401k Plan data: IRON WORKERS LOCAL 420 ANNUITY FUND plan

IRON WORKERS LOCAL 420 ANNUITY FUND 401k Plan overview

Plan Name	IRON WORKERS LOCAL 420 ANNUITY FUND
Plan identification number	001

IRON WORKERS LOCAL 420 ANNUITY FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

IRON WORKERS LOCAL 420 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: IRON WORKERS LOCAL 420 ANNUITY FUND

Employer identification number (EIN): 232448895

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 420 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-07-01 STEPHEN CONLEY
001 2016-07-01 STEPHEN CONLEY
001 2015-07-01 LEE SCARPONE
001 2014-07-01 LEE SCARPONE
001 2013-07-01 LEO MARTIN DONALD JACOBS 2015-04-02
001 2012-07-01 LEO MARTIN DONALD JACOBS 2014-02-17
001 2011-07-01 LEO MARTIN DONALD JACOBS 2013-04-01
001 2009-07-01 LEO MARTIN DONALD JACOBS 2011-03-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2017-07-01	STEPHEN CONLEY
001	2016-07-01	STEPHEN CONLEY
001	2015-07-01	LEE SCARPONE
001	2014-07-01	LEE SCARPONE
001	2013-07-01	LEO MARTIN	DONALD JACOBS	2015-04-02
001	2012-07-01	LEO MARTIN	DONALD JACOBS	2014-02-17
001	2011-07-01	LEO MARTIN	DONALD JACOBS	2013-04-01
001	2009-07-01	LEO MARTIN	DONALD JACOBS	2011-03-07

Plan Statistics for IRON WORKERS LOCAL 420 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 420 ANNUITY FUND

Measure Date Value
2017: IRON WORKERS LOCAL 420 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 668
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
Number of employers contributing to the scheme 2017-07-01 0
2016: IRON WORKERS LOCAL 420 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 540
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 330
Number of retired or separated participants receiving benefits 2016-07-01 16
Number of other retired or separated participants entitled to future benefits 2016-07-01 322
Total of all active and inactive participants 2016-07-01 668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 668
Number of participants with account balances 2016-07-01 668
Number of employers contributing to the scheme 2016-07-01 40
2015: IRON WORKERS LOCAL 420 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 576
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 317
Number of retired or separated participants receiving benefits 2015-07-01 12
Number of other retired or separated participants entitled to future benefits 2015-07-01 211
Total of all active and inactive participants 2015-07-01 540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 540
Number of participants with account balances 2015-07-01 540
Number of employers contributing to the scheme 2015-07-01 28
2014: IRON WORKERS LOCAL 420 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 617
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 538
Number of retired or separated participants receiving benefits 2014-07-01 38
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 576
Number of participants with account balances 2014-07-01 576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
Number of employers contributing to the scheme 2014-07-01 19
2013: IRON WORKERS LOCAL 420 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 338
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 579
Number of retired or separated participants receiving benefits 2013-07-01 38
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 617
Number of participants with account balances 2013-07-01 617
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 19
2012: IRON WORKERS LOCAL 420 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 347
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 338
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 2012-07-01 338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 338
Number of participants with account balances 2012-07-01 338
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 19
2011: IRON WORKERS LOCAL 420 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 342
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 347
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 2011-07-01 347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 347
Number of participants with account balances 2011-07-01 347
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 19
2009: IRON WORKERS LOCAL 420 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 374
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 295
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 2009-07-01 295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 295
Number of participants with account balances 2009-07-01 295
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 19

Measure	Date	Value
2017: IRON WORKERS LOCAL 420 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	668
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
Number of employers contributing to the scheme	2017-07-01	0
2016: IRON WORKERS LOCAL 420 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	540
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	330
Number of retired or separated participants receiving benefits	2016-07-01	16
Number of other retired or separated participants entitled to future benefits	2016-07-01	322
Total of all active and inactive participants	2016-07-01	668
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	668
Number of participants with account balances	2016-07-01	668
Number of employers contributing to the scheme	2016-07-01	40
2015: IRON WORKERS LOCAL 420 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	576
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	317
Number of retired or separated participants receiving benefits	2015-07-01	12
Number of other retired or separated participants entitled to future benefits	2015-07-01	211
Total of all active and inactive participants	2015-07-01	540
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	540
Number of participants with account balances	2015-07-01	540
Number of employers contributing to the scheme	2015-07-01	28
2014: IRON WORKERS LOCAL 420 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	617
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	538
Number of retired or separated participants receiving benefits	2014-07-01	38
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	576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	576
Number of participants with account balances	2014-07-01	576
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
Number of employers contributing to the scheme	2014-07-01	19
2013: IRON WORKERS LOCAL 420 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	338
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	579
Number of retired or separated participants receiving benefits	2013-07-01	38
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	617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	617
Number of participants with account balances	2013-07-01	617
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	19
2012: IRON WORKERS LOCAL 420 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	347
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	338
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	338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	338
Number of participants with account balances	2012-07-01	338
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	19
2011: IRON WORKERS LOCAL 420 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	342
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	347
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	347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	347
Number of participants with account balances	2011-07-01	347
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	19
2009: IRON WORKERS LOCAL 420 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	374
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	295
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	295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	295
Number of participants with account balances	2009-07-01	295
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	19

Financial Data on IRON WORKERS LOCAL 420 ANNUITY FUND

Measure	Date	Value
2017 : IRON WORKERS LOCAL 420 ANNUITY FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-14	$0
Total transfer of assets from this plan	2017-12-14	$25,832,794
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-14	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-14	$103,433
Total income from all sources (including contributions)	2017-12-14	$364,014
Total loss/gain on sale of assets	2017-12-14	$0
Total of all expenses incurred	2017-12-14	$1,125,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-14	$1,057,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-14	$0
Value of total assets at end of year	2017-12-14	$0
Value of total assets at beginning of year	2017-12-14	$26,698,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-14	$68,359
Total interest from all sources	2017-12-14	$109
Total dividends received (eg from common stock, registered investment company shares)	2017-12-14	$1,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-14	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-14	$1,411
Was this plan covered by a fidelity bond	2017-12-14	Yes
Value of fidelity bond cover	2017-12-14	$500,000
If this is an individual account plan, was there a blackout period	2017-12-14	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-14	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-14	$0
Minimum employer required contribution for this plan year	2017-12-14	$0
Amount contributed by the employer to the plan for this plan year	2017-12-14	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-14	No
Participant contributions at end of year	2017-12-14	$0
Participant contributions at beginning of year	2017-12-14	$179,853
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-14	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-14	$13,588
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-14	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-14	$97,233
Administrative expenses (other) incurred	2017-12-14	$49,355
Liabilities. Value of operating payables at end of year	2017-12-14	$0
Liabilities. Value of operating payables at beginning of year	2017-12-14	$6,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-14	No
Value of net income/loss	2017-12-14	$-761,784
Value of net assets at end of year (total assets less liabilities)	2017-12-14	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-14	$26,594,578
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-14	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-14	No
Were any leases to which the plan was party in default or uncollectible	2017-12-14	No
Investment advisory and management fees	2017-12-14	$15,812
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-14	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-14	$23,102,206
Interest on participant loans	2017-12-14	$109
Value of interest in common/collective trusts at end of year	2017-12-14	$0
Value of interest in common/collective trusts at beginning of year	2017-12-14	$2,785,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-14	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-14	$554,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-14	$554,787
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-14	$359,064
Net investment gain or loss from common/collective trusts	2017-12-14	$3,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-14	No
Was there a failure to transmit to the plan any participant contributions	2017-12-14	No
Has the plan failed to provide any benefit when due under the plan	2017-12-14	No
Employer contributions (assets) at end of year	2017-12-14	$0
Employer contributions (assets) at beginning of year	2017-12-14	$62,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-14	$1,057,439
Contract administrator fees	2017-12-14	$3,192
Did the plan have assets held for investment	2017-12-14	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	2017-12-14	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-14	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-14	No
Opinion of an independent qualified public accountant for this plan	2017-12-14	Unqualified
Accountancy firm name	2017-12-14	FISCHER DORWART, PC
Accountancy firm EIN	2017-12-14	232247478
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$103,433
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$37,166
Total income from all sources (including contributions)	2017-06-30	$3,037,586
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$3,014,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$2,861,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$919,604
Value of total assets at end of year	2017-06-30	$26,698,011
Value of total assets at beginning of year	2017-06-30	$26,608,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$153,344
Total interest from all sources	2017-06-30	$8,625
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$690,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$690,580
Administrative expenses professional fees incurred	2017-06-30	$75,947
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$500,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Participant contributions at end of year	2017-06-30	$179,853
Participant contributions at beginning of year	2017-06-30	$271,180
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$13,588
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$15,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$97,233
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$30,913
Administrative expenses (other) incurred	2017-06-30	$36,927
Liabilities. Value of operating payables at end of year	2017-06-30	$6,200
Liabilities. Value of operating payables at beginning of year	2017-06-30	$6,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$22,769
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$26,594,578
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$26,571,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$40,470
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$23,102,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$22,754,046
Interest on participant loans	2017-06-30	$8,625
Value of interest in common/collective trusts at end of year	2017-06-30	$2,785,031
Value of interest in common/collective trusts at beginning of year	2017-06-30	$3,135,614
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$554,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$387,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$387,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$1,367,545
Net investment gain or loss from common/collective trusts	2017-06-30	$51,232
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$919,604
Employer contributions (assets) at end of year	2017-06-30	$62,546
Employer contributions (assets) at beginning of year	2017-06-30	$44,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$2,861,473
Assets. Value of buildings and other operty used in plan operation at beginning of year	2017-06-30	$162
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	No
Opinion of an independent qualified public accountant for this plan	2017-06-30	Unqualified
Accountancy firm name	2017-06-30	FISCHER DORWART, P.C.
Accountancy firm EIN	2017-06-30	232247478
2016 : IRON WORKERS LOCAL 420 ANNUITY FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$37,166
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$120,725
Total income from all sources (including contributions)	2016-06-30	$1,101,340
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$4,244,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$4,111,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$1,099,487
Value of total assets at end of year	2016-06-30	$26,608,975
Value of total assets at beginning of year	2016-06-30	$29,835,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$133,318
Total interest from all sources	2016-06-30	$25,074
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$303,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$303,740
Administrative expenses professional fees incurred	2016-06-30	$61,340
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$500,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2016-06-30	$0
Minimum employer required contribution for this plan year	2016-06-30	$1,099,487
Amount contributed by the employer to the plan for this plan year	2016-06-30	$1,099,487
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$271,180
Participant contributions at beginning of year	2016-06-30	$273,685
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$15,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$17,398
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$30,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$111,560
Administrative expenses (other) incurred	2016-06-30	$59,825
Liabilities. Value of operating payables at end of year	2016-06-30	$6,253
Liabilities. Value of operating payables at beginning of year	2016-06-30	$9,165
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$-3,143,338
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$26,571,809
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$29,715,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Investment advisory and management fees	2016-06-30	$12,153
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$22,754,046
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$24,686,625
Interest on participant loans	2016-06-30	$25,074
Value of interest in common/collective trusts at end of year	2016-06-30	$3,135,614
Value of interest in common/collective trusts at beginning of year	2016-06-30	$4,019,562
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$387,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$755,067
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$755,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-427,150
Net investment gain or loss from common/collective trusts	2016-06-30	$100,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$1,099,487
Employer contributions (assets) at end of year	2016-06-30	$44,331
Employer contributions (assets) at beginning of year	2016-06-30	$83,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$4,111,360
Assets. Value of buildings and other operty used in plan operation at end of year	2016-06-30	$162
Assets. Value of buildings and other operty used in plan operation at beginning of year	2016-06-30	$356
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	No
Opinion of an independent qualified public accountant for this plan	2016-06-30	Unqualified
Accountancy firm name	2016-06-30	FISCHER DORWART, P.C.
Accountancy firm EIN	2016-06-30	232247478
2015 : IRON WORKERS LOCAL 420 ANNUITY FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$120,725
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$61,760
Total income from all sources (including contributions)	2015-06-30	$1,252,498
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$2,583,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,431,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$1,165,575
Value of total assets at end of year	2015-06-30	$29,835,872
Value of total assets at beginning of year	2015-06-30	$31,107,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$151,695
Total interest from all sources	2015-06-30	$11,835
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$2,117,943
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$2,117,943
Administrative expenses professional fees incurred	2015-06-30	$43,119
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$500,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2015-06-30	$0
Minimum employer required contribution for this plan year	2015-06-30	$1,165,575
Amount contributed by the employer to the plan for this plan year	2015-06-30	$1,165,575
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$273,685
Participant contributions at beginning of year	2015-06-30	$351,116
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$17,398
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$7,317
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$111,560
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$52,279
Other income not declared elsewhere	2015-06-30	$77,158
Administrative expenses (other) incurred	2015-06-30	$108,576
Liabilities. Value of operating payables at end of year	2015-06-30	$9,165
Liabilities. Value of operating payables at beginning of year	2015-06-30	$9,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$-1,330,913
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$29,715,147
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$31,046,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$24,686,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$26,185,288
Interest on participant loans	2015-06-30	$11,835
Value of interest in common/collective trusts at end of year	2015-06-30	$4,019,562
Value of interest in common/collective trusts at beginning of year	2015-06-30	$4,084,317
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$755,067
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$438,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$438,732
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-2,195,894
Net investment gain or loss from common/collective trusts	2015-06-30	$75,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$1,165,575
Employer contributions (assets) at end of year	2015-06-30	$83,179
Employer contributions (assets) at beginning of year	2015-06-30	$39,449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,431,716
Assets. Value of buildings and other operty used in plan operation at end of year	2015-06-30	$356
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-06-30	$1,601
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	No
Opinion of an independent qualified public accountant for this plan	2015-06-30	Unqualified
