401k Plan data: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND plan

IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 401k Plan overview

Plan Name	IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND
Plan identification number	001

IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Profit-sharing

401k Sponsoring company profile

BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY ANNUITY FUND

Employer identification number (EIN): 146195662

NAIC Classification: 238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2021-07-01
001 2020-07-01
001 2019-07-01
001 2018-07-01
001 2017-07-01
001 2016-07-01 SCOTT BRYDGES H.L. STEPHENSON 2018-04-05
001 2015-07-01 ALAN SWANSON H.L. STEPHENSON 2017-04-17
001 2014-07-01 ALAN SWANSON JOHN GORCZYNSKI 2016-03-17
001 2013-07-01 JOHN LINEHAN JOHN GORCZYNSKI 2015-03-24
001 2012-07-01 MICHAEL ALTONBERG JOHN GORCZYNSKI 2014-01-29
001 2011-07-01 THOMAS PRYCE JOHN GORCZYNSKI 2013-01-28
001 2009-07-01 THOMAS PRYCE JOHN GORCZYNSKI 2011-01-30

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2021-07-01
001	2020-07-01
001	2019-07-01
001	2018-07-01
001	2017-07-01
001	2016-07-01	SCOTT BRYDGES	H.L. STEPHENSON	2018-04-05
001	2015-07-01	ALAN SWANSON	H.L. STEPHENSON	2017-04-17
001	2014-07-01	ALAN SWANSON	JOHN GORCZYNSKI	2016-03-17
001	2013-07-01	JOHN LINEHAN	JOHN GORCZYNSKI	2015-03-24
001	2012-07-01	MICHAEL ALTONBERG	JOHN GORCZYNSKI	2014-01-29
001	2011-07-01	THOMAS PRYCE	JOHN GORCZYNSKI	2013-01-28
001	2009-07-01	THOMAS PRYCE	JOHN GORCZYNSKI	2011-01-30

Plan Statistics for IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND

Measure Date Value
2021: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year 2021-07-01 1,359
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 879
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 495
Total of all active and inactive participants 2021-07-01 1,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 11
Total participants 2021-07-01 1,385
Number of participants with account balances 2021-07-01 1,385
Number of employers contributing to the scheme 2021-07-01 109
2020: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year 2020-07-01 1,218
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 858
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 487
Total of all active and inactive participants 2020-07-01 1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 14
Total participants 2020-07-01 1,359
Number of participants with account balances 2020-07-01 1,359
Number of employers contributing to the scheme 2020-07-01 107
2019: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year 2019-07-01 1,200
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 760
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 447
Total of all active and inactive participants 2019-07-01 1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 11
Total participants 2019-07-01 1,218
Number of participants with account balances 2019-07-01 1,218
Number of employers contributing to the scheme 2019-07-01 107
2018: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year 2018-07-01 1,183
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 752
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 439
Total of all active and inactive participants 2018-07-01 1,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 9
Total participants 2018-07-01 1,200
Number of participants with account balances 2018-07-01 0
Number of employers contributing to the scheme 2018-07-01 114
2017: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,195
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 742
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 431
Total of all active and inactive participants 2017-07-01 1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 10
Total participants 2017-07-01 1,183
Number of participants with account balances 2017-07-01 0
Number of employers contributing to the scheme 2017-07-01 118
2016: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 1,204
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 811
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 376
Total of all active and inactive participants 2016-07-01 1,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 8
Total participants 2016-07-01 1,195
Number of participants with account balances 2016-07-01 0
Number of employers contributing to the scheme 2016-07-01 116
2015: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 1,169
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 822
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 373
Total of all active and inactive participants 2015-07-01 1,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 9
Total participants 2015-07-01 1,204
Number of participants with account balances 2015-07-01 1,204
Number of employers contributing to the scheme 2015-07-01 128
2014: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 1,206
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 817
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 344
Total of all active and inactive participants 2014-07-01 1,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 8
Total participants 2014-07-01 1,169
Number of participants with account balances 2014-07-01 1,169
Number of employers contributing to the scheme 2014-07-01 122
2013: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 1,189
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 791
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 409
Total of all active and inactive participants 2013-07-01 1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 6
Total participants 2013-07-01 1,206
Number of participants with account balances 2013-07-01 1,206
Number of employers contributing to the scheme 2013-07-01 136
2012: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 939
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 791
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 389
Total of all active and inactive participants 2012-07-01 1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 9
Total participants 2012-07-01 1,189
Number of participants with account balances 2012-07-01 1,189
Number of employers contributing to the scheme 2012-07-01 99
2011: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 786
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 688
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 251
Total of all active and inactive participants 2011-07-01 939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 939
Number of participants with account balances 2011-07-01 939
Number of employers contributing to the scheme 2011-07-01 120
2009: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 965
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 762
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 762
Number of participants with account balances 2009-07-01 762
Number of employers contributing to the scheme 2009-07-01 146

Measure	Date	Value
2021: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year	2021-07-01	1,359
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	879
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	495
Total of all active and inactive participants	2021-07-01	1,374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	11
Total participants	2021-07-01	1,385
Number of participants with account balances	2021-07-01	1,385
Number of employers contributing to the scheme	2021-07-01	109
2020: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year	2020-07-01	1,218
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	858
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	487
Total of all active and inactive participants	2020-07-01	1,345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	14
Total participants	2020-07-01	1,359
Number of participants with account balances	2020-07-01	1,359
Number of employers contributing to the scheme	2020-07-01	107
2019: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year	2019-07-01	1,200
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	760
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	447
Total of all active and inactive participants	2019-07-01	1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	11
Total participants	2019-07-01	1,218
Number of participants with account balances	2019-07-01	1,218
Number of employers contributing to the scheme	2019-07-01	107
2018: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year	2018-07-01	1,183
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	752
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	439
Total of all active and inactive participants	2018-07-01	1,191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	9
Total participants	2018-07-01	1,200
Number of participants with account balances	2018-07-01	0
Number of employers contributing to the scheme	2018-07-01	114
2017: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,195
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	742
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	431
Total of all active and inactive participants	2017-07-01	1,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	10
Total participants	2017-07-01	1,183
Number of participants with account balances	2017-07-01	0
Number of employers contributing to the scheme	2017-07-01	118
2016: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	1,204
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	811
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	376
Total of all active and inactive participants	2016-07-01	1,187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	8
Total participants	2016-07-01	1,195
Number of participants with account balances	2016-07-01	0
Number of employers contributing to the scheme	2016-07-01	116
2015: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	1,169
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	822
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	373
Total of all active and inactive participants	2015-07-01	1,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	9
Total participants	2015-07-01	1,204
Number of participants with account balances	2015-07-01	1,204
Number of employers contributing to the scheme	2015-07-01	128
2014: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	1,206
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	817
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	344
Total of all active and inactive participants	2014-07-01	1,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	8
Total participants	2014-07-01	1,169
Number of participants with account balances	2014-07-01	1,169
Number of employers contributing to the scheme	2014-07-01	122
2013: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	1,189
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	791
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	409
Total of all active and inactive participants	2013-07-01	1,200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	6
Total participants	2013-07-01	1,206
Number of participants with account balances	2013-07-01	1,206
Number of employers contributing to the scheme	2013-07-01	136
2012: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	939
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	791
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	389
Total of all active and inactive participants	2012-07-01	1,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	9
Total participants	2012-07-01	1,189
Number of participants with account balances	2012-07-01	1,189
Number of employers contributing to the scheme	2012-07-01	99
2011: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	786
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	688
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	251
Total of all active and inactive participants	2011-07-01	939
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	939
Number of participants with account balances	2011-07-01	939
Number of employers contributing to the scheme	2011-07-01	120
2009: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	965
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	762
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	762
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	762
Number of participants with account balances	2009-07-01	762
Number of employers contributing to the scheme	2009-07-01	146

Financial Data on IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND

Measure	Date	Value
2022 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-06-30	$-4,060,745
Total unrealized appreciation/depreciation of assets	2022-06-30	$-4,060,745
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$37,792
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$57,837
Total income from all sources (including contributions)	2022-06-30	$-1,294,722
Total loss/gain on sale of assets	2022-06-30	$37,080
Total of all expenses incurred	2022-06-30	$3,544,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$3,186,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$3,448,340
Value of total assets at end of year	2022-06-30	$46,129,132
Value of total assets at beginning of year	2022-06-30	$50,988,058
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$357,354
Total interest from all sources	2022-06-30	$471,853
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$298,463
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$139,418
Administrative expenses professional fees incurred	2022-06-30	$58,244
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$332,301
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$883,955
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-06-30	$91,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-06-30	$419,846
Other income not declared elsewhere	2022-06-30	$15,003
Administrative expenses (other) incurred	2022-06-30	$67,120
Liabilities. Value of operating payables at end of year	2022-06-30	$37,792
Liabilities. Value of operating payables at beginning of year	2022-06-30	$57,837
Total non interest bearing cash at end of year	2022-06-30	$85,243
Total non interest bearing cash at beginning of year	2022-06-30	$112,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-4,838,881
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$46,091,340
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$50,930,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$231,990
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$4,568,277
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$5,089,615
Interest earned on other investments	2022-06-30	$3,555
Income. Interest from US Government securities	2022-06-30	$317,297
Income. Interest from corporate debt instruments	2022-06-30	$151,001
Value of interest in common/collective trusts at end of year	2022-06-30	$9,181,072
Value of interest in common/collective trusts at beginning of year	2022-06-30	$10,025,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-06-30	$2,288,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-06-30	$1,332,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-06-30	$1,332,653
Asset value of US Government securities at end of year	2022-06-30	$12,948,845
Asset value of US Government securities at beginning of year	2022-06-30	$9,383,980
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-659,934
Net investment gain or loss from common/collective trusts	2022-06-30	$-844,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$3,448,340
Employer contributions (assets) at end of year	2022-06-30	$553,018
Employer contributions (assets) at beginning of year	2022-06-30	$242,377
Income. Dividends from common stock	2022-06-30	$159,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$3,186,805
Asset. Corporate debt instrument preferred debt at end of year	2022-06-30	$3,244,194
Asset. Corporate debt instrument preferred debt at beginning of year	2022-06-30	$1,985,723
Asset. Corporate debt instrument debt (other) at end of year	2022-06-30	$1,474,624
Asset. Corporate debt instrument debt (other) at beginning of year	2022-06-30	$4,812,095
Assets. Corporate common stocks other than exployer securities at end of year	2022-06-30	$11,361,499
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-06-30	$16,699,956
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Aggregate proceeds on sale of assets	2022-06-30	$27,875,770
Aggregate carrying amount (costs) on sale of assets	2022-06-30	$27,838,690
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	ARCARA LENDA EUSANIO & STACEY CPAS
Accountancy firm EIN	2022-06-30	471793720
2021 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-06-30	$2,960,989
Total unrealized appreciation/depreciation of assets	2021-06-30	$2,960,989
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$57,837
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$83,534
Total income from all sources (including contributions)	2021-06-30	$11,643,442
Total loss/gain on sale of assets	2021-06-30	$1,848,334
Total of all expenses incurred	2021-06-30	$5,245,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$4,857,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$3,338,334
Value of total assets at end of year	2021-06-30	$50,988,058
Value of total assets at beginning of year	2021-06-30	$44,616,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$388,632
Total interest from all sources	2021-06-30	$424,881
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$255,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$75,017
Administrative expenses professional fees incurred	2021-06-30	$115,378
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$883,955
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-06-30	$419,846
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-06-30	$108,171
Other income not declared elsewhere	2021-06-30	$43,283
Administrative expenses (other) incurred	2021-06-30	$60,399
Liabilities. Value of operating payables at end of year	2021-06-30	$57,837
Liabilities. Value of operating payables at beginning of year	2021-06-30	$83,534
Total non interest bearing cash at end of year	2021-06-30	$112,004
Total non interest bearing cash at beginning of year	2021-06-30	$212,852
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$6,397,534
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$50,930,221
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$44,532,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Investment advisory and management fees	2021-06-30	$212,855
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$5,089,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$1,801,671
Income. Interest from US Government securities	2021-06-30	$206,679
Income. Interest from corporate debt instruments	2021-06-30	$218,202
Value of interest in common/collective trusts at end of year	2021-06-30	$10,025,854
Value of interest in common/collective trusts at beginning of year	2021-06-30	$8,037,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-06-30	$1,332,653
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-06-30	$107,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-06-30	$107,188
Asset value of US Government securities at end of year	2021-06-30	$9,383,980
Asset value of US Government securities at beginning of year	2021-06-30	$11,590,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$783,509
Net investment gain or loss from common/collective trusts	2021-06-30	$1,988,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$3,338,334
Employer contributions (assets) at end of year	2021-06-30	$242,377
Employer contributions (assets) at beginning of year	2021-06-30	$346,363
Income. Dividends from common stock	2021-06-30	$180,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$4,857,276
Asset. Corporate debt instrument preferred debt at end of year	2021-06-30	$1,985,723
Asset. Corporate debt instrument preferred debt at beginning of year	2021-06-30	$4,308,504
Asset. Corporate debt instrument debt (other) at end of year	2021-06-30	$4,812,095
Asset. Corporate debt instrument debt (other) at beginning of year	2021-06-30	$3,838,149
Assets. Corporate common stocks other than exployer securities at end of year	2021-06-30	$16,699,956
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-06-30	$14,264,845
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Aggregate proceeds on sale of assets	2021-06-30	$44,994,521
Aggregate carrying amount (costs) on sale of assets	2021-06-30	$43,146,187
Opinion of an independent qualified public accountant for this plan	2021-06-30	Unqualified
Accountancy firm name	2021-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2021-06-30	471793720
2020 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-06-30	$2,046,952
Total unrealized appreciation/depreciation of assets	2020-06-30	$2,046,952
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$83,534
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$685,627
Total income from all sources (including contributions)	2020-06-30	$7,087,859
Total loss/gain on sale of assets	2020-06-30	$1,302,408
Total of all expenses incurred	2020-06-30	$5,933,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$5,479,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$3,003,279
Value of total assets at end of year	2020-06-30	$44,616,221
Value of total assets at beginning of year	2020-06-30	$44,063,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$454,264
Total interest from all sources	2020-06-30	$579,710
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$204,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$51,844
Administrative expenses professional fees incurred	2020-06-30	$127,930
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-06-30	$108,171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-06-30	$120,664
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-06-30	$651,783
Other income not declared elsewhere	2020-06-30	$2,027
Administrative expenses (other) incurred	2020-06-30	$115,377
Liabilities. Value of operating payables at end of year	2020-06-30	$83,534
Liabilities. Value of operating payables at beginning of year	2020-06-30	$33,844
Total non interest bearing cash at end of year	2020-06-30	$212,852
Total non interest bearing cash at beginning of year	2020-06-30	$97,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,154,432
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$44,532,687
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$43,378,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$210,957
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$1,801,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$2,263,864
Interest earned on other investments	2020-06-30	$3,399
Income. Interest from US Government securities	2020-06-30	$345,548
Income. Interest from corporate debt instruments	2020-06-30	$230,763
Value of interest in common/collective trusts at end of year	2020-06-30	$8,037,530
Value of interest in common/collective trusts at beginning of year	2020-06-30	$8,025,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-06-30	$107,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-06-30	$823,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-06-30	$823,900
Asset value of US Government securities at end of year	2020-06-30	$11,590,948
Asset value of US Government securities at beginning of year	2020-06-30	$14,190,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$-62,992
Net investment gain or loss from common/collective trusts	2020-06-30	$11,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$3,003,279
Employer contributions (assets) at end of year	2020-06-30	$346,363
Employer contributions (assets) at beginning of year	2020-06-30	$430,348
Income. Dividends from common stock	2020-06-30	$153,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$5,479,163
Asset. Corporate debt instrument preferred debt at end of year	2020-06-30	$4,308,504
Asset. Corporate debt instrument preferred debt at beginning of year	2020-06-30	$3,693,090
Asset. Corporate debt instrument debt (other) at end of year	2020-06-30	$3,838,149
Asset. Corporate debt instrument debt (other) at beginning of year	2020-06-30	$3,145,010
Assets. Corporate common stocks other than exployer securities at end of year	2020-06-30	$14,264,845
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-06-30	$11,272,671
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Aggregate proceeds on sale of assets	2020-06-30	$62,814,311
Aggregate carrying amount (costs) on sale of assets	2020-06-30	$61,511,903
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	No
Opinion of an independent qualified public accountant for this plan	2020-06-30	Unqualified
Accountancy firm name	2020-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2020-06-30	471793720
2019 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-06-30	$2,043,264
Total unrealized appreciation/depreciation of assets	2019-06-30	$2,043,264
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$685,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$27,911
Total income from all sources (including contributions)	2019-06-30	$6,001,823
Total loss/gain on sale of assets	2019-06-30	$-270,144
Total of all expenses incurred	2019-06-30	$3,400,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$3,121,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$3,098,280
Value of total assets at end of year	2019-06-30	$44,063,882
Value of total assets at beginning of year	2019-06-30	$40,805,050
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$279,682
Total interest from all sources	2019-06-30	$620,645
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$169,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$42,713
Administrative expenses professional fees incurred	2019-06-30	$50,087
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-06-30	$120,664
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-06-30	$161,915
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-06-30	$651,783
Other income not declared elsewhere	2019-06-30	$11,949
Administrative expenses (other) incurred	2019-06-30	$57,096
Liabilities. Value of operating payables at end of year	2019-06-30	$33,844
Liabilities. Value of operating payables at beginning of year	2019-06-30	$27,911
Total non interest bearing cash at end of year	2019-06-30	$97,977
Total non interest bearing cash at beginning of year	2019-06-30	$16,329
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$2,601,116
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$43,378,255
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$40,777,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$172,499
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$2,263,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$2,308,109
Interest earned on other investments	2019-06-30	$1,987
Income. Interest from US Government securities	2019-06-30	$375,693
Income. Interest from corporate debt instruments	2019-06-30	$242,965
Value of interest in common/collective trusts at end of year	2019-06-30	$8,025,915
Value of interest in common/collective trusts at beginning of year	2019-06-30	$7,670,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-06-30	$823,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-06-30	$565,538
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-06-30	$565,538
Asset value of US Government securities at end of year	2019-06-30	$14,190,443
Asset value of US Government securities at beginning of year	2019-06-30	$11,975,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$-26,800
Net investment gain or loss from common/collective trusts	2019-06-30	$355,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$3,098,280
Employer contributions (assets) at end of year	2019-06-30	$430,348
Employer contributions (assets) at beginning of year	2019-06-30	$425,080
Income. Dividends from common stock	2019-06-30	$126,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$3,121,025
Asset. Corporate debt instrument preferred debt at end of year	2019-06-30	$3,693,090
Asset. Corporate debt instrument preferred debt at beginning of year	2019-06-30	$2,733,960
Asset. Corporate debt instrument debt (other) at end of year	2019-06-30	$3,145,010
Asset. Corporate debt instrument debt (other) at beginning of year	2019-06-30	$3,353,248
Assets. Corporate common stocks other than exployer securities at end of year	2019-06-30	$11,272,671
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-06-30	$11,594,510
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Aggregate proceeds on sale of assets	2019-06-30	$33,230,954
Aggregate carrying amount (costs) on sale of assets	2019-06-30	$33,501,098
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	No
Opinion of an independent qualified public accountant for this plan	2019-06-30	Unqualified
Accountancy firm name	2019-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2019-06-30	471793720
2018 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-06-30	$709,042
Total unrealized appreciation/depreciation of assets	2018-06-30	$709,042
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$27,911
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$25,959
Total income from all sources (including contributions)	2018-06-30	$5,225,448
Total loss/gain on sale of assets	2018-06-30	$376,950
Total of all expenses incurred	2018-06-30	$2,370,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$2,062,926
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$2,875,467
Value of total assets at end of year	2018-06-30	$40,805,050
Value of total assets at beginning of year	2018-06-30	$37,948,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$307,792
Total interest from all sources	2018-06-30	$476,695
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$131,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$22,815
Administrative expenses professional fees incurred	2018-06-30	$99,320
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-06-30	$161,915
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-06-30	$86,336
Other income not declared elsewhere	2018-06-30	$12,692
Administrative expenses (other) incurred	2018-06-30	$49,111
Liabilities. Value of operating payables at end of year	2018-06-30	$27,911
Liabilities. Value of operating payables at beginning of year	2018-06-30	$25,959
Total non interest bearing cash at end of year	2018-06-30	$16,329
Total non interest bearing cash at beginning of year	2018-06-30	$68,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$2,854,730
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$40,777,139
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$37,922,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$159,361
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$2,308,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$2,424,473
Interest earned on other investments	2018-06-30	$1,308
Income. Interest from US Government securities	2018-06-30	$274,136
Income. Interest from corporate debt instruments	2018-06-30	$201,251
Value of interest in common/collective trusts at end of year	2018-06-30	$7,670,843
Value of interest in common/collective trusts at beginning of year	2018-06-30	$7,111,800
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-06-30	$565,538
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-06-30	$916,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-06-30	$916,223
Asset value of US Government securities at end of year	2018-06-30	$11,975,518
Asset value of US Government securities at beginning of year	2018-06-30	$10,887,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$84,402
Net investment gain or loss from common/collective trusts	2018-06-30	$559,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$2,875,467
Employer contributions (assets) at end of year	2018-06-30	$425,080
Employer contributions (assets) at beginning of year	2018-06-30	$326,976
Income. Dividends from common stock	2018-06-30	$108,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$2,062,926
Asset. Corporate debt instrument preferred debt at end of year	2018-06-30	$2,733,960
Asset. Corporate debt instrument preferred debt at beginning of year	2018-06-30	$3,041,582
Asset. Corporate debt instrument debt (other) at end of year	2018-06-30	$3,353,248
Asset. Corporate debt instrument debt (other) at beginning of year	2018-06-30	$2,419,997
Assets. Corporate common stocks other than exployer securities at end of year	2018-06-30	$11,594,510
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-06-30	$10,664,938
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Aggregate proceeds on sale of assets	2018-06-30	$34,657,832
Aggregate carrying amount (costs) on sale of assets	2018-06-30	$34,280,882
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	No
Opinion of an independent qualified public accountant for this plan	2018-06-30	Unqualified
Accountancy firm name	2018-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2018-06-30	471793720
2017 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$957,694
Total unrealized appreciation/depreciation of assets	2017-06-30	$957,694
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$25,959
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$205,770
Total income from all sources (including contributions)	2017-06-30	$5,589,944
Total loss/gain on sale of assets	2017-06-30	$728,008
Total of all expenses incurred	2017-06-30	$1,715,098
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,442,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,965,638
Value of total assets at end of year	2017-06-30	$37,948,368
Value of total assets at beginning of year	2017-06-30	$34,253,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$272,868
Total interest from all sources	2017-06-30	$354,402
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$185,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$16,640
Administrative expenses professional fees incurred	2017-06-30	$81,871
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$277,751
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$86,336
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$79,958
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$198,996
Other income not declared elsewhere	2017-06-30	$14,434
Administrative expenses (other) incurred	2017-06-30	$46,166
Liabilities. Value of operating payables at end of year	2017-06-30	$25,959
Liabilities. Value of operating payables at beginning of year	2017-06-30	$6,774
Total non interest bearing cash at end of year	2017-06-30	$68,611
Total non interest bearing cash at beginning of year	2017-06-30	$40,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$3,874,846
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$37,922,409
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$34,047,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$144,831
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$2,424,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$2,134,497
Interest earned on other investments	2017-06-30	$2,791
Income. Interest from US Government securities	2017-06-30	$213,083
Income. Interest from corporate debt instruments	2017-06-30	$138,528
Value of interest in common/collective trusts at end of year	2017-06-30	$7,111,800
Value of interest in common/collective trusts at beginning of year	2017-06-30	$6,846,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$916,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$894,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$894,718
Asset value of US Government securities at end of year	2017-06-30	$10,887,432
Asset value of US Government securities at beginning of year	2017-06-30	$9,904,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$119,005
Net investment gain or loss from common/collective trusts	2017-06-30	$265,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,965,638
Employer contributions (assets) at end of year	2017-06-30	$326,976
Employer contributions (assets) at beginning of year	2017-06-30	$472,530
Income. Dividends from common stock	2017-06-30	$168,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,442,230
Asset. Corporate debt instrument preferred debt at end of year	2017-06-30	$3,041,582
Asset. Corporate debt instrument preferred debt at beginning of year	2017-06-30	$1,783,412
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$2,419,997
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$1,341,294
Assets. Corporate common stocks other than exployer securities at end of year	2017-06-30	$10,664,938
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-06-30	$10,478,655
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Aggregate proceeds on sale of assets	2017-06-30	$36,016,910
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$35,288,902
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2017-06-30	471793720
2016 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-137,331
Total unrealized appreciation/depreciation of assets	2016-06-30	$-137,331
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$205,770
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$39,264
Total income from all sources (including contributions)	2016-06-30	$3,624,844
Total loss/gain on sale of assets	2016-06-30	$-405,885
Total of all expenses incurred	2016-06-30	$1,569,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$1,269,635
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$3,194,032
Value of total assets at end of year	2016-06-30	$34,253,333
Value of total assets at beginning of year	2016-06-30	$32,031,813
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$300,195
Total interest from all sources	2016-06-30	$354,629
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$152,271
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$17,008
Administrative expenses professional fees incurred	2016-06-30	$84,952
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$277,751
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$79,958
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$101,550
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$198,996
Other income not declared elsewhere	2016-06-30	$5,961
Administrative expenses (other) incurred	2016-06-30	$49,088
Liabilities. Value of operating payables at end of year	2016-06-30	$6,774
Liabilities. Value of operating payables at beginning of year	2016-06-30	$39,264
Total non interest bearing cash at end of year	2016-06-30	$40,359
Total non interest bearing cash at beginning of year	2016-06-30	$50,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$2,055,014
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$34,047,563
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$31,992,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$166,155
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$2,134,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$1,962,184
Interest earned on other investments	2016-06-30	$8,737
Income. Interest from US Government securities	2016-06-30	$186,064
Income. Interest from corporate debt instruments	2016-06-30	$159,601
Value of interest in common/collective trusts at end of year	2016-06-30	$6,846,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$894,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$447,428
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$447,428
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$227
Asset value of US Government securities at end of year	2016-06-30	$9,904,031
Asset value of US Government securities at beginning of year	2016-06-30	$12,198,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-84,961
Net investment gain or loss from common/collective trusts	2016-06-30	$546,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$3,194,032
Employer contributions (assets) at end of year	2016-06-30	$472,530
Employer contributions (assets) at beginning of year	2016-06-30	$384,947
Income. Dividends from common stock	2016-06-30	$135,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$1,269,635
Asset. Corporate debt instrument preferred debt at end of year	2016-06-30	$1,783,412
Asset. Corporate debt instrument preferred debt at beginning of year	2016-06-30	$3,683,144
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$1,341,294
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$1,709,946
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$10,478,655
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$11,493,174
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Aggregate proceeds on sale of assets	2016-06-30	$33,950,912
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$34,356,797
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	ARCARA ZUCARELLI LENDA & ASSOC. CPA
Accountancy firm EIN	2016-06-30	471793720
2015 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$-346,160
Total unrealized appreciation/depreciation of assets	2015-06-30	$-346,160
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$39,264
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$32,841
Total income from all sources (including contributions)	2015-06-30	$3,158,851
Total loss/gain on sale of assets	2015-06-30	$-41,639
Total of all expenses incurred	2015-06-30	$1,930,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$1,613,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$3,070,983
Value of total assets at end of year	2015-06-30	$32,031,813
Value of total assets at beginning of year	2015-06-30	$30,796,730
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$317,172
Total interest from all sources	2015-06-30	$436,795
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$288,857
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$151,191
Administrative expenses professional fees incurred	2015-06-30	$113,089
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$101,550
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$251,775
Other income not declared elsewhere	2015-06-30	$9,087
Administrative expenses (other) incurred	2015-06-30	$48,670
Liabilities. Value of operating payables at end of year	2015-06-30	$39,264
Liabilities. Value of operating payables at beginning of year	2015-06-30	$32,841
Total non interest bearing cash at end of year	2015-06-30	$50,493
Total non interest bearing cash at beginning of year	2015-06-30	$157,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,228,660
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$31,992,549
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$30,763,889
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Investment advisory and management fees	2015-06-30	$155,413
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$1,962,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$2,264,461
Interest earned on other investments	2015-06-30	$5,939
Income. Interest from US Government securities	2015-06-30	$240,328
Income. Interest from corporate debt instruments	2015-06-30	$190,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$447,428
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$542,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$542,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$48
Asset value of US Government securities at end of year	2015-06-30	$12,198,947
Asset value of US Government securities at beginning of year	2015-06-30	$8,786,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-259,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$3,070,983
Employer contributions (assets) at end of year	2015-06-30	$384,947
Employer contributions (assets) at beginning of year	2015-06-30	$488,731
Income. Dividends from common stock	2015-06-30	$137,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$1,613,019
Asset. Corporate debt instrument preferred debt at end of year	2015-06-30	$3,683,144
Asset. Corporate debt instrument preferred debt at beginning of year	2015-06-30	$2,598,255
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$1,709,946
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$2,597,030
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$11,493,174
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$13,110,508
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Aggregate proceeds on sale of assets	2015-06-30	$25,915,167
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$25,956,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	ARCARA ZUCARELLI LENDA & STRAKA CPA
Accountancy firm EIN	2015-06-30	471793720
2014 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$2,228,496
Total unrealized appreciation/depreciation of assets	2014-06-30	$2,228,496
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$32,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$1,538,149
Total income from all sources (including contributions)	2014-06-30	$7,103,032
Total loss/gain on sale of assets	2014-06-30	$835,350
Total of all expenses incurred	2014-06-30	$1,869,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,605,390
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$3,000,338
Value of total assets at end of year	2014-06-30	$30,796,730
Value of total assets at beginning of year	2014-06-30	$27,068,156
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$263,760
Total interest from all sources	2014-06-30	$444,126
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$367,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$215,380
Administrative expenses professional fees incurred	2014-06-30	$75,197
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$251,775
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$105,584
Other income not declared elsewhere	2014-06-30	$10,651
Administrative expenses (other) incurred	2014-06-30	$53,496
Liabilities. Value of operating payables at end of year	2014-06-30	$32,841
Liabilities. Value of operating payables at beginning of year	2014-06-30	$1,538,149
Total non interest bearing cash at end of year	2014-06-30	$157,064
Total non interest bearing cash at beginning of year	2014-06-30	$89,028
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$5,233,882
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$30,763,889
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$25,530,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Investment advisory and management fees	2014-06-30	$135,067
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$2,264,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$1,775,850
Interest earned on other investments	2014-06-30	$184
Income. Interest from US Government securities	2014-06-30	$274,535
Income. Interest from corporate debt instruments	2014-06-30	$169,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$542,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$2,071,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$2,071,951
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$10
Asset value of US Government securities at end of year	2014-06-30	$8,786,431
Asset value of US Government securities at beginning of year	2014-06-30	$9,150,605
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$216,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$3,000,338
Employer contributions (assets) at end of year	2014-06-30	$488,731
Employer contributions (assets) at beginning of year	2014-06-30	$295,607
Income. Dividends from common stock	2014-06-30	$151,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,605,390
Asset. Corporate debt instrument preferred debt at end of year	2014-06-30	$2,598,255
Asset. Corporate debt instrument preferred debt at beginning of year	2014-06-30	$3,062,754
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$2,597,030
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$1,263,462
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$13,110,508
Assets. Corporate common stocks other than exployer securities at beginning of year	2014-06-30	$9,253,315
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Aggregate proceeds on sale of assets	2014-06-30	$18,073,790
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$17,238,440
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2014-06-30	161462141
2013 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$901,879
Total unrealized appreciation/depreciation of assets	2013-06-30	$901,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$1,538,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$21,631
Total income from all sources (including contributions)	2013-06-30	$4,866,032
Total loss/gain on sale of assets	2013-06-30	$685,232
Total of all expenses incurred	2013-06-30	$1,374,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,153,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$2,485,588
Value of total assets at end of year	2013-06-30	$27,068,156
Value of total assets at beginning of year	2013-06-30	$22,060,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$221,356
Total interest from all sources	2013-06-30	$368,439
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$164,493
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$58,056
Administrative expenses professional fees incurred	2013-06-30	$59,587
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$105,585
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$88,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$1,515,308
Other income not declared elsewhere	2013-06-30	$14,467
Administrative expenses (other) incurred	2013-06-30	$48,110
Liabilities. Value of operating payables at end of year	2013-06-30	$22,841
Liabilities. Value of operating payables at beginning of year	2013-06-30	$21,631
Total non interest bearing cash at end of year	2013-06-30	$89,028
Total non interest bearing cash at beginning of year	2013-06-30	$57,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$3,491,225
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$25,530,007
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$22,038,782
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$113,659
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$1,775,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$1,732,398
Income. Interest from US Government securities	2013-06-30	$96,804
Income. Interest from corporate debt instruments	2013-06-30	$271,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$2,071,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$841,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$841,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$10
Asset value of US Government securities at end of year	2013-06-30	$9,150,605
Asset value of US Government securities at beginning of year	2013-06-30	$8,175,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$245,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$2,485,588
Employer contributions (assets) at end of year	2013-06-30	$295,606
Employer contributions (assets) at beginning of year	2013-06-30	$314,141
Income. Dividends from common stock	2013-06-30	$106,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,153,451
Asset. Corporate debt instrument preferred debt at end of year	2013-06-30	$3,062,754
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$1,263,462
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$2,615,671
Assets. Corporate common stocks other than exployer securities at end of year	2013-06-30	$9,253,315
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$8,235,084
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$25,382,289
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$24,697,057
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2013-06-30	161462141
2012 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$-40,759
Total unrealized appreciation/depreciation of assets	2012-06-30	$-40,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$21,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$134,405
Total income from all sources (including contributions)	2012-06-30	$2,855,896
Total loss/gain on sale of assets	2012-06-30	$-28,692
Total of all expenses incurred	2012-06-30	$1,684,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,463,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$2,658,226
Value of total assets at end of year	2012-06-30	$22,060,413
Value of total assets at beginning of year	2012-06-30	$21,001,981
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$221,349
Total interest from all sources	2012-06-30	$295,964
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$152,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$39,829
Administrative expenses professional fees incurred	2012-06-30	$60,920
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$88,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$68,968
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$118,188
Other income not declared elsewhere	2012-06-30	$5,452
Administrative expenses (other) incurred	2012-06-30	$59,920
Liabilities. Value of operating payables at end of year	2012-06-30	$21,631
Liabilities. Value of operating payables at beginning of year	2012-06-30	$16,217
Total non interest bearing cash at end of year	2012-06-30	$57,177
Total non interest bearing cash at beginning of year	2012-06-30	$16,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,171,206
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$22,038,782
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$20,867,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$100,509
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$1,732,398
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$1,784,831
Interest earned on other investments	2012-06-30	$790
Income. Interest from US Government securities	2012-06-30	$120,369
Income. Interest from corporate debt instruments	2012-06-30	$174,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$841,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$661,635
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$661,635
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$78
Asset value of US Government securities at end of year	2012-06-30	$8,175,231
Asset value of US Government securities at beginning of year	2012-06-30	$4,864,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-186,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$2,658,226
Employer contributions (assets) at end of year	2012-06-30	$314,141
Employer contributions (assets) at beginning of year	2012-06-30	$267,765
Income. Dividends from common stock	2012-06-30	$112,672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,463,341
Asset. Corporate debt instrument debt (other) at end of year	2012-06-30	$2,615,671
Asset. Corporate debt instrument debt (other) at beginning of year	2012-06-30	$4,753,390
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$8,235,084
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$8,584,355
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$22,074,130
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$22,102,822
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2012-06-30	161462141
2011 : IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$1,127,589
Total unrealized appreciation/depreciation of assets	2011-06-30	$1,127,589
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$134,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$244,705
Total income from all sources (including contributions)	2011-06-30	$5,601,780
Total loss/gain on sale of assets	2011-06-30	$972,278
Total of all expenses incurred	2011-06-30	$1,267,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,039,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$2,627,935
Value of total assets at end of year	2011-06-30	$21,001,981
Value of total assets at beginning of year	2011-06-30	$16,777,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$227,574
Total interest from all sources	2011-06-30	$296,621
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$123,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$19,432
Administrative expenses professional fees incurred	2011-06-30	$44,621
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$1,700,000
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$68,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$48,431
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$118,188
Other income not declared elsewhere	2011-06-30	$14,423
Administrative expenses (other) incurred	2011-06-30	$92,281
Liabilities. Value of operating payables at end of year	2011-06-30	$16,217
Liabilities. Value of operating payables at beginning of year	2011-06-30	$244,705
Total non interest bearing cash at end of year	2011-06-30	$16,448
Total non interest bearing cash at beginning of year	2011-06-30	$52,272
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$4,334,399
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$20,867,576
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$16,533,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$90,672
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$1,784,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$1,392,588
Interest earned on other investments	2011-06-30	$33
Income. Interest from US Government securities	2011-06-30	$181,216
Income. Interest from corporate debt instruments	2011-06-30	$115,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$661,635
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$424,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$424,017
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$174
Asset value of US Government securities at end of year	2011-06-30	$4,864,589
Asset value of US Government securities at beginning of year	2011-06-30	$4,054,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$439,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	Yes
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$2,627,935
Employer contributions (assets) at end of year	2011-06-30	$267,765
Employer contributions (assets) at beginning of year	2011-06-30	$237,108
Income. Dividends from common stock	2011-06-30	$103,590
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,039,807
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$4,753,390
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$3,964,207
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$8,584,355
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$6,604,514
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$15,163,916
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$14,191,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	ARCARA & BORCZYNSKI, LLP
Accountancy firm EIN	2011-06-30	161462141

Form 5500 Responses for IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND

2021: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2021 form 5500 responses
2021-07-01	Type of plan entity	Multi-employer plan
2021-07-01	Plan is a collectively bargained plan	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2020 form 5500 responses
2020-07-01	Type of plan entity	Multi-employer plan
2020-07-01	Plan is a collectively bargained plan	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2019 form 5500 responses
2019-07-01	Type of plan entity	Multi-employer plan
2019-07-01	Plan is a collectively bargained plan	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2018 form 5500 responses
2018-07-01	Type of plan entity	Multi-employer plan
2018-07-01	Plan is a collectively bargained plan	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS DISTRICT COUNCIL OF WESTERN NEW YORK AND VICINITY ANNUITY FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BOARD OF TRUSTEES OF IWDC OF WNY AND VICINITY ANNUITY FUND
Employer identification number (EIN):	146195662
NAIC Classification:	238100