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IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 401k Plan overview

Plan NameIRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND
Plan identification number 001

IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND Benefits

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

401k Sponsoring company profile

IRON WORKERS LOCAL 40,361, & 417 ANNUITY has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL 40,361, & 417 ANNUITY
Employer identification number (EIN):237299279
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MATTHEW CHARTRAND2023-10-13
0012021-01-01ROBERT W. WALSH, TRUSTEE2022-10-14
0012020-01-01ROBERT W. WALSH, TRUSTEE2021-10-14
0012019-01-01ROBERT W. WALSH, TRUSTEE2020-10-14
0012018-01-01ROBERT W. WALSH, TRUSTEE2019-10-11
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01BRIAN SABBAGH
0012011-01-01BRIAN SABBAGH
0012010-01-01ROBERT WALSH
0012009-01-01ROBERT WALSH
0012009-01-01ROBERT WALSH

Plan Statistics for IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND

401k plan membership statisitcs for IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND

Measure Date Value
2022: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-015,068
Total number of active participants reported on line 7a of the Form 55002022-01-014,998
Total of all active and inactive participants2022-01-014,998
Total participants2022-01-014,998
Number of participants with account balances2022-01-010
Number of employers contributing to the scheme2022-01-01244
2021: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-015,120
Total number of active participants reported on line 7a of the Form 55002021-01-015,068
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015,068
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-015,068
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-01230
2020: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-015,037
Total number of active participants reported on line 7a of the Form 55002020-01-015,120
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-015,120
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-01270
2019: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-015,211
Total number of active participants reported on line 7a of the Form 55002019-01-015,037
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015,037
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-015,037
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01267
2018: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-015,490
Total number of active participants reported on line 7a of the Form 55002018-01-015,211
Total of all active and inactive participants2018-01-015,211
Total participants2018-01-015,211
Number of employers contributing to the scheme2018-01-01273
2017: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-015,367
Total number of active participants reported on line 7a of the Form 55002017-01-015,490
Total of all active and inactive participants2017-01-015,490
Total participants2017-01-015,490
Number of employers contributing to the scheme2017-01-01260
2016: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-014,725
Total number of active participants reported on line 7a of the Form 55002016-01-015,367
Total of all active and inactive participants2016-01-015,367
Total participants2016-01-015,367
Number of employers contributing to the scheme2016-01-01252
2015: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-014,190
Total number of active participants reported on line 7a of the Form 55002015-01-014,725
Total of all active and inactive participants2015-01-014,725
Total participants2015-01-014,725
Number of employers contributing to the scheme2015-01-01294
2014: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-014,283
Total number of active participants reported on line 7a of the Form 55002014-01-014,190
Total of all active and inactive participants2014-01-014,190
Total participants2014-01-014,190
Number of participants with account balances2014-01-014,190
Number of employers contributing to the scheme2014-01-01302
2013: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-013,805
Total number of active participants reported on line 7a of the Form 55002013-01-014,283
Total of all active and inactive participants2013-01-014,283
Total participants2013-01-014,283
Number of participants with account balances2013-01-014,283
Number of employers contributing to the scheme2013-01-01311
2012: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-014,454
Total number of active participants reported on line 7a of the Form 55002012-01-013,805
Total of all active and inactive participants2012-01-013,805
Total participants2012-01-013,805
Number of participants with account balances2012-01-013,805
Number of employers contributing to the scheme2012-01-01280
2011: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-014,288
Total number of active participants reported on line 7a of the Form 55002011-01-014,454
Total of all active and inactive participants2011-01-014,454
Total participants2011-01-014,454
Number of participants with account balances2011-01-014,454
Number of employers contributing to the scheme2011-01-01280
2010: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-013,940
Total number of active participants reported on line 7a of the Form 55002010-01-014,288
Total of all active and inactive participants2010-01-014,288
Total participants2010-01-014,288
Number of participants with account balances2010-01-014,288
Number of employers contributing to the scheme2010-01-01311
2009: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-014,261
Total number of active participants reported on line 7a of the Form 55002009-01-013,940
Total of all active and inactive participants2009-01-013,940
Total participants2009-01-013,940
Number of participants with account balances2009-01-013,940
Number of employers contributing to the scheme2009-01-01303

Financial Data on IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND

Measure Date Value
2022 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-166,967,328
Total unrealized appreciation/depreciation of assets2022-12-31$-166,967,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,066,299
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$2,654,143
Total income from all sources (including contributions)2022-12-31$-70,888,960
Total loss/gain on sale of assets2022-12-31$14,568,549
Total of all expenses incurred2022-12-31$57,294,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$49,935,663
Expenses. Certain deemed distributions of participant loans2022-12-31$4,334,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$52,732,363
Value of total assets at end of year2022-12-31$1,072,542,175
Value of total assets at beginning of year2022-12-31$1,200,313,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,024,139
Total interest from all sources2022-12-31$19,638,732
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$6,528,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Assets. Real estate other than employer real property at end of year2022-12-31$42,750,979
Assets. Real estate other than employer real property at beginning of year2022-12-31$39,887,940
Administrative expenses professional fees incurred2022-12-31$209,379
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$741,384
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$777,936
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31Yes
Amount of non-exempt transactions with any party-in-interest2022-12-31$3,205,610
Participant contributions at end of year2022-12-31$29,252,597
Participant contributions at beginning of year2022-12-31$30,493,203
Assets. Other investments not covered elsewhere at end of year2022-12-31$100,304,155
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$101,168,075
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$7,741,275
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,837,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$2,430,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$2,218,582
Other income not declared elsewhere2022-12-31$89,700
Administrative expenses (other) incurred2022-12-31$581,329
Liabilities. Value of operating payables at end of year2022-12-31$635,724
Liabilities. Value of operating payables at beginning of year2022-12-31$435,561
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-128,183,212
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,069,475,876
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,197,659,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$2,233,431
Interest on participant loans2022-12-31$1,792,953
Income. Interest from US Government securities2022-12-31$11,794,990
Income. Interest from corporate debt instruments2022-12-31$5,924,785
Value of interest in common/collective trusts at end of year2022-12-31$68,852,576
Value of interest in common/collective trusts at beginning of year2022-12-31$92,362,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$14,054,569
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$9,981,177
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$9,981,177
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$126,004
Asset value of US Government securities at end of year2022-12-31$292,877,977
Asset value of US Government securities at beginning of year2022-12-31$309,422,217
Net investment gain or loss from common/collective trusts2022-12-31$2,520,586
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$52,732,363
Employer contributions (assets) at end of year2022-12-31$2,185,910
Employer contributions (assets) at beginning of year2022-12-31$2,482,601
Income. Dividends from common stock2022-12-31$6,528,438
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$49,935,663
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$293,962,236
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$324,007,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$219,818,517
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$282,893,380
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$505,718,714
Aggregate carrying amount (costs) on sale of assets2022-12-31$491,150,165
Opinion of an independent qualified public accountant for this plan2022-12-31Qualified
Accountancy firm name2022-12-31GRASSI & CO., CPA'S P.C.
Accountancy firm EIN2022-12-31113266576
2021 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$17,923,612
Total unrealized appreciation/depreciation of assets2021-12-31$17,923,612
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$2,654,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,761,949
Total income from all sources (including contributions)2021-12-31$139,670,585
Total loss/gain on sale of assets2021-12-31$41,517,608
Total of all expenses incurred2021-12-31$53,111,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$46,275,850
Expenses. Certain deemed distributions of participant loans2021-12-31$3,312,646
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$53,609,757
Value of total assets at end of year2021-12-31$1,200,313,231
Value of total assets at beginning of year2021-12-31$1,115,861,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,522,526
Total interest from all sources2021-12-31$19,254,827
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,070,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Assets. Real estate other than employer real property at end of year2021-12-31$39,887,940
Assets. Real estate other than employer real property at beginning of year2021-12-31$34,045,401
Administrative expenses professional fees incurred2021-12-31$194,150
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$777,936
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$53,609,757
Amount contributed by the employer to the plan for this plan year2021-12-31$53,609,757
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$30,493,203
Participant contributions at beginning of year2021-12-31$31,716,750
Assets. Other investments not covered elsewhere at end of year2021-12-31$101,168,075
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$79,646,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,837,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$6,072,899
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$2,218,582