Accountancy firm name	2015-06-30	FISCHER DORWART, P.C.
Accountancy firm EIN	2015-06-30	232247478
2014 : IRON WORKERS LOCAL 420 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total transfer of assets to this plan	2014-06-30	$23,036,968
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$61,760
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$62,181
Total income from all sources (including contributions)	2014-06-30	$4,019,010
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$5,327,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$5,151,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$974,686
Value of total assets at end of year	2014-06-30	$31,107,820
Value of total assets at beginning of year	2014-06-30	$9,379,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$176,247
Total interest from all sources	2014-06-30	$16,840
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$1,377,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$1,377,799
Administrative expenses professional fees incurred	2014-06-30	$50,510
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	$974,686
Amount contributed by the employer to the plan for this plan year	2014-06-30	$974,686
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$351,116
Participant contributions at beginning of year	2014-06-30	$73,173
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$7,317
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$9,418
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$52,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$48,650
Other income not declared elsewhere	2014-06-30	$66,007
Administrative expenses (other) incurred	2014-06-30	$125,737
Liabilities. Value of operating payables at end of year	2014-06-30	$9,481
Liabilities. Value of operating payables at beginning of year	2014-06-30	$13,531
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	$-1,308,689
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$31,046,060
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$9,317,781
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 in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$26,185,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,646,615
Interest on participant loans	2014-06-30	$14,270
Value of interest in common/collective trusts at end of year	2014-06-30	$4,084,317
Value of interest in common/collective trusts at beginning of year	2014-06-30	$4,355,147
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$438,732
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$270,261
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$270,261
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$2,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$1,503,783
Net investment gain or loss from common/collective trusts	2014-06-30	$79,895
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
Contributions received in cash from employer	2014-06-30	$974,686
Employer contributions (assets) at end of year	2014-06-30	$39,449
Employer contributions (assets) at beginning of year	2014-06-30	$22,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$5,151,452
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$1,601
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$2,845
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
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 420 ANNUITY FUND 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$62,181
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$87,199
Total income from all sources (including contributions)	2013-06-30	$1,027,765
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,313,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,181,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$446,451
Value of total assets at end of year	2013-06-30	$9,379,962
Value of total assets at beginning of year	2013-06-30	$9,691,023
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$132,519
Total interest from all sources	2013-06-30	$5,840
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$174,546
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$174,546
Administrative expenses professional fees incurred	2013-06-30	$44,143
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	$439,341
Amount contributed by the employer to the plan for this plan year	2013-06-30	$439,341
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$73,173
Participant contributions at beginning of year	2013-06-30	$107,511
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$7,110
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$9,418
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$10,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$48,650
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$74,198
Other income not declared elsewhere	2013-06-30	$18,298
Administrative expenses (other) incurred	2013-06-30	$88,376
Liabilities. Value of operating payables at end of year	2013-06-30	$13,531
Liabilities. Value of operating payables at beginning of year	2013-06-30	$13,001
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	$-286,043
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$9,317,781
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$9,603,824
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$4,646,615
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$4,172,240
Interest on participant loans	2013-06-30	$5,241
Value of interest in common/collective trusts at end of year	2013-06-30	$4,355,147
Value of interest in common/collective trusts at beginning of year	2013-06-30	$5,157,567
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$270,261
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$218,221
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$218,221
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$599
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$262,422
Net investment gain or loss from common/collective trusts	2013-06-30	$120,208
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	$439,341
Employer contributions (assets) at end of year	2013-06-30	$22,503
Employer contributions (assets) at beginning of year	2013-06-30	$19,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,181,289
Assets. Value of buildings and other operty used in plan operation at end of year	2013-06-30	$2,845
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$5,413
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
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 420 ANNUITY FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$87,199
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$116,103
Total income from all sources (including contributions)	2012-06-30	$795,555
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$1,461,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,346,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$599,543
Value of total assets at end of year	2012-06-30	$9,691,023
Value of total assets at beginning of year	2012-06-30	$10,385,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$114,747
Total interest from all sources	2012-06-30	$4,657
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$78,935
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$78,935
Administrative expenses professional fees incurred	2012-06-30	$32,792
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	$548,328
Amount contributed by the employer to the plan for this plan year	2012-06-30	$548,328
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$107,511
Participant contributions at beginning of year	2012-06-30	$191,341
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$51,215
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$10,131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$13,498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$74,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$103,191
Other income not declared elsewhere	2012-06-30	$24,804
Administrative expenses (other) incurred	2012-06-30	$81,955
Liabilities. Value of operating payables at end of year	2012-06-30	$13,001
Liabilities. Value of operating payables at beginning of year	2012-06-30	$12,912
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	$-665,882
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$9,603,824
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$10,269,706
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$4,172,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,794,537
Interest on participant loans	2012-06-30	$3,293
Value of interest in common/collective trusts at end of year	2012-06-30	$5,157,567
Value of interest in common/collective trusts at beginning of year	2012-06-30	$5,976,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$218,221
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$375,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$375,104
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-06-30	$1,364
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-55,244
Net investment gain or loss from common/collective trusts	2012-06-30	$142,860
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	$548,328
Employer contributions (assets) at end of year	2012-06-30	$19,940
Employer contributions (assets) at beginning of year	2012-06-30	$27,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,346,690
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$5,413
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$7,303
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
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 420 ANNUITY FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$116,103
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$140,194
Total income from all sources (including contributions)	2011-06-30	$1,626,181
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,223,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,119,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$568,361
Value of total assets at end of year	2011-06-30	$10,385,809
Value of total assets at beginning of year	2011-06-30	$10,006,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$104,024
Total interest from all sources	2011-06-30	$23,426
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$110,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$110,525
Administrative expenses professional fees incurred	2011-06-30	$31,783
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	$568,361
Amount contributed by the employer to the plan for this plan year	2011-06-30	$568,361
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$191,341
Participant contributions at beginning of year	2011-06-30	$103,115
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$13,498
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$16,013
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$103,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$127,958
Other income not declared elsewhere	2011-06-30	$37,937
Administrative expenses (other) incurred	2011-06-30	$72,241
Liabilities. Value of operating payables at end of year	2011-06-30	$12,912
Liabilities. Value of operating payables at beginning of year	2011-06-30	$12,236
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	$403,086
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$10,269,706
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$9,866,620
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$3,794,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,522,160
Interest on participant loans	2011-06-30	$4,703
Interest earned on other investments	2011-06-30	$18,077
Value of interest in common/collective trusts at end of year	2011-06-30	$5,976,922
Value of interest in common/collective trusts at beginning of year	2011-06-30	$6,170,443
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$375,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$178,867
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$178,867
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$562,106
Net investment gain or loss from common/collective trusts	2011-06-30	$323,826
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	$568,361
Employer contributions (assets) at end of year	2011-06-30	$27,104
Employer contributions (assets) at beginning of year	2011-06-30	$10,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,119,071
Assets. Value of buildings and other operty used in plan operation at end of year	2011-06-30	$7,303
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$5,488
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
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 420 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	$311,006
Amount contributed by the employer to the plan for this plan year	2010-06-30	$311,006

Form 5500 Responses for IRON WORKERS LOCAL 420 ANNUITY FUND

2017: IRON WORKERS LOCAL 420 ANNUITY FUND 2017 form 5500 responses
2017-07-01	Type of plan entity	Multi-employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	Yes
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS LOCAL 420 ANNUITY FUND 2016 form 5500 responses
2016-07-01	Type of plan entity	Multi-employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS LOCAL 420 ANNUITY FUND 2015 form 5500 responses
2015-07-01	Type of plan entity	Multi-employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS LOCAL 420 ANNUITY FUND 2014 form 5500 responses
2014-07-01	Type of plan entity	Multi-employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS LOCAL 420 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 420 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 420 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 420 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 420 ANNUITY FUND
Employer identification number (EIN):	232448895
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds