) at beginning of year2017-12-31$856,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,912,866
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$12,980,431
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$12,511,551
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$36,642,331
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$29,905,059
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
Aggregate proceeds on sale of assets2017-12-31$11,774,890
Aggregate carrying amount (costs) on sale of assets2017-12-31$11,227,520
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 name2017-12-31FITZSIMMONS ABRAMS LLP
Accountancy firm EIN2017-12-31132858927
2016 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$6,434,265
Total unrealized appreciation/depreciation of assets2016-12-31$6,434,265
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$73,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$93,679
Total income from all sources (including contributions)2016-12-31$15,919,522
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$6,012,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$5,053,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,956,648
Value of total assets at end of year2016-12-31$96,093,501
Value of total assets at beginning of year2016-12-31$86,206,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$958,823
Total interest from all sources2016-12-31$1,423,915
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Assets. Real estate other than employer real property at end of year2016-12-31$8,287,813
Assets. Real estate other than employer real property at beginning of year2016-12-31$7,600,982
Administrative expenses professional fees incurred2016-12-31$284,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$1,849,487
Participant contributions at beginning of year2016-12-31$1,406,815
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$56,584
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$85,949
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,835
Other income not declared elsewhere2016-12-31$104,694
Administrative expenses (other) incurred2016-12-31$154,666
Liabilities. Value of operating payables at end of year2016-12-31$73,643
Liabilities. Value of operating payables at beginning of year2016-12-31$79,844
Total non interest bearing cash at end of year2016-12-31$13,574
Total non interest bearing cash at beginning of year2016-12-31$1,136,665
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$9,906,999
Value of net assets at end of year (total assets less liabilities)2016-12-31$96,019,858
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$86,112,859
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$519,844
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$42,171,131
Interest on participant loans2016-12-31$46,107
Interest earned on other investments2016-12-31$1,377,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$526,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$23,096,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$23,096,022
Asset value of US Government securities at beginning of year2016-12-31$5,470,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,956,648
Employer contributions (assets) at end of year2016-12-31$767,553
Employer contributions (assets) at beginning of year2016-12-31$891,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$5,053,700
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$12,511,551
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$6,915,493
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$29,905,059
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$39,602,545
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$3,959
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 name2016-12-31SSP A DIVISION OF CALIBRE CPA GROUP
Accountancy firm EIN2016-12-31470900880
2015 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,192,248
Total unrealized appreciation/depreciation of assets2015-12-31$1,192,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$93,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$85,287
Total income from all sources (including contributions)2015-12-31$10,332,096
Total loss/gain on sale of assets2015-12-31$463,427
Total of all expenses incurred2015-12-31$6,006,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,102,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,214,004
Value of total assets at end of year2015-12-31$86,206,538
Value of total assets at beginning of year2015-12-31$81,872,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$904,108
Total interest from all sources2015-12-31$1,245,707
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$150,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Assets. Real estate other than employer real property at end of year2015-12-31$7,600,982
Assets. Real estate other than employer real property at beginning of year2015-12-31$4,671,585
Administrative expenses professional fees incurred2015-12-31$374,604
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$58,340
Participant contributions at end of year2015-12-31$1,406,815
Participant contributions at beginning of year2015-12-31$1,511,272
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$85,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$5,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$38,721
Other income not declared elsewhere2015-12-31$65,970
Administrative expenses (other) incurred2015-12-31$76,018
Liabilities. Value of operating payables at end of year2015-12-31$79,844
Liabilities. Value of operating payables at beginning of year2015-12-31$46,566
Total non interest bearing cash at end of year2015-12-31$1,136,665
Total non interest bearing cash at beginning of year2015-12-31$1,014,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,325,861
Value of net assets at end of year (total assets less liabilities)2015-12-31$86,112,859
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$81,786,998
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$453,486
Interest earned on other investments2015-12-31$1,017,538
Income. Interest from US Government securities2015-12-31$59,884
Income. Interest from corporate debt instruments2015-12-31$168,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$23,096,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,444,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,444,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$226
Asset value of US Government securities at end of year2015-12-31$5,470,364
Asset value of US Government securities at beginning of year2015-12-31$13,089,121
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$7,155,664
Employer contributions (assets) at end of year2015-12-31$891,703
Employer contributions (assets) at beginning of year2015-12-31$699,518
Income. Dividends from common stock2015-12-31$150,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,102,127
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$6,915,493
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$13,451,753
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$39,602,545
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$44,984,251
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
Aggregate proceeds on sale of assets2015-12-31$27,326,213
Aggregate carrying amount (costs) on sale of assets2015-12-31$26,862,786
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 name2015-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2015-12-31132665700
2014 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$3,455,588
Total unrealized appreciation/depreciation of assets2014-12-31$3,455,588
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$85,287
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,891
Total income from all sources (including contributions)2014-12-31$11,557,001
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$6,451,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,876,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$6,552,293
Value of total assets at end of year2014-12-31$81,872,285
Value of total assets at beginning of year2014-12-31$76,709,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$574,970
Total interest from all sources2014-12-31$1,549,120
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Assets. Real estate other than employer real property at end of year2014-12-31$4,671,585
Administrative expenses professional fees incurred2014-12-31$112,482
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$1,511,272
Participant contributions at beginning of year2014-12-31$1,329,629
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$90,420
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$5,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$38,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$27,540
Administrative expenses (other) incurred2014-12-31$58,575
Liabilities. Value of operating payables at end of year2014-12-31$46,566
Liabilities. Value of operating payables at beginning of year2014-12-31$351
Total non interest bearing cash at end of year2014-12-31$1,014,779
Total non interest bearing cash at beginning of year2014-12-31$1,954,196
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$5,105,385
Value of net assets at end of year (total assets less liabilities)2014-12-31$81,786,998
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$76,681,613
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$403,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$369,353
Interest earned on other investments2014-12-31$1,549,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,444,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,405,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,405,447
Asset value of US Government securities at end of year2014-12-31$13,089,121
Asset value of US Government securities at beginning of year2014-12-31$12,353,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$6,461,873
Employer contributions (assets) at end of year2014-12-31$699,518
Employer contributions (assets) at beginning of year2014-12-31$514,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,876,646
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$13,451,753
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$12,350,649
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$44,984,251
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$45,428,991
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 name2014-12-31STEINBERG, STECKLER & PICCIURRO, PC
Accountancy firm EIN2014-12-31132665700
2013 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,386,099
Total unrealized appreciation/depreciation of assets2013-12-31$6,386,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,891
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$23,222
Total income from all sources (including contributions)2013-12-31$16,169,395
Total loss/gain on sale of assets2013-12-31$2,164,702
Total of all expenses incurred2013-12-31$8,023,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,623,757
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,090,804
Value of total assets at end of year2013-12-31$76,709,504
Value of total assets at beginning of year2013-12-31$68,558,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$399,534
Total interest from all sources2013-12-31$780,061
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$747,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$71,126
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$1,329,629
Participant contributions at beginning of year2013-12-31$1,196,740
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$27,540
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$16,972
Administrative expenses (other) incurred2013-12-31$62,717
Liabilities. Value of operating payables at end of year2013-12-31$351
Liabilities. Value of operating payables at beginning of year2013-12-31$6,250
Total non interest bearing cash at end of year2013-12-31$1,954,196
Total non interest bearing cash at beginning of year2013-12-31$2,572,465
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$8,146,104
Value of net assets at end of year (total assets less liabilities)2013-12-31$76,681,613
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$68,535,509
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$259,691
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$369,353
Interest on participant loans2013-12-31$50,029
Income. Interest from US Government securities2013-12-31$226,406
Income. Interest from corporate debt instruments2013-12-31$497,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,405,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,257,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,257,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$5,758
Asset value of US Government securities at end of year2013-12-31$12,353,963
Asset value of US Government securities at beginning of year2013-12-31$12,488,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$6,090,804
Employer contributions (assets) at end of year2013-12-31$514,323
Employer contributions (assets) at beginning of year2013-12-31$450,000
Income. Dividends from common stock2013-12-31$747,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,623,757
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$12,350,649
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$13,333,109
Contract administrator fees2013-12-31$6,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$45,428,991
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$36,260,525
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
Aggregate proceeds on sale of assets2013-12-31$2,164,702
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 name2013-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2013-12-31132550301
2012 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$637,661
Total unrealized appreciation/depreciation of assets2012-12-31$637,661
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,222
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$62,896
Total income from all sources (including contributions)2012-12-31$11,281,537
Total loss/gain on sale of assets2012-12-31$2,173,710
Total of all expenses incurred2012-12-31$5,705,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$5,153,425
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,723,246
Value of total assets at end of year2012-12-31$68,558,731
Value of total assets at beginning of year2012-12-31$63,022,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$551,839
Total interest from all sources2012-12-31$958,188
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$788,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$72,937
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$1,196,740
Participant contributions at beginning of year2012-12-31$1,000,983
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$16,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$27,779
Administrative expenses (other) incurred2012-12-31$63,624
Liabilities. Value of operating payables at end of year2012-12-31$6,250
Liabilities. Value of operating payables at beginning of year2012-12-31$35,117
Total non interest bearing cash at end of year2012-12-31$2,572,465
Total non interest bearing cash at beginning of year2012-12-31$1,957,333
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$5,576,273
Value of net assets at end of year (total assets less liabilities)2012-12-31$68,535,509
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$62,959,236
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$409,278
Interest on participant loans2012-12-31$63,092
Income. Interest from corporate debt instruments2012-12-31$895,096
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,257,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,377,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,377,595
Asset value of US Government securities at end of year2012-12-31$12,488,735
Asset value of US Government securities at beginning of year2012-12-31$8,790,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$6,723,246
Employer contributions (assets) at end of year2012-12-31$450,000
Employer contributions (assets) at beginning of year2012-12-31$459,465
Income. Dividends from common stock2012-12-31$788,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$5,153,425
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$13,333,109
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$15,157,794
Contract administrator fees2012-12-31$6,000
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$36,260,525
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$34,278,777
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
Aggregate proceeds on sale of assets2012-12-31$2,173,710
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2012-12-31132550301
2011 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,986,054
Total unrealized appreciation/depreciation of assets2011-12-31$-1,986,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$62,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$65,122
Total income from all sources (including contributions)2011-12-31$5,825,508
Total loss/gain on sale of assets2011-12-31$-183,479
Total of all expenses incurred2011-12-31$8,149,032
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,730,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,999,201
Value of total assets at end of year2011-12-31$63,022,132
Value of total assets at beginning of year2011-12-31$65,327,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$418,952
Total interest from all sources2011-12-31$1,277,426
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$718,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$65,756
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$1,000,983
Participant contributions at beginning of year2011-12-31$1,013,636
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$27,779
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$38,854
Administrative expenses (other) incurred2011-12-31$88,842
Liabilities. Value of operating payables at end of year2011-12-31$35,117
Liabilities. Value of operating payables at beginning of year2011-12-31$26,268
Total non interest bearing cash at end of year2011-12-31$1,957,333
Total non interest bearing cash at beginning of year2011-12-31$910,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,323,524
Value of net assets at end of year (total assets less liabilities)2011-12-31$62,959,236
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$65,262,168
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$259,554
Interest on participant loans2011-12-31$138,356
Income. Interest from US Government securities2011-12-31$287,479
Income. Interest from corporate debt instruments2011-12-31$851,591
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,377,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$4,255,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$4,255,664
Asset value of US Government securities at end of year2011-12-31$8,790,185
Asset value of US Government securities at beginning of year2011-12-31$10,237,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,999,201
Employer contributions (assets) at end of year2011-12-31$459,465
Employer contributions (assets) at beginning of year2011-12-31$320,000
Income. Dividends from common stock2011-12-31$718,414
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,730,080
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$15,157,794
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$15,953,264
Contract administrator fees2011-12-31$4,800
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$34,278,777
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$32,636,485
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
Aggregate proceeds on sale of assets2011-12-31$3,199,093
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,382,572
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 name2011-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2011-12-31132550103
2010 : CEMENT MASONS LOCAL 780 ANNUITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,189,830
Total unrealized appreciation/depreciation of assets2010-12-31$4,189,830
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$65,122
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$38,053
Total income from all sources (including contributions)2010-12-31$10,974,279
Total loss/gain on sale of assets2010-12-31$1,259,313
Total of all expenses incurred2010-12-31$11,373,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$11,032,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,859,103
Value of total assets at end of year2010-12-31$65,327,290
Value of total assets at beginning of year2010-12-31$65,699,409
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$340,955
Total interest from all sources2010-12-31$457,308
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$208,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$75,640
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$1,294,000
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$1,013,636
Participant contributions at beginning of year2010-12-31$1,496,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$324,718
Administrative expenses (other) incurred2010-12-31$52,453
Liabilities. Value of operating payables at end of year2010-12-31$65,122
Liabilities. Value of operating payables at beginning of year2010-12-31$38,053
Total non interest bearing cash at end of year2010-12-31$910,561
Total non interest bearing cash at beginning of year2010-12-31$53,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-399,188
Value of net assets at end of year (total assets less liabilities)2010-12-31$65,262,168
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$65,661,356
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$208,062
Interest on participant loans2010-12-31$73,996
Income. Interest from US Government securities2010-12-31$100,110
Income. Interest from corporate debt instruments2010-12-31$272,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$4,255,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,873,255
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,873,255
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$10,326
Asset value of US Government securities at end of year2010-12-31$10,237,680
Asset value of US Government securities at beginning of year2010-12-31$9,467,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,859,103
Employer contributions (assets) at end of year2010-12-31$320,000
Employer contributions (assets) at beginning of year2010-12-31$460,000
Income. Dividends from common stock2010-12-31$208,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$11,032,512
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$15,953,264
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$15,050,680
Contract administrator fees2010-12-31$4,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$32,636,485
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$28,678,766
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
Aggregate proceeds on sale of assets2010-12-31$1,259,313
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 name2010-12-31D'ARCANGELO & CO., LLP
Accountancy firm EIN2010-12-31132550103

Form 5500 Responses for CEMENT MASONS LOCAL 780 ANNUITY FUND

2022: CEMENT MASONS LOCAL 780 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CEMENT MASONS LOCAL 780 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CEMENT MASONS LOCAL 780 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CEMENT MASONS LOCAL 780 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CEMENT MASONS LOCAL 780 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CEMENT MASONS LOCAL 780 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CEMENT MASONS LOCAL 780 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CEMENT MASONS LOCAL 780 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CEMENT MASONS LOCAL 780 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CEMENT MASONS LOCAL 780 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CEMENT MASONS LOCAL 780 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CEMENT MASONS LOCAL 780 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: CEMENT MASONS LOCAL 780 ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: CEMENT MASONS LOCAL 780 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2125
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 2
Insurance contract or identification number30500
Number of Individuals Covered2125
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2031
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 2
Insurance contract or identification number30500
Number of Individuals Covered2031
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2300
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered2300
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1900
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered1779
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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