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IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 401k Plan overview

Plan NameIRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND
Plan identification number 501

IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND
Employer identification number (EIN):222981775
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-07-01STEPHEN SWEENEY
5012016-07-01STEPHEN SWEENEY
5012015-07-01
5012014-07-01WILLIAM PAULS JOSEPH MERLINO2016-01-26
5012013-07-01WILLIAM PAULS JOSEPH MERLINO2015-01-22
5012012-07-01WILLIAM PAULS JOSEPH MERLINO2014-03-03
5012011-07-01WILLIAM PAULS JOSEPH MERLINO2013-01-17
5012010-07-01WILLIAM PAULS JOSEPH MERLINO2012-01-23
5012009-07-01WILLIAM PAULS JOSEPH MERLINO2011-03-07

Plan Statistics for IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND

Measure Date Value
2017: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2017 401k membership
Total participants, beginning-of-year2017-07-01279
Total number of active participants reported on line 7a of the Form 55002017-07-010
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-010
Number of participants with account balances2017-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Number of employers contributing to the scheme2017-07-010
2016: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2016 401k membership
Total participants, beginning-of-year2016-07-01268
Total number of active participants reported on line 7a of the Form 55002016-07-01279
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01279
Number of employers contributing to the scheme2016-07-0170
2015: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2015 401k membership
Total participants, beginning-of-year2015-07-01223
Total number of active participants reported on line 7a of the Form 55002015-07-01268
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01268
2014: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2014 401k membership
Total participants, beginning-of-year2014-07-01181
Total number of active participants reported on line 7a of the Form 55002014-07-01223
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01223
2013: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2013 401k membership
Total participants, beginning-of-year2013-07-01231
Total number of active participants reported on line 7a of the Form 55002013-07-01181
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01181
2012: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2012 401k membership
Total participants, beginning-of-year2012-07-01387
Total number of active participants reported on line 7a of the Form 55002012-07-01231
Total of all active and inactive participants2012-07-01231
2011: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2011 401k membership
Total participants, beginning-of-year2011-07-01355
Total number of active participants reported on line 7a of the Form 55002011-07-01387
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-010
Total of all active and inactive participants2011-07-01387
2010: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2010 401k membership
Total participants, beginning-of-year2010-07-01358
Total number of active participants reported on line 7a of the Form 55002010-07-01355
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-010
Total of all active and inactive participants2010-07-01355
Number of employers contributing to the scheme2010-07-0154
2009: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2009 401k membership
Total participants, beginning-of-year2009-07-01621
Total number of active participants reported on line 7a of the Form 55002009-07-01358
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-010
Total of all active and inactive participants2009-07-01358
Number of employers contributing to the scheme2009-07-0154

Financial Data on IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND

Measure Date Value
2018 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-05-30$0
Total transfer of assets from this plan2018-05-30$55,656
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-30$762,682
Total income from all sources (including contributions)2018-05-30$264
Total loss/gain on sale of assets2018-05-30$0
Total of all expenses incurred2018-05-30$446,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-30$422,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-30$0
Value of total assets at end of year2018-05-30$0
Value of total assets at beginning of year2018-05-30$1,264,593
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-30$23,815
Total interest from all sources2018-05-30$264
Total dividends received (eg from common stock, registered investment company shares)2018-05-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-05-30$0
Administrative expenses professional fees incurred2018-05-30$2,150
Was this plan covered by a fidelity bond2018-05-30Yes
Value of fidelity bond cover2018-05-30$500,000
If this is an individual account plan, was there a blackout period2018-05-30No
Were there any nonexempt tranactions with any party-in-interest2018-05-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-05-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-05-30$340,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-05-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-05-30$2,027
Administrative expenses (other) incurred2018-05-30$21,665
Liabilities. Value of operating payables at end of year2018-05-30$0
Liabilities. Value of operating payables at beginning of year2018-05-30$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-30No
Value of net income/loss2018-05-30$-446,255
Value of net assets at end of year (total assets less liabilities)2018-05-30$0
Value of net assets at beginning of year (total assets less liabilities)2018-05-30$501,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-30No
Were any leases to which the plan was party in default or uncollectible2018-05-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-30$845,467
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-30$845,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-30$264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-30No
Was there a failure to transmit to the plan any participant contributions2018-05-30No
Has the plan failed to provide any benefit when due under the plan2018-05-30No
Employer contributions (assets) at end of year2018-05-30$0
Employer contributions (assets) at beginning of year2018-05-30$78,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-30$422,704
Liabilities. Value of benefit claims payable at end of year2018-05-30$0
Liabilities. Value of benefit claims payable at beginning of year2018-05-30$757,155
Did the plan have assets held for investment2018-05-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-30No
Opinion of an independent qualified public accountant for this plan2018-05-30Unqualified
Accountancy firm name2018-05-30FISCHER DORWART, P.C.
Accountancy firm EIN2018-05-30232247478
2017 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$762,682
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$855,845
Total income from all sources (including contributions)2017-06-30$1,208,903
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$1,211,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,161,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$1,208,500
Value of total assets at end of year2017-06-30$1,264,593
Value of total assets at beginning of year2017-06-30$1,359,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$49,860
Total interest from all sources2017-06-30$403
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$7,231
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$500,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-06-30$340,772
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-06-30$131,307
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-06-30$2,027
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-06-30$1,522
Administrative expenses (other) incurred2017-06-30$42,629
Liabilities. Value of operating payables at end of year2017-06-30$3,500
Liabilities. Value of operating payables at beginning of year2017-06-30$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-2,125
Value of net assets at end of year (total assets less liabilities)2017-06-30$501,911
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$504,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-06-30$845,467
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-06-30$1,192,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-06-30$1,192,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$1,208,500
Employer contributions (assets) at end of year2017-06-30$78,354
Employer contributions (assets) at beginning of year2017-06-30$36,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,161,168
Liabilities. Value of benefit claims payable at end of year2017-06-30$757,155
Liabilities. Value of benefit claims payable at beginning of year2017-06-30$850,823
Did the plan have assets held for investment2017-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30No
Opinion of an independent qualified public accountant for this plan2017-06-30Unqualified
Accountancy firm name2017-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2017-06-30232247478
2016 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$855,845
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,017,465
Total income from all sources (including contributions)2016-06-30$1,913,934
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$1,488,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,468,739
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$1,605,767
Value of total assets at end of year2016-06-30$1,359,881
Value of total assets at beginning of year2016-06-30$1,096,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$20,191
Total interest from all sources2016-06-30$749
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$4,500
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$500,000
If this is an individual account plan, was there a blackout period2016-06-30No
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$131,307
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$516
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-06-30$1,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$309,144
Other income not declared elsewhere2016-06-30$307,418
Administrative expenses (other) incurred2016-06-30$15,691
Liabilities. Value of operating payables at end of year2016-06-30$3,500
Liabilities. Value of operating payables at beginning of year2016-06-30$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$425,004
Value of net assets at end of year (total assets less liabilities)2016-06-30$504,036
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$79,032
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$1,192,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$1,060,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$1,060,453
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$1,605,767
Employer contributions (assets) at end of year2016-06-30$36,185
Employer contributions (assets) at beginning of year2016-06-30$35,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,468,739
Liabilities. Value of benefit claims payable at end of year2016-06-30$850,823
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$704,821
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30No
Opinion of an independent qualified public accountant for this plan2016-06-30Unqualified
Accountancy firm name2016-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2016-06-30232247478
2015 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,017,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$797,921
Total income from all sources (including contributions)2015-06-30$1,360,576
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$1,375,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,343,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,359,701
Value of total assets at end of year2015-06-30$1,096,497
Value of total assets at beginning of year2015-06-30$892,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$32,279
Total interest from all sources2015-06-30$875
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$17,140
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$500,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-06-30$516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-06-30$640
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$309,144
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-06-30$307,595
Administrative expenses (other) incurred2015-06-30$15,139
Liabilities. Value of operating payables at end of year2015-06-30$3,500
Liabilities. Value of operating payables at beginning of year2015-06-30$3,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-15,287
Value of net assets at end of year (total assets less liabilities)2015-06-30$79,032
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$94,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-06-30$1,060,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$857,736
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$857,736
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-06-30$875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$1,359,701
Employer contributions (assets) at end of year2015-06-30$35,528
Employer contributions (assets) at beginning of year2015-06-30$33,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,343,584
Liabilities. Value of benefit claims payable at end of year2015-06-30$704,821
Liabilities. Value of benefit claims payable at beginning of year2015-06-30$486,826
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30No
Opinion of an independent qualified public accountant for this plan2015-06-30Unqualified
Accountancy firm name2015-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2015-06-30232247478
2014 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$797,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$967,817
Total income from all sources (including contributions)2014-06-30$815,673
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$831,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$812,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$814,875
Value of total assets at end of year2014-06-30$892,240
Value of total assets at beginning of year2014-06-30$1,078,294
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$18,851
Total interest from all sources2014-06-30$798
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$5,000
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$500,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-06-30$640
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-06-30$1,731
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-06-30$307,595
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-06-30$307,538
Administrative expenses (other) incurred2014-06-30$13,851
Liabilities. Value of operating payables at end of year2014-06-30$3,500
Liabilities. Value of operating payables at beginning of year2014-06-30$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-16,158
Value of net assets at end of year (total assets less liabilities)2014-06-30$94,319
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$110,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$857,736
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$1,000,252
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$1,000,252
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-06-30$798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$814,875
Employer contributions (assets) at end of year2014-06-30$33,864
Employer contributions (assets) at beginning of year2014-06-30$76,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$812,980
Liabilities. Value of benefit claims payable at end of year2014-06-30$486,826
Liabilities. Value of benefit claims payable at beginning of year2014-06-30$657,279
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2014-06-30232247478
2013 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$967,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$1,484,065
Total income from all sources (including contributions)2013-06-30$992,228
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$999,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$980,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$990,610
Value of total assets at end of year2013-06-30$1,078,294
Value of total assets at beginning of year2013-06-30$1,601,469
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$18,522
Total interest from all sources2013-06-30$1,618
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$4,000
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$990,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-06-30$1,731
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-06-30$1,105
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-06-30$307,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-06-30$363,559
Administrative expenses (other) incurred2013-06-30$14,522
Liabilities. Value of operating payables at end of year2013-06-30$3,000
Liabilities. Value of operating payables at beginning of year2013-06-30$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-6,927
Value of net assets at end of year (total assets less liabilities)2013-06-30$110,477
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$117,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$1,000,252
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$1,554,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$1,554,055
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-06-30$1,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Employer contributions (assets) at end of year2013-06-30$76,311
Employer contributions (assets) at beginning of year2013-06-30$46,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$980,633
Liabilities. Value of benefit claims payable at end of year2013-06-30$657,279
Liabilities. Value of benefit claims payable at beginning of year2013-06-30$1,117,506
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30FISCHER DORWART,PC
Accountancy firm EIN2013-06-30232247478
2012 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,484,065
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,461,797
Total income from all sources (including contributions)2012-06-30$2,415,443
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,427,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,408,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$2,410,127
Value of total assets at end of year2012-06-30$1,601,469
Value of total assets at beginning of year2012-06-30$1,591,637
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$19,235
Total interest from all sources2012-06-30$5,316
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$3,650
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$2,410,127
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$1,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$363,559
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$369,514
Administrative expenses (other) incurred2012-06-30$15,585
Liabilities. Value of operating payables at end of year2012-06-30$3,000
Liabilities. Value of operating payables at beginning of year2012-06-30$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$-12,436
Value of net assets at end of year (total assets less liabilities)2012-06-30$117,404
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$129,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$1,554,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$1,531,526
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$1,531,526
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-06-30$5,316
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Employer contributions (assets) at end of year2012-06-30$46,309
Employer contributions (assets) at beginning of year2012-06-30$59,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,408,644
Liabilities. Value of benefit claims payable at end of year2012-06-30$1,117,506
Liabilities. Value of benefit claims payable at beginning of year2012-06-30$1,089,283
Did the plan have assets held for investment2012-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2012-06-30232247478
2011 : IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,461,797
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$1,608,469
Total income from all sources (including contributions)2011-06-30$1,655,694
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$1,657,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$1,639,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,648,783
Value of total assets at end of year2011-06-30$1,591,637
Value of total assets at beginning of year2011-06-30$1,740,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$18,074
Total interest from all sources2011-06-30$6,911
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$3,500
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$500,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$1,648,783
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-06-30$324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-06-30$352
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-06-30$369,514
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$367,134
Administrative expenses (other) incurred2011-06-30$14,574
Liabilities. Value of operating payables at end of year2011-06-30$3,000
Liabilities. Value of operating payables at beginning of year2011-06-30$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$-1,695
Value of net assets at end of year (total assets less liabilities)2011-06-30$129,840
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$131,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-06-30$1,531,526
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-06-30$1,679,772
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-06-30$1,679,772
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$6,911
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Employer contributions (assets) at end of year2011-06-30$59,787
Employer contributions (assets) at beginning of year2011-06-30$59,880
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$1,639,315
Liabilities. Value of benefit claims payable at end of year2011-06-30$1,089,283
Liabilities. Value of benefit claims payable at beginning of year2011-06-30$1,238,335
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30FISCHER DORWART, P.C.
Accountancy firm EIN2011-06-30232247478

Form 5500 Responses for IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND

2017: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2017 form 5500 responses
2017-07-01Type of plan entityMulti-employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-07-01Plan is a collectively bargained planYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2016 form 5500 responses
2016-07-01Type of plan entityMulti-employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2015 form 5500 responses
2015-07-01Type of plan entityMulti-employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2014 form 5500 responses
2014-07-01Type of plan entityMulti-employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2013 form 5500 responses
2013-07-01Type of plan entityMulti-employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2012 form 5500 responses
2012-07-01Type of plan entityMulti-employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2011 form 5500 responses
2011-07-01Type of plan entityMulti-employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2010 form 5500 responses
2010-07-01Type of plan entityMulti-employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 350 SUPPLEMENTAL WELFARE FUND 2009 form 5500 responses
2009-07-01Type of plan entityMulti-employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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