401k Plan data: IRONWORKERS LOCAL 68 ANNUITY FUND plan

IRONWORKERS LOCAL 68 ANNUITY FUND 401k Plan overview

Plan Name	IRONWORKERS LOCAL 68 ANNUITY FUND
Plan identification number	001

IRONWORKERS LOCAL 68 ANNUITY FUND Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Money purchase (other than target benefit)

401k Sponsoring company profile

IRONWORKERS LOCAL 68 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: IRONWORKERS LOCAL 68 ANNUITY FUND

Employer identification number (EIN): 222118584

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 68 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01 STEPHEN SWEENEY
001 2016-07-01 STEPHEN SWEENEY
001 2015-07-01 SAMUEL RUBINO SAMUEL RUBINO 2016-11-22
001 2014-07-01 SAMUEL RUBINO
001 2013-07-01 SAMUEL RUBINO SAMUEL RUBINO 2015-01-28
001 2012-07-01 SAMUEL RUBINO
001 2011-07-01 SAMUEL RUBINO
001 2010-07-01 SAMUEL RUBINO
001 2009-07-01 SAMUEL RUBINO

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-07-01	STEPHEN SWEENEY
001	2016-07-01	STEPHEN SWEENEY
001	2015-07-01	SAMUEL RUBINO	SAMUEL RUBINO	2016-11-22
001	2014-07-01	SAMUEL RUBINO
001	2013-07-01	SAMUEL RUBINO	SAMUEL RUBINO	2015-01-28
001	2012-07-01	SAMUEL RUBINO
001	2011-07-01	SAMUEL RUBINO
001	2010-07-01	SAMUEL RUBINO
001	2009-07-01	SAMUEL RUBINO

Plan Statistics for IRONWORKERS LOCAL 68 ANNUITY FUND

401k plan membership statisitcs for IRONWORKERS LOCAL 68 ANNUITY FUND

Measure Date Value
2017: IRONWORKERS LOCAL 68 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 1,903
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
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 0
Total of all active and inactive participants 2017-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
Number of employers contributing to the scheme 2017-07-01 0
2016: IRONWORKERS LOCAL 68 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 2,028
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 270
Number of retired or separated participants receiving benefits 2016-07-01 16
Number of other retired or separated participants entitled to future benefits 2016-07-01 1,617
Total of all active and inactive participants 2016-07-01 1,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 1,903
Number of participants with account balances 2016-07-01 1,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
Number of employers contributing to the scheme 2016-07-01 88
2015: IRONWORKERS LOCAL 68 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 2,005
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 1,968
Number of retired or separated participants receiving benefits 2015-07-01 51
Number of other retired or separated participants entitled to future benefits 2015-07-01 0
Total of all active and inactive participants 2015-07-01 2,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 9
Total participants 2015-07-01 2,028
Number of participants with account balances 2015-07-01 2,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
Number of employers contributing to the scheme 2015-07-01 102
2014: IRONWORKERS LOCAL 68 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 2,166
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 1,959
Number of retired or separated participants receiving benefits 2014-07-01 36
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 1,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 10
Total participants 2014-07-01 2,005
Number of participants with account balances 2014-07-01 2,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
Number of employers contributing to the scheme 2014-07-01 99
2013: IRONWORKERS LOCAL 68 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 2,166
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 1,866
Number of retired or separated participants receiving benefits 2013-07-01 44
Total of all active and inactive participants 2013-07-01 1,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 10
Total participants 2013-07-01 1,920
Number of participants with account balances 2013-07-01 1,920
Number of employers contributing to the scheme 2013-07-01 123
2012: IRONWORKERS LOCAL 68 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 2,001
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 2,110
Number of retired or separated participants receiving benefits 2012-07-01 47
Total of all active and inactive participants 2012-07-01 2,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 9
Total participants 2012-07-01 2,166
Number of participants with account balances 2012-07-01 2,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
Number of employers contributing to the scheme 2012-07-01 125
2011: IRONWORKERS LOCAL 68 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 2,014
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 1,945
Number of retired or separated participants receiving benefits 2011-07-01 46
Total of all active and inactive participants 2011-07-01 1,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 10
Total participants 2011-07-01 2,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2,001
Number of employers contributing to the scheme 2011-07-01 135
2010: IRONWORKERS LOCAL 68 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year 2010-07-01 2,245
Total number of active participants reported on line 7a of the Form 5500 2010-07-01 1,964
Number of retired or separated participants receiving benefits 2010-07-01 41
Number of other retired or separated participants entitled to future benefits 2010-07-01 0
Total of all active and inactive participants 2010-07-01 2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-07-01 9
Total participants 2010-07-01 2,014
Number of participants with account balances 2010-07-01 2,014
Number of employers contributing to the scheme 2010-07-01 135
2009: IRONWORKERS LOCAL 68 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 2,152
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 2,193
Number of retired or separated participants receiving benefits 2009-07-01 38
Number of other retired or separated participants entitled to future benefits 2009-07-01 8
Total of all active and inactive participants 2009-07-01 2,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 6
Total participants 2009-07-01 2,245
Number of participants with account balances 2009-07-01 2,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Number of employers contributing to the scheme 2009-07-01 146

Measure	Date	Value
2017: IRONWORKERS LOCAL 68 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	1,903
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
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	0
Total of all active and inactive participants	2017-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
Number of employers contributing to the scheme	2017-07-01	0
2016: IRONWORKERS LOCAL 68 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	2,028
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	270
Number of retired or separated participants receiving benefits	2016-07-01	16
Number of other retired or separated participants entitled to future benefits	2016-07-01	1,617
Total of all active and inactive participants	2016-07-01	1,903
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	1,903
Number of participants with account balances	2016-07-01	1,903
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
Number of employers contributing to the scheme	2016-07-01	88
2015: IRONWORKERS LOCAL 68 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	2,005
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	1,968
Number of retired or separated participants receiving benefits	2015-07-01	51
Number of other retired or separated participants entitled to future benefits	2015-07-01	0
Total of all active and inactive participants	2015-07-01	2,019
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	9
Total participants	2015-07-01	2,028
Number of participants with account balances	2015-07-01	2,028
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
Number of employers contributing to the scheme	2015-07-01	102
2014: IRONWORKERS LOCAL 68 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	2,166
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	1,959
Number of retired or separated participants receiving benefits	2014-07-01	36
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	1,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	10
Total participants	2014-07-01	2,005
Number of participants with account balances	2014-07-01	2,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
Number of employers contributing to the scheme	2014-07-01	99
2013: IRONWORKERS LOCAL 68 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	2,166
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	1,866
Number of retired or separated participants receiving benefits	2013-07-01	44
Total of all active and inactive participants	2013-07-01	1,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	10
Total participants	2013-07-01	1,920
Number of participants with account balances	2013-07-01	1,920
Number of employers contributing to the scheme	2013-07-01	123
2012: IRONWORKERS LOCAL 68 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	2,001
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	2,110
Number of retired or separated participants receiving benefits	2012-07-01	47
Total of all active and inactive participants	2012-07-01	2,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	9
Total participants	2012-07-01	2,166
Number of participants with account balances	2012-07-01	2,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
Number of employers contributing to the scheme	2012-07-01	125
2011: IRONWORKERS LOCAL 68 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	2,014
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	1,945
Number of retired or separated participants receiving benefits	2011-07-01	46
Total of all active and inactive participants	2011-07-01	1,991
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	10
Total participants	2011-07-01	2,001
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2,001
Number of employers contributing to the scheme	2011-07-01	135
2010: IRONWORKERS LOCAL 68 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year	2010-07-01	2,245
Total number of active participants reported on line 7a of the Form 5500	2010-07-01	1,964
Number of retired or separated participants receiving benefits	2010-07-01	41
Number of other retired or separated participants entitled to future benefits	2010-07-01	0
Total of all active and inactive participants	2010-07-01	2,005
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-07-01	9
Total participants	2010-07-01	2,014
Number of participants with account balances	2010-07-01	2,014
Number of employers contributing to the scheme	2010-07-01	135
2009: IRONWORKERS LOCAL 68 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	2,152
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	2,193
Number of retired or separated participants receiving benefits	2009-07-01	38
Number of other retired or separated participants entitled to future benefits	2009-07-01	8
Total of all active and inactive participants	2009-07-01	2,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	6
Total participants	2009-07-01	2,245
Number of participants with account balances	2009-07-01	2,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Number of employers contributing to the scheme	2009-07-01	146

Financial Data on IRONWORKERS LOCAL 68 ANNUITY FUND

Measure	Date	Value
2018 : IRONWORKERS LOCAL 68 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-04-27	$610
Total unrealized appreciation/depreciation of assets	2018-04-27	$610
Total transfer of assets from this plan	2018-04-27	$54,996,250
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-27	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-04-27	$176,863
Total income from all sources (including contributions)	2018-04-27	$43,948
Total loss/gain on sale of assets	2018-04-27	$8,129
Total of all expenses incurred	2018-04-27	$90,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-04-27	$37,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-04-27	$0
Value of total assets at end of year	2018-04-27	$0
Value of total assets at beginning of year	2018-04-27	$55,219,330
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-04-27	$53,115
Total interest from all sources	2018-04-27	$629
Total dividends received (eg from common stock, registered investment company shares)	2018-04-27	$34,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-04-27	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2018-04-27	$0
Administrative expenses professional fees incurred	2018-04-27	$7,525
Was this plan covered by a fidelity bond	2018-04-27	Yes
Value of fidelity bond cover	2018-04-27	$2,000,000
If this is an individual account plan, was there a blackout period	2018-04-27	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-04-27	$0
Funding deficiency by the employer to the plan for this plan year	2018-04-27	$0
Minimum employer required contribution for this plan year	2018-04-27	$0
Amount contributed by the employer to the plan for this plan year	2018-04-27	$0
Were there any nonexempt tranactions with any party-in-interest	2018-04-27	No
Participant contributions at end of year	2018-04-27	$0
Participant contributions at beginning of year	2018-04-27	$807,346
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-04-27	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-04-27	$30,650
Administrative expenses (other) incurred	2018-04-27	$45,590
Liabilities. Value of operating payables at end of year	2018-04-27	$0
Liabilities. Value of operating payables at beginning of year	2018-04-27	$176,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-04-27	No
Value of net income/loss	2018-04-27	$-46,217
Value of net assets at end of year (total assets less liabilities)	2018-04-27	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-04-27	$55,042,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-04-27	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-04-27	No
Were any leases to which the plan was party in default or uncollectible	2018-04-27	No
Income. Interest from US Government securities	2018-04-27	$254
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-04-27	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-04-27	$53,435,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-04-27	$53,435,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-04-27	$375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-04-27	No
Was there a failure to transmit to the plan any participant contributions	2018-04-27	No
Has the plan failed to provide any benefit when due under the plan	2018-04-27	No
Employer contributions (assets) at end of year	2018-04-27	$0
Employer contributions (assets) at beginning of year	2018-04-27	$114,357
Income. Dividends from common stock	2018-04-27	$34,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-04-27	$37,050
Asset. Corporate debt instrument debt (other) at end of year	2018-04-27	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2018-04-27	$802,696
Assets. Value of buildings and other operty used in plan operation at end of year	2018-04-27	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2018-04-27	$28,390
Did the plan have assets held for investment	2018-04-27	No
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	2018-04-27	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-04-27	Yes
Aggregate proceeds on sale of assets	2018-04-27	$53,293,544
Aggregate carrying amount (costs) on sale of assets	2018-04-27	$53,285,415
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-04-27	No
Opinion of an independent qualified public accountant for this plan	2018-04-27	Unqualified
Accountancy firm name	2018-04-27	FISCHER DORWART, P.C.
Accountancy firm EIN	2018-04-27	232247478
2017 : IRONWORKERS LOCAL 68 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-06-30	$610,287
Total unrealized appreciation/depreciation of assets	2017-06-30	$610,287
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$176,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$188,460
Total income from all sources (including contributions)	2017-06-30	$3,864,452
Total loss/gain on sale of assets	2017-06-30	$348,184
Total of all expenses incurred	2017-06-30	$10,308,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$9,754,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,640,456
Value of total assets at end of year	2017-06-30	$55,219,330
Value of total assets at beginning of year	2017-06-30	$61,675,099
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$553,968
Total interest from all sources	2017-06-30	$1,183,326
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$82,199
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Administrative expenses professional fees incurred	2017-06-30	$67,585
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
Participant contributions at end of year	2017-06-30	$807,346
Participant contributions at beginning of year	2017-06-30	$650,532
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$3,401
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$30,650
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$173,360
Administrative expenses (other) incurred	2017-06-30	$325,881
Liabilities. Value of operating payables at end of year	2017-06-30	$176,863
Liabilities. Value of operating payables at beginning of year	2017-06-30	$188,460
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	$-6,444,172
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$55,042,467
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$61,486,639
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	$160,502
Interest on participant loans	2017-06-30	$24,346
Income. Interest from US Government securities	2017-06-30	$771,401
Income. Interest from corporate debt instruments	2017-06-30	$386,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$53,435,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$35,699,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$35,699,883
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-06-30	$1,527
Asset value of US Government securities at beginning of year	2017-06-30	$10,917,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
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	$1,640,456
Employer contributions (assets) at end of year	2017-06-30	$114,357
Employer contributions (assets) at beginning of year	2017-06-30	$196,878
Income. Dividends from common stock	2017-06-30	$82,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$9,754,656
Asset. Corporate debt instrument debt (other) at end of year	2017-06-30	$802,696
Asset. Corporate debt instrument debt (other) at beginning of year	2017-06-30	$14,031,815
Assets. Value of buildings and other operty used in plan operation at end of year	2017-06-30	$28,390
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-06-30	$1,822
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	$57,539,955
Aggregate carrying amount (costs) on sale of assets	2017-06-30	$57,191,771
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	FISCHER DORWART, P.C.
Accountancy firm EIN	2017-06-30	232247478
2016 : IRONWORKERS LOCAL 68 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-06-30	$-168,895
Total unrealized appreciation/depreciation of assets	2016-06-30	$-168,895
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$188,460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$218,694
Total income from all sources (including contributions)	2016-06-30	$4,204,256
Total loss/gain on sale of assets	2016-06-30	$6,115
Total of all expenses incurred	2016-06-30	$4,139,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$3,629,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$2,557,935
Value of total assets at end of year	2016-06-30	$61,675,099
Value of total assets at beginning of year	2016-06-30	$61,640,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$509,886
Total interest from all sources	2016-06-30	$1,690,683
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$118,418
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Administrative expenses professional fees incurred	2016-06-30	$62,978
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
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$2,557,935
Amount contributed by the employer to the plan for this plan year	2016-06-30	$2,557,935
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$650,532
Participant contributions at beginning of year	2016-06-30	$691,340
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$3,401
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$3,179
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$173,360
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$312,832
Administrative expenses (other) incurred	2016-06-30	$278,751
Liabilities. Value of operating payables at end of year	2016-06-30	$188,460
Liabilities. Value of operating payables at beginning of year	2016-06-30	$218,694
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	$65,128
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$61,486,639
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$61,421,511
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	$168,157
Interest on participant loans	2016-06-30	$21,037
Income. Interest from US Government securities	2016-06-30	$1,111,294
Income. Interest from corporate debt instruments	2016-06-30	$556,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$35,699,883
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$1,241,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$1,241,354
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-06-30	$2,199
Asset value of US Government securities at end of year	2016-06-30	$10,917,408
Asset value of US Government securities at beginning of year	2016-06-30	$9,539,530
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	$2,557,935
Employer contributions (assets) at end of year	2016-06-30	$196,878
Employer contributions (assets) at beginning of year	2016-06-30	$164,715
Income. Dividends from common stock	2016-06-30	$118,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$3,629,242
Asset. Corporate debt instrument debt (other) at end of year	2016-06-30	$14,031,815
Asset. Corporate debt instrument debt (other) at beginning of year	2016-06-30	$32,933,379
Assets. Corporate common stocks other than exployer securities at end of year	2016-06-30	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2016-06-30	$16,751,025
Assets. Value of buildings and other operty used in plan operation at end of year	2016-06-30	$1,822
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-06-30	$2,851
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	$69,976,341
Aggregate carrying amount (costs) on sale of assets	2016-06-30	$69,970,226
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	LEWIS W PARKER III, CPA
Accountancy firm EIN	2016-06-30	222543713
2015 : IRONWORKERS LOCAL 68 ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-06-30	$724,258
Total unrealized appreciation/depreciation of assets	2015-06-30	$724,258
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$218,694
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$112,739
Total income from all sources (including contributions)	2015-06-30	$4,275,444
Total loss/gain on sale of assets	2015-06-30	$-149,569
Total of all expenses incurred	2015-06-30	$4,843,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$4,256,946
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,765,542
Value of total assets at end of year	2015-06-30	$61,640,205
Value of total assets at beginning of year	2015-06-30	$62,101,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$586,068
Total interest from all sources	2015-06-30	$1,658,725
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$276,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Administrative expenses professional fees incurred	2015-06-30	$84,438
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$1,765,542
Amount contributed by the employer to the plan for this plan year	2015-06-30	$1,765,542
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$691,340
Participant contributions at beginning of year	2015-06-30	$630,080
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$3,179
Assets. Other investments not covered elsewhere at beginning of year	2015-06-30	$4,329
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$312,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$366,741
Administrative expenses (other) incurred	2015-06-30	$335,256
Liabilities. Value of operating payables at end of year	2015-06-30	$218,694
Liabilities. Value of operating payables at beginning of year	2015-06-30	$112,739
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	$-567,570
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$61,421,511
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$61,989,081
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	$166,374
Interest on participant loans	2015-06-30	$24,051
Income. Interest from US Government securities	2015-06-30	$341,734
Income. Interest from corporate debt instruments	2015-06-30	$1,291,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$1,241,354
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$7,495,292
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$7,495,292
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-06-30	$1,043
Asset value of US Government securities at end of year	2015-06-30	$9,539,530
Asset value of US Government securities at beginning of year	2015-06-30	$12,009,404
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	$1,765,542
Employer contributions (assets) at end of year	2015-06-30	$164,715
Employer contributions (assets) at beginning of year	2015-06-30	$118,278
Income. Dividends from common stock	2015-06-30	$276,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$4,256,946
Asset. Corporate debt instrument debt (other) at end of year	2015-06-30	$32,933,379
Asset. Corporate debt instrument debt (other) at beginning of year	2015-06-30	$30,990,867
Assets. Corporate common stocks other than exployer securities at end of year	2015-06-30	$16,751,025
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-06-30	$10,481,060
Assets. Value of buildings and other operty used in plan operation at end of year	2015-06-30	$2,851
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-06-30	$5,769
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	$23,772,085
Aggregate carrying amount (costs) on sale of assets	2015-06-30	$23,921,654
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	LEWIS W PARKER III, CPA
Accountancy firm EIN	2015-06-30	222543713
2014 : IRONWORKERS LOCAL 68 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-06-30	$2,242,534
Total unrealized appreciation/depreciation of assets	2014-06-30	$2,242,534
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$112,739
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$67,507
Total income from all sources (including contributions)	2014-06-30	$6,969,628
Total loss/gain on sale of assets	2014-06-30	$48,372
Total of all expenses incurred	2014-06-30	$3,817,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$3,279,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$2,454,749
Value of total assets at end of year	2014-06-30	$62,101,820
Value of total assets at beginning of year	2014-06-30	$58,904,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$538,811
Total interest from all sources	2014-06-30	$2,199,672
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$24,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Administrative expenses professional fees incurred	2014-06-30	$55,182
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$2,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$2,454,749
Amount contributed by the employer to the plan for this plan year	2014-06-30	$2,454,749
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$630,080
Participant contributions at beginning of year	2014-06-30	$532,482
Assets. Other investments not covered elsewhere at end of year	2014-06-30	$4,329
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$8,278
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$366,741
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$474,548
Administrative expenses (other) incurred	2014-06-30	$322,203
Liabilities. Value of operating payables at end of year	2014-06-30	$112,739
Liabilities. Value of operating payables at beginning of year	2014-06-30	$67,507
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	$3,151,724
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$61,989,081
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$58,837,357
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	$161,426
Interest on participant loans	2014-06-30	$2,402
Income. Interest from US Government securities	2014-06-30	$427,755
Income. Interest from corporate debt instruments	2014-06-30	$1,755,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$7,495,292
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$7,289,438
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$7,289,438
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$13,894
Asset value of US Government securities at end of year	2014-06-30	$12,009,404
Asset value of US Government securities at beginning of year	2014-06-30	$11,707,203
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	$2,454,749
Employer contributions (assets) at end of year	2014-06-30	$118,278
Employer contributions (assets) at beginning of year	2014-06-30	$118,794
Income. Dividends from common stock	2014-06-30	$24,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$3,279,093
Asset. Corporate debt instrument debt (other) at end of year	2014-06-30	$30,990,867
Asset. Corporate debt instrument debt (other) at beginning of year	2014-06-30	$38,769,785
Assets. Corporate common stocks other than exployer securities at end of year	2014-06-30	$10,481,060
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$5,769
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$4,336
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	$34,002,504
Aggregate carrying amount (costs) on sale of assets	2014-06-30	$33,954,132
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	LEWIS W PARKER III, CPA
Accountancy firm EIN	2014-06-30	222543713
2013 : IRONWORKERS LOCAL 68 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$-2,061,926
Total unrealized appreciation/depreciation of assets	2013-06-30	$-2,061,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$67,507
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$83,828
Total income from all sources (including contributions)	2013-06-30	$4,377,561
Total loss/gain on sale of assets	2013-06-30	$1,227,809
Total of all expenses incurred	2013-06-30	$3,366,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,859,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$2,710,798
Value of total assets at end of year	2013-06-30	$58,904,864
Value of total assets at beginning of year	2013-06-30	$57,910,473
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$507,548
Total interest from all sources	2013-06-30	$2,500,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Administrative expenses professional fees incurred	2013-06-30	$58,169
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$2,000,000
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$2,710,798
Amount contributed by the employer to the plan for this plan year	2013-06-30	$2,710,798
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$532,482
Participant contributions at beginning of year	2013-06-30	$484,562
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$8,278
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$2,796
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$474,548
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$417,997
Administrative expenses (other) incurred	2013-06-30	$301,812
Liabilities. Value of operating payables at end of year	2013-06-30	$67,507
Liabilities. Value of operating payables at beginning of year	2013-06-30	$83,828
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	$1,010,712
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$58,837,357
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$57,826,645
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	$147,567
Interest on participant loans	2013-06-30	$21,405
Income. Interest from US Government securities	2013-06-30	$603,362
Income. Interest from corporate debt instruments	2013-06-30	$1,862,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$7,289,438
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$19,974,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$19,974,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$13,201
Asset value of US Government securities at end of year	2013-06-30	$11,707,203
Asset value of US Government securities at beginning of year	2013-06-30	$6,852,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
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	$2,710,798
Employer contributions (assets) at end of year	2013-06-30	$118,794
Employer contributions (assets) at beginning of year	2013-06-30	$137,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,859,301
Asset. Corporate debt instrument debt (other) at end of year	2013-06-30	$38,769,785
Asset. Corporate debt instrument debt (other) at beginning of year	2013-06-30	$30,033,329
Assets. Value of buildings and other operty used in plan operation at end of year	2013-06-30	$4,336
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$6,508
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	$25,420,679
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$24,192,870
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	LEWIS W PARKER III, CPA
Accountancy firm EIN	2013-06-30	222543713
2012 : IRONWORKERS LOCAL 68 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$237,131
Total unrealized appreciation/depreciation of assets	2012-06-30	$237,131
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$83,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$71,590
Total income from all sources (including contributions)	2012-06-30	$7,268,352
Total loss/gain on sale of assets	2012-06-30	$1,371,766
Total of all expenses incurred	2012-06-30	$4,238,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$3,735,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$3,160,654
Value of total assets at end of year	2012-06-30	$57,910,473
Value of total assets at beginning of year	2012-06-30	$55,342,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$502,128
Total interest from all sources	2012-06-30	$2,498,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$55,448
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$2,000,000
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$3,160,654
Amount contributed by the employer to the plan for this plan year	2012-06-30	$3,160,654
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$484,562
Participant contributions at beginning of year	2012-06-30	$403,571
Assets. Other investments not covered elsewhere at end of year	2012-06-30	$2,796
Assets. Other investments not covered elsewhere at beginning of year	2012-06-30	$2,823
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$417,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$332,214
Administrative expenses (other) incurred	2012-06-30	$308,585
Liabilities. Value of operating payables at end of year	2012-06-30	$83,828
Liabilities. Value of operating payables at beginning of year	2012-06-30	$71,590
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	$3,030,234
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$57,826,645
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$55,270,673
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	$138,095
Interest on participant loans	2012-06-30	$16,011
Income. Interest from US Government securities	2012-06-30	$385,545
Income. Interest from corporate debt instruments	2012-06-30	$2,095,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$19,974,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$24,114,529
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$24,114,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$1,808
Asset value of US Government securities at end of year	2012-06-30	$6,852,477
Asset value of US Government securities at beginning of year	2012-06-30	$9,053,588
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	$3,160,654
Employer contributions (assets) at end of year	2012-06-30	$137,938
Employer contributions (assets) at beginning of year	2012-06-30	$233,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$3,735,990
Asset. Corporate debt instrument preferred debt at end of year	2012-06-30	$30,033,329
Asset. Corporate debt instrument preferred debt at beginning of year	2012-06-30	$21,193,104
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$6,508
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$9,394
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	$31,862,538
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$30,490,772
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	LEWIS W PARKER III, CPA
Accountancy firm EIN	2012-06-30	222543713
2011 : IRONWORKERS LOCAL 68 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$-980,525
Total unrealized appreciation/depreciation of assets	2011-06-30	$-980,525
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$71,590
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$77,834
Total income from all sources (including contributions)	2011-06-30	$5,822,487
Total loss/gain on sale of assets	2011-06-30	$2,013,679
Total of all expenses incurred	2011-06-30	$4,064,182
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$3,572,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$2,293,480
Value of total assets at end of year	2011-06-30	$55,342,263
Value of total assets at beginning of year	2011-06-30	$53,590,202
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$491,756
Total interest from all sources	2011-06-30	$2,495,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$54,353
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$2,000,000
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$2,293,480
Amount contributed by the employer to the plan for this plan year	2011-06-30	$2,293,480
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$403,571
Participant contributions at beginning of year	2011-06-30	$447,569
Assets. Other investments not covered elsewhere at end of year	2011-06-30	$2,823
Assets. Other investments not covered elsewhere at beginning of year	2011-06-30	$6,134
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$332,214
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$423,081
Administrative expenses (other) incurred	2011-06-30	$299,417
Liabilities. Value of operating payables at end of year	2011-06-30	$71,590
Liabilities. Value of operating payables at beginning of year	2011-06-30	$77,834
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	$1,758,305
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$55,270,673
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$53,512,368
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	$137,986
Interest on participant loans	2011-06-30	$19,110
Income. Interest from US Government securities	2011-06-30	$1,336,456
Income. Interest from corporate debt instruments	2011-06-30	$1,096,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$24,114,529
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$16,521,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$16,521,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$44,106
Asset value of US Government securities at end of year	2011-06-30	$9,053,588
Asset value of US Government securities at beginning of year	2011-06-30	$12,038,385
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	$2,293,480
Employer contributions (assets) at end of year	2011-06-30	$233,040
Employer contributions (assets) at beginning of year	2011-06-30	$167,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$3,572,426
Asset. Corporate debt instrument debt (other) at end of year	2011-06-30	$21,193,104
Asset. Corporate debt instrument debt (other) at beginning of year	2011-06-30	$23,982,415
Assets. Value of buildings and other operty used in plan operation at end of year	2011-06-30	$9,394
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$3,932
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	$47,873,718
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$45,860,039
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	LEWIS W PARKER III, CPA
Accountancy firm EIN	2011-06-30	222543713
2010 : IRONWORKERS LOCAL 68 ANNUITY FUND 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$3,024,523
Amount contributed by the employer to the plan for this plan year	2010-06-30	$3,024,523

Form 5500 Responses for IRONWORKERS LOCAL 68 ANNUITY FUND

2017: IRONWORKERS LOCAL 68 ANNUITY FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	Yes
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: IRONWORKERS LOCAL 68 ANNUITY FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: IRONWORKERS LOCAL 68 ANNUITY FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: IRONWORKERS LOCAL 68 ANNUITY FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: IRONWORKERS LOCAL 68 ANNUITY FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
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: IRONWORKERS LOCAL 68 ANNUITY FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
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: IRONWORKERS LOCAL 68 ANNUITY FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
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
2010: IRONWORKERS LOCAL 68 ANNUITY FUND 2010 form 5500 responses
2010-07-01	Type of plan entity	Multi-employer plan
2010-07-01	Submission has been amended	No
2010-07-01	This submission is the final filing	No
2010-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-07-01	Plan is a collectively bargained plan	Yes
2010-07-01	Plan funding arrangement – Trust	Yes
2010-07-01	Plan benefit arrangement - Trust	Yes
2009: IRONWORKERS LOCAL 68 ANNUITY FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
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

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Company Name:	IRONWORKERS LOCAL 68 ANNUITY FUND
Employer identification number (EIN):	222118584
NAIC Classification:	238900