IRON WORKERS DISTRICT COUNCIL PHILA & VICINITY RETIREMENT AND PENSION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: IRON WORKERS PENSION PLAN 2022 401k membership |
|---|
| Current value of assets | 2022-09-30 | 445,974,875 |
| Acturial value of assets for funding standard account | 2022-09-30 | 445,974,875 |
| Accrued liability for plan using immediate gains methods | 2022-09-30 | 608,723,926 |
| Accrued liability under unit credit cost method | 2022-09-30 | 583,154,976 |
| RPA 94 current liability | 2022-09-30 | 1,087,071,626 |
| Expected increase in current liability due to benefits accruing during the plan year | 2022-09-30 | 14,502,886 |
| Expected release from RPA 94 current liability for plan year | 2022-09-30 | 47,407,152 |
| Expected plan disbursements for the plan year | 2022-09-30 | 48,507,152 |
| Current value of assets | 2022-09-30 | 445,974,875 |
| Number of retired participants and beneficiaries receiving payment | 2022-09-30 | 2,643 |
| Current liability for retired participants and beneficiaries receiving payment | 2022-09-30 | 660,627,284 |
| Number of terminated vested participants | 2022-09-30 | 653 |
| Current liability for terminated vested participants | 2022-09-30 | 108,712,744 |
| Current liability for active participants non vested benefits | 2022-09-30 | 24,001,447 |
| Current liability for active participants vested benefits | 2022-09-30 | 293,730,151 |
| Total number of active articipats | 2022-09-30 | 1,575 |
| Current liability for active participants | 2022-09-30 | 317,731,598 |
| Total participant count with liabilities | 2022-09-30 | 4,871 |
| Total current liabilitoes for participants with libailities | 2022-09-30 | 1,087,071,626 |
| Total employer contributions in plan year | 2022-09-30 | 29,655,090 |
| Total employee contributions in plan year | 2022-09-30 | 0 |
| Prior year funding deficiency | 2022-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2022-09-30 | 3,002,644 |
| Prior year credit balance | 2022-09-30 | 23,341,924 |
| Amortization credits as of valuation date | 2022-09-30 | 4,334,756 |
| 2021: IRON WORKERS PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-10-01 | 4,871 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-10-01 | 1,572 |
| Number of retired or separated participants receiving benefits | 2021-10-01 | 2,120 |
| Number of other retired or separated participants entitled to future benefits | 2021-10-01 | 633 |
| Total of all active and inactive participants | 2021-10-01 | 4,325 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-10-01 | 478 |
| Total participants | 2021-10-01 | 4,803 |
| Number of employers contributing to the scheme | 2021-10-01 | 303 |
| Current value of assets | 2021-09-30 | 393,277,070 |
| Acturial value of assets for funding standard account | 2021-09-30 | 407,492,233 |
| Accrued liability for plan using immediate gains methods | 2021-09-30 | 616,059,477 |
| Accrued liability under unit credit cost method | 2021-09-30 | 588,828,892 |
| RPA 94 current liability | 2021-09-30 | 1,063,521,535 |
| Expected increase in current liability due to benefits accruing during the plan year | 2021-09-30 | 14,546,968 |
| Expected release from RPA 94 current liability for plan year | 2021-09-30 | 51,050,847 |
| Expected plan disbursements for the plan year | 2021-09-30 | 52,250,847 |
| Current value of assets | 2021-09-30 | 393,277,070 |
| Number of retired participants and beneficiaries receiving payment | 2021-09-30 | 2,642 |
| Current liability for retired participants and beneficiaries receiving payment | 2021-09-30 | 645,378,484 |
| Number of terminated vested participants | 2021-09-30 | 586 |
| Current liability for terminated vested participants | 2021-09-30 | 91,708,810 |
| Current liability for active participants non vested benefits | 2021-09-30 | 24,294,624 |
| Current liability for active participants vested benefits | 2021-09-30 | 302,139,617 |
| Total number of active articipats | 2021-09-30 | 1,697 |
| Current liability for active participants | 2021-09-30 | 326,434,241 |
| Total participant count with liabilities | 2021-09-30 | 4,925 |
| Total current liabilitoes for participants with libailities | 2021-09-30 | 1,063,521,535 |
| Total employer contributions in plan year | 2021-09-30 | 30,273,680 |
| Total employee contributions in plan year | 2021-09-30 | 0 |
| Prior year funding deficiency | 2021-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2021-09-30 | 3,253,031 |
| Prior year credit balance | 2021-09-30 | 29,664,027 |
| Amortization credits as of valuation date | 2021-09-30 | 125,317 |
| 2020: IRON WORKERS PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-10-01 | 5,022 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-10-01 | 1,575 |
| Number of retired or separated participants receiving benefits | 2020-10-01 | 2,144 |
| Number of other retired or separated participants entitled to future benefits | 2020-10-01 | 653 |
| Total of all active and inactive participants | 2020-10-01 | 4,372 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-10-01 | 500 |
| Total participants | 2020-10-01 | 4,872 |
| Number of employers contributing to the scheme | 2020-10-01 | 267 |
| Current value of assets | 2020-09-30 | 405,906,805 |
| Acturial value of assets for funding standard account | 2020-09-30 | 404,164,626 |
| Accrued liability for plan using immediate gains methods | 2020-09-30 | 615,887,622 |
| Accrued liability under unit credit cost method | 2020-09-30 | 587,570,422 |
| RPA 94 current liability | 2020-09-30 | 1,002,727,627 |
| Expected increase in current liability due to benefits accruing during the plan year | 2020-09-30 | 13,576,986 |
| Expected release from RPA 94 current liability for plan year | 2020-09-30 | 50,446,885 |
| Expected plan disbursements for the plan year | 2020-09-30 | 51,646,885 |
| Current value of assets | 2020-09-30 | 405,906,805 |
| Number of retired participants and beneficiaries receiving payment | 2020-09-30 | 2,655 |
| Current liability for retired participants and beneficiaries receiving payment | 2020-09-30 | 617,129,164 |
| Number of terminated vested participants | 2020-09-30 | 553 |
| Current liability for terminated vested participants | 2020-09-30 | 82,082,090 |
| Current liability for active participants non vested benefits | 2020-09-30 | 22,570,487 |
| Current liability for active participants vested benefits | 2020-09-30 | 280,945,886 |
| Total number of active articipats | 2020-09-30 | 1,830 |
| Current liability for active participants | 2020-09-30 | 303,516,373 |
| Total participant count with liabilities | 2020-09-30 | 5,038 |
| Total current liabilitoes for participants with libailities | 2020-09-30 | 1,002,727,627 |
| Total employer contributions in plan year | 2020-09-30 | 27,803,492 |
| Total employee contributions in plan year | 2020-09-30 | 0 |
| Prior year funding deficiency | 2020-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2020-09-30 | 3,491,106 |
| Prior year credit balance | 2020-09-30 | 40,359,597 |
| Amortization credits as of valuation date | 2020-09-30 | 125,317 |
| 2019: IRON WORKERS PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-10-01 | 5,038 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-10-01 | 1,697 |
| Number of retired or separated participants receiving benefits | 2019-10-01 | 2,261 |
| Number of other retired or separated participants entitled to future benefits | 2019-10-01 | 586 |
| Total of all active and inactive participants | 2019-10-01 | 4,544 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-10-01 | 478 |
| Total participants | 2019-10-01 | 5,022 |
| Number of employers contributing to the scheme | 2019-10-01 | 309 |
| Current value of assets | 2019-09-30 | 408,325,739 |
| Acturial value of assets for funding standard account | 2019-09-30 | 399,943,512 |
| Accrued liability for plan using immediate gains methods | 2019-09-30 | 618,743,053 |
| Accrued liability under unit credit cost method | 2019-09-30 | 589,682,550 |
| RPA 94 current liability | 2019-09-30 | 1,015,599,254 |
| Expected increase in current liability due to benefits accruing during the plan year | 2019-09-30 | 13,773,341 |
| Expected release from RPA 94 current liability for plan year | 2019-09-30 | 50,051,168 |
| Expected plan disbursements for the plan year | 2019-09-30 | 51,151,168 |
| Current value of assets | 2019-09-30 | 408,325,739 |
| Number of retired participants and beneficiaries receiving payment | 2019-09-30 | 2,679 |
| Current liability for retired participants and beneficiaries receiving payment | 2019-09-30 | 628,179,245 |
| Number of terminated vested participants | 2019-09-30 | 535 |
| Current liability for terminated vested participants | 2019-09-30 | 76,533,105 |
| Current liability for active participants non vested benefits | 2019-09-30 | 20,826,465 |
| Current liability for active participants vested benefits | 2019-09-30 | 290,060,439 |
| Total number of active articipats | 2019-09-30 | 1,893 |
| Current liability for active participants | 2019-09-30 | 310,886,904 |
| Total participant count with liabilities | 2019-09-30 | 5,107 |
| Total current liabilitoes for participants with libailities | 2019-09-30 | 1,015,599,254 |
| Total employer contributions in plan year | 2019-09-30 | 32,129,084 |
| Total employee contributions in plan year | 2019-09-30 | 0 |
| Prior year funding deficiency | 2019-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2019-09-30 | 3,535,208 |
| Prior year credit balance | 2019-09-30 | 38,220,196 |
| Amortization credits as of valuation date | 2019-09-30 | 9,283,714 |
| 2018: IRON WORKERS PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-10-01 | 5,107 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-10-01 | 1,830 |
| Number of retired or separated participants receiving benefits | 2018-10-01 | 2,183 |
| Number of other retired or separated participants entitled to future benefits | 2018-10-01 | 553 |
| Total of all active and inactive participants | 2018-10-01 | 4,566 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-10-01 | 472 |
| Total participants | 2018-10-01 | 5,038 |
| Number of employers contributing to the scheme | 2018-10-01 | 315 |
| Current value of assets | 2018-09-30 | 388,844,420 |
| Acturial value of assets for funding standard account | 2018-09-30 | 384,710,825 |
| Accrued liability for plan using immediate gains methods | 2018-09-30 | 611,403,089 |
| Accrued liability under unit credit cost method | 2018-09-30 | 584,682,085 |
| RPA 94 current liability | 2018-09-30 | 983,989,819 |
| Expected increase in current liability due to benefits accruing during the plan year | 2018-09-30 | 13,140,312 |
| Expected release from RPA 94 current liability for plan year | 2018-09-30 | 50,197,565 |
| Expected plan disbursements for the plan year | 2018-09-30 | 51,297,565 |
| Current value of assets | 2018-09-30 | 388,844,420 |
| Number of retired participants and beneficiaries receiving payment | 2018-09-30 | 2,718 |
| Current liability for retired participants and beneficiaries receiving payment | 2018-09-30 | 610,235,451 |
| Number of terminated vested participants | 2018-09-30 | 502 |
| Current liability for terminated vested participants | 2018-09-30 | 61,501,133 |
| Current liability for active participants non vested benefits | 2018-09-30 | 57,839,735 |
| Current liability for active participants vested benefits | 2018-09-30 | 254,413,500 |
| Total number of active articipats | 2018-09-30 | 1,817 |
| Current liability for active participants | 2018-09-30 | 312,253,235 |
| Total participant count with liabilities | 2018-09-30 | 5,037 |
| Total current liabilitoes for participants with libailities | 2018-09-30 | 983,989,819 |
| Total employer contributions in plan year | 2018-09-30 | 37,135,726 |
| Total employee contributions in plan year | 2018-09-30 | 0 |
| Prior year funding deficiency | 2018-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2018-09-30 | 2,946,842 |
| Prior year credit balance | 2018-09-30 | 26,364,298 |
| Amortization credits as of valuation date | 2018-09-30 | 15,780,836 |
| 2017: IRON WORKERS PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-10-01 | 5,124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-10-01 | 1,893 |
| Number of retired or separated participants receiving benefits | 2017-10-01 | 2,220 |
| Number of other retired or separated participants entitled to future benefits | 2017-10-01 | 535 |
| Total of all active and inactive participants | 2017-10-01 | 4,648 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-10-01 | 459 |
| Total participants | 2017-10-01 | 5,107 |
| Number of employers contributing to the scheme | 2017-10-01 | 318 |
| Current value of assets | 2017-09-30 | 356,368,299 |
| Acturial value of assets for funding standard account | 2017-09-30 | 374,664,120 |
| Accrued liability for plan using immediate gains methods | 2017-09-30 | 608,950,679 |
| Accrued liability under unit credit cost method | 2017-09-30 | 584,201,644 |
| RPA 94 current liability | 2017-09-30 | 975,111,762 |
| Expected increase in current liability due to benefits accruing during the plan year | 2017-09-30 | 12,064,997 |
| Expected release from RPA 94 current liability for plan year | 2017-09-30 | 50,061,960 |
| Expected plan disbursements for the plan year | 2017-09-30 | 51,161,960 |
| Current value of assets | 2017-09-30 | 356,368,299 |
| Number of retired participants and beneficiaries receiving payment | 2017-09-30 | 2,758 |
| Current liability for retired participants and beneficiaries receiving payment | 2017-09-30 | 619,238,575 |
| Number of terminated vested participants | 2017-09-30 | 449 |
| Current liability for terminated vested participants | 2017-09-30 | 51,214,015 |
| Current liability for active participants non vested benefits | 2017-09-30 | 63,359,526 |
| Current liability for active participants vested benefits | 2017-09-30 | 241,299,646 |
| Total number of active articipats | 2017-09-30 | 1,668 |
| Current liability for active participants | 2017-09-30 | 304,659,172 |
| Total participant count with liabilities | 2017-09-30 | 4,875 |
| Total current liabilitoes for participants with libailities | 2017-09-30 | 975,111,762 |
| Total employer contributions in plan year | 2017-09-30 | 39,059,515 |
| Total employee contributions in plan year | 2017-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2017-09-30 | 2,636,413 |
| Prior year credit balance | 2017-09-30 | 17,597,809 |
| Amortization credits as of valuation date | 2017-09-30 | 15,780,836 |
| 2016: IRON WORKERS PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-10-01 | 4,958 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-10-01 | 1,817 |
| Number of retired or separated participants receiving benefits | 2016-10-01 | 2,344 |
| Number of other retired or separated participants entitled to future benefits | 2016-10-01 | 502 |
| Total of all active and inactive participants | 2016-10-01 | 4,663 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-10-01 | 461 |
| Total participants | 2016-10-01 | 5,124 |
| Number of employers contributing to the scheme | 2016-10-01 | 323 |
| Current value of assets | 2016-09-30 | 341,491,708 |
| Acturial value of assets for funding standard account | 2016-09-30 | 365,401,448 |
| Accrued liability for plan using immediate gains methods | 2016-09-30 | 609,688,497 |
| Accrued liability under unit credit cost method | 2016-09-30 | 584,788,664 |
| RPA 94 current liability | 2016-09-30 | 953,344,462 |
| Expected increase in current liability due to benefits accruing during the plan year | 2016-09-30 | 11,330,105 |
| Expected release from RPA 94 current liability for plan year | 2016-09-30 | 49,962,746 |
| Expected plan disbursements for the plan year | 2016-09-30 | 51,062,746 |
| Current value of assets | 2016-09-30 | 341,491,708 |
| Number of retired participants and beneficiaries receiving payment | 2016-09-30 | 2,774 |
| Current liability for retired participants and beneficiaries receiving payment | 2016-09-30 | 617,753,468 |
| Number of terminated vested participants | 2016-09-30 | 461 |
| Current liability for terminated vested participants | 2016-09-30 | 48,662,640 |
| Current liability for active participants non vested benefits | 2016-09-30 | 67,250,824 |
| Current liability for active participants vested benefits | 2016-09-30 | 219,677,530 |
| Total number of active articipats | 2016-09-30 | 1,663 |
| Current liability for active participants | 2016-09-30 | 286,928,354 |
| Total participant count with liabilities | 2016-09-30 | 4,898 |
| Total current liabilitoes for participants with libailities | 2016-09-30 | 953,344,462 |
| Total employer contributions in plan year | 2016-09-30 | 37,348,911 |
| Total employee contributions in plan year | 2016-09-30 | 0 |
| Prior year funding deficiency | 2016-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2016-09-30 | 2,639,408 |
| Prior year credit balance | 2016-09-30 | 16,985,267 |
| Amortization credits as of valuation date | 2016-09-30 | 15,750,834 |
| 2015: IRON WORKERS PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-10-01 | 4,898 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-10-01 | 1,668 |
| Number of retired or separated participants receiving benefits | 2015-10-01 | 2,405 |
| Number of other retired or separated participants entitled to future benefits | 2015-10-01 | 445 |
| Total of all active and inactive participants | 2015-10-01 | 4,518 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-10-01 | 440 |
| Total participants | 2015-10-01 | 4,958 |
| Number of employers contributing to the scheme | 2015-10-01 | 511 |
| Current value of assets | 2015-09-30 | 373,086,159 |
| Acturial value of assets for funding standard account | 2015-09-30 | 366,623,258 |
| Accrued liability for plan using immediate gains methods | 2015-09-30 | 615,345,350 |
| Accrued liability under unit credit cost method | 2015-09-30 | 590,393,586 |
| RPA 94 current liability | 2015-09-30 | 936,236,338 |
| Expected increase in current liability due to benefits accruing during the plan year | 2015-09-30 | 14,337,834 |
| Expected release from RPA 94 current liability for plan year | 2015-09-30 | 49,549,015 |
| Expected plan disbursements for the plan year | 2015-09-30 | 50,649,015 |
| Current value of assets | 2015-09-30 | 373,086,159 |
| Number of retired participants and beneficiaries receiving payment | 2015-09-30 | 2,808 |
| Current liability for retired participants and beneficiaries receiving payment | 2015-09-30 | 606,475,747 |
| Number of terminated vested participants | 2015-09-30 | 489 |
| Current liability for terminated vested participants | 2015-09-30 | 48,266,349 |
| Current liability for active participants non vested benefits | 2015-09-30 | 60,348,456 |
| Current liability for active participants vested benefits | 2015-09-30 | 221,145,786 |
| Total number of active articipats | 2015-09-30 | 1,675 |
| Current liability for active participants | 2015-09-30 | 281,494,242 |
| Total participant count with liabilities | 2015-09-30 | 4,972 |
| Total current liabilitoes for participants with libailities | 2015-09-30 | 936,236,338 |
| Total employer contributions in plan year | 2015-09-30 | 30,480,002 |
| Total employee contributions in plan year | 2015-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2015-09-30 | 2,865,782 |
| Prior year credit balance | 2015-09-30 | 23,812,911 |
| Amortization credits as of valuation date | 2015-09-30 | 15,780,834 |
| 2014: IRON WORKERS PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-10-01 | 5,010 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-10-01 | 1,663 |
| Number of retired or separated participants receiving benefits | 2014-10-01 | 2,354 |
| Number of other retired or separated participants entitled to future benefits | 2014-10-01 | 461 |
| Total of all active and inactive participants | 2014-10-01 | 4,478 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-10-01 | 420 |
| Total participants | 2014-10-01 | 4,898 |
| Number of employers contributing to the scheme | 2014-10-01 | 511 |
| Current value of assets | 2014-09-30 | 346,946,805 |
| Acturial value of assets for funding standard account | 2014-09-30 | 362,915,443 |
| Accrued liability for plan using immediate gains methods | 2014-09-30 | 611,503,205 |
| Accrued liability under unit credit cost method | 2014-09-30 | 580,003,586 |
| RPA 94 current liability | 2014-09-30 | 925,331,942 |
| Expected increase in current liability due to benefits accruing during the plan year | 2014-09-30 | 14,993,044 |
| Expected release from RPA 94 current liability for plan year | 2014-09-30 | 49,023,772 |
| Expected plan disbursements for the plan year | 2014-09-30 | 50,123,772 |
| Current value of assets | 2014-09-30 | 346,946,805 |
| Number of retired participants and beneficiaries receiving payment | 2014-09-30 | 2,794 |
| Current liability for retired participants and beneficiaries receiving payment | 2014-09-30 | 584,805,964 |
| Number of terminated vested participants | 2014-09-30 | 465 |
| Current liability for terminated vested participants | 2014-09-30 | 46,060,123 |
| Current liability for active participants non vested benefits | 2014-09-30 | 40,947,880 |
| Current liability for active participants vested benefits | 2014-09-30 | 253,517,975 |
| Total number of active articipats | 2014-09-30 | 1,767 |
| Current liability for active participants | 2014-09-30 | 294,465,855 |
| Total participant count with liabilities | 2014-09-30 | 5,026 |
| Total current liabilitoes for participants with libailities | 2014-09-30 | 925,331,942 |
| Total employer contributions in plan year | 2014-09-30 | 28,615,728 |
| Total employee contributions in plan year | 2014-09-30 | 0 |
| Employer’s normal cost for plan year as of valuation date | 2014-09-30 | 3,569,011 |
| Prior year credit balance | 2014-09-30 | 32,016,163 |
| Amortization credits as of valuation date | 2014-09-30 | 14,176,346 |
| 2013: IRON WORKERS PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-01 | 5,112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-01 | 1,674 |
| Number of retired or separated participants receiving benefits | 2013-10-01 | 2,379 |
| Number of other retired or separated participants entitled to future benefits | 2013-10-01 | 489 |
| Total of all active and inactive participants | 2013-10-01 | 4,542 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-10-01 | 468 |
| Total participants | 2013-10-01 | 5,010 |
| Number of employers contributing to the scheme | 2013-10-01 | 507 |
| 2012: IRON WORKERS PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-01 | 5,074 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-01 | 1,767 |
| Number of retired or separated participants receiving benefits | 2012-10-01 | 2,427 |
| Number of other retired or separated participants entitled to future benefits | 2012-10-01 | 453 |
| Total of all active and inactive participants | 2012-10-01 | 4,647 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-10-01 | 465 |
| Total participants | 2012-10-01 | 5,112 |
| Number of employers contributing to the scheme | 2012-10-01 | 507 |
| 2011: IRON WORKERS PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-01 | 5,103 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-01 | 1,849 |
| Number of retired or separated participants receiving benefits | 2011-10-01 | 2,769 |
| Number of other retired or separated participants entitled to future benefits | 2011-10-01 | 456 |
| Total of all active and inactive participants | 2011-10-01 | 5,074 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-10-01 | 0 |
| Total participants | 2011-10-01 | 5,074 |
| Number of participants with account balances | 2011-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-10-01 | 0 |
| Number of employers contributing to the scheme | 2011-10-01 | 507 |
| 2009: IRON WORKERS PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-10-01 | 5,364 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-10-01 | 2,170 |
| Number of retired or separated participants receiving benefits | 2009-10-01 | 2,281 |
| Number of other retired or separated participants entitled to future benefits | 2009-10-01 | 360 |
| Total of all active and inactive participants | 2009-10-01 | 4,811 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-10-01 | 430 |
| Total participants | 2009-10-01 | 5,241 |
| Number of participants with account balances | 2009-10-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-10-01 | 0 |
| Number of employers contributing to the scheme | 2009-10-01 | 481 |
| Measure | Date | Value |
|---|
| 2022 : IRON WORKERS PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-09-30 | $-42,384,333 |
| Total unrealized appreciation/depreciation of assets | 2022-09-30 | $-42,384,333 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $25,973,191 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-09-30 | $9,519,117 |
| Total income from all sources (including contributions) | 2022-09-30 | $-29,138,888 |
| Total loss/gain on sale of assets | 2022-09-30 | $-6,349,636 |
| Total of all expenses incurred | 2022-09-30 | $53,645,480 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-09-30 | $50,761,451 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-09-30 | $29,655,090 |
| Value of total assets at end of year | 2022-09-30 | $389,163,698 |
| Value of total assets at beginning of year | 2022-09-30 | $455,493,992 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-09-30 | $2,884,029 |
| Total interest from all sources | 2022-09-30 | $2,437,726 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-09-30 | $3,860,552 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-09-30 | $939,134 |
| Administrative expenses professional fees incurred | 2022-09-30 | $284,769 |
| Was this plan covered by a fidelity bond | 2022-09-30 | Yes |
| Value of fidelity bond cover | 2022-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-09-30 | $14,119,444 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-09-30 | $3,087,438 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-09-30 | $25,453,408 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-09-30 | $8,920,492 |
| Other income not declared elsewhere | 2022-09-30 | $852,341 |
| Administrative expenses (other) incurred | 2022-09-30 | $579,109 |
| Liabilities. Value of operating payables at end of year | 2022-09-30 | $519,783 |
| Liabilities. Value of operating payables at beginning of year | 2022-09-30 | $598,625 |
| Total non interest bearing cash at end of year | 2022-09-30 | $873,604 |
| Total non interest bearing cash at beginning of year | 2022-09-30 | $1,241,155 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-09-30 | No |
| Value of net income/loss | 2022-09-30 | $-82,784,368 |
| Value of net assets at end of year (total assets less liabilities) | 2022-09-30 | $363,190,507 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-09-30 | $445,974,875 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2022-09-30 | $82,898,594 |
| Assets. partnership/joint venture interests at beginning of year | 2022-09-30 | $98,627,923 |
| Investment advisory and management fees | 2022-09-30 | $1,644,204 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-09-30 | $52,505,493 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-09-30 | $62,540,065 |
| Value of interest in pooled separate accounts at end of year | 2022-09-30 | $6,491,981 |
| Value of interest in pooled separate accounts at beginning of year | 2022-09-30 | $5,175,203 |
| Interest earned on other investments | 2022-09-30 | $28,071 |
| Income. Interest from US Government securities | 2022-09-30 | $724,062 |
| Income. Interest from corporate debt instruments | 2022-09-30 | $1,635,402 |
| Value of interest in common/collective trusts at end of year | 2022-09-30 | $22,373,130 |
| Value of interest in common/collective trusts at beginning of year | 2022-09-30 | $29,824,056 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-09-30 | $9,986,031 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-09-30 | $18,772,587 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-09-30 | $18,772,587 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-09-30 | $50,191 |
| Asset value of US Government securities at end of year | 2022-09-30 | $35,985,942 |
| Asset value of US Government securities at beginning of year | 2022-09-30 | $38,566,560 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-09-30 | $-9,610,497 |
| Net investment gain/loss from pooled separate accounts | 2022-09-30 | $-149,205 |
| Net investment gain or loss from common/collective trusts | 2022-09-30 | $-7,450,926 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-09-30 | No |
| Contributions received in cash from employer | 2022-09-30 | $29,655,090 |
| Employer contributions (assets) at end of year | 2022-09-30 | $2,089,893 |
| Employer contributions (assets) at beginning of year | 2022-09-30 | $2,412,289 |
| Income. Dividends from common stock | 2022-09-30 | $2,921,418 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-09-30 | $50,761,451 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-09-30 | $48,567,511 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-09-30 | $51,658,151 |
| Contract administrator fees | 2022-09-30 | $375,947 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2022-09-30 | $113,272,075 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-09-30 | $143,588,565 |
| Did the plan have assets held for investment | 2022-09-30 | 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 | 2022-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-09-30 | No |
| Aggregate proceeds on sale of assets | 2022-09-30 | $486,467,360 |
| Aggregate carrying amount (costs) on sale of assets | 2022-09-30 | $492,816,996 |
| Opinion of an independent qualified public accountant for this plan | 2022-09-30 | Unqualified |
| Accountancy firm name | 2022-09-30 | FISCHER DORWART, OC |
| Accountancy firm EIN | 2022-09-30 | 232247478 |
| 2021 : IRON WORKERS PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-09-30 | $27,934,801 |
| Total unrealized appreciation/depreciation of assets | 2021-09-30 | $27,934,801 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $9,519,117 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-09-30 | $412,875 |
| Total income from all sources (including contributions) | 2021-09-30 | $110,099,286 |
| Total loss/gain on sale of assets | 2021-09-30 | $19,559,190 |
| Total of all expenses incurred | 2021-09-30 | $57,401,481 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-09-30 | $54,276,599 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-09-30 | $30,273,680 |
| Value of total assets at end of year | 2021-09-30 | $455,493,992 |
| Value of total assets at beginning of year | 2021-09-30 | $393,689,945 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-09-30 | $3,124,882 |
| Total interest from all sources | 2021-09-30 | $3,496,929 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-09-30 | $3,780,858 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-09-30 | $742,297 |
| Administrative expenses professional fees incurred | 2021-09-30 | $313,643 |
| Was this plan covered by a fidelity bond | 2021-09-30 | Yes |
| Value of fidelity bond cover | 2021-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-09-30 | $3,087,438 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-09-30 | $1,097,812 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-09-30 | $8,920,492 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-09-30 | $221,834 |
| Other income not declared elsewhere | 2021-09-30 | $19,059 |
| Administrative expenses (other) incurred | 2021-09-30 | $1,018,867 |
| Liabilities. Value of operating payables at end of year | 2021-09-30 | $598,625 |
| Liabilities. Value of operating payables at beginning of year | 2021-09-30 | $191,041 |
| Total non interest bearing cash at end of year | 2021-09-30 | $1,241,155 |
| Total non interest bearing cash at beginning of year | 2021-09-30 | $4,680,249 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-09-30 | No |
| Value of net income/loss | 2021-09-30 | $52,697,805 |
| Value of net assets at end of year (total assets less liabilities) | 2021-09-30 | $445,974,875 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-09-30 | $393,277,070 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2021-09-30 | $98,627,923 |
| Assets. partnership/joint venture interests at beginning of year | 2021-09-30 | $76,232,686 |
| Investment advisory and management fees | 2021-09-30 | $1,552,786 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-09-30 | $62,540,065 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-09-30 | $23,443,732 |
| Value of interest in pooled separate accounts at end of year | 2021-09-30 | $5,175,203 |
| Value of interest in pooled separate accounts at beginning of year | 2021-09-30 | $10,976,998 |
| Interest earned on other investments | 2021-09-30 | $1,176,869 |
| Income. Interest from US Government securities | 2021-09-30 | $630,616 |
| Income. Interest from corporate debt instruments | 2021-09-30 | $1,679,665 |
| Value of interest in common/collective trusts at end of year | 2021-09-30 | $29,824,056 |
| Value of interest in common/collective trusts at beginning of year | 2021-09-30 | $48,092,641 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-09-30 | $18,772,587 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-09-30 | $9,779 |
| Asset value of US Government securities at end of year | 2021-09-30 | $38,566,560 |
| Asset value of US Government securities at beginning of year | 2021-09-30 | $33,137,446 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-09-30 | $16,271,376 |
| Net investment gain/loss from pooled separate accounts | 2021-09-30 | $228,986 |
| Net investment gain or loss from common/collective trusts | 2021-09-30 | $8,534,407 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-09-30 | No |
| Contributions received in cash from employer | 2021-09-30 | $30,273,680 |
| Employer contributions (assets) at end of year | 2021-09-30 | $2,412,289 |
| Employer contributions (assets) at beginning of year | 2021-09-30 | $1,728,424 |
| Income. Dividends from common stock | 2021-09-30 | $3,038,561 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-09-30 | $54,276,599 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-09-30 | $51,658,151 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-09-30 | $45,362,188 |
| Contract administrator fees | 2021-09-30 | $239,586 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2021-09-30 | $143,588,565 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-09-30 | $148,932,364 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2021-09-30 | $5,405 |
| Did the plan have assets held for investment | 2021-09-30 | 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 | 2021-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-09-30 | No |
| Aggregate proceeds on sale of assets | 2021-09-30 | $520,408,126 |
| Aggregate carrying amount (costs) on sale of assets | 2021-09-30 | $500,848,936 |
| Opinion of an independent qualified public accountant for this plan | 2021-09-30 | Unqualified |
| Accountancy firm name | 2021-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2021-09-30 | 232247478 |
| 2020 : IRON WORKERS PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-09-30 | $-2,062,039 |
| Total unrealized appreciation/depreciation of assets | 2020-09-30 | $-2,062,039 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $412,875 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-09-30 | $17,162,277 |
| Total income from all sources (including contributions) | 2020-09-30 | $39,781,049 |
| Total loss/gain on sale of assets | 2020-09-30 | $2,777,029 |
| Total of all expenses incurred | 2020-09-30 | $52,410,784 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-09-30 | $50,421,417 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-09-30 | $27,803,492 |
| Value of total assets at end of year | 2020-09-30 | $393,689,945 |
| Value of total assets at beginning of year | 2020-09-30 | $423,069,082 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-09-30 | $1,989,367 |
| Total interest from all sources | 2020-09-30 | $3,591,294 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-09-30 | $4,469,322 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-09-30 | $454,203 |
| Administrative expenses professional fees incurred | 2020-09-30 | $331,384 |
| Was this plan covered by a fidelity bond | 2020-09-30 | Yes |
| Value of fidelity bond cover | 2020-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-09-30 | $1,097,812 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-09-30 | $872,607 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-09-30 | $221,834 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-09-30 | $16,910,287 |
| Administrative expenses (other) incurred | 2020-09-30 | $874,225 |
| Liabilities. Value of operating payables at end of year | 2020-09-30 | $191,041 |
| Liabilities. Value of operating payables at beginning of year | 2020-09-30 | $251,990 |
| Total non interest bearing cash at end of year | 2020-09-30 | $4,680,249 |
| Total non interest bearing cash at beginning of year | 2020-09-30 | $4,589,152 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-09-30 | No |
| Value of net income/loss | 2020-09-30 | $-12,629,735 |
| Value of net assets at end of year (total assets less liabilities) | 2020-09-30 | $393,277,070 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-09-30 | $405,906,805 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2020-09-30 | $76,232,686 |
| Assets. partnership/joint venture interests at beginning of year | 2020-09-30 | $76,690,125 |
| Investment advisory and management fees | 2020-09-30 | $783,758 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-09-30 | $23,443,732 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-09-30 | $21,207,495 |
| Value of interest in pooled separate accounts at end of year | 2020-09-30 | $10,976,998 |
| Value of interest in pooled separate accounts at beginning of year | 2020-09-30 | $10,783,343 |
| Interest earned on other investments | 2020-09-30 | $1,230,387 |
| Income. Interest from US Government securities | 2020-09-30 | $890,133 |
| Income. Interest from corporate debt instruments | 2020-09-30 | $1,463,154 |
| Value of interest in common/collective trusts at end of year | 2020-09-30 | $48,092,641 |
| Value of interest in common/collective trusts at beginning of year | 2020-09-30 | $58,392,212 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-09-30 | $7,620 |
| Asset value of US Government securities at end of year | 2020-09-30 | $33,137,446 |
| Asset value of US Government securities at beginning of year | 2020-09-30 | $43,897,124 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-09-30 | $2,462,021 |
| Net investment gain/loss from pooled separate accounts | 2020-09-30 | $271,096 |
| Net investment gain or loss from common/collective trusts | 2020-09-30 | $468,834 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-09-30 | No |
| Contributions received in cash from employer | 2020-09-30 | $27,803,492 |
| Employer contributions (assets) at end of year | 2020-09-30 | $1,728,424 |
| Employer contributions (assets) at beginning of year | 2020-09-30 | $1,942,708 |
| Income. Dividends from common stock | 2020-09-30 | $4,015,119 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-09-30 | $50,421,417 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-09-30 | $45,362,188 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-09-30 | $39,620,694 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2020-09-30 | $148,932,364 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-09-30 | $165,065,839 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2020-09-30 | $5,405 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2020-09-30 | $7,783 |
| Did the plan have assets held for investment | 2020-09-30 | 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 | 2020-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-09-30 | No |
| Aggregate proceeds on sale of assets | 2020-09-30 | $354,389,036 |
| Aggregate carrying amount (costs) on sale of assets | 2020-09-30 | $351,612,007 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-09-30 | Unqualified |
| Accountancy firm name | 2020-09-30 | FISCHER DORWART, PC |
| Accountancy firm EIN | 2020-09-30 | 232247478 |
| 2019 : IRON WORKERS PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-09-30 | $10,620,889 |
| Total unrealized appreciation/depreciation of assets | 2019-09-30 | $10,620,889 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $17,162,277 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-09-30 | $15,902,279 |
| Total income from all sources (including contributions) | 2019-09-30 | $50,690,415 |
| Total loss/gain on sale of assets | 2019-09-30 | $-502,757 |
| Total of all expenses incurred | 2019-09-30 | $53,109,349 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-09-30 | $49,739,318 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-09-30 | $32,129,084 |
| Value of total assets at end of year | 2019-09-30 | $423,069,082 |
| Value of total assets at beginning of year | 2019-09-30 | $424,228,018 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-09-30 | $3,370,031 |
| Total interest from all sources | 2019-09-30 | $3,384,033 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-09-30 | $4,316,950 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-09-30 | $481,555 |
| Assets. Real estate other than employer real property at beginning of year | 2019-09-30 | $12,945,933 |
| Administrative expenses professional fees incurred | 2019-09-30 | $381,978 |
| Was this plan covered by a fidelity bond | 2019-09-30 | Yes |
| Value of fidelity bond cover | 2019-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-09-30 | $872,607 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-09-30 | $5,766,722 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-09-30 | $16,910,287 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-09-30 | $15,608,975 |
| Administrative expenses (other) incurred | 2019-09-30 | $927,444 |
| Liabilities. Value of operating payables at end of year | 2019-09-30 | $251,990 |
| Liabilities. Value of operating payables at beginning of year | 2019-09-30 | $293,304 |
| Total non interest bearing cash at end of year | 2019-09-30 | $4,589,152 |
| Total non interest bearing cash at beginning of year | 2019-09-30 | $4,522,689 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-09-30 | No |
| Value of net income/loss | 2019-09-30 | $-2,418,934 |
| Value of net assets at end of year (total assets less liabilities) | 2019-09-30 | $405,906,805 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-09-30 | $408,325,739 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2019-09-30 | $76,690,125 |
| Assets. partnership/joint venture interests at beginning of year | 2019-09-30 | $61,555,985 |
| Investment advisory and management fees | 2019-09-30 | $2,060,609 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-09-30 | $21,207,495 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-09-30 | $21,642,951 |
| Value of interest in pooled separate accounts at end of year | 2019-09-30 | $10,783,343 |
| Value of interest in pooled separate accounts at beginning of year | 2019-09-30 | $10,325,530 |
| Interest earned on other investments | 2019-09-30 | $693,072 |
| Income. Interest from US Government securities | 2019-09-30 | $976,496 |
| Income. Interest from corporate debt instruments | 2019-09-30 | $1,701,487 |
| Value of interest in common/collective trusts at end of year | 2019-09-30 | $58,392,212 |
| Value of interest in common/collective trusts at beginning of year | 2019-09-30 | $33,187,356 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-09-30 | $12,978 |
| Asset value of US Government securities at end of year | 2019-09-30 | $43,897,124 |
| Asset value of US Government securities at beginning of year | 2019-09-30 | $29,022,222 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-09-30 | $433,879 |
| Net investment gain/loss from pooled separate accounts | 2019-09-30 | $528,917 |
| Net investment gain or loss from common/collective trusts | 2019-09-30 | $-220,580 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-09-30 | No |
| Contributions received in cash from employer | 2019-09-30 | $32,129,084 |
| Employer contributions (assets) at end of year | 2019-09-30 | $1,942,708 |
| Employer contributions (assets) at beginning of year | 2019-09-30 | $2,147,410 |
| Income. Dividends from common stock | 2019-09-30 | $3,835,395 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-09-30 | $49,739,318 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-09-30 | $39,620,694 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-09-30 | $56,743,297 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2019-09-30 | $165,065,839 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-09-30 | $186,357,383 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2019-09-30 | $7,783 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2019-09-30 | $10,540 |
| Did the plan have assets held for investment | 2019-09-30 | 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 | 2019-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-09-30 | No |
| Aggregate proceeds on sale of assets | 2019-09-30 | $498,264,483 |
| Aggregate carrying amount (costs) on sale of assets | 2019-09-30 | $498,767,240 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-09-30 | Unqualified |
| Accountancy firm name | 2019-09-30 | FISCHER DORWART, PC |
| Accountancy firm EIN | 2019-09-30 | 232247478 |
| 2018 : IRON WORKERS PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-09-30 | $12,933,145 |
| Total unrealized appreciation/depreciation of assets | 2018-09-30 | $12,933,145 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $15,902,279 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-09-30 | $13,235,622 |
| Total income from all sources (including contributions) | 2018-09-30 | $72,650,546 |
| Total loss/gain on sale of assets | 2018-09-30 | $10,320,110 |
| Total of all expenses incurred | 2018-09-30 | $53,169,227 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-09-30 | $49,313,260 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-09-30 | $37,135,726 |
| Value of total assets at end of year | 2018-09-30 | $424,228,018 |
| Value of total assets at beginning of year | 2018-09-30 | $402,080,042 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-09-30 | $3,855,967 |
| Total interest from all sources | 2018-09-30 | $3,661,824 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-09-30 | $4,705,247 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-09-30 | $511,565 |
| Assets. Real estate other than employer real property at end of year | 2018-09-30 | $12,945,933 |
| Assets. Real estate other than employer real property at beginning of year | 2018-09-30 | $11,749,491 |
| Administrative expenses professional fees incurred | 2018-09-30 | $295,204 |
| Was this plan covered by a fidelity bond | 2018-09-30 | Yes |
| Value of fidelity bond cover | 2018-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-09-30 | $5,766,722 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-09-30 | $11,166,593 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-09-30 | $15,608,975 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-09-30 | $12,998,040 |
| Administrative expenses (other) incurred | 2018-09-30 | $862,366 |
| Liabilities. Value of operating payables at end of year | 2018-09-30 | $293,304 |
| Liabilities. Value of operating payables at beginning of year | 2018-09-30 | $237,582 |
| Total non interest bearing cash at end of year | 2018-09-30 | $4,522,689 |
| Total non interest bearing cash at beginning of year | 2018-09-30 | $4,303,858 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-09-30 | No |
| Value of net income/loss | 2018-09-30 | $19,481,319 |
| Value of net assets at end of year (total assets less liabilities) | 2018-09-30 | $408,325,739 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-09-30 | $388,844,420 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2018-09-30 | $61,555,985 |
| Assets. partnership/joint venture interests at beginning of year | 2018-09-30 | $37,202,043 |
| Investment advisory and management fees | 2018-09-30 | $2,698,397 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-09-30 | $21,642,951 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-09-30 | $25,961,131 |
| Value of interest in pooled separate accounts at end of year | 2018-09-30 | $10,325,530 |
| Value of interest in pooled separate accounts at beginning of year | 2018-09-30 | $5,125,440 |
| Interest earned on other investments | 2018-09-30 | $848,718 |
| Income. Interest from US Government securities | 2018-09-30 | $1,053,339 |
| Income. Interest from corporate debt instruments | 2018-09-30 | $1,757,578 |
| Value of interest in common/collective trusts at end of year | 2018-09-30 | $33,187,356 |
| Value of interest in common/collective trusts at beginning of year | 2018-09-30 | $30,768,639 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-09-30 | $2,189 |
| Asset value of US Government securities at end of year | 2018-09-30 | $29,022,222 |
| Asset value of US Government securities at beginning of year | 2018-09-30 | $38,947,659 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-09-30 | $2,806,785 |
| Net investment gain/loss from pooled separate accounts | 2018-09-30 | $230,924 |
| Net investment gain or loss from common/collective trusts | 2018-09-30 | $856,785 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-09-30 | No |
| Contributions received in cash from employer | 2018-09-30 | $37,135,726 |
| Employer contributions (assets) at end of year | 2018-09-30 | $2,147,410 |
| Employer contributions (assets) at beginning of year | 2018-09-30 | $2,493,541 |
| Income. Dividends from common stock | 2018-09-30 | $4,193,682 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-09-30 | $49,313,260 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-09-30 | $56,743,297 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-09-30 | $45,231,488 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-09-30 | $186,357,383 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-09-30 | $189,122,785 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2018-09-30 | $10,540 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-09-30 | $7,374 |
| Did the plan have assets held for investment | 2018-09-30 | 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 | 2018-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-09-30 | No |
| Aggregate proceeds on sale of assets | 2018-09-30 | $514,966,345 |
| Aggregate carrying amount (costs) on sale of assets | 2018-09-30 | $504,646,235 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-09-30 | Unqualified |
| Accountancy firm name | 2018-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2018-09-30 | 232247478 |
| 2017 : IRON WORKERS PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-09-30 | $4,796,302 |
| Total unrealized appreciation/depreciation of assets | 2017-09-30 | $4,796,302 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $13,235,622 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $9,082,618 |
| Total income from all sources (including contributions) | 2017-09-30 | $85,589,076 |
| Total loss/gain on sale of assets | 2017-09-30 | $30,251,741 |
| Total of all expenses incurred | 2017-09-30 | $53,112,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $49,715,703 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $39,059,515 |
| Value of total assets at end of year | 2017-09-30 | $402,080,042 |
| Value of total assets at beginning of year | 2017-09-30 | $365,450,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $3,397,252 |
| Total interest from all sources | 2017-09-30 | $2,296,906 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $4,058,581 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $459,455 |
| Assets. Real estate other than employer real property at end of year | 2017-09-30 | $11,749,491 |
| Administrative expenses professional fees incurred | 2017-09-30 | $309,123 |
| Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
| Value of fidelity bond cover | 2017-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $11,166,593 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $3,277,434 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-09-30 | $12,998,040 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-09-30 | $8,828,884 |
| Administrative expenses (other) incurred | 2017-09-30 | $853,630 |
| Liabilities. Value of operating payables at end of year | 2017-09-30 | $237,582 |
| Liabilities. Value of operating payables at beginning of year | 2017-09-30 | $253,734 |
| Total non interest bearing cash at end of year | 2017-09-30 | $4,303,858 |
| Total non interest bearing cash at beginning of year | 2017-09-30 | $4,284,773 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
| Value of net income/loss | 2017-09-30 | $32,476,121 |
| Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $388,844,420 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $356,368,299 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2017-09-30 | $37,202,043 |
| Assets. partnership/joint venture interests at beginning of year | 2017-09-30 | $19,446,094 |
| Investment advisory and management fees | 2017-09-30 | $2,234,499 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $25,961,131 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $16,524,240 |
| Value of interest in pooled separate accounts at end of year | 2017-09-30 | $5,125,440 |
| Income. Interest from US Government securities | 2017-09-30 | $2,260,949 |
| Income. Interest from corporate debt instruments | 2017-09-30 | $25,136 |
| Value of interest in common/collective trusts at end of year | 2017-09-30 | $30,768,639 |
| Value of interest in common/collective trusts at beginning of year | 2017-09-30 | $16,008,046 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-09-30 | $10,821 |
| Asset value of US Government securities at end of year | 2017-09-30 | $38,947,659 |
| Asset value of US Government securities at beginning of year | 2017-09-30 | $38,003,116 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $2,023,593 |
| Net investment gain/loss from pooled separate accounts | 2017-09-30 | $10,824 |
| Net investment gain or loss from common/collective trusts | 2017-09-30 | $3,091,614 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
| Contributions received in cash from employer | 2017-09-30 | $39,059,515 |
| Employer contributions (assets) at end of year | 2017-09-30 | $2,493,541 |
| Employer contributions (assets) at beginning of year | 2017-09-30 | $2,010,269 |
| Income. Dividends from common stock | 2017-09-30 | $3,599,126 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $49,715,703 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-09-30 | $45,231,488 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-09-30 | $51,083,096 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-09-30 | $189,122,785 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-09-30 | $214,801,370 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-09-30 | $7,374 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-09-30 | $12,479 |
| Did the plan have assets held for investment | 2017-09-30 | 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 | 2017-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
| Aggregate proceeds on sale of assets | 2017-09-30 | $860,439,822 |
| Aggregate carrying amount (costs) on sale of assets | 2017-09-30 | $830,188,081 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Unqualified |
| Accountancy firm name | 2017-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2017-09-30 | 232247478 |
| 2016 : IRON WORKERS PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-09-30 | $19,930,283 |
| Total unrealized appreciation/depreciation of assets | 2016-09-30 | $19,930,283 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $9,082,618 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-09-30 | $22,478,248 |
| Total income from all sources (including contributions) | 2016-09-30 | $67,857,485 |
| Total loss/gain on sale of assets | 2016-09-30 | $3,218,133 |
| Total of all expenses incurred | 2016-09-30 | $52,980,894 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-09-30 | $49,802,072 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-09-30 | $37,348,911 |
| Value of total assets at end of year | 2016-09-30 | $365,450,917 |
| Value of total assets at beginning of year | 2016-09-30 | $363,969,956 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-09-30 | $3,178,822 |
| Total interest from all sources | 2016-09-30 | $3,484,811 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-09-30 | $3,551,099 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-09-30 | No |
| Administrative expenses professional fees incurred | 2016-09-30 | $281,306 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2016-09-30 | $0 |
| Was this plan covered by a fidelity bond | 2016-09-30 | Yes |
| Value of fidelity bond cover | 2016-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-09-30 | $3,277,434 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-09-30 | $7,125,055 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-09-30 | $8,828,884 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-09-30 | $22,212,050 |
| Administrative expenses (other) incurred | 2016-09-30 | $845,395 |
| Liabilities. Value of operating payables at end of year | 2016-09-30 | $253,734 |
| Liabilities. Value of operating payables at beginning of year | 2016-09-30 | $266,198 |
| Total non interest bearing cash at end of year | 2016-09-30 | $4,284,773 |
| Total non interest bearing cash at beginning of year | 2016-09-30 | $4,487,070 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-09-30 | No |
| Value of net income/loss | 2016-09-30 | $14,876,591 |
| Value of net assets at end of year (total assets less liabilities) | 2016-09-30 | $356,368,299 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-09-30 | $341,491,708 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2016-09-30 | $19,446,094 |
| Assets. partnership/joint venture interests at beginning of year | 2016-09-30 | $20,213,965 |
| Investment advisory and management fees | 2016-09-30 | $2,052,121 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-09-30 | $16,524,240 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-09-30 | $30,859,106 |
| Income. Interest from US Government securities | 2016-09-30 | $3,039,198 |
| Income. Interest from corporate debt instruments | 2016-09-30 | $384,779 |
| Value of interest in common/collective trusts at end of year | 2016-09-30 | $16,008,046 |
| Value of interest in common/collective trusts at beginning of year | 2016-09-30 | $19,873,700 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-09-30 | $60,834 |
| Asset value of US Government securities at end of year | 2016-09-30 | $38,003,116 |
| Asset value of US Government securities at beginning of year | 2016-09-30 | $30,291,927 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-09-30 | $324,248 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-09-30 | No |
| Contributions received in cash from employer | 2016-09-30 | $37,348,911 |
| Employer contributions (assets) at end of year | 2016-09-30 | $2,010,269 |
| Employer contributions (assets) at beginning of year | 2016-09-30 | $1,939,457 |
| Income. Dividends from common stock | 2016-09-30 | $3,551,099 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-09-30 | $49,802,072 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-09-30 | $51,083,096 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-09-30 | $51,127,356 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-09-30 | $214,801,370 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-09-30 | $198,036,255 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2016-09-30 | $12,479 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2016-09-30 | $16,065 |
| Did the plan have assets held for investment | 2016-09-30 | 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 | 2016-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-09-30 | No |
| Aggregate proceeds on sale of assets | 2016-09-30 | $76,543,154 |
| Aggregate carrying amount (costs) on sale of assets | 2016-09-30 | $73,325,021 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-09-30 | Unqualified |
| Accountancy firm name | 2016-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2016-09-30 | 232247478 |
| 2015 : IRON WORKERS PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-09-30 | $-35,489,453 |
| Total unrealized appreciation/depreciation of assets | 2015-09-30 | $-35,489,453 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $22,478,248 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-09-30 | $12,415,926 |
| Total income from all sources (including contributions) | 2015-09-30 | $21,790,545 |
| Total loss/gain on sale of assets | 2015-09-30 | $19,706,107 |
| Total of all expenses incurred | 2015-09-30 | $53,384,996 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-09-30 | $50,161,995 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-09-30 | $30,480,002 |
| Value of total assets at end of year | 2015-09-30 | $363,969,956 |
| Value of total assets at beginning of year | 2015-09-30 | $385,502,085 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-09-30 | $3,223,001 |
| Total interest from all sources | 2015-09-30 | $2,874,523 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-09-30 | $3,797,758 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-09-30 | No |
| Administrative expenses professional fees incurred | 2015-09-30 | $223,342 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2015-09-30 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2015-09-30 | $732,100 |
| Was this plan covered by a fidelity bond | 2015-09-30 | Yes |
| Value of fidelity bond cover | 2015-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-09-30 | $7,125,055 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-09-30 | $6,077,101 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-09-30 | $22,212,050 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-09-30 | $12,209,944 |
| Administrative expenses (other) incurred | 2015-09-30 | $779,765 |
| Liabilities. Value of operating payables at end of year | 2015-09-30 | $266,198 |
| Liabilities. Value of operating payables at beginning of year | 2015-09-30 | $205,982 |
| Total non interest bearing cash at end of year | 2015-09-30 | $4,487,070 |
| Total non interest bearing cash at beginning of year | 2015-09-30 | $4,771,559 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-09-30 | No |
| Value of net income/loss | 2015-09-30 | $-31,594,451 |
| Value of net assets at end of year (total assets less liabilities) | 2015-09-30 | $341,491,708 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-09-30 | $373,086,159 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-09-30 | No |
| Assets. partnership/joint venture interests at end of year | 2015-09-30 | $20,213,965 |
| Investment advisory and management fees | 2015-09-30 | $2,219,894 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-09-30 | $30,859,106 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-09-30 | $15,956,492 |
| Income. Interest from US Government securities | 2015-09-30 | $796,613 |
| Income. Interest from corporate debt instruments | 2015-09-30 | $2,064,075 |
| Value of interest in common/collective trusts at end of year | 2015-09-30 | $19,873,700 |
| Value of interest in common/collective trusts at beginning of year | 2015-09-30 | $16,434,381 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-09-30 | $13,835 |
| Asset value of US Government securities at end of year | 2015-09-30 | $30,291,927 |
| Asset value of US Government securities at beginning of year | 2015-09-30 | $27,902,343 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-09-30 | $421,608 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-09-30 | No |
| Contributions received in cash from employer | 2015-09-30 | $30,480,002 |
| Employer contributions (assets) at end of year | 2015-09-30 | $1,939,457 |
| Employer contributions (assets) at beginning of year | 2015-09-30 | $1,719,475 |
| Income. Dividends from common stock | 2015-09-30 | $3,797,758 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-09-30 | $50,161,995 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-09-30 | $51,127,356 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-09-30 | $54,272,915 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-09-30 | $198,036,255 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-09-30 | $257,614,791 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2015-09-30 | $16,065 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2015-09-30 | $20,928 |
| Did the plan have assets held for investment | 2015-09-30 | 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 | 2015-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-09-30 | No |
| Aggregate proceeds on sale of assets | 2015-09-30 | $75,374,844 |
| Aggregate carrying amount (costs) on sale of assets | 2015-09-30 | $55,668,737 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-09-30 | Unqualified |
| Accountancy firm name | 2015-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2015-09-30 | 232247478 |
| 2014 : IRON WORKERS PENSION PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-09-30 | $-4,886,668 |
| Total unrealized appreciation/depreciation of assets | 2014-09-30 | $-4,886,668 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $12,415,926 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-09-30 | $10,237,584 |
| Total income from all sources (including contributions) | 2014-09-30 | $78,125,836 |
| Total loss/gain on sale of assets | 2014-09-30 | $46,240,636 |
| Total of all expenses incurred | 2014-09-30 | $51,986,482 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-09-30 | $49,036,009 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-09-30 | $28,615,728 |
| Value of total assets at end of year | 2014-09-30 | $385,502,085 |
| Value of total assets at beginning of year | 2014-09-30 | $357,184,389 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-09-30 | $2,950,473 |
| Total interest from all sources | 2014-09-30 | $3,034,290 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-09-30 | $4,414,779 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-09-30 | $549,159 |
| Administrative expenses professional fees incurred | 2014-09-30 | $272,675 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2014-09-30 | $732,100 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-09-30 | $754,558 |
| Was this plan covered by a fidelity bond | 2014-09-30 | Yes |
| Value of fidelity bond cover | 2014-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-09-30 | $6,077,101 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-09-30 | $4,102,616 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-09-30 | $12,209,944 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-09-30 | $10,025,981 |
| Administrative expenses (other) incurred | 2014-09-30 | $770,023 |
| Liabilities. Value of operating payables at end of year | 2014-09-30 | $205,982 |
| Liabilities. Value of operating payables at beginning of year | 2014-09-30 | $211,603 |
| Total non interest bearing cash at end of year | 2014-09-30 | $4,771,559 |
| Total non interest bearing cash at beginning of year | 2014-09-30 | $4,437,981 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-09-30 | No |
| Value of net income/loss | 2014-09-30 | $26,139,354 |
| Value of net assets at end of year (total assets less liabilities) | 2014-09-30 | $373,086,159 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-09-30 | $346,946,805 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-09-30 | No |
| Investment advisory and management fees | 2014-09-30 | $1,907,775 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-09-30 | $15,956,492 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-09-30 | $17,550,684 |
| Income. Interest from US Government securities | 2014-09-30 | $1,090,883 |
| Income. Interest from corporate debt instruments | 2014-09-30 | $1,939,348 |
| Value of interest in common/collective trusts at end of year | 2014-09-30 | $16,434,381 |
| Value of interest in common/collective trusts at beginning of year | 2014-09-30 | $13,336,970 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-09-30 | $4,059 |
| Asset value of US Government securities at end of year | 2014-09-30 | $27,902,343 |
| Asset value of US Government securities at beginning of year | 2014-09-30 | $30,574,487 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-09-30 | $707,071 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-09-30 | No |
| Contributions received in cash from employer | 2014-09-30 | $28,615,728 |
| Employer contributions (assets) at end of year | 2014-09-30 | $1,719,475 |
| Employer contributions (assets) at beginning of year | 2014-09-30 | $1,972,367 |
| Income. Dividends from preferred stock | 2014-09-30 | $32,900 |
| Income. Dividends from common stock | 2014-09-30 | $3,832,720 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-09-30 | $49,036,009 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-09-30 | $54,272,915 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2014-09-30 | $51,421,596 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-09-30 | $257,614,791 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-09-30 | $233,006,443 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2014-09-30 | $20,928 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2014-09-30 | $26,687 |
| Did the plan have assets held for investment | 2014-09-30 | 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 | 2014-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-09-30 | No |
| Aggregate proceeds on sale of assets | 2014-09-30 | $822,412,676 |
| Aggregate carrying amount (costs) on sale of assets | 2014-09-30 | $776,172,040 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-09-30 | Unqualified |
| Accountancy firm name | 2014-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2014-09-30 | 232247478 |
| 2013 : IRON WORKERS PENSION PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-09-30 | $15,628,464 |
| Total unrealized appreciation/depreciation of assets | 2013-09-30 | $15,628,464 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $10,237,584 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-09-30 | $15,606,890 |
| Total income from all sources (including contributions) | 2013-09-30 | $74,178,322 |
| Total loss/gain on sale of assets | 2013-09-30 | $24,035,490 |
| Total of all expenses incurred | 2013-09-30 | $50,575,643 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-09-30 | $47,863,150 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-09-30 | $27,109,745 |
| Value of total assets at end of year | 2013-09-30 | $357,184,389 |
| Value of total assets at beginning of year | 2013-09-30 | $338,951,016 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-09-30 | $2,712,493 |
| Total interest from all sources | 2013-09-30 | $3,945,372 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-09-30 | $3,364,339 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-09-30 | $233,749 |
| Administrative expenses professional fees incurred | 2013-09-30 | $301,398 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-09-30 | $754,558 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2013-09-30 | $196,864 |
| Was this plan covered by a fidelity bond | 2013-09-30 | Yes |
| Value of fidelity bond cover | 2013-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-09-30 | $4,102,616 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-09-30 | $4,880,356 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-09-30 | $10,025,981 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-09-30 | $15,408,107 |
| Administrative expenses (other) incurred | 2013-09-30 | $694,603 |
| Liabilities. Value of operating payables at end of year | 2013-09-30 | $211,603 |
| Liabilities. Value of operating payables at beginning of year | 2013-09-30 | $198,783 |
| Total non interest bearing cash at end of year | 2013-09-30 | $4,437,981 |
| Total non interest bearing cash at beginning of year | 2013-09-30 | $4,105,534 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-09-30 | No |
| Value of net income/loss | 2013-09-30 | $23,602,679 |
| Value of net assets at end of year (total assets less liabilities) | 2013-09-30 | $346,946,805 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-09-30 | $323,344,126 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-09-30 | No |
| Investment advisory and management fees | 2013-09-30 | $1,716,492 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-09-30 | $17,550,684 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-09-30 | $17,394,454 |
| Income. Interest from US Government securities | 2013-09-30 | $1,459,150 |
| Income. Interest from corporate debt instruments | 2013-09-30 | $2,484,500 |
| Value of interest in common/collective trusts at end of year | 2013-09-30 | $13,336,970 |
| Value of interest in common/collective trusts at beginning of year | 2013-09-30 | $11,248,167 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-09-30 | $1,722 |
| Asset value of US Government securities at end of year | 2013-09-30 | $30,574,487 |
| Asset value of US Government securities at beginning of year | 2013-09-30 | $54,116,288 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-09-30 | $12,038 |
| Net investment gain or loss from common/collective trusts | 2013-09-30 | $82,874 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-09-30 | No |
| Contributions received in cash from employer | 2013-09-30 | $27,109,745 |
| Employer contributions (assets) at end of year | 2013-09-30 | $1,972,367 |
| Employer contributions (assets) at beginning of year | 2013-09-30 | $1,724,765 |
| Income. Dividends from preferred stock | 2013-09-30 | $25,072 |
| Income. Dividends from common stock | 2013-09-30 | $3,105,518 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-09-30 | $47,863,150 |
| Asset. Corporate debt instrument preferred debt at end of year | 2013-09-30 | $51,421,596 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2013-09-30 | $62,278,646 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-09-30 | $233,006,443 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-09-30 | $182,968,474 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2013-09-30 | $26,687 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2013-09-30 | $37,468 |
| Did the plan have assets held for investment | 2013-09-30 | 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 | 2013-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-09-30 | No |
| Aggregate proceeds on sale of assets | 2013-09-30 | $763,756,200 |
| Aggregate carrying amount (costs) on sale of assets | 2013-09-30 | $739,720,710 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-09-30 | Unqualified |
| Accountancy firm name | 2013-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2013-09-30 | 232247478 |
| 2012 : IRON WORKERS PENSION PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-09-30 | $35,186,117 |
| Total unrealized appreciation/depreciation of assets | 2012-09-30 | $35,186,117 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $15,606,890 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-09-30 | $14,192,872 |
| Total income from all sources (including contributions) | 2012-09-30 | $80,334,651 |
| Total loss/gain on sale of assets | 2012-09-30 | $7,663,146 |
| Total of all expenses incurred | 2012-09-30 | $48,971,492 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-09-30 | $46,454,115 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-09-30 | $28,854,705 |
| Value of total assets at end of year | 2012-09-30 | $338,951,016 |
| Value of total assets at beginning of year | 2012-09-30 | $306,173,839 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-09-30 | $2,517,377 |
| Total interest from all sources | 2012-09-30 | $4,574,671 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-09-30 | $3,025,375 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-09-30 | $271,963 |
| Administrative expenses professional fees incurred | 2012-09-30 | $294,893 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2012-09-30 | $196,864 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-09-30 | $972,504 |
| Was this plan covered by a fidelity bond | 2012-09-30 | Yes |
| Value of fidelity bond cover | 2012-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-09-30 | $4,880,356 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-09-30 | $6,384,303 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-09-30 | $15,408,107 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-09-30 | $14,016,852 |
| Administrative expenses (other) incurred | 2012-09-30 | $762,405 |
| Liabilities. Value of operating payables at end of year | 2012-09-30 | $198,783 |
| Liabilities. Value of operating payables at beginning of year | 2012-09-30 | $176,020 |
| Total non interest bearing cash at end of year | 2012-09-30 | $4,105,534 |
| Total non interest bearing cash at beginning of year | 2012-09-30 | $4,468,334 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-09-30 | No |
| Value of net income/loss | 2012-09-30 | $31,363,159 |
| Value of net assets at end of year (total assets less liabilities) | 2012-09-30 | $323,344,126 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-09-30 | $291,980,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-09-30 | No |
| Investment advisory and management fees | 2012-09-30 | $1,460,079 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-09-30 | $17,394,454 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-09-30 | $16,407,583 |
| Income. Interest from US Government securities | 2012-09-30 | $1,488,134 |
| Income. Interest from corporate debt instruments | 2012-09-30 | $3,072,330 |
| Value of interest in common/collective trusts at end of year | 2012-09-30 | $11,248,167 |
| Value of interest in common/collective trusts at beginning of year | 2012-09-30 | $15,261,103 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-09-30 | $14,207 |
| Asset value of US Government securities at end of year | 2012-09-30 | $54,116,288 |
| Asset value of US Government securities at beginning of year | 2012-09-30 | $53,493,912 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-09-30 | $1,026,754 |
| Net investment gain or loss from common/collective trusts | 2012-09-30 | $3,883 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-09-30 | No |
| Contributions received in cash from employer | 2012-09-30 | $28,854,705 |
| Employer contributions (assets) at end of year | 2012-09-30 | $1,724,765 |
| Employer contributions (assets) at beginning of year | 2012-09-30 | $1,853,829 |
| Income. Dividends from preferred stock | 2012-09-30 | $6,932 |
| Income. Dividends from common stock | 2012-09-30 | $2,746,480 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-09-30 | $46,454,115 |
| Asset. Corporate debt instrument preferred debt at end of year | 2012-09-30 | $62,278,646 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-09-30 | $57,360,180 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-09-30 | $182,968,474 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-09-30 | $149,922,399 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2012-09-30 | $37,468 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2012-09-30 | $49,692 |
| Did the plan have assets held for investment | 2012-09-30 | 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 | 2012-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-09-30 | No |
| Aggregate proceeds on sale of assets | 2012-09-30 | $738,812,776 |
| Aggregate carrying amount (costs) on sale of assets | 2012-09-30 | $731,149,630 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-09-30 | Unqualified |
| Accountancy firm name | 2012-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2012-09-30 | 232247478 |
| 2011 : IRON WORKERS PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-09-30 | $-131,093 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-09-30 | $-24,104,498 |
| Total unrealized appreciation/depreciation of assets | 2011-09-30 | $-24,235,591 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $14,192,872 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-09-30 | $13,195,206 |
| Total income from all sources (including contributions) | 2011-09-30 | $28,029,213 |
| Total loss/gain on sale of assets | 2011-09-30 | $15,129,523 |
| Total of all expenses incurred | 2011-09-30 | $47,293,591 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-09-30 | $44,907,189 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-09-30 | $28,375,873 |
| Value of total assets at end of year | 2011-09-30 | $306,173,839 |
| Value of total assets at beginning of year | 2011-09-30 | $324,440,551 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-09-30 | $2,386,402 |
| Total interest from all sources | 2011-09-30 | $5,053,813 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-09-30 | $3,101,344 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-09-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-09-30 | $234,170 |
| Assets. Real estate other than employer real property at beginning of year | 2011-09-30 | $620,000 |
| Administrative expenses professional fees incurred | 2011-09-30 | $240,865 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-09-30 | $972,504 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-09-30 | $290,374 |
| Was this plan covered by a fidelity bond | 2011-09-30 | Yes |
| Value of fidelity bond cover | 2011-09-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-09-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-09-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-09-30 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-09-30 | $6,384,303 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-09-30 | $7,506,780 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-09-30 | $14,016,852 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-09-30 | $12,999,302 |
| Administrative expenses (other) incurred | 2011-09-30 | $852,855 |
| Liabilities. Value of operating payables at end of year | 2011-09-30 | $176,020 |
| Liabilities. Value of operating payables at beginning of year | 2011-09-30 | $195,904 |
| Total non interest bearing cash at end of year | 2011-09-30 | $4,468,334 |
| Total non interest bearing cash at beginning of year | 2011-09-30 | $4,149,845 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-09-30 | No |
| Value of net income/loss | 2011-09-30 | $-19,264,378 |
| Value of net assets at end of year (total assets less liabilities) | 2011-09-30 | $291,980,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-09-30 | $311,245,345 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-09-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-09-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-09-30 | No |
| Investment advisory and management fees | 2011-09-30 | $1,292,682 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-09-30 | $16,407,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-09-30 | $16,081,325 |
| Income. Interest from US Government securities | 2011-09-30 | $2,449,830 |
| Income. Interest from corporate debt instruments | 2011-09-30 | $2,525,864 |
| Value of interest in common/collective trusts at end of year | 2011-09-30 | $15,261,103 |
| Value of interest in common/collective trusts at beginning of year | 2011-09-30 | $5,413,734 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-09-30 | $78,119 |
| Asset value of US Government securities at end of year | 2011-09-30 | $53,493,912 |
| Asset value of US Government securities at beginning of year | 2011-09-30 | $53,736,164 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-09-30 | $594,192 |
| Net investment gain or loss from common/collective trusts | 2011-09-30 | $10,059 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-09-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-09-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-09-30 | No |
| Contributions received in cash from employer | 2011-09-30 | $28,375,873 |
| Employer contributions (assets) at end of year | 2011-09-30 | $1,853,829 |
| Employer contributions (assets) at beginning of year | 2011-09-30 | $1,598,852 |
| Income. Dividends from preferred stock | 2011-09-30 | $11,484 |
| Income. Dividends from common stock | 2011-09-30 | $2,855,690 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-09-30 | $44,907,189 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-09-30 | $57,360,180 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-09-30 | $63,427,457 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-09-30 | $149,922,399 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-09-30 | $171,554,582 |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2011-09-30 | $49,692 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2011-09-30 | $61,438 |
| Did the plan have assets held for investment | 2011-09-30 | 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 | 2011-09-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-09-30 | No |
| Aggregate proceeds on sale of assets | 2011-09-30 | $651,708,918 |
| Aggregate carrying amount (costs) on sale of assets | 2011-09-30 | $636,579,395 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-09-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-09-30 | Unqualified |
| Accountancy firm name | 2011-09-30 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2011-09-30 | 232247478 |
| 2010 : IRON WORKERS PENSION PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-09-30 | $0 |
