401k Plan data: IRON WORKERS LOCAL 489 ANNUITY FUND plan

IRON WORKERS LOCAL 489 ANNUITY FUND 401k Plan overview

Plan Name	IRON WORKERS LOCAL 489 ANNUITY FUND
Plan identification number	001

IRON WORKERS LOCAL 489 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 489 ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name: IRON WORKERS LOCAL 489 ANNUITY FUND

Employer identification number (EIN): 232462876

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 489 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 THOMAS CALPIN JAMES SNODGRASS SR 2017-02-28
001 2014-07-01 THOMAS CALPIN JAMES SNODGRASS SR 2016-01-12
001 2013-07-01 KEVIN MCHUGH JAMES SNODGRASS SR 2015-03-31
001 2012-07-01 KEVIN MCHUGH JAMES SNODGRASS SR 2014-02-12
001 2011-07-01 KEVIN MCHUGH JAMES SNODGRASS SR 2013-04-15
001 2009-07-01 KEVIN MCHUGH JAMES SNODGRASS SR 2011-03-15

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	THOMAS CALPIN	JAMES SNODGRASS SR	2017-02-28
001	2014-07-01	THOMAS CALPIN	JAMES SNODGRASS SR	2016-01-12
001	2013-07-01	KEVIN MCHUGH	JAMES SNODGRASS SR	2015-03-31
001	2012-07-01	KEVIN MCHUGH	JAMES SNODGRASS SR	2014-02-12
001	2011-07-01	KEVIN MCHUGH	JAMES SNODGRASS SR	2013-04-15
001	2009-07-01	KEVIN MCHUGH	JAMES SNODGRASS SR	2011-03-15

Plan Statistics for IRON WORKERS LOCAL 489 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCAL 489 ANNUITY FUND

Measure Date Value
2017: IRON WORKERS LOCAL 489 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year 2017-07-01 448
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 0
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 0
Total of all active and inactive participants 2017-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 0
Total participants 2017-07-01 0
Number of participants with account balances 2017-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 0
Number of employers contributing to the scheme 2017-07-01 0
2016: IRON WORKERS LOCAL 489 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year 2016-07-01 271
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 394
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 54
Total of all active and inactive participants 2016-07-01 448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 0
Total participants 2016-07-01 448
Number of participants with account balances 2016-07-01 448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 0
Number of employers contributing to the scheme 2016-07-01 40
2015: IRON WORKERS LOCAL 489 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year 2015-07-01 301
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 186
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 85
Total of all active and inactive participants 2015-07-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 0
Total participants 2015-07-01 271
Number of participants with account balances 2015-07-01 271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 0
Number of employers contributing to the scheme 2015-07-01 25
2014: IRON WORKERS LOCAL 489 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year 2014-07-01 285
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 301
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 2014-07-01 301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 301
Number of participants with account balances 2014-07-01 301
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 25
2013: IRON WORKERS LOCAL 489 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year 2013-07-01 289
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 285
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 2013-07-01 285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 285
Number of participants with account balances 2013-07-01 285
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 25
2012: IRON WORKERS LOCAL 489 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year 2012-07-01 266
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 289
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 2012-07-01 289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 289
Number of participants with account balances 2012-07-01 289
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 25
2011: IRON WORKERS LOCAL 489 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year 2011-07-01 454
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 266
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 2011-07-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 266
Number of participants with account balances 2011-07-01 266
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 25
2009: IRON WORKERS LOCAL 489 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year 2009-07-01 392
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 373
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 2009-07-01 373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 373
Number of participants with account balances 2009-07-01 373
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 25

Measure	Date	Value
2017: IRON WORKERS LOCAL 489 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year	2017-07-01	448
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	0
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	0
Total of all active and inactive participants	2017-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	0
Total participants	2017-07-01	0
Number of participants with account balances	2017-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	0
Number of employers contributing to the scheme	2017-07-01	0
2016: IRON WORKERS LOCAL 489 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year	2016-07-01	271
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	394
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	54
Total of all active and inactive participants	2016-07-01	448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	0
Total participants	2016-07-01	448
Number of participants with account balances	2016-07-01	448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	0
Number of employers contributing to the scheme	2016-07-01	40
2015: IRON WORKERS LOCAL 489 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year	2015-07-01	301
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	186
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	85
Total of all active and inactive participants	2015-07-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	0
Total participants	2015-07-01	271
Number of participants with account balances	2015-07-01	271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	0
Number of employers contributing to the scheme	2015-07-01	25
2014: IRON WORKERS LOCAL 489 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year	2014-07-01	285
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	301
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	301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	301
Number of participants with account balances	2014-07-01	301
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	25
2013: IRON WORKERS LOCAL 489 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year	2013-07-01	289
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	285
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	285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	285
Number of participants with account balances	2013-07-01	285
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	25
2012: IRON WORKERS LOCAL 489 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year	2012-07-01	266
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	289
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	289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	289
Number of participants with account balances	2012-07-01	289
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	25
2011: IRON WORKERS LOCAL 489 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year	2011-07-01	454
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	266
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	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	266
Number of participants with account balances	2011-07-01	266
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	25
2009: IRON WORKERS LOCAL 489 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year	2009-07-01	392
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	373
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	373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	373
Number of participants with account balances	2009-07-01	373
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	25

Financial Data on IRON WORKERS LOCAL 489 ANNUITY FUND

Measure	Date	Value
2017 : IRON WORKERS LOCAL 489 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	$13,937,643
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	$61,012
Total income from all sources (including contributions)	2017-12-14	$160,379
Total loss/gain on sale of assets	2017-12-14	$0
Total of all expenses incurred	2017-12-14	$67,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-14	$54,749
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	$13,906,032
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-14	$13,007
Total interest from all sources	2017-12-14	$1,874
Total dividends received (eg from common stock, registered investment company shares)	2017-12-14	$297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-14	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-14	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-14	$297
Administrative expenses professional fees incurred	2017-12-14	$500
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	$226,434
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	$7,564
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	$53,262
Administrative expenses (other) incurred	2017-12-14	$11,487
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	$7,750
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	$92,623
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	$13,845,020
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
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	$7,729,009
Interest on participant loans	2017-12-14	$1,874
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	$5,483,370
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	$270,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-14	$270,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-14	$150,876
Net investment gain or loss from common/collective trusts	2017-12-14	$7,332
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	$188,988
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-14	$54,749
Contract administrator fees	2017-12-14	$1,020
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	$61,012
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$30,504
Total income from all sources (including contributions)	2017-06-30	$2,705,452
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$1,098,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$938,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$1,800,213
Value of total assets at end of year	2017-06-30	$13,906,032
Value of total assets at beginning of year	2017-06-30	$12,268,391
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$159,713
Total interest from all sources	2017-06-30	$13,625
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$185,479
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	$185,479
Administrative expenses professional fees incurred	2017-06-30	$28,744
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	$226,434
Participant contributions at beginning of year	2017-06-30	$290,795
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-06-30	$7,564
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-06-30	$6,939
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-06-30	$53,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-06-30	$22,754
Administrative expenses (other) incurred	2017-06-30	$130,969
Liabilities. Value of operating payables at end of year	2017-06-30	$7,750
Liabilities. Value of operating payables at beginning of year	2017-06-30	$7,750
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	$1,607,133
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$13,845,020
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$12,237,887
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$7,729,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$5,951,697
Interest on participant loans	2017-06-30	$13,625
Value of interest in common/collective trusts at end of year	2017-06-30	$5,483,370
Value of interest in common/collective trusts at beginning of year	2017-06-30	$5,866,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-06-30	$270,667
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-06-30	$111,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-06-30	$111,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$622,802
Net investment gain or loss from common/collective trusts	2017-06-30	$83,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$1,800,213
Employer contributions (assets) at end of year	2017-06-30	$188,988
Employer contributions (assets) at beginning of year	2017-06-30	$40,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$938,606
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 489 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	$30,504
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$21,875
Total income from all sources (including contributions)	2016-06-30	$875,464
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$1,112,331
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$974,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$766,433
Value of total assets at end of year	2016-06-30	$12,268,391
Value of total assets at beginning of year	2016-06-30	$12,496,629
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$137,431
Total interest from all sources	2016-06-30	$14,409
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$589,767
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	$589,767
Administrative expenses professional fees incurred	2016-06-30	$30,604
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	$746,295
Amount contributed by the employer to the plan for this plan year	2016-06-30	$746,295
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Participant contributions at end of year	2016-06-30	$290,795
Participant contributions at beginning of year	2016-06-30	$261,659
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$20,138
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-06-30	$6,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-06-30	$7,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-06-30	$22,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-06-30	$14,125
Other income not declared elsewhere	2016-06-30	$43,540
Administrative expenses (other) incurred	2016-06-30	$106,827
Liabilities. Value of operating payables at end of year	2016-06-30	$7,750
Liabilities. Value of operating payables at beginning of year	2016-06-30	$7,750
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	$-236,867
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$12,237,887
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$12,474,754
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$5,951,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$6,196,963
Interest on participant loans	2016-06-30	$14,409
Value of interest in common/collective trusts at end of year	2016-06-30	$5,866,958
Value of interest in common/collective trusts at beginning of year	2016-06-30	$5,800,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-06-30	$111,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-06-30	$184,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-06-30	$184,890
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-538,685
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	$746,295
Employer contributions (assets) at end of year	2016-06-30	$40,044
Employer contributions (assets) at beginning of year	2016-06-30	$45,125
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$974,900
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 489 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	$21,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$62,588
Total income from all sources (including contributions)	2015-06-30	$1,110,039
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$1,105,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$976,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$957,786
Value of total assets at end of year	2015-06-30	$12,496,629
Value of total assets at beginning of year	2015-06-30	$12,532,718
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$128,542
Total interest from all sources	2015-06-30	$14,253
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$594,404
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	$594,404
Administrative expenses professional fees incurred	2015-06-30	$19,588
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	$956,206
Amount contributed by the employer to the plan for this plan year	2015-06-30	$956,206
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Participant contributions at end of year	2015-06-30	$261,659
Participant contributions at beginning of year	2015-06-30	$206,019
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$1,580
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-06-30	$7,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-06-30	$9,570
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-06-30	$14,125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-06-30	$53,793
Other income not declared elsewhere	2015-06-30	$35,770
Administrative expenses (other) incurred	2015-06-30	$108,954
Liabilities. Value of operating payables at end of year	2015-06-30	$7,750
Liabilities. Value of operating payables at beginning of year	2015-06-30	$8,795
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	$4,624
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$12,474,754
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$12,470,130
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	$6,196,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$6,160,752
Interest on participant loans	2015-06-30	$14,253
Value of interest in common/collective trusts at end of year	2015-06-30	$5,800,454
Value of interest in common/collective trusts at beginning of year	2015-06-30	$5,940,923
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-06-30	$184,890
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-06-30	$163,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-06-30	$163,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$-603,503
Net investment gain or loss from common/collective trusts	2015-06-30	$111,329
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	$956,206
Employer contributions (assets) at end of year	2015-06-30	$45,125
Employer contributions (assets) at beginning of year	2015-06-30	$51,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$976,873
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-06-30	$219
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 489 ANNUITY FUND 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$62,588
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$50,098
Total income from all sources (including contributions)	2014-06-30	$2,035,820
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,438,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,338,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$964,132
Value of total assets at end of year	2014-06-30	$12,532,718
Value of total assets at beginning of year	2014-06-30	$11,923,347
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$100,667
Total interest from all sources	2014-06-30	$9,277
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$287,136
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	$287,136
Administrative expenses professional fees incurred	2014-06-30	$17,075
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
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	$907,690
Amount contributed by the employer to the plan for this plan year	2014-06-30	$907,690
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Participant contributions at end of year	2014-06-30	$206,019
Participant contributions at beginning of year	2014-06-30	$181,674
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$56,442
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-06-30	$9,570
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-06-30	$9,232
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-06-30	$53,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-06-30	$40,422
Other income not declared elsewhere	2014-06-30	$30,646
Administrative expenses (other) incurred	2014-06-30	$83,592
Liabilities. Value of operating payables at end of year	2014-06-30	$8,795
Liabilities. Value of operating payables at beginning of year	2014-06-30	$9,676
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	$596,881
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$12,470,130
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$11,873,249
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	$6,160,752
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$4,838,028
Interest on participant loans	2014-06-30	$8,887
Value of interest in common/collective trusts at end of year	2014-06-30	$5,940,923
Value of interest in common/collective trusts at beginning of year	2014-06-30	$6,437,627
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-06-30	$163,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-06-30	$423,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-06-30	$423,296
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-06-30	$390
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$626,105
Net investment gain or loss from common/collective trusts	2014-06-30	$118,524
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	$907,690
Employer contributions (assets) at end of year	2014-06-30	$51,283
Employer contributions (assets) at beginning of year	2014-06-30	$33,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,338,272
Assets. Value of buildings and other operty used in plan operation at end of year	2014-06-30	$219
Assets. Value of buildings and other operty used in plan operation at beginning of year	2014-06-30	$438
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 489 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	$50,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$47,135
Total income from all sources (including contributions)	2013-06-30	$1,519,216
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$1,491,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$1,384,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$732,477
Value of total assets at end of year	2013-06-30	$11,923,347
Value of total assets at beginning of year	2013-06-30	$11,892,435
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$106,803
Total interest from all sources	2013-06-30	$9,567
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$235,026
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	$235,026
Administrative expenses professional fees incurred	2013-06-30	$22,350
Was this plan covered by a fidelity bond	2013-06-30	Yes
Value of fidelity bond cover	2013-06-30	$500,000
Funding deficiency by the employer to the plan for this plan year	2013-06-30	$0
Minimum employer required contribution for this plan year	2013-06-30	$708,628
Amount contributed by the employer to the plan for this plan year	2013-06-30	$708,628
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Participant contributions at end of year	2013-06-30	$181,674
Participant contributions at beginning of year	2013-06-30	$147,857
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$23,849
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-06-30	$9,232
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-06-30	$10,086
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-06-30	$40,422
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-06-30	$30,677
Other income not declared elsewhere	2013-06-30	$39,937
Administrative expenses (other) incurred	2013-06-30	$84,453
Liabilities. Value of operating payables at end of year	2013-06-30	$9,676
Liabilities. Value of operating payables at beginning of year	2013-06-30	$16,458
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	$27,949
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$11,873,249
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$11,845,300
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	$4,838,028
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$6,435,365
Interest on participant loans	2013-06-30	$8,686
Value of interest in common/collective trusts at end of year	2013-06-30	$6,437,627
Value of interest in common/collective trusts at beginning of year	2013-06-30	$4,937,957
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-06-30	$423,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-06-30	$344,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-06-30	$344,675
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-06-30	$881
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$345,660
Net investment gain or loss from common/collective trusts	2013-06-30	$156,549
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	$708,628
Employer contributions (assets) at end of year	2013-06-30	$33,052
Employer contributions (assets) at beginning of year	2013-06-30	$15,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$1,384,464
Assets. Value of buildings and other operty used in plan operation at end of year	2013-06-30	$438
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-06-30	$1,339
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 489 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	$47,135
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-06-30	$18,806
Total income from all sources (including contributions)	2012-06-30	$904,459
Total loss/gain on sale of assets	2012-06-30	$0
Total of all expenses incurred	2012-06-30	$1,123,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,007,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$621,023
Value of total assets at end of year	2012-06-30	$11,892,435
Value of total assets at beginning of year	2012-06-30	$12,083,275
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-06-30	$115,763
Total interest from all sources	2012-06-30	$8,538
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$49,054
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	$49,054
Administrative expenses professional fees incurred	2012-06-30	$26,575
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	$621,023
Amount contributed by the employer to the plan for this plan year	2012-06-30	$621,023
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Participant contributions at end of year	2012-06-30	$147,857
Participant contributions at beginning of year	2012-06-30	$248,675
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-06-30	$10,086
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-06-30	$10,937
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-06-30	$30,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-06-30	$2,056
Other income not declared elsewhere	2012-06-30	$27,365
Administrative expenses (other) incurred	2012-06-30	$89,188
Liabilities. Value of operating payables at end of year	2012-06-30	$16,458
Liabilities. Value of operating payables at beginning of year	2012-06-30	$16,750
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	$-219,169
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$11,845,300
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$12,064,469
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	$6,435,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$3,288,925
Interest on participant loans	2012-06-30	$8,538
Value of interest in common/collective trusts at end of year	2012-06-30	$4,937,957
Value of interest in common/collective trusts at beginning of year	2012-06-30	$8,096,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-06-30	$344,675
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-06-30	$403,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-06-30	$403,752
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$22,990
Net investment gain or loss from common/collective trusts	2012-06-30	$175,489
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	$621,023
Employer contributions (assets) at end of year	2012-06-30	$15,156
Employer contributions (assets) at beginning of year	2012-06-30	$31,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,007,865
Assets. Value of buildings and other operty used in plan operation at end of year	2012-06-30	$1,339
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-06-30	$3,063
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 489 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	$18,806
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-06-30	$46,816
Total income from all sources (including contributions)	2011-06-30	$1,954,828
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,641,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,526,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$942,743
Value of total assets at end of year	2011-06-30	$12,083,275
Value of total assets at beginning of year	2011-06-30	$11,798,231
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$115,676
Total interest from all sources	2011-06-30	$12,587
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$59,220
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	$59,220
Administrative expenses professional fees incurred	2011-06-30	$33,115
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	$942,743
Amount contributed by the employer to the plan for this plan year	2011-06-30	$942,743
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Participant contributions at end of year	2011-06-30	$248,675
Participant contributions at beginning of year	2011-06-30	$178,493
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-06-30	$10,937
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-06-30	$6,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-06-30	$2,056
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-06-30	$28,297
Other income not declared elsewhere	2011-06-30	$29,521
Administrative expenses (other) incurred	2011-06-30	$82,561
Liabilities. Value of operating payables at end of year	2011-06-30	$16,750
Liabilities. Value of operating payables at beginning of year	2011-06-30	$18,519
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	$313,054
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$12,064,469
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$11,751,415
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	$3,288,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$3,015,145
Interest on participant loans	2011-06-30	$11,946
Value of interest in common/collective trusts at end of year	2011-06-30	$8,096,044
Value of interest in common/collective trusts at beginning of year	2011-06-30	$8,228,161
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-06-30	$403,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-06-30	$353,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-06-30	$353,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$641
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$672,915
Net investment gain or loss from common/collective trusts	2011-06-30	$237,842
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	$942,743
Employer contributions (assets) at end of year	2011-06-30	$31,879
Employer contributions (assets) at beginning of year	2011-06-30	$11,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,526,098
Assets. Value of buildings and other operty used in plan operation at end of year	2011-06-30	$3,063
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-06-30	$4,862
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 489 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	$648,455
Amount contributed by the employer to the plan for this plan year	2010-06-30	$648,455

Form 5500 Responses for IRON WORKERS LOCAL 489 ANNUITY FUND

2017: IRON WORKERS LOCAL 489 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 489 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 489 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 489 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 489 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 489 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 489 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 489 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 489 ANNUITY FUND
Employer identification number (EIN):	232462876
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds