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INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameINTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN
Plan identification number 001

INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

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

Company Name:BOARD OF TRUSTEES OF IUJAT
Employer identification number (EIN):205201401
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01WILLIAM SWEENEY2023-10-11
0012021-01-01WILLIAM SWEENEY2022-10-13
0012020-01-01WILLIAM SWEENEY2021-10-14
0012019-01-01WILLIAM SWEENEY2020-10-14
0012018-01-01WILLIAM SWEENEY2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01WILLIAM SWEENEY WILLIAM SWEENEY2015-10-07
0012013-01-01WILLIAM SWEENEY WILLIAM SWEENEY2014-10-15
0012012-01-01WILLIAM SWEENEY WILLIAM SWEENEY2013-10-08

Plan Statistics for INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN

401k plan membership statisitcs for INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN

Measure Date Value
2022: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,517
Total number of active participants reported on line 7a of the Form 55002022-01-016,605
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01869
Total of all active and inactive participants2022-01-017,477
Total participants2022-01-017,477
Number of participants with account balances2022-01-013,401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0167
Number of employers contributing to the scheme2022-01-01179
2021: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-015,969
Total number of active participants reported on line 7a of the Form 55002021-01-015,733
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01782
Total of all active and inactive participants2021-01-016,517
Total participants2021-01-016,517
Number of participants with account balances2021-01-012,653
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0181
Number of employers contributing to the scheme2021-01-01163
2020: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-017,047
Total number of active participants reported on line 7a of the Form 55002020-01-015,399
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-01569
Total of all active and inactive participants2020-01-015,969
Total participants2020-01-015,969
Number of participants with account balances2020-01-012,495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0165
Number of employers contributing to the scheme2020-01-01127
2019: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,334
Total number of active participants reported on line 7a of the Form 55002019-01-016,530
Number of other retired or separated participants entitled to future benefits2019-01-01507
Total of all active and inactive participants2019-01-017,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0110
Total participants2019-01-017,047
Number of participants with account balances2019-01-012,450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0179
Number of employers contributing to the scheme2019-01-01147
2018: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,598
Total number of active participants reported on line 7a of the Form 55002018-01-016,022
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01303
Total of all active and inactive participants2018-01-016,325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-016,334
Number of participants with account balances2018-01-012,200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
Number of employers contributing to the scheme2018-01-01174
2017: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,708
Total number of active participants reported on line 7a of the Form 55002017-01-015,269
Number of other retired or separated participants entitled to future benefits2017-01-01321
Total of all active and inactive participants2017-01-015,590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-015,598
Number of participants with account balances2017-01-012,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0153
Number of employers contributing to the scheme2017-01-01143
2016: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,549
Total number of active participants reported on line 7a of the Form 55002016-01-015,436
Number of other retired or separated participants entitled to future benefits2016-01-01266
Total of all active and inactive participants2016-01-015,702
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-015,708
Number of participants with account balances2016-01-011,942
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0150
Number of employers contributing to the scheme2016-01-01105
2015: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,249
Total number of active participants reported on line 7a of the Form 55002015-01-014,386
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01158
Total of all active and inactive participants2015-01-014,544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-015
Total participants2015-01-014,549
Number of participants with account balances2015-01-011,399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0164
Number of employers contributing to the scheme2015-01-01187
2014: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,207
Total number of active participants reported on line 7a of the Form 55002014-01-014,043
Number of other retired or separated participants entitled to future benefits2014-01-01202
Total of all active and inactive participants2014-01-014,245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-014
Total participants2014-01-014,249
Number of participants with account balances2014-01-011,734
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0140
Number of employers contributing to the scheme2014-01-01160
2013: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,213
Total number of active participants reported on line 7a of the Form 55002013-01-013,975
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01228
Total of all active and inactive participants2013-01-014,203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-014,207
Number of participants with account balances2013-01-011,751
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01374
Number of employers contributing to the scheme2013-01-01134
2012: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-014,223
Total number of active participants reported on line 7a of the Form 55002012-01-014,097
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01113
Total of all active and inactive participants2012-01-014,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-014,213
Number of participants with account balances2012-01-011,767
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01356
Number of employers contributing to the scheme2012-01-01132

Financial Data on INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN

Measure Date Value
2022 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2022 401k financial data
Total transfer of assets to this plan2022-12-31$61,942
Total income from all sources (including contributions)2022-12-31$-1,860,526
Total of all expenses incurred2022-12-31$6,622,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,514,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$12,642,869
Value of total assets at end of year2022-12-31$86,428,657
Value of total assets at beginning of year2022-12-31$94,849,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$108,331
Total interest from all sources2022-12-31$160,905
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$950,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$950,553
Administrative expenses professional fees incurred2022-12-31$15,000
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,245,459
Participant contributions at end of year2022-12-31$1,311,727
Participant contributions at beginning of year2022-12-31$1,442,968
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,791,521
Other income not declared elsewhere2022-12-31$123,796
Administrative expenses (other) incurred2022-12-31$74,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,483,251
Value of net assets at end of year (total assets less liabilities)2022-12-31$86,428,657
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$94,849,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$67,395,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$74,950,444
Value of interest in pooled separate accounts at end of year2022-12-31$11,566,578
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,975,954
Interest on participant loans2022-12-31$62,273
Interest earned on other investments2022-12-31$98,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$80,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$88,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$88,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,075,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,392,125
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,738,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,605,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,514,394
Contract administrator fees2022-12-31$19,331
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2022-12-31611436956
2021 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$20,520,214
Total of all expenses incurred2021-12-31$4,644,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,361,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,379,307
Value of total assets at end of year2021-12-31$94,849,966
Value of total assets at beginning of year2021-12-31$78,974,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$282,998
Total interest from all sources2021-12-31$142,096
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$653,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$653,302
Administrative expenses professional fees incurred2021-12-31$52,000
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,737,600
Participant contributions at end of year2021-12-31$1,442,968
Participant contributions at beginning of year2021-12-31$1,081,652
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$512,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$26,704
Other income not declared elsewhere2021-12-31$121,482
Administrative expenses (other) incurred2021-12-31$222,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$15,875,802
Value of net assets at end of year (total assets less liabilities)2021-12-31$94,849,966
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,974,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$74,950,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$63,406,151
Value of interest in pooled separate accounts at end of year2021-12-31$13,975,954
Value of interest in pooled separate accounts at beginning of year2021-12-31$10,655,744
Interest on participant loans2021-12-31$59,905
Interest earned on other investments2021-12-31$82,187
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$88,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$22,050
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$22,050
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,392,125
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,781,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,577,623
Net investment gain/loss from pooled separate accounts2021-12-31$2,646,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,129,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,361,414
Contract administrator fees2021-12-31$8,998
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2021-12-31611436956
2020 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$17,916,571
Total of all expenses incurred2020-12-31$6,346,231
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,155,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,867,220
Value of total assets at end of year2020-12-31$78,974,164
Value of total assets at beginning of year2020-12-31$67,403,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$190,859
Total interest from all sources2020-12-31$125,241
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$754,729
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$754,729
Administrative expenses professional fees incurred2020-12-31$52,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,841,000
Participant contributions at end of year2020-12-31$1,081,652
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$166,617
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$26,704
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12,268
Administrative expenses (other) incurred2020-12-31$125,229
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,570,340
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,974,164
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,403,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$63,406,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$57,111,324
Value of interest in pooled separate accounts at end of year2020-12-31$10,655,744
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,725,066
Interest on participant loans2020-12-31$32,858
Interest earned on other investments2020-12-31$92,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,050
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$87,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$87,393
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,781,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,467,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,998,897
Net investment gain/loss from pooled separate accounts2020-12-31$1,170,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,859,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,155,372
Contract administrator fees2020-12-31$13,630
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2020-12-31611436956
2019 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$42,611
Total unrealized appreciation/depreciation of assets2019-12-31$42,611
Total income from all sources (including contributions)2019-12-31$19,396,128
Total of all expenses incurred2019-12-31$6,852,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,521,643
Value of total corrective distributions2019-12-31$12,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,774,907
Value of total assets at end of year2019-12-31$67,403,824
Value of total assets at beginning of year2019-12-31$54,860,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$318,389
Total interest from all sources2019-12-31$662
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$128,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$128,207
Administrative expenses professional fees incurred2019-12-31$52,000
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,807,125
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$284,149
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12,268
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$22,237
Administrative expenses (other) incurred2019-12-31$245,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,543,642
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,403,824
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,860,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$57,111,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,079,734
Value of interest in pooled separate accounts at end of year2019-12-31$6,725,066
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,430,885
Interest earned on other investments2019-12-31$75
Value of interest in common/collective trusts at beginning of year2019-12-31$38,702,038
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$87,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$76,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$76,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,467,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,548,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,209,608
Net investment gain/loss from pooled separate accounts2019-12-31$1,054,150
Net investment gain or loss from common/collective trusts2019-12-31$8,185,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,683,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,521,643
Contract administrator fees2019-12-31$20,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2019-12-31611436956
2018 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$37,731
Total unrealized appreciation/depreciation of assets2018-12-31$37,731
Total income from all sources (including contributions)2018-12-31$3,205,813
Total of all expenses incurred2018-12-31$4,008,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,704,320
Value of total corrective distributions2018-12-31$194,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,274,459
Value of total assets at end of year2018-12-31$54,860,182
Value of total assets at beginning of year2018-12-31$55,662,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$109,150
Total interest from all sources2018-12-31$585
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$114,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$114,421
Administrative expenses professional fees incurred2018-12-31$68,000
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,467,354
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$556,739
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$22,237
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$52,319
Administrative expenses (other) incurred2018-12-31$29,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-802,339
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,860,182
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$55,662,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,079,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,403,424
Value of interest in pooled separate accounts at end of year2018-12-31$3,430,885
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,473,673
Interest earned on other investments2018-12-31$175
Value of interest in common/collective trusts at end of year2018-12-31$38,702,038
Value of interest in common/collective trusts at beginning of year2018-12-31$39,401,880
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$76,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$31,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$31,251
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$410
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,548,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,299,974
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-881,149
Net investment gain/loss from pooled separate accounts2018-12-31$-268,436
Net investment gain or loss from common/collective trusts2018-12-31$-3,071,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,250,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,704,320
Contract administrator fees2018-12-31$12,088
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2018-12-31611436956
2017 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$41,060
Total unrealized appreciation/depreciation of assets2017-12-31$41,060
Total income from all sources (including contributions)2017-12-31$13,758,604
Total of all expenses incurred2017-12-31$3,644,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,202,327
Value of total corrective distributions2017-12-31$393,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,645,160
Value of total assets at end of year2017-12-31$55,662,521
Value of total assets at beginning of year2017-12-31$45,548,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$48,390
Total interest from all sources2017-12-31$188
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$89,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$89,015
Administrative expenses professional fees incurred2017-12-31$36,450
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$5,155,120
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$238,024
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$52,319
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$23,824
Administrative expenses (other) incurred2017-12-31$1,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$10,113,964
Value of net assets at end of year (total assets less liabilities)2017-12-31$55,662,521
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$45,548,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,403,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,214,879
Value of interest in pooled separate accounts at end of year2017-12-31$3,473,673
Value of interest in common/collective trusts at end of year2017-12-31$39,401,880
Value of interest in common/collective trusts at beginning of year2017-12-31$32,066,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$31,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$59,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$59,557
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,299,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,183,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,328,645
Net investment gain/loss from pooled separate accounts2017-12-31$344,114
Net investment gain or loss from common/collective trusts2017-12-31$5,310,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,252,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,202,327
Contract administrator fees2017-12-31$10,152
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2017-12-31611436956
2016 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$54,102
Total unrealized appreciation/depreciation of assets2016-12-31$54,102
Total income from all sources (including contributions)2016-12-31$9,108,677
Total of all expenses incurred2016-12-31$2,278,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,863,600
Value of total corrective distributions2016-12-31$283,505
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,116,115
Value of total assets at end of year2016-12-31$45,548,557
Value of total assets at beginning of year2016-12-31$38,717,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$130,955
Total interest from all sources2016-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$125,497
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$125,497
Administrative expenses professional fees incurred2016-12-31$91,663
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,484,240
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$431,401
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$23,824
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$64,708
Other income not declared elsewhere2016-12-31$350
Administrative expenses (other) incurred2016-12-31$38,942
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,830,617
Value of net assets at end of year (total assets less liabilities)2016-12-31$45,548,557
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$38,717,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,214,879
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,657,975
Value of interest in common/collective trusts at end of year2016-12-31$32,066,936
Value of interest in common/collective trusts at beginning of year2016-12-31$27,115,765
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$59,557
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$18,316
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$18,316
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,183,361
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,861,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$706,243
Net investment gain or loss from common/collective trusts2016-12-31$2,106,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,200,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,863,600
Contract administrator fees2016-12-31$350
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31NOVAK FRANCELLA, LLC
Accountancy firm EIN2016-12-31611436956
2015 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,736,735
Total of all expenses incurred2015-12-31$2,831,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,550,449
Value of total corrective distributions2015-12-31$203,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,217,304
Value of total assets at end of year2015-12-31$38,717,940
Value of total assets at beginning of year2015-12-31$36,812,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$76,815
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$104,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$104,481
Administrative expenses professional fees incurred2015-12-31$32,277
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,967,710
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$145,596
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$64,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$40,999
Administrative expenses (other) incurred2015-12-31$42,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,905,549
Value of net assets at end of year (total assets less liabilities)2015-12-31$38,717,940
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$36,812,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$8,657,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,353,885
Value of interest in common/collective trusts at end of year2015-12-31$27,115,765
Value of interest in common/collective trusts at beginning of year2015-12-31$25,924,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,316
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$41,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$41,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,861,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,450,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-223,104
Net investment gain or loss from common/collective trusts2015-12-31$-361,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,103,998
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,550,449
Contract administrator fees2015-12-31$1,700
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31NOVAK FRANCELLA LLC
Accountancy firm EIN2015-12-31611436956
2014 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$6,958,017
Total of all expenses incurred2014-12-31$3,629,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,091,331
Value of total corrective distributions2014-12-31$309,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,772,533
Value of total assets at end of year2014-12-31$36,812,391
Value of total assets at beginning of year2014-12-31$33,483,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$228,385
Total interest from all sources2014-12-31$49,415
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$90,938
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$90,938
Administrative expenses professional fees incurred2014-12-31$82,465
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,656,610
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$42,360
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$40,999
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$69,639
Administrative expenses (other) incurred2014-12-31$64,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,328,418
Value of net assets at end of year (total assets less liabilities)2014-12-31$36,812,391
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$33,483,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$21,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,353,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,353,364
Interest earned on other investments2014-12-31$49,410
Value of interest in common/collective trusts at end of year2014-12-31$25,924,888
Value of interest in common/collective trusts at beginning of year2014-12-31$23,616,904
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$41,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$13,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$13,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,450,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,430,720
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$557,143
Net investment gain or loss from common/collective trusts2014-12-31$1,487,988
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,073,563
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,091,331
Contract administrator fees2014-12-31$59,970
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31SAXBST LLP
Accountancy firm EIN2014-12-31404001827
2013 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$9,728,531
Total of all expenses incurred2013-12-31$2,795,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,519,127
Value of total corrective distributions2013-12-31$203,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,994,073
Value of total assets at end of year2013-12-31$33,483,973
Value of total assets at beginning of year2013-12-31$26,551,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$73,642
Total interest from all sources2013-12-31$52,521
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$70,361
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$70,361
Administrative expenses professional fees incurred2013-12-31$257
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,627,660
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$184,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$69,639
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$73,719
Other income not declared elsewhere2013-12-31$1,798
Administrative expenses (other) incurred2013-12-31$5,105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,932,734
Value of net assets at end of year (total assets less liabilities)2013-12-31$33,483,973
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$26,551,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,353,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,539,068
Interest earned on other investments2013-12-31$52,518
Value of interest in common/collective trusts at end of year2013-12-31$23,616,904
Value of interest in common/collective trusts at beginning of year2013-12-31$18,691,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$13,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$9,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$9,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,430,720
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,238,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,150,481
Net investment gain or loss from common/collective trusts2013-12-31$3,459,297
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,182,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,519,127
Contract administrator fees2013-12-31$63,280
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31SAXBST LLP
Accountancy firm EIN2013-12-31404001827
2012 : INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$7,847,807
Total of all expenses incurred2012-12-31$1,921,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,713,490
Value of total corrective distributions2012-12-31$81,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,198,734
Value of total assets at end of year2012-12-31$26,551,239
Value of total assets at beginning of year2012-12-31$20,625,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$126,769
Total interest from all sources2012-12-31$49,796
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$78,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$78,252
Administrative expenses professional fees incurred2012-12-31$7,792
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,596,871
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$141,552
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$73,719
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$48,130
Administrative expenses (other) incurred2012-12-31$42,628
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,925,838
Value of net assets at end of year (total assets less liabilities)2012-12-31$26,551,239
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$20,625,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$15,822
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,539,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,525,105
Interest earned on other investments2012-12-31$49,792
Value of interest in common/collective trusts at end of year2012-12-31$18,691,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$9,263
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$34,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$34,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,238,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,017,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$514,917
Net investment gain or loss from common/collective trusts2012-12-31$2,006,108
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,460,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,713,490
Contract administrator fees2012-12-31$60,527
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BOLLAM SHEEDY TORANI & CO LLP CPA
Accountancy firm EIN2012-12-31141442607

Form 5500 Responses for INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN

2022: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: INTERNATIONAL UNION OF JOURNEYMEN AND ALLIED TRADES 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075489
Policy instance 1
Insurance contract or identification number075489
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075489
Policy instance 1
Insurance contract or identification number075489
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075489
Policy instance 2
Insurance contract or identification number075489
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number075489
Policy instance 2
Insurance contract or identification number075489
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered6334
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518613
Policy instance 2
Insurance contract or identification number518613
Number of Individuals Covered6334
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number518613
Policy instance 2
Insurance contract or identification number518613
Number of Individuals Covered5598
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered5598
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered4549
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered4249
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,590
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,590
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered4207
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $37,917
Total amount of fees paid to insurance companyUSD $4,609
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $37,917
Amount paid for insurance broker fees4609
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number441462
Policy instance 1
Insurance contract or identification number441462
Number of Individuals Covered4213
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $23,205
Total amount of fees paid to insurance companyUSD $2,646
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,205
Amount paid for insurance broker fees2646
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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