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IRON WORKERS LOCAL 401 ANNUITY FUND 401k Plan overview

Plan NameIRON WORKERS LOCAL 401 ANNUITY FUND
Plan identification number 001

IRON WORKERS LOCAL 401 ANNUITY FUND Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Money purchase (other than target benefit)

401k Sponsoring company profile

BOARD OF TRUSTEES IRON WORKERS LOCAL 401 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRON WORKERS LOCAL 401 ANNUITY FUND
Employer identification number (EIN):232191989
NAIC Classification:238100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 401 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01KEVIN BOYLE SUSAN DACHOWSKI2018-08-22
0012016-01-01STEPHEN SWEENEY SUSAN DACHOWSKI2017-10-16
0012015-01-01STEPHEN SWEENEY SUSAN DACHOWSKI2016-08-16
0012014-01-01STEPHEN SWEENEY SUSAN DACHOWSKI2015-10-14
0012013-01-01
0012012-01-01CHRISTOPHER PROPHET SUSAN DACHOWSKI2013-05-22
0012011-01-01CHRISTOPHER PROPHET SUSAN DACHOWSKI2012-10-15
0012009-01-01CHARLES ROBERTS SUSAN DACHOWSKI2010-10-14

Plan Statistics for IRON WORKERS LOCAL 401 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 401 ANNUITY FUND

Measure Date Value
2022: IRON WORKERS LOCAL 401 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-012,144
Total number of active participants reported on line 7a of the Form 55002022-01-01995
Number of other retired or separated participants entitled to future benefits2022-01-011,108
Total of all active and inactive participants2022-01-012,103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,103
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
Number of employers contributing to the scheme2022-01-01103
2021: IRON WORKERS LOCAL 401 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-012,094
Total number of active participants reported on line 7a of the Form 55002021-01-01831
Number of other retired or separated participants entitled to future benefits2021-01-011,313
Total of all active and inactive participants2021-01-012,144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,144
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01103
2020: IRON WORKERS LOCAL 401 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-012,176
Total number of active participants reported on line 7a of the Form 55002020-01-01795
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-011,299
Total of all active and inactive participants2020-01-012,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,094
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0187
2019: IRON WORKERS LOCAL 401 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-012,210
Total number of active participants reported on line 7a of the Form 55002019-01-01916
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-011,260
Total of all active and inactive participants2019-01-012,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,176
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01115
2018: IRON WORKERS LOCAL 401 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-012,098
Total number of active participants reported on line 7a of the Form 55002018-01-011,020
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-011,190
Total of all active and inactive participants2018-01-012,210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,210
Number of participants with account balances2018-01-012,210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-01116
2017: IRON WORKERS LOCAL 401 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-012,068
Total number of active participants reported on line 7a of the Form 55002017-01-01709
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,389
Total of all active and inactive participants2017-01-012,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,098
Number of participants with account balances2017-01-012,098
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-01103
2016: IRON WORKERS LOCAL 401 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-012,027
Total number of active participants reported on line 7a of the Form 55002016-01-01965
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011,103
Total of all active and inactive participants2016-01-012,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,068
Number of participants with account balances2016-01-012,068
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01134
2015: IRON WORKERS LOCAL 401 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-011,923
Total number of active participants reported on line 7a of the Form 55002015-01-012,027
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,027
Number of participants with account balances2015-01-012,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-010
2014: IRON WORKERS LOCAL 401 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-011,981
Total number of active participants reported on line 7a of the Form 55002014-01-011,923
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-011,923
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,923
Number of participants with account balances2014-01-011,923
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: IRON WORKERS LOCAL 401 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-011,900
Total number of active participants reported on line 7a of the Form 55002013-01-011,981
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-011,981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,981
Number of participants with account balances2013-01-011,981
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-010
2012: IRON WORKERS LOCAL 401 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-011,906
Total number of active participants reported on line 7a of the Form 55002012-01-011,900
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-011,900
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,900
Number of participants with account balances2012-01-011,900
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-010
2011: IRON WORKERS LOCAL 401 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-011,926
Total number of active participants reported on line 7a of the Form 55002011-01-011,906
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-011,906
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,906
Number of participants with account balances2011-01-011,906
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-010
2009: IRON WORKERS LOCAL 401 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-012,092
Total number of active participants reported on line 7a of the Form 55002009-01-012,096
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-012,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-012,096
Number of participants with account balances2009-01-012,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-010

Financial Data on IRON WORKERS LOCAL 401 ANNUITY FUND

Measure Date Value
2022 : IRON WORKERS LOCAL 401 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-18,213,807
Total unrealized appreciation/depreciation of assets2022-12-31$-18,213,807
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$109,662
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$93,630
Total income from all sources (including contributions)2022-12-31$-9,264,473
Total loss/gain on sale of assets2022-12-31$307,156
Total of all expenses incurred2022-12-31$15,071,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,228,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,961,652
Value of total assets at end of year2022-12-31$120,961,874
Value of total assets at beginning of year2022-12-31$145,282,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$843,286
Total interest from all sources2022-12-31$1,882,743
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$797,416
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$28,165
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$2,939,083
Participant contributions at beginning of year2022-12-31$4,743,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$563,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$650,569
Administrative expenses (other) incurred2022-12-31$219,175
Liabilities. Value of operating payables at end of year2022-12-31$109,662
Liabilities. Value of operating payables at beginning of year2022-12-31$93,630
Total non interest bearing cash at end of year2022-12-31$1,434,885
Total non interest bearing cash at beginning of year2022-12-31$480,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-24,336,216
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,852,212
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$145,188,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$595,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,517
Interest on participant loans2022-12-31$235,220
Income. Interest from US Government securities2022-12-31$535,983
Income. Interest from corporate debt instruments2022-12-31$1,064,464
Value of interest in common/collective trusts at end of year2022-12-31$16,408,483
Value of interest in common/collective trusts at beginning of year2022-12-31$13,191,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$500,768
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,026,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,026,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$47,076
Asset value of US Government securities at end of year2022-12-31$13,584,614
Asset value of US Government securities at beginning of year2022-12-31$11,539,860
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Value of employer real property at end of year2022-12-31$1,212
Assets. Value of employer real property at beginning of year2022-12-31$1,639
Contributions received in cash from employer2022-12-31$5,961,652
Employer contributions (assets) at end of year2022-12-31$285,644
Employer contributions (assets) at beginning of year2022-12-31$280,754
Income. Dividends from common stock2022-12-31$797,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,228,457
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$30,007,703
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$42,433,933
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$55,228,903
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$69,924,095
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$61,863,869
Aggregate carrying amount (costs) on sale of assets2022-12-31$61,556,713
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FISCHER DORWART, P.C
Accountancy firm EIN2022-12-31232247478
2021 : IRON WORKERS LOCAL 401 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$2,280,011
Total unrealized appreciation/depreciation of assets2021-12-31$2,280,011
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$93,630
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$89,631
Total income from all sources (including contributions)2021-12-31$20,116,983
Total loss/gain on sale of assets2021-12-31$5,146,322
Total of all expenses incurred2021-12-31$15,294,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$14,313,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,110,575
Value of total assets at end of year2021-12-31$145,282,058
Value of total assets at beginning of year2021-12-31$140,456,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$981,885
Total interest from all sources2021-12-31$1,939,821
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,209,741
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$61,150
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$7,085,366
Amount contributed by the employer to the plan for this plan year2021-12-31$7,085,366
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$0
Participant contributions at end of year2021-12-31$4,743,981
Participant contributions at beginning of year2021-12-31$5,226,813
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,209
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$650,569
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$848,830
Administrative expenses (other) incurred2021-12-31$206,317
Liabilities. Value of operating payables at end of year2021-12-31$93,630
Liabilities. Value of operating payables at beginning of year2021-12-31$89,631
Total non interest bearing cash at end of year2021-12-31$480,896
Total non interest bearing cash at beginning of year2021-12-31$230,012
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,822,031
Value of net assets at end of year (total assets less liabilities)2021-12-31$145,188,428
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$140,366,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$714,418
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,289
Interest on participant loans2021-12-31$268,273
Income. Interest from US Government securities2021-12-31$351,636
Income. Interest from corporate debt instruments2021-12-31$1,306,260
Value of interest in common/collective trusts at end of year2021-12-31$13,191,932
Value of interest in common/collective trusts at beginning of year2021-12-31$10,854,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,026,882
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,555,829
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,555,829
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$13,652
Asset value of US Government securities at end of year2021-12-31$11,539,860
Asset value of US Government securities at beginning of year2021-12-31$20,753,294
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$81
Net investment gain or loss from common/collective trusts2021-12-31$2,430,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Value of employer real property at end of year2021-12-31$1,639
Assets. Value of employer real property at beginning of year2021-12-31$2,067
Contributions received in cash from employer2021-12-31$7,085,366
Employer contributions (assets) at end of year2021-12-31$280,754
Employer contributions (assets) at beginning of year2021-12-31$257,375
Income. Dividends from common stock2021-12-31$1,209,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$14,313,067
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$42,433,933
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$42,963,504
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$69,924,095
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$57,754,080
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$68,344,380
Aggregate carrying amount (costs) on sale of assets2021-12-31$63,198,058
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2021-12-31232247478
2020 : IRON WORKERS LOCAL 401 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$2,404,282
Total unrealized appreciation/depreciation of assets2020-12-31$2,404,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$89,631
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$60,985
Total income from all sources (including contributions)2020-12-31$19,094,167
Total loss/gain on sale of assets2020-12-31$7,406,090
Total of all expenses incurred2020-12-31$15,500,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$14,601,794
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,513,607
Value of total assets at end of year2020-12-31$140,456,028
Value of total assets at beginning of year2020-12-31$136,833,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$898,808
Total interest from all sources2020-12-31$1,923,314
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$908,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$59,313
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$0
Participant contributions at end of year2020-12-31$5,226,813
Participant contributions at beginning of year2020-12-31$3,180,833
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,438
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$848,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$576,949
Administrative expenses (other) incurred2020-12-31$225,351
Liabilities. Value of operating payables at end of year2020-12-31$89,631
Liabilities. Value of operating payables at beginning of year2020-12-31$60,985
Total non interest bearing cash at end of year2020-12-31$230,012
Total non interest bearing cash at beginning of year2020-12-31$1,947,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,593,565
Value of net assets at end of year (total assets less liabilities)2020-12-31$140,366,397
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$136,772,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$614,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,289
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$16,980
Interest on participant loans2020-12-31$87,326
Income. Interest from US Government securities2020-12-31$541,693
Income. Interest from corporate debt instruments2020-12-31$1,271,956
Value of interest in common/collective trusts at end of year2020-12-31$10,854,935
Value of interest in common/collective trusts at beginning of year2020-12-31$11,010,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,555,829
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,355,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,355,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$22,339
Asset value of US Government securities at end of year2020-12-31$20,753,294
Asset value of US Government securities at beginning of year2020-12-31$28,646,421
Net investment gain or loss from common/collective trusts2020-12-31$-61,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Value of employer real property at end of year2020-12-31$2,067
Contributions received in cash from employer2020-12-31$6,512,169
Employer contributions (assets) at end of year2020-12-31$257,375
Employer contributions (assets) at beginning of year2020-12-31$481,241
Income. Dividends from common stock2020-12-31$908,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$14,601,794
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$42,963,504
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$22,301,352
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$57,754,080
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$59,315,802
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$102,185,949
Aggregate carrying amount (costs) on sale of assets2020-12-31$94,779,859
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2020-12-31232247478
2019 : IRON WORKERS LOCAL 401 ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$12,314,480
Total unrealized appreciation/depreciation of assets2019-12-31$12,314,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$60,985
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$84,180
Total income from all sources (including contributions)2019-12-31$29,249,086
Total loss/gain on sale of assets2019-12-31$4,042,398
Total of all expenses incurred2019-12-31$12,107,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$11,340,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$8,634,247
Value of total assets at end of year2019-12-31$136,833,817
Value of total assets at beginning of year2019-12-31$119,715,059
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$767,027
Total interest from all sources2019-12-31$2,016,107
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,173,462
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,173,462
Administrative expenses professional fees incurred2019-12-31$60,825
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$11,730
Participant contributions at end of year2019-12-31$3,180,833
Participant contributions at beginning of year2019-12-31$3,067,243
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$576,949
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$451,960
Administrative expenses (other) incurred2019-12-31$195,553
Liabilities. Value of operating payables at end of year2019-12-31$60,985
Liabilities. Value of operating payables at beginning of year2019-12-31$84,180
Total non interest bearing cash at end of year2019-12-31$1,947,917
Total non interest bearing cash at beginning of year2019-12-31$5,332,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$17,141,953
Value of net assets at end of year (total assets less liabilities)2019-12-31$136,772,832
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$119,630,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$510,649
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$16,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$23,891
Interest on participant loans2019-12-31$173,511
Income. Interest from US Government securities2019-12-31$836,875
Income. Interest from corporate debt instruments2019-12-31$943,711
Value of interest in common/collective trusts at end of year2019-12-31$11,010,380
Value of interest in common/collective trusts at beginning of year2019-12-31$10,035,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,355,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,077,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,077,448
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$62,010
Asset value of US Government securities at end of year2019-12-31$28,646,421
Asset value of US Government securities at beginning of year2019-12-31$19,960,846
Net investment gain or loss from common/collective trusts2019-12-31$1,068,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$8,622,517
Employer contributions (assets) at end of year2019-12-31$481,241
Employer contributions (assets) at beginning of year2019-12-31$471,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$11,340,106
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$22,301,352
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$22,927,096
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$59,315,802
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$55,366,897
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$78,077,326
Aggregate carrying amount (costs) on sale of assets2019-12-31$74,034,928
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2019-12-31232247478
2018 : IRON WORKERS LOCAL 401 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-11,919,688
Total unrealized appreciation/depreciation of assets2018-12-31$-11,919,688
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$84,180
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$63,771
Total income from all sources (including contributions)2018-12-31$2,741,053
Total loss/gain on sale of assets2018-12-31$1,980,068
Total of all expenses incurred2018-12-31$8,825,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,072,135
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$9,605,120
Value of total assets at end of year2018-12-31$119,715,059
Value of total assets at beginning of year2018-12-31$125,779,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$753,671
Total interest from all sources2018-12-31$1,820,734
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,219,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,219,331
Administrative expenses professional fees incurred2018-12-31$53,838
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$90,255
Participant contributions at end of year2018-12-31$3,067,243
Participant contributions at beginning of year2018-12-31$2,989,550
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$451,960
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$462,797
Administrative expenses (other) incurred2018-12-31$186,233
Liabilities. Value of operating payables at end of year2018-12-31$84,180
Liabilities. Value of operating payables at beginning of year2018-12-31$63,771
Total non interest bearing cash at end of year2018-12-31$5,332,419
Total non interest bearing cash at beginning of year2018-12-31$4,487,946
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,084,753
Value of net assets at end of year (total assets less liabilities)2018-12-31$119,630,879
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$125,715,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$513,600
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$23,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$47,739
Interest on participant loans2018-12-31$156,332
Income. Interest from US Government securities2018-12-31$744,545
Income. Interest from corporate debt instruments2018-12-31$855,595
Value of interest in common/collective trusts at end of year2018-12-31$10,035,488
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,077,448
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,893,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,893,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$64,262
Asset value of US Government securities at end of year2018-12-31$19,960,846
Asset value of US Government securities at beginning of year2018-12-31$19,399,132
Net investment gain or loss from common/collective trusts2018-12-31$35,488
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$9,514,865
Employer contributions (assets) at end of year2018-12-31$471,771
Employer contributions (assets) at beginning of year2018-12-31$455,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,072,135
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$22,927,096
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$26,705,425
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$55,366,897
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$69,337,335
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$78,914,804
Aggregate carrying amount (costs) on sale of assets2018-12-31$76,934,736
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2018-12-31232247478
2017 : IRON WORKERS LOCAL 401 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$8,306,696
Total unrealized appreciation/depreciation of assets2017-12-31$8,306,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$63,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$120,706
Total income from all sources (including contributions)2017-12-31$23,279,848
Total loss/gain on sale of assets2017-12-31$2,912,106
Total of all expenses incurred2017-12-31$6,372,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,606,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,052,765
Value of total assets at end of year2017-12-31$125,779,403
Value of total assets at beginning of year2017-12-31$108,929,209
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$765,763
Total interest from all sources2017-12-31$1,793,880
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,214,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$51,750
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,188,715
Participant contributions at end of year2017-12-31$2,989,550
Participant contributions at beginning of year2017-12-31$3,035,733
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$462,797
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$403,997
Administrative expenses (other) incurred2017-12-31$181,618
Liabilities. Value of operating payables at end of year2017-12-31$63,771
Liabilities. Value of operating payables at beginning of year2017-12-31$120,706
Total non interest bearing cash at end of year2017-12-31$4,487,946
Total non interest bearing cash at beginning of year2017-12-31$1,707,991
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$16,907,129
Value of net assets at end of year (total assets less liabilities)2017-12-31$125,715,632
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$108,808,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$532,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$47,739
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$60,886
Interest on participant loans2017-12-31$161,133
Income. Interest from US Government securities2017-12-31$942,879
Income. Interest from corporate debt instruments2017-12-31$682,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,893,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2,584,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2,584,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$7,094
Asset value of US Government securities at end of year2017-12-31$19,399,132
Asset value of US Government securities at beginning of year2017-12-31$14,455,298
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$7,864,050
Employer contributions (assets) at end of year2017-12-31$455,559
Employer contributions (assets) at beginning of year2017-12-31$358,003
Income. Dividends from common stock2017-12-31$1,214,401
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,606,956
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$26,705,425
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$22,750,461
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$69,337,335
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$63,572,326
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$68,340,920
Aggregate carrying amount (costs) on sale of assets2017-12-31$65,428,814
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2017-12-31232247478
2016 : IRON WORKERS LOCAL 401 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,857,124
Total unrealized appreciation/depreciation of assets2016-12-31$1,857,124
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$120,706
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$57,465
Total income from all sources (including contributions)2016-12-31$15,140,330
Total loss/gain on sale of assets2016-12-31$2,694,096
Total of all expenses incurred2016-12-31$11,362,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,631,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,901,063
Value of total assets at end of year2016-12-31$108,929,209
Value of total assets at beginning of year2016-12-31$105,087,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$730,556
Total interest from all sources2016-12-31$1,366,903
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,321,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$77,079
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$3,035,733
Participant contributions at beginning of year2016-12-31$3,390,290
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$86,561
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$403,997
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$480,637
Administrative expenses (other) incurred2016-12-31$159,872
Liabilities. Value of operating payables at end of year2016-12-31$120,706
Liabilities. Value of operating payables at beginning of year2016-12-31$57,465
Total non interest bearing cash at end of year2016-12-31$1,707,991
Total non interest bearing cash at beginning of year2016-12-31$2,924,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,778,068
Value of net assets at end of year (total assets less liabilities)2016-12-31$108,808,503
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$105,030,435
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$493,605
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$60,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$83,224
Interest on participant loans2016-12-31$177,777
Income. Interest from US Government securities2016-12-31$458,463
Income. Interest from corporate debt instruments2016-12-31$717,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2,584,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,377,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,377,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$13,579
Asset value of US Government securities at end of year2016-12-31$14,455,298
Asset value of US Government securities at beginning of year2016-12-31$10,426,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$7,814,502
Employer contributions (assets) at end of year2016-12-31$358,003
Employer contributions (assets) at beginning of year2016-12-31$292,589
Income. Dividends from common stock2016-12-31$1,321,144
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,631,706
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$22,750,461
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$20,227,506
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$63,572,326
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$64,885,912
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$60,972,919
Aggregate carrying amount (costs) on sale of assets2016-12-31$58,278,823
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2016-12-31232247478
2015 : IRON WORKERS LOCAL 401 ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-4,769,285
Total unrealized appreciation/depreciation of assets2015-12-31$-4,769,285
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$57,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$341,074
Total income from all sources (including contributions)2015-12-31$9,686,424
Total loss/gain on sale of assets2015-12-31$4,736,766
Total of all expenses incurred2015-12-31$6,517,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,841,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$6,989,266
Value of total assets at end of year2015-12-31$105,087,900
Value of total assets at beginning of year2015-12-31$102,202,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$675,994
Total interest from all sources2015-12-31$1,690,854
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,038,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$62,369
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$3,390,290
Participant contributions at beginning of year2015-12-31$4,070,875
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$132,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$480,637
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$327,593
Administrative expenses (other) incurred2015-12-31$157,973
Liabilities. Value of operating payables at end of year2015-12-31$57,465
Liabilities. Value of operating payables at beginning of year2015-12-31$341,074
Total non interest bearing cash at end of year2015-12-31$2,924,430
Total non interest bearing cash at beginning of year2015-12-31$1,921,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,169,105
Value of net assets at end of year (total assets less liabilities)2015-12-31$105,030,435
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$101,861,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$455,652
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$83,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$112,690
Interest on participant loans2015-12-31$202,447
Interest earned on other investments2015-12-31$162,554
Income. Interest from US Government securities2015-12-31$871,612
Income. Interest from corporate debt instruments2015-12-31$449,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,377,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$3,582,135
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$3,582,135
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$5,228
Asset value of US Government securities at end of year2015-12-31$10,426,017
Asset value of US Government securities at beginning of year2015-12-31$13,218,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$6,857,247
Employer contributions (assets) at end of year2015-12-31$292,589
Employer contributions (assets) at beginning of year2015-12-31$242,706
Income. Dividends from common stock2015-12-31$1,038,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,841,325
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$20,227,506
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$23,882,843
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$64,885,912
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$54,843,626
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$82,690,032
Aggregate carrying amount (costs) on sale of assets2015-12-31$77,953,266
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2015-12-31232247478
2014 : IRON WORKERS LOCAL 401 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-388,486
Total unrealized appreciation/depreciation of assets2014-12-31$-388,486
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$341,074
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$36,719
Total income from all sources (including contributions)2014-12-31$14,456,667
Total loss/gain on sale of assets2014-12-31$6,282,901
Total of all expenses incurred2014-12-31$9,673,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$9,006,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,878,402
Value of total assets at end of year2014-12-31$102,202,404
Value of total assets at beginning of year2014-12-31$97,114,567
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$666,808
Total interest from all sources2014-12-31$1,699,354
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$984,496
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$51,913
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$4,070,875
Participant contributions at beginning of year2014-12-31$4,831,624
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$60,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$327,593
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$638,618
Administrative expenses (other) incurred2014-12-31$156,947
Liabilities. Value of operating payables at end of year2014-12-31$341,074
Liabilities. Value of operating payables at beginning of year2014-12-31$36,719
Total non interest bearing cash at end of year2014-12-31$1,921,216
Total non interest bearing cash at beginning of year2014-12-31$157,680
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,783,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$101,861,330
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$97,077,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$457,948
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$112,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$142,712
Interest on participant loans2014-12-31$297,677
Income. Interest from US Government securities2014-12-31$497,580
Income. Interest from corporate debt instruments2014-12-31$884,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$3,582,135
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,315,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,315,781
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$19,509
Asset value of US Government securities at end of year2014-12-31$13,218,720
Asset value of US Government securities at beginning of year2014-12-31$11,233,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$5,818,327
Employer contributions (assets) at end of year2014-12-31$242,706
Employer contributions (assets) at beginning of year2014-12-31$280,348
Income. Dividends from common stock2014-12-31$984,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$9,006,377
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$23,882,843
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$20,217,157
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$54,843,626
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$57,296,781
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$55,001,122
Aggregate carrying amount (costs) on sale of assets2014-12-31$48,718,221
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2014-12-31232247478
2013 : IRON WORKERS LOCAL 401 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$7,312,286
Total unrealized appreciation/depreciation of assets2013-12-31$7,312,286
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$133,377
Total income from all sources (including contributions)2013-12-31$20,727,597
Total loss/gain on sale of assets2013-12-31$4,891,824
Total of all expenses incurred2013-12-31$9,418,492
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$8,766,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,041,939
Value of total assets at end of year2013-12-31$97,114,567
Value of total assets at beginning of year2013-12-31$85,902,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$651,771
Total interest from all sources2013-12-31$1,898,928
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$582,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$56,179
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$5,972,481
Amount contributed by the employer to the plan for this plan year2013-12-31$5,972,481
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$4,831,624
Participant contributions at beginning of year2013-12-31$4,422,008
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,458
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$638,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$461,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$60,451
Administrative expenses (other) incurred2013-12-31$221,194
Liabilities. Value of operating payables at end of year2013-12-31$36,719
Liabilities. Value of operating payables at beginning of year2013-12-31$72,926
Total non interest bearing cash at end of year2013-12-31$157,680
Total non interest bearing cash at beginning of year2013-12-31$450,785
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$11,309,105
Value of net assets at end of year (total assets less liabilities)2013-12-31$97,077,848
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$85,768,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$374,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$142,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,507,323
Interest on participant loans2013-12-31$256,513
Income. Interest from US Government securities2013-12-31$581,886
Income. Interest from corporate debt instruments2013-12-31$1,047,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,315,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,994,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,994,554
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$13,332
Asset value of US Government securities at end of year2013-12-31$11,233,866
Asset value of US Government securities at beginning of year2013-12-31$20,597,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$5,972,481
Employer contributions (assets) at end of year2013-12-31$280,348
Employer contributions (assets) at beginning of year2013-12-31$213,248
Income. Dividends from common stock2013-12-31$582,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$8,766,721
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$20,217,157
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$22,376,549
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$57,296,781
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$31,878,305
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$471
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$59,906,377
Aggregate carrying amount (costs) on sale of assets2013-12-31$55,014,553
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2013-12-31232247478
2012 : IRON WORKERS LOCAL 401 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,869,312
Total unrealized appreciation/depreciation of assets2012-12-31$2,869,312
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$133,377
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$23,750
Total income from all sources (including contributions)2012-12-31$12,130,369
Total loss/gain on sale of assets2012-12-31$364,515
Total of all expenses incurred2012-12-31$13,333,012
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,774,787
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,628,917
Value of total assets at end of year2012-12-31$85,902,120
Value of total assets at beginning of year2012-12-31$86,995,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$558,225
Total interest from all sources2012-12-31$2,751,059
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$285,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$49,513
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$5,583,917
Amount contributed by the employer to the plan for this plan year2012-12-31$5,583,917
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$4,422,008
Participant contributions at beginning of year2012-12-31$4,833,332
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$45,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$461,050
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$785,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$60,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$15,338
Administrative expenses (other) incurred2012-12-31$217,623
Liabilities. Value of operating payables at end of year2012-12-31$72,926
Liabilities. Value of operating payables at beginning of year2012-12-31$8,412
Total non interest bearing cash at end of year2012-12-31$450,785
Total non interest bearing cash at beginning of year2012-12-31$303,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-1,202,643
Value of net assets at end of year (total assets less liabilities)2012-12-31$85,768,743
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$86,971,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$291,089
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,507,323
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,276,230
Interest on participant loans2012-12-31$281,806
Income. Interest from US Government securities2012-12-31$1,276,920
Income. Interest from corporate debt instruments2012-12-31$1,043,936
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,994,554
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,276,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,276,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$148,397
Asset value of US Government securities at end of year2012-12-31$20,597,827
Asset value of US Government securities at beginning of year2012-12-31$38,797,899
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$231,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$5,583,917
Employer contributions (assets) at end of year2012-12-31$213,248
Employer contributions (assets) at beginning of year2012-12-31$238,618
Income. Dividends from common stock2012-12-31$285,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,774,787
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$22,376,549
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$17,725,442
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$31,878,305
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$19,755,717
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$471
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$2,491
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$62,385,309
Aggregate carrying amount (costs) on sale of assets2012-12-31$62,020,794
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2012-12-31232247478
2011 : IRON WORKERS LOCAL 401 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,922,176
Total unrealized appreciation/depreciation of assets2011-12-31$-1,922,176
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,750
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$59,048
Total income from all sources (including contributions)2011-12-31$7,441,442
Total loss/gain on sale of assets2011-12-31$904,592
Total of all expenses incurred2011-12-31$8,745,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$8,166,782
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,199,618
Value of total assets at end of year2011-12-31$86,995,136
Value of total assets at beginning of year2011-12-31$88,334,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$578,717
Total interest from all sources2011-12-31$3,180,102
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$47,950
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$5,193,257
Amount contributed by the employer to the plan for this plan year2011-12-31$5,193,257
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$4,833,332
Participant contributions at beginning of year2011-12-31$5,244,685
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,361
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$785,981
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$683,415
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$15,338
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$15,337
Administrative expenses (other) incurred2011-12-31$213,153
Liabilities. Value of operating payables at end of year2011-12-31$8,412
Liabilities. Value of operating payables at beginning of year2011-12-31$43,711
Total non interest bearing cash at end of year2011-12-31$303,283
Total non interest bearing cash at beginning of year2011-12-31$1,230,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,304,057
Value of net assets at end of year (total assets less liabilities)2011-12-31$86,971,386
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$88,275,443
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$317,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,276,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,196,924
Interest on participant loans2011-12-31$319,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,276,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,737,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,737,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,860,729
Asset value of US Government securities at end of year2011-12-31$38,797,899
Asset value of US Government securities at beginning of year2011-12-31$43,853,751
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$79,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,193,257
Employer contributions (assets) at end of year2011-12-31$238,618
Employer contributions (assets) at beginning of year2011-12-31$233,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$8,166,782
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$17,725,442
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$18,648,158
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$19,755,717
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$13,501,534
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$2,491
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$4,511
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$52,285,720
Aggregate carrying amount (costs) on sale of assets2011-12-31$51,381,128
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2011-12-31232247478
2010 : IRON WORKERS LOCAL 401 ANNUITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,021,622
Total unrealized appreciation/depreciation of assets2010-12-31$2,021,622
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$59,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$285,675
Total income from all sources (including contributions)2010-12-31$11,322,188
Total loss/gain on sale of assets2010-12-31$842,117
Total of all expenses incurred2010-12-31$11,142,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$10,545,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,637,501
Value of total assets at end of year2010-12-31$88,334,491
Value of total assets at beginning of year2010-12-31$88,381,168
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$596,419
Total interest from all sources2010-12-31$3,396,442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$220,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$54,929
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$4,602,104
Amount contributed by the employer to the plan for this plan year2010-12-31$4,602,104
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Participant contributions at end of year2010-12-31$5,244,685
Participant contributions at beginning of year2010-12-31$6,335,694
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$35,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$683,415
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$601,206
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$15,337
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$256,203
Administrative expenses (other) incurred2010-12-31$216,536
Liabilities. Value of operating payables at end of year2010-12-31$43,711
Liabilities. Value of operating payables at beginning of year2010-12-31$29,472
Total non interest bearing cash at end of year2010-12-31$1,230,762
Total non interest bearing cash at beginning of year2010-12-31$1,037,554
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$179,950
Value of net assets at end of year (total assets less liabilities)2010-12-31$88,275,443
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$88,095,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$324,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,196,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,992,575
Interest on participant loans2010-12-31$384,147
Income. Interest from US Government securities2010-12-31$1,973,517
Income. Interest from corporate debt instruments2010-12-31$1,030,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,737,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,729,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,729,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,765
Asset value of US Government securities at end of year2010-12-31$43,853,751
Asset value of US Government securities at beginning of year2010-12-31$44,822,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$204,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,602,104
Employer contributions (assets) at end of year2010-12-31$233,623
Employer contributions (assets) at beginning of year2010-12-31$341,422
Income. Dividends from common stock2010-12-31$220,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$10,545,819
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$18,648,158
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$16,439,672
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$13,501,534
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$15,074,926
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$4,511
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$6,531
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$70,357,211
Aggregate carrying amount (costs) on sale of assets2010-12-31$69,515,094
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31FISCHER DORWART, P.C.
Accountancy firm EIN2010-12-31232247478
2009 : IRON WORKERS LOCAL 401 ANNUITY FUND 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$5,734,746
Amount contributed by the employer to the plan for this plan year2009-12-31$5,734,746

Form 5500 Responses for IRON WORKERS LOCAL 401 ANNUITY FUND

2022: IRON WORKERS LOCAL 401 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS LOCAL 401 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL 401 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL 401 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL 401 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL 401 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL 401 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL 401 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL 401 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL 401 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL 401 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL 401 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 401 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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