IRONWORKERS LOCAL 68 TRAINING FUND has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 68 TRAINING FUND
| Measure | Date | Value |
|---|
| 2018 : IRONWORKERS LOCAL 68 TRAINING FUND 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-04-27 | $-205 |
| Total unrealized appreciation/depreciation of assets | 2018-04-27 | $-205 |
| Total transfer of assets from this plan | 2018-04-27 | $213,544 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-27 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-04-27 | $8,563 |
| Total income from all sources (including contributions) | 2018-04-27 | $1,027 |
| Total loss/gain on sale of assets | 2018-04-27 | $345 |
| Total of all expenses incurred | 2018-04-27 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-04-27 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-04-27 | $0 |
| Value of total assets at end of year | 2018-04-27 | $0 |
| Value of total assets at beginning of year | 2018-04-27 | $221,080 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-04-27 | $0 |
| Total interest from all sources | 2018-04-27 | $887 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-04-27 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-04-27 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2018-04-27 | $0 |
| Was this plan covered by a fidelity bond | 2018-04-27 | Yes |
| Value of fidelity bond cover | 2018-04-27 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-04-27 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-04-27 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-04-27 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-04-27 | $22,378 |
| Liabilities. Value of operating payables at end of year | 2018-04-27 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2018-04-27 | $8,563 |
| Total non interest bearing cash at end of year | 2018-04-27 | $0 |
| Total non interest bearing cash at beginning of year | 2018-04-27 | $52,342 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-27 | No |
| Value of net income/loss | 2018-04-27 | $1,027 |
| Value of net assets at end of year (total assets less liabilities) | 2018-04-27 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-04-27 | $212,517 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-04-27 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-04-27 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-04-27 | No |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-04-27 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-04-27 | $10,786 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-04-27 | $10,786 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-04-27 | $887 |
| Asset value of US Government securities at end of year | 2018-04-27 | $0 |
| Asset value of US Government securities at beginning of year | 2018-04-27 | $72,981 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-04-27 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-04-27 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-04-27 | No |
| Employer contributions (assets) at end of year | 2018-04-27 | $0 |
| Employer contributions (assets) at beginning of year | 2018-04-27 | $12,175 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-04-27 | $0 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-04-27 | $50,418 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2018-04-27 | $0 |
| Did the plan have assets held for investment | 2018-04-27 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-04-27 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-04-27 | Yes |
| Aggregate proceeds on sale of assets | 2018-04-27 | $135,363 |
| Aggregate carrying amount (costs) on sale of assets | 2018-04-27 | $135,018 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-04-27 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-04-27 | Unqualified |
| Accountancy firm name | 2018-04-27 | FISCHER DORWART, P.C. |
| Accountancy firm EIN | 2018-04-27 | 232247478 |
| 2017 : IRONWORKERS LOCAL 68 TRAINING FUND 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2017-06-30 | $-205 |
| Total unrealized appreciation/depreciation of assets | 2017-06-30 | $-205 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $8,563 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $14,685 |
| Total income from all sources (including contributions) | 2017-06-30 | $176,099 |
| Total loss/gain on sale of assets | 2017-06-30 | $-3,723 |
| Total of all expenses incurred | 2017-06-30 | $236,697 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $184,653 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $175,863 |
| Value of total assets at end of year | 2017-06-30 | $221,080 |
| Value of total assets at beginning of year | 2017-06-30 | $287,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $52,044 |
| Total interest from all sources | 2017-06-30 | $4,164 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Administrative expenses professional fees incurred | 2017-06-30 | $8,772 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-06-30 | $1,351 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $22,378 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $1,968 |
| Administrative expenses (other) incurred | 2017-06-30 | $43,272 |
| Liabilities. Value of operating payables at end of year | 2017-06-30 | $8,563 |
| Liabilities. Value of operating payables at beginning of year | 2017-06-30 | $14,685 |
| Total non interest bearing cash at end of year | 2017-06-30 | $52,342 |
| Total non interest bearing cash at beginning of year | 2017-06-30 | $23,099 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $-60,598 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $212,517 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $273,115 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Income. Interest from US Government securities | 2017-06-30 | $2,550 |
| Income. Interest from corporate debt instruments | 2017-06-30 | $1,557 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $10,786 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $47,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $47,294 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $57 |
| Asset value of US Government securities at end of year | 2017-06-30 | $72,981 |
| Asset value of US Government securities at beginning of year | 2017-06-30 | $122,131 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $175,863 |
| Employer contributions (assets) at end of year | 2017-06-30 | $12,175 |
| Employer contributions (assets) at beginning of year | 2017-06-30 | $18,817 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $183,302 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-06-30 | $50,418 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-06-30 | $74,159 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-06-30 | No |
| Assets. Value of buildings and other operty used in plan operation at end of year | 2017-06-30 | $0 |
| Assets. Value of buildings and other operty used in plan operation at beginning of year | 2017-06-30 | $332 |
| Did the plan have assets held for investment | 2017-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
| Aggregate proceeds on sale of assets | 2017-06-30 | $40,260 |
| Aggregate carrying amount (costs) on sale of assets | 2017-06-30 | $43,983 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
| Accountancy firm name | 2017-06-30 | FISCHER DORWART, PC |
| Accountancy firm EIN | 2017-06-30 | 232247478 |
| 2015 : IRONWORKERS LOCAL 68 TRAINING FUND 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $14,684 |
| Total plan liabilities at beginning of year | 2015-12-31 | $14,518 |
| Total income from all sources | 2015-12-31 | $255,441 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $280,473 |
| Total plan assets at end of year | 2015-12-31 | $287,799 |
| Total plan assets at beginning of year | 2015-12-31 | $312,665 |
| Value of fidelity bond covering the plan | 2015-12-31 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $280,473 |
| Other income received | 2015-12-31 | $12,019 |
| Net income (gross income less expenses) | 2015-12-31 | $-25,032 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $273,115 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $298,147 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $243,422 |
| Total plan liabilities at end of year | 2015-06-30 | $14,518 |
| Total plan liabilities at beginning of year | 2015-06-30 | $8,558 |
| Total income from all sources | 2015-06-30 | $178,755 |
| Expenses. Total of all expenses incurred | 2015-06-30 | $320,015 |
| Total plan assets at end of year | 2015-06-30 | $312,665 |
| Total plan assets at beginning of year | 2015-06-30 | $447,965 |
| Value of fidelity bond covering the plan | 2015-06-30 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2015-06-30 | $320,015 |
| Other income received | 2015-06-30 | $7,492 |
| Net income (gross income less expenses) | 2015-06-30 | $-141,260 |
| Net plan assets at end of year (total assets less liabilities) | 2015-06-30 | $298,147 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-06-30 | $439,407 |
| Total contributions received or receivable from employer(s) | 2015-06-30 | $171,263 |
| 2014 : IRONWORKERS LOCAL 68 TRAINING FUND 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-06-30 | $8,558 |
| Total plan liabilities at beginning of year | 2014-06-30 | $12,809 |
| Total income from all sources | 2014-06-30 | $255,760 |
| Expenses. Total of all expenses incurred | 2014-06-30 | $287,359 |
| Total plan assets at end of year | 2014-06-30 | $447,965 |
| Total plan assets at beginning of year | 2014-06-30 | $483,815 |
| Value of fidelity bond covering the plan | 2014-06-30 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2014-06-30 | $287,359 |
| Other income received | 2014-06-30 | $15,547 |
| Net income (gross income less expenses) | 2014-06-30 | $-31,599 |
| Net plan assets at end of year (total assets less liabilities) | 2014-06-30 | $439,407 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-06-30 | $471,006 |
| Total contributions received or receivable from employer(s) | 2014-06-30 | $240,213 |
| 2013 : IRONWORKERS LOCAL 68 TRAINING FUND 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-06-30 | $12,809 |
| Total plan liabilities at beginning of year | 2013-06-30 | $7,754 |
| Total income from all sources | 2013-06-30 | $269,392 |
| Expenses. Total of all expenses incurred | 2013-06-30 | $261,329 |
| Total plan assets at end of year | 2013-06-30 | $483,815 |
| Total plan assets at beginning of year | 2013-06-30 | $470,697 |
| Value of fidelity bond covering the plan | 2013-06-30 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-06-30 | $261,329 |
| Other income received | 2013-06-30 | $3,725 |
| Net income (gross income less expenses) | 2013-06-30 | $8,063 |
| Net plan assets at end of year (total assets less liabilities) | 2013-06-30 | $471,006 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-06-30 | $462,943 |
| Total contributions received or receivable from employer(s) | 2013-06-30 | $265,667 |
| 2012 : IRONWORKERS LOCAL 68 TRAINING FUND 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-06-30 | $7,754 |
| Total plan liabilities at beginning of year | 2012-06-30 | $5,264 |
| Total income from all sources | 2012-06-30 | $344,954 |
| Expenses. Total of all expenses incurred | 2012-06-30 | $275,116 |
| Total plan assets at end of year | 2012-06-30 | $470,697 |
| Total plan assets at beginning of year | 2012-06-30 | $398,369 |
| Value of fidelity bond covering the plan | 2012-06-30 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-06-30 | $275,116 |
| Other income received | 2012-06-30 | $19,000 |
| Net income (gross income less expenses) | 2012-06-30 | $69,838 |
| Net plan assets at end of year (total assets less liabilities) | 2012-06-30 | $462,943 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-06-30 | $393,105 |
| Total contributions received or receivable from employer(s) | 2012-06-30 | $325,954 |
| 2011 : IRONWORKERS LOCAL 68 TRAINING FUND 2011 401k financial data |
|---|
| Total plan liabilities at end of year | 2011-06-30 | $5,264 |
| Total plan liabilities at beginning of year | 2011-06-30 | $12,409 |
| Total income from all sources | 2011-06-30 | $253,848 |
| Expenses. Total of all expenses incurred | 2011-06-30 | $267,904 |
| Total plan assets at end of year | 2011-06-30 | $398,369 |
| Total plan assets at beginning of year | 2011-06-30 | $419,570 |
| Value of fidelity bond covering the plan | 2011-06-30 | $2,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-06-30 | $267,904 |
| Other income received | 2011-06-30 | $7,692 |
| Net income (gross income less expenses) | 2011-06-30 | $-14,056 |
| Net plan assets at end of year (total assets less liabilities) | 2011-06-30 | $393,105 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-06-30 | $407,161 |
| Total contributions received or receivable from employer(s) | 2011-06-30 | $246,156 |
| 2017: IRONWORKERS LOCAL 68 TRAINING FUND 2017 form 5500 responses |
|---|
| 2017-07-01 | Type of plan entity | Multi-employer plan |
| 2017-07-01 | Submission has been amended | No |
| 2017-07-01 | This submission is the final filing | Yes |
| 2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-07-01 | Plan is a collectively bargained plan | Yes |
| 2017-07-01 | Plan funding arrangement – Trust | Yes |
| 2017-07-01 | Plan benefit arrangement - Trust | Yes |
| 2016: IRONWORKERS LOCAL 68 TRAINING FUND 2016 form 5500 responses |
|---|
| 2016-07-01 | Type of plan entity | Multi-employer plan |
| 2016-07-01 | Submission has been amended | No |
| 2016-07-01 | This submission is the final filing | No |
| 2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-07-01 | Plan is a collectively bargained plan | Yes |
| 2016-07-01 | Plan funding arrangement – Trust | Yes |
| 2016-07-01 | Plan benefit arrangement - Trust | Yes |
| 2015: IRONWORKERS LOCAL 68 TRAINING FUND 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Multi-employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: IRONWORKERS LOCAL 68 TRAINING FUND 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Multi-employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-07-01 | Plan is a collectively bargained plan | Yes |
| 2014-07-01 | Plan funding arrangement – Trust | Yes |
| 2014-07-01 | Plan benefit arrangement - Trust | Yes |
| 2013: IRONWORKERS LOCAL 68 TRAINING FUND 2013 form 5500 responses |
|---|
| 2013-07-01 | Type of plan entity | Multi-employer plan |
| 2013-07-01 | Submission has been amended | No |
| 2013-07-01 | This submission is the final filing | No |
| 2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-07-01 | Plan is a collectively bargained plan | Yes |
| 2013-07-01 | Plan funding arrangement – Trust | Yes |
| 2013-07-01 | Plan benefit arrangement - Trust | Yes |
| 2012: IRONWORKERS LOCAL 68 TRAINING FUND 2012 form 5500 responses |
|---|
| 2012-07-01 | Type of plan entity | Multi-employer plan |
| 2012-07-01 | Submission has been amended | No |
| 2012-07-01 | This submission is the final filing | No |
| 2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-01 | Plan is a collectively bargained plan | Yes |
| 2012-07-01 | Plan funding arrangement – Trust | Yes |
| 2012-07-01 | Plan benefit arrangement - Trust | Yes |
| 2011: IRONWORKERS LOCAL 68 TRAINING FUND 2011 form 5500 responses |
|---|
| 2011-07-01 | Type of plan entity | Multi-employer plan |
| 2011-07-01 | Submission has been amended | No |
| 2011-07-01 | This submission is the final filing | No |
| 2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-01 | Plan is a collectively bargained plan | Yes |
| 2011-07-01 | Plan funding arrangement – Trust | Yes |
| 2011-07-01 | Plan benefit arrangement - Trust | Yes |
| 2009: IRONWORKERS LOCAL 68 TRAINING FUND 2009 form 5500 responses |
|---|
| 2009-07-01 | Type of plan entity | Multi-employer plan |
| 2009-07-01 | Submission has been amended | No |
| 2009-07-01 | This submission is the final filing | No |
| 2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-01 | Plan is a collectively bargained plan | Yes |
| 2009-07-01 | Plan funding arrangement – Trust | Yes |
| 2009-07-01 | Plan benefit arrangement - Trust | Yes |
