401k Plan data: IRON WORKERS LOCAL 36 ANNUITY FUND plan

IRON WORKERS LOCAL 36 ANNUITY FUND 401k Plan overview

Plan Name	IRON WORKERS LOCAL 36 ANNUITY FUND
Plan identification number	001

IRON WORKERS LOCAL 36 ANNUITY FUND Benefits

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

401k Sponsoring company profile

IRON WORKERS LOCAL 36 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: IRON WORKERS LOCAL 36 ANNUITY FUND

Employer identification number (EIN): 232376572

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 36 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-07-01 LEO MARTIN
001 2013-07-01 LEO MARTIN
001 2012-07-01 LEO MARTIN
001 2011-07-01 JOSEPH COLUCCI JAMES BENZING 2013-04-09
001 2009-07-01 JOSEPH COLUCCI JAMES BENZING 2011-03-17

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2014-07-01	LEO MARTIN
001	2013-07-01	LEO MARTIN
001	2012-07-01	LEO MARTIN
001	2011-07-01	JOSEPH COLUCCI	JAMES BENZING	2013-04-09
001	2009-07-01	JOSEPH COLUCCI	JAMES BENZING	2011-03-17

Plan Statistics for IRON WORKERS LOCAL 36 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 36 ANNUITY FUND

Measure Date Value
2014: IRON WORKERS LOCAL 36 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 0
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
2013: IRON WORKERS LOCAL 36 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 584
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 0
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 0
Number of participants with account balances 2013-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
Number of employers contributing to the scheme 2013-07-01 0
2012: IRON WORKERS LOCAL 36 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 722
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 584
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 584
Number of participants with account balances 2012-07-01 584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
Number of employers contributing to the scheme 2012-07-01 32
2011: IRON WORKERS LOCAL 36 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 737
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 722
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 722
Number of participants with account balances 2011-07-01 722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
Number of employers contributing to the scheme 2011-07-01 32
2009: IRON WORKERS LOCAL 36 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 749
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 774
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 774
Number of participants with account balances 2009-07-01 774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
Number of employers contributing to the scheme 2009-07-01 32

Measure	Date	Value
2014: IRON WORKERS LOCAL 36 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	0
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
2013: IRON WORKERS LOCAL 36 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	584
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	0
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	0
Number of participants with account balances	2013-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
Number of employers contributing to the scheme	2013-07-01	0
2012: IRON WORKERS LOCAL 36 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	722
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	584
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	584
Number of participants with account balances	2012-07-01	584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
Number of employers contributing to the scheme	2012-07-01	32
2011: IRON WORKERS LOCAL 36 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	737
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	722
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	722
Number of participants with account balances	2011-07-01	722
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
Number of employers contributing to the scheme	2011-07-01	32
2009: IRON WORKERS LOCAL 36 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	749
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	774
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	774
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	774
Number of participants with account balances	2009-07-01	774
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
Number of employers contributing to the scheme	2009-07-01	32

Financial Data on IRON WORKERS LOCAL 36 ANNUITY FUND

Measure	Date	Value
2014 : IRON WORKERS LOCAL 36 ANNUITY FUND 2014 401k financial data
Transfers to/from the plan	2014-10-09	$-324
Total plan liabilities at end of year	2014-10-09	$0
Total income from all sources	2014-10-09	$0
Expenses. Total of all expenses incurred	2014-10-09	$0
Total plan assets at end of year	2014-10-09	$0
Total plan assets at beginning of year	2014-10-09	$324
Value of fidelity bond covering the plan	2014-10-09	$500,000
Net income (gross income less expenses)	2014-10-09	$0
Net plan assets at end of year (total assets less liabilities)	2014-10-09	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-10-09	$324
Total contributions received or receivable from employer(s)	2014-10-09	$0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-10-09	$0
Funding deficiency by the employer to the plan for this plan year	2014-10-09	$0
Minimum employer required contribution for this plan year	2014-10-09	$0
Amount contributed by the employer to the plan for this plan year	2014-10-09	$0
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets from this plan	2014-06-30	$23,036,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$78,146
Total income from all sources (including contributions)	2014-06-30	$0
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$0
Value of total assets at end of year	2014-06-30	$324
Value of total assets at beginning of year	2014-06-30	$23,115,114
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$0
Total interest from all sources	2014-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-06-30	$0
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$500,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2014-06-30	$0
Minimum employer required contribution for this plan year	2014-06-30	$0
Amount contributed by the employer to the plan for this plan year	2014-06-30	$0
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at beginning of year	2014-06-30	$278,056
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$11,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$55,177
Liabilities. Value of operating payables at beginning of year	2014-06-30	$22,969
Total non interest bearing cash at beginning of year	2014-06-30	$312,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$0
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$324
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$23,036,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$324
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$22,451,442
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$22,451,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Employer contributions (assets) at beginning of year	2014-06-30	$61,383
Did the plan have assets held for investment	2014-06-30	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	No
Opinion of an independent qualified public accountant for this plan	2014-06-30	Unqualified
Accountancy firm name	2014-06-30	FISCHER DORWART, P.C.
Accountancy firm EIN	2014-06-30	232247478
2013 : IRON WORKERS LOCAL 36 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-06-30	$-462,441
Total unrealized appreciation/depreciation of assets	2013-06-30	$-462,441
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$78,146
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$31,619
Total income from all sources (including contributions)	2013-06-30	$1,910,417
Total loss/gain on sale of assets	2013-06-30	$1,148,203
Total of all expenses incurred	2013-06-30	$2,552,318
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,356,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$513,127
Value of total assets at end of year	2013-06-30	$23,115,114
Value of total assets at beginning of year	2013-06-30	$23,710,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$195,474
Total interest from all sources	2013-06-30	$646,790
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$64,738
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-06-30	$0
Administrative expenses professional fees incurred	2013-06-30	$20,350
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$481,432
Amount contributed by the employer to the plan for this plan year	2013-06-30	$481,432
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$278,056
Participant contributions at beginning of year	2013-06-30	$316,818
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$31,695
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$11,894
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$183,382
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$55,177
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$24,684
Administrative expenses (other) incurred	2013-06-30	$56,000
Liabilities. Value of operating payables at end of year	2013-06-30	$22,969
Liabilities. Value of operating payables at beginning of year	2013-06-30	$6,935
Total non interest bearing cash at end of year	2013-06-30	$312,339
Total non interest bearing cash at beginning of year	2013-06-30	$231,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$-641,901
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$23,036,968
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$23,678,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Investment advisory and management fees	2013-06-30	$119,124
Interest on participant loans	2013-06-30	$17,939
Income. Interest from US Government securities	2013-06-30	$536,214
Income. Interest from corporate debt instruments	2013-06-30	$93,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$22,451,442
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$1,073,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$1,073,973
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$-662
Asset value of US Government securities at beginning of year	2013-06-30	$14,380,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$481,432
Employer contributions (assets) at end of year	2013-06-30	$61,383
Employer contributions (assets) at beginning of year	2013-06-30	$29,696
Income. Dividends from common stock	2013-06-30	$64,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,356,844
Asset. Corporate debt instrument preferred debt at beginning of year	2013-06-30	$2,772,992
Assets. Corporate common stocks other than exployer securities at beginning of year	2013-06-30	$4,719,990
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$961
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Aggregate proceeds on sale of assets	2013-06-30	$28,004,626
Aggregate carrying amount (costs) on sale of assets	2013-06-30	$26,856,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	No
Opinion of an independent qualified public accountant for this plan	2013-06-30	Unqualified
Accountancy firm name	2013-06-30	FISCHER DORWART, P.C.
Accountancy firm EIN	2013-06-30	232247478
2012 : IRON WORKERS LOCAL 36 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-06-30	$-184,085
Total unrealized appreciation/depreciation of assets	2012-06-30	$-184,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$31,619
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$66,896
Total income from all sources (including contributions)	2012-06-30	$1,445,311
Total loss/gain on sale of assets	2012-06-30	$169,430
Total of all expenses incurred	2012-06-30	$1,662,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,440,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$659,081
Value of total assets at end of year	2012-06-30	$23,710,488
Value of total assets at beginning of year	2012-06-30	$23,962,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$222,112
Total interest from all sources	2012-06-30	$723,117
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$73,384
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Administrative expenses professional fees incurred	2012-06-30	$20,650
Was this plan covered by a fidelity bond	2012-06-30	Yes
Value of fidelity bond cover	2012-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2012-06-30	$0
Minimum employer required contribution for this plan year	2012-06-30	$631,700
Amount contributed by the employer to the plan for this plan year	2012-06-30	$631,700
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$316,818
Participant contributions at beginning of year	2012-06-30	$336,994
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$27,381
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$183,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$157,675
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$24,684
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$52,281
Other income not declared elsewhere	2012-06-30	$4,384
Administrative expenses (other) incurred	2012-06-30	$66,527
Liabilities. Value of operating payables at end of year	2012-06-30	$6,935
Liabilities. Value of operating payables at beginning of year	2012-06-30	$14,615
Total non interest bearing cash at end of year	2012-06-30	$231,697
Total non interest bearing cash at beginning of year	2012-06-30	$368,863
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$-217,073
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$23,678,869
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$23,895,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Investment advisory and management fees	2012-06-30	$134,935
Interest on participant loans	2012-06-30	$14,564
Income. Interest from US Government securities	2012-06-30	$583,060
Income. Interest from corporate debt instruments	2012-06-30	$119,352
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$1,073,973
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$832,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$832,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$6,141
Asset value of US Government securities at end of year	2012-06-30	$14,380,979
Asset value of US Government securities at beginning of year	2012-06-30	$13,314,084
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$631,700
Employer contributions (assets) at end of year	2012-06-30	$29,696
Employer contributions (assets) at beginning of year	2012-06-30	$66,494
Income. Dividends from common stock	2012-06-30	$73,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,440,272
Asset. Corporate debt instrument preferred debt at end of year	2012-06-30	$2,772,992
Asset. Corporate debt instrument preferred debt at beginning of year	2012-06-30	$4,060,881
Assets. Corporate common stocks other than exployer securities at end of year	2012-06-30	$4,719,990
Assets. Corporate common stocks other than exployer securities at beginning of year	2012-06-30	$4,822,910
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$961
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$2,723
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Aggregate proceeds on sale of assets	2012-06-30	$11,427,251
Aggregate carrying amount (costs) on sale of assets	2012-06-30	$11,257,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	No
Opinion of an independent qualified public accountant for this plan	2012-06-30	Unqualified
Accountancy firm name	2012-06-30	FISCHER DORWART, P.C.
Accountancy firm EIN	2012-06-30	232247478
2011 : IRON WORKERS LOCAL 36 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$437,010
Total unrealized appreciation/depreciation of assets	2011-06-30	$437,010
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$66,896
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$96,367
Total income from all sources (including contributions)	2011-06-30	$2,808,644
Total loss/gain on sale of assets	2011-06-30	$694,567
Total of all expenses incurred	2011-06-30	$2,657,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$2,440,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$894,020
Value of total assets at end of year	2011-06-30	$23,962,838
Value of total assets at beginning of year	2011-06-30	$23,840,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$216,378
Total interest from all sources	2011-06-30	$730,467
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$52,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Administrative expenses professional fees incurred	2011-06-30	$25,617
Was this plan covered by a fidelity bond	2011-06-30	Yes
Value of fidelity bond cover	2011-06-30	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$772,063
Amount contributed by the employer to the plan for this plan year	2011-06-30	$772,063
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$121,957
Participant contributions at end of year	2011-06-30	$336,994
Participant contributions at beginning of year	2011-06-30	$293,777
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$157,675
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$144,555
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$52,281
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$68,307
Administrative expenses (other) incurred	2011-06-30	$57,527
Liabilities. Value of operating payables at end of year	2011-06-30	$14,615
Liabilities. Value of operating payables at beginning of year	2011-06-30	$28,060
Total non interest bearing cash at end of year	2011-06-30	$368,863
Total non interest bearing cash at beginning of year	2011-06-30	$1,104,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Value of net income/loss	2011-06-30	$151,630
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$23,895,942
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$23,744,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Investment advisory and management fees	2011-06-30	$133,234
Interest on participant loans	2011-06-30	$16,097
Income. Interest from US Government securities	2011-06-30	$576,615
Income. Interest from corporate debt instruments	2011-06-30	$134,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$832,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$665,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$665,705
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$3,660
Asset value of US Government securities at end of year	2011-06-30	$13,314,084
Asset value of US Government securities at beginning of year	2011-06-30	$14,015,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$772,063
Employer contributions (assets) at end of year	2011-06-30	$66,494
Employer contributions (assets) at beginning of year	2011-06-30	$41,073
Income. Dividends from common stock	2011-06-30	$52,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$2,440,636
Asset. Corporate debt instrument preferred debt at end of year	2011-06-30	$4,060,881
Asset. Corporate debt instrument preferred debt at beginning of year	2011-06-30	$3,519,916
Assets. Corporate common stocks other than exployer securities at end of year	2011-06-30	$4,822,910
Assets. Corporate common stocks other than exployer securities at beginning of year	2011-06-30	$4,050,691
Assets. Value of buildings and other operty used in plan operation at end of year	2011-06-30	$2,723
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$4,999
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$10,079,932
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$9,385,365
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	No
Opinion of an independent qualified public accountant for this plan	2011-06-30	Unqualified
Accountancy firm name	2011-06-30	FISCHER DORWART, P.C.
Accountancy firm EIN	2011-06-30	232247478
2010 : IRON WORKERS LOCAL 36 ANNUITY FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$574,941
Amount contributed by the employer to the plan for this plan year	2010-06-30	$574,941

Form 5500 Responses for IRON WORKERS LOCAL 36 ANNUITY FUND

2014: IRON WORKERS LOCAL 36 ANNUITY FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS LOCAL 36 ANNUITY FUND 2013 form 5500 responses
2013-07-01	Type of plan entity	Multi-employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS LOCAL 36 ANNUITY FUND 2012 form 5500 responses
2012-07-01	Type of plan entity	Multi-employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS LOCAL 36 ANNUITY FUND 2011 form 5500 responses
2011-07-01	Type of plan entity	Multi-employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS LOCAL 36 ANNUITY FUND 2009 form 5500 responses
2009-07-01	Type of plan entity	Multi-employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	IRON WORKERS LOCAL 36 ANNUITY FUND
Employer identification number (EIN):	232376572
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds