BOARD OF TRUSTEES IRON WORKERS LOCAL 580 SHOP WELFARE FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 580 SHOP WELFARE FUND
| Measure | Date | Value |
|---|
| 2022: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-07-01 | 44 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 40 |
| Total of all active and inactive participants | 2022-07-01 | 40 |
| Number of employers contributing to the scheme | 2022-07-01 | 6 |
| 2021: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-07-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 44 |
| Total of all active and inactive participants | 2021-07-01 | 44 |
| Number of employers contributing to the scheme | 2021-07-01 | 6 |
| 2020: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-07-01 | 42 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 43 |
| Total of all active and inactive participants | 2020-07-01 | 43 |
| Number of employers contributing to the scheme | 2020-07-01 | 6 |
| 2019: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-07-01 | 48 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 42 |
| Total of all active and inactive participants | 2019-07-01 | 42 |
| Number of employers contributing to the scheme | 2019-07-01 | 6 |
| 2017: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-07-01 | 45 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 44 |
| Total of all active and inactive participants | 2017-07-01 | 44 |
| Number of employers contributing to the scheme | 2017-07-01 | 6 |
| 2016: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-07-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 45 |
| Total of all active and inactive participants | 2016-07-01 | 45 |
| Number of employers contributing to the scheme | 2016-07-01 | 6 |
| 2015: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-07-01 | 43 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 43 |
| Total of all active and inactive participants | 2015-07-01 | 43 |
| Number of employers contributing to the scheme | 2015-07-01 | 6 |
| 2014: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 43 |
| Total of all active and inactive participants | 2014-07-01 | 43 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 0 |
| Number of employers contributing to the scheme | 2014-07-01 | 6 |
| Measure | Date | Value |
|---|
| 2023 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2023 401k financial data |
|---|
| Total plan liabilities at end of year | 2023-06-30 | $65,768 |
| Total plan liabilities at beginning of year | 2023-06-30 | $45,589 |
| Total income from all sources | 2023-06-30 | $1,147,420 |
| Expenses. Total of all expenses incurred | 2023-06-30 | $1,113,398 |
| Benefits paid (including direct rollovers) | 2023-06-30 | $994,012 |
| Total plan assets at end of year | 2023-06-30 | $1,344,283 |
| Total plan assets at beginning of year | 2023-06-30 | $1,290,082 |
| Value of fidelity bond covering the plan | 2023-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2023-06-30 | $7,259 |
| Other income received | 2023-06-30 | $717 |
| Net income (gross income less expenses) | 2023-06-30 | $34,022 |
| Net plan assets at end of year (total assets less liabilities) | 2023-06-30 | $1,278,515 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-06-30 | $1,244,493 |
| Total contributions received or receivable from employer(s) | 2023-06-30 | $1,146,703 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-06-30 | $112,127 |
| 2022 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2022 401k financial data |
|---|
| Total plan liabilities at end of year | 2022-06-30 | $45,589 |
| Total plan liabilities at beginning of year | 2022-06-30 | $37,971 |
| Total income from all sources | 2022-06-30 | $1,064,072 |
| Expenses. Total of all expenses incurred | 2022-06-30 | $1,043,816 |
| Benefits paid (including direct rollovers) | 2022-06-30 | $920,086 |
| Total plan assets at end of year | 2022-06-30 | $1,290,082 |
| Total plan assets at beginning of year | 2022-06-30 | $1,262,208 |
| Value of fidelity bond covering the plan | 2022-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2022-06-30 | $15,506 |
| Other income received | 2022-06-30 | $-28,498 |
| Net income (gross income less expenses) | 2022-06-30 | $20,256 |
| Net plan assets at end of year (total assets less liabilities) | 2022-06-30 | $1,244,493 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-06-30 | $1,224,237 |
| Total contributions received or receivable from employer(s) | 2022-06-30 | $1,092,570 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-06-30 | $108,224 |
| 2021 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2021 401k financial data |
|---|
| Total plan liabilities at end of year | 2021-06-30 | $37,971 |
| Total plan liabilities at beginning of year | 2021-06-30 | $37,570 |
| Total income from all sources | 2021-06-30 | $1,099,357 |
| Expenses. Total of all expenses incurred | 2021-06-30 | $1,074,237 |
| Benefits paid (including direct rollovers) | 2021-06-30 | $966,110 |
| Total plan assets at end of year | 2021-06-30 | $1,262,208 |
| Total plan assets at beginning of year | 2021-06-30 | $1,236,687 |
| Value of fidelity bond covering the plan | 2021-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2021-06-30 | $17,846 |
| Other income received | 2021-06-30 | $3,309 |
| Net income (gross income less expenses) | 2021-06-30 | $25,120 |
| Net plan assets at end of year (total assets less liabilities) | 2021-06-30 | $1,224,237 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-06-30 | $1,199,117 |
| Total contributions received or receivable from employer(s) | 2021-06-30 | $1,096,048 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-06-30 | $90,281 |
| 2020 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2020 401k financial data |
|---|
| Total plan liabilities at end of year | 2020-06-30 | $37,570 |
| Total plan liabilities at beginning of year | 2020-06-30 | $30,354 |
| Total income from all sources | 2020-06-30 | $990,293 |
| Expenses. Total of all expenses incurred | 2020-06-30 | $885,879 |
| Benefits paid (including direct rollovers) | 2020-06-30 | $777,727 |
| Total plan assets at end of year | 2020-06-30 | $1,236,687 |
| Total plan assets at beginning of year | 2020-06-30 | $1,125,057 |
| Value of fidelity bond covering the plan | 2020-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2020-06-30 | $14,606 |
| Contributions received from other sources (not participants or employers) | 2020-06-30 | $207 |
| Other income received | 2020-06-30 | $25,105 |
| Net income (gross income less expenses) | 2020-06-30 | $104,414 |
| Net plan assets at end of year (total assets less liabilities) | 2020-06-30 | $1,199,117 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-06-30 | $1,094,703 |
| Total contributions received or receivable from employer(s) | 2020-06-30 | $964,981 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-06-30 | $93,546 |
| 2019 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2019 401k financial data |
|---|
| Total plan liabilities at end of year | 2019-06-30 | $30,354 |
| Total plan liabilities at beginning of year | 2019-06-30 | $33,853 |
| Total income from all sources | 2019-06-30 | $1,071,857 |
| Expenses. Total of all expenses incurred | 2019-06-30 | $895,006 |
| Benefits paid (including direct rollovers) | 2019-06-30 | $765,550 |
| Total plan assets at end of year | 2019-06-30 | $1,125,057 |
| Total plan assets at beginning of year | 2019-06-30 | $951,705 |
| Value of fidelity bond covering the plan | 2019-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2019-06-30 | $12,404 |
| Other income received | 2019-06-30 | $22,305 |
| Net income (gross income less expenses) | 2019-06-30 | $176,851 |
| Net plan assets at end of year (total assets less liabilities) | 2019-06-30 | $1,094,703 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-06-30 | $917,852 |
| Total contributions received or receivable from employer(s) | 2019-06-30 | $1,049,552 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-06-30 | $117,052 |
| 2018 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2018 401k financial data |
|---|
| Total plan liabilities at end of year | 2018-06-30 | $33,853 |
| Total plan liabilities at beginning of year | 2018-06-30 | $33,853 |
| Total income from all sources | 2018-06-30 | $900,380 |
| Expenses. Total of all expenses incurred | 2018-06-30 | $877,988 |
| Benefits paid (including direct rollovers) | 2018-06-30 | $747,313 |
| Total plan assets at end of year | 2018-06-30 | $951,705 |
| Total plan assets at beginning of year | 2018-06-30 | $929,313 |
| Value of fidelity bond covering the plan | 2018-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2018-06-30 | $6,084 |
| Other income received | 2018-06-30 | $-2,501 |
| Net income (gross income less expenses) | 2018-06-30 | $22,392 |
| Net plan assets at end of year (total assets less liabilities) | 2018-06-30 | $917,852 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-06-30 | $895,460 |
| Total contributions received or receivable from employer(s) | 2018-06-30 | $902,881 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-06-30 | $124,591 |
| 2017 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2017 401k financial data |
|---|
| Total plan liabilities at end of year | 2017-06-30 | $33,853 |
| Total plan liabilities at beginning of year | 2017-06-30 | $34,627 |
| Total income from all sources | 2017-06-30 | $803,804 |
| Expenses. Total of all expenses incurred | 2017-06-30 | $751,230 |
| Benefits paid (including direct rollovers) | 2017-06-30 | $629,582 |
| Total plan assets at end of year | 2017-06-30 | $929,313 |
| Total plan assets at beginning of year | 2017-06-30 | $877,513 |
| Value of fidelity bond covering the plan | 2017-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2017-06-30 | $17,426 |
| Other income received | 2017-06-30 | $1,605 |
| Net income (gross income less expenses) | 2017-06-30 | $52,574 |
| Net plan assets at end of year (total assets less liabilities) | 2017-06-30 | $895,460 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-06-30 | $842,886 |
| Total contributions received or receivable from employer(s) | 2017-06-30 | $802,199 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-06-30 | $104,222 |
| 2016 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-06-30 | $34,627 |
| Total plan liabilities at beginning of year | 2016-06-30 | $117,917 |
| Total income from all sources | 2016-06-30 | $798,004 |
| Expenses. Total of all expenses incurred | 2016-06-30 | $687,651 |
| Benefits paid (including direct rollovers) | 2016-06-30 | $554,845 |
| Total plan assets at end of year | 2016-06-30 | $877,513 |
| Total plan assets at beginning of year | 2016-06-30 | $850,450 |
| Value of fidelity bond covering the plan | 2016-06-30 | $400,000 |
| Expenses. Other expenses not covered elsewhere | 2016-06-30 | $19,684 |
| Other income received | 2016-06-30 | $17,983 |
| Net income (gross income less expenses) | 2016-06-30 | $110,353 |
| Net plan assets at end of year (total assets less liabilities) | 2016-06-30 | $842,886 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-06-30 | $732,533 |
| Total contributions received or receivable from employer(s) | 2016-06-30 | $780,021 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-06-30 | $113,122 |
| 2015 : IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-06-30 | $117,917 |
| Total plan liabilities at beginning of year | 2015-06-30 | $26,409 |
| Total income from all sources | 2015-06-30 | $710,685 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $717,061 |
| Benefits paid (including direct rollovers) | 2015-06-30 | $567,178 |
| Total plan assets at end of year | 2015-06-30 | $850,450 |
| Total plan assets at beginning of year | 2015-06-30 | $765,318 |
| Value of fidelity bond covering the plan | 2015-06-30 | $400,000 |
| Total contributions received or receivable from participants | 2015-06-30 | $0 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $3,598 |
| Other income received | 2015-06-30 | $7,441 |
| Net income (gross income less expenses) | 2015-06-30 | $-6,376 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $732,533 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $738,909 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $703,244 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-06-30 | $146,285 |
| 2022: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2022 form 5500 responses |
|---|
| 2022-07-01 | Type of plan entity | Multi-employer plan |
| 2022-07-01 | Submission has been amended | No |
| 2022-07-01 | This submission is the final filing | No |
| 2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-07-01 | Plan is a collectively bargained plan | Yes |
| 2022-07-01 | Plan funding arrangement – Trust | Yes |
| 2022-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2021 form 5500 responses |
|---|
| 2021-07-01 | Type of plan entity | Multi-employer plan |
| 2021-07-01 | Submission has been amended | No |
| 2021-07-01 | This submission is the final filing | No |
| 2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-07-01 | Plan is a collectively bargained plan | Yes |
| 2021-07-01 | Plan funding arrangement – Trust | Yes |
| 2021-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2020 form 5500 responses |
|---|
| 2020-07-01 | Type of plan entity | Multi-employer plan |
| 2020-07-01 | Submission has been amended | No |
| 2020-07-01 | This submission is the final filing | No |
| 2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-07-01 | Plan is a collectively bargained plan | Yes |
| 2020-07-01 | Plan funding arrangement – Trust | Yes |
| 2020-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2019 form 5500 responses |
|---|
| 2019-07-01 | Type of plan entity | Multi-employer plan |
| 2019-07-01 | Submission has been amended | No |
| 2019-07-01 | This submission is the final filing | No |
| 2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-07-01 | Plan is a collectively bargained plan | Yes |
| 2019-07-01 | Plan funding arrangement – Trust | Yes |
| 2019-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Multi-employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | No |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-07-01 | Plan is a collectively bargained plan | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Multi-employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2015 form 5500 responses |
|---|
| 2015-07-01 | Type of plan entity | Multi-employer plan |
| 2015-07-01 | Submission has been amended | No |
| 2015-07-01 | This submission is the final filing | No |
| 2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-07-01 | Plan is a collectively bargained plan | Yes |
| 2015-07-01 | Plan funding arrangement – Trust | Yes |
| 2015-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: IRON WORKERS LOCAL 580 SHOP WELFARE FUND 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Multi-employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