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$4,249,453
Other income not declared elsewhere2021-12-31$165,988
Administrative expenses (other) incurred2021-12-31$554,862
Liabilities. Value of operating payables at end of year2021-12-31$435,561
Liabilities. Value of operating payables at beginning of year2021-12-31$512,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$86,559,563
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,197,659,088
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,111,099,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$2,773,514
Interest on participant loans2021-12-31$2,517,086
Income. Interest from US Government securities2021-12-31$11,062,643
Income. Interest from corporate debt instruments2021-12-31$5,556,917
Value of interest in common/collective trusts at end of year2021-12-31$92,362,422
Value of interest in common/collective trusts at beginning of year2021-12-31$72,208,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$9,981,177
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$17,133,083
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$17,133,083
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$118,181
Asset value of US Government securities at end of year2021-12-31$309,422,217
Asset value of US Government securities at beginning of year2021-12-31$314,223,543
Net investment gain or loss from common/collective trusts2021-12-31$1,128,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$53,609,757
Employer contributions (assets) at end of year2021-12-31$2,482,601
Employer contributions (assets) at beginning of year2021-12-31$3,296,040
Income. Dividends from common stock2021-12-31$6,070,586
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$46,275,850
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$324,007,218
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$331,223,365
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$282,893,380
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$226,295,670
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$602,019,736
Aggregate carrying amount (costs) on sale of assets2021-12-31$560,502,128
Opinion of an independent qualified public accountant for this plan2021-12-31Qualified
Accountancy firm name2021-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2021-12-31113266576
2020 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$42,002,936
Total unrealized appreciation/depreciation of assets2020-12-31$42,002,936
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,761,949
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,682,642
Total income from all sources (including contributions)2020-12-31$134,374,151
Total loss/gain on sale of assets2020-12-31$13,732,493
Total of all expenses incurred2020-12-31$53,776,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$49,326,304
Expenses. Certain deemed distributions of participant loans2020-12-31$1,630,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$52,103,660
Value of total assets at end of year2020-12-31$1,115,861,474
Value of total assets at beginning of year2020-12-31$1,032,184,979
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,819,734
Total interest from all sources2020-12-31$20,151,883
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,358,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Assets. Real estate other than employer real property at end of year2020-12-31$34,045,401
Assets. Real estate other than employer real property at beginning of year2020-12-31$23,422,343
Administrative expenses professional fees incurred2020-12-31$170,923
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$52,103,660
Amount contributed by the employer to the plan for this plan year2020-12-31$52,103,660
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$31,716,750
Participant contributions at beginning of year2020-12-31$27,206,733
Assets. Other investments not covered elsewhere at end of year2020-12-31$79,646,680
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$83,257,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$6,072,899
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$6,467,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$4,249,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$1,332,021
Other income not declared elsewhere2020-12-31$25,100
Administrative expenses (other) incurred2020-12-31$559,287
Liabilities. Value of operating payables at end of year2020-12-31$512,496
Liabilities. Value of operating payables at beginning of year2020-12-31$350,621
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$80,597,188
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,111,099,525
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,030,502,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$2,089,524
Interest on participant loans2020-12-31$1,027,670
Income. Interest from US Government securities2020-12-31$12,639,958
Income. Interest from corporate debt instruments2020-12-31$6,349,224
Value of interest in common/collective trusts at end of year2020-12-31$72,208,043
Value of interest in common/collective trusts at beginning of year2020-12-31$60,395,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$17,133,083
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,774,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,774,979
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$135,031
Asset value of US Government securities at end of year2020-12-31$314,223,543
Asset value of US Government securities at beginning of year2020-12-31$344,430,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$52,103,660
Employer contributions (assets) at end of year2020-12-31$3,296,040
Employer contributions (assets) at beginning of year2020-12-31$3,765,063
Income. Dividends from common stock2020-12-31$6,358,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$49,326,304
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$331,223,365
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$263,411,154
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$226,295,670
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$210,054,647
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$909,303,970
Aggregate carrying amount (costs) on sale of assets2020-12-31$895,571,477
Opinion of an independent qualified public accountant for this plan2020-12-31Qualified
Accountancy firm name2020-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2020-12-31113266576
2019 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$79,133,855
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$79,133,855
Total unrealized appreciation/depreciation of assets2019-12-31$79,133,855
Total unrealized appreciation/depreciation of assets2019-12-31$79,133,855
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,682,642
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,682,642
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,899,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,899,343
Total income from all sources (including contributions)2019-12-31$181,459,475
Total income from all sources (including contributions)2019-12-31$181,459,475
Total loss/gain on sale of assets2019-12-31$17,399,002
Total loss/gain on sale of assets2019-12-31$17,399,002
Total of all expenses incurred2019-12-31$57,501,047
Total of all expenses incurred2019-12-31$57,501,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,215,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$50,215,120
Expenses. Certain deemed distributions of participant loans2019-12-31$4,298,117
Expenses. Certain deemed distributions of participant loans2019-12-31$4,298,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$55,875,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$55,875,197
Value of total assets at end of year2019-12-31$1,032,184,979
Value of total assets at end of year2019-12-31$1,032,184,979
Value of total assets at beginning of year2019-12-31$908,443,252
Value of total assets at beginning of year2019-12-31$908,443,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,987,810
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,987,810
Total interest from all sources2019-12-31$22,258,750
Total interest from all sources2019-12-31$22,258,750
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,732,941
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,732,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Assets. Real estate other than employer real property at end of year2019-12-31$23,422,343
Assets. Real estate other than employer real property at end of year2019-12-31$23,422,343
Assets. Real estate other than employer real property at beginning of year2019-12-31$21,468,440
Assets. Real estate other than employer real property at beginning of year2019-12-31$21,468,440
Administrative expenses professional fees incurred2019-12-31$192,552
Administrative expenses professional fees incurred2019-12-31$192,552
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$55,875,197
Amount contributed by the employer to the plan for this plan year2019-12-31$55,875,197
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$27,206,733
Participant contributions at end of year2019-12-31$27,206,733
Participant contributions at beginning of year2019-12-31$26,820,164
Participant contributions at beginning of year2019-12-31$26,820,164
Assets. Other investments not covered elsewhere at end of year2019-12-31$83,257,335
Assets. Other investments not covered elsewhere at end of year2019-12-31$83,257,335
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$73,095,282
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$73,095,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,467,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$6,467,111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,344,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$5,344,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$1,332,021
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,510,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,510,826
Other income not declared elsewhere2019-12-31$59,730
Other income not declared elsewhere2019-12-31$59,730
Administrative expenses (other) incurred2019-12-31$553,758
Administrative expenses (other) incurred2019-12-31$553,758
Liabilities. Value of operating payables at end of year2019-12-31$350,621
Liabilities. Value of operating payables at end of year2019-12-31$350,621
Liabilities. Value of operating payables at beginning of year2019-12-31$388,517
Liabilities. Value of operating payables at beginning of year2019-12-31$388,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$123,958,428
Value of net income/loss2019-12-31$123,958,428
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,030,502,337
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,030,502,337
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$906,543,909
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$906,543,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$2,241,500
Investment advisory and management fees2019-12-31$2,241,500
Interest on participant loans2019-12-31$1,706,440
Interest on participant loans2019-12-31$1,706,440
Income. Interest from US Government securities2019-12-31$13,583,845
Income. Interest from US Government securities2019-12-31$13,583,845
Income. Interest from corporate debt instruments2019-12-31$6,823,351
Income. Interest from corporate debt instruments2019-12-31$6,823,351
Value of interest in common/collective trusts at end of year2019-12-31$60,395,315
Value of interest in common/collective trusts at end of year2019-12-31$60,395,315
Value of interest in common/collective trusts at beginning of year2019-12-31$29,065,024
Value of interest in common/collective trusts at beginning of year2019-12-31$29,065,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,774,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,774,979
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,574,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,574,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$6,574,509
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$6,574,509
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$145,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$145,114
Asset value of US Government securities at end of year2019-12-31$344,430,299
Asset value of US Government securities at end of year2019-12-31$344,430,299
Asset value of US Government securities at beginning of year2019-12-31$297,743,955
Asset value of US Government securities at beginning of year2019-12-31$297,743,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$55,875,197
Contributions received in cash from employer2019-12-31$55,875,197
Employer contributions (assets) at end of year2019-12-31$3,765,063
Employer contributions (assets) at end of year2019-12-31$3,765,063
Employer contributions (assets) at beginning of year2019-12-31$3,503,275
Employer contributions (assets) at beginning of year2019-12-31$3,503,275
Income. Dividends from common stock2019-12-31$6,732,941
Income. Dividends from common stock2019-12-31$6,732,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,215,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$50,215,120
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$263,411,154
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$263,411,154
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$223,967,219
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$223,967,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$210,054,647
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$210,054,647
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$220,861,292
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$220,861,292
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$874,515,590
Aggregate proceeds on sale of assets2019-12-31$874,515,590
Aggregate carrying amount (costs) on sale of assets2019-12-31$857,116,588
Aggregate carrying amount (costs) on sale of assets2019-12-31$857,116,588
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Opinion of an independent qualified public accountant for this plan2019-12-31Qualified
Accountancy firm name2019-12-31GRASSI & CO CPAS PC
Accountancy firm name2019-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2019-12-31113266576
Accountancy firm EIN2019-12-31113266576
2018 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-58,017,812
Total unrealized appreciation/depreciation of assets2018-12-31$-58,017,812
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,899,343
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,552,777
Total income from all sources (including contributions)2018-12-31$35,687,756
Total loss/gain on sale of assets2018-12-31$10,882,749
Total of all expenses incurred2018-12-31$40,799,366
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$35,374,097
Expenses. Certain deemed distributions of participant loans2018-12-31$2,117,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$55,315,524
Value of total assets at end of year2018-12-31$908,443,252
Value of total assets at beginning of year2018-12-31$913,208,296
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,307,898
Total interest from all sources2018-12-31$19,964,613
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$7,512,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Assets. Real estate other than employer real property at end of year2018-12-31$21,468,440
Assets. Real estate other than employer real property at beginning of year2018-12-31$19,480,712
Administrative expenses professional fees incurred2018-12-31$206,722
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$55,315,524
Amount contributed by the employer to the plan for this plan year2018-12-31$55,315,524
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$26,820,164
Participant contributions at beginning of year2018-12-31$25,735,300
Assets. Other investments not covered elsewhere at end of year2018-12-31$73,095,282
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$77,309,304
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$5,344,092
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$5,237,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,510,826
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,164,260
Other income not declared elsewhere2018-12-31$29,842
Administrative expenses (other) incurred2018-12-31$542,311
Liabilities. Value of operating payables at end of year2018-12-31$388,517
Liabilities. Value of operating payables at beginning of year2018-12-31$388,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,111,610
Value of net assets at end of year (total assets less liabilities)2018-12-31$906,543,909
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$911,655,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,558,865
Interest on participant loans2018-12-31$1,510,753
Income. Interest from US Government securities2018-12-31$12,196,895
Income. Interest from corporate debt instruments2018-12-31$6,126,667
Value of interest in common/collective trusts at end of year2018-12-31$29,065,024
Value of interest in common/collective trusts at beginning of year2018-12-31$16,924,313
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$6,574,509
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,376,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,376,307
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$130,298
Asset value of US Government securities at end of year2018-12-31$297,743,955
Asset value of US Government securities at beginning of year2018-12-31$310,372,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$55,315,524
Employer contributions (assets) at end of year2018-12-31$3,503,275
Employer contributions (assets) at beginning of year2018-12-31$4,002,195
Income. Dividends from common stock2018-12-31$7,512,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$35,374,097
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$223,967,219
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$205,888,451
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$220,861,292
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$240,880,980
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$506,785,135
Aggregate carrying amount (costs) on sale of assets2018-12-31$495,902,386
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Qualified
Accountancy firm name2018-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2018-12-31113266576
2017 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$35,411,977
Total unrealized appreciation/depreciation of assets2017-12-31$35,411,977
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,552,777
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,175,992
Total income from all sources (including contributions)2017-12-31$130,504,614
Total loss/gain on sale of assets2017-12-31$12,293,984
Total of all expenses incurred2017-12-31$43,352,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$38,583,762
Expenses. Certain deemed distributions of participant loans2017-12-31$1,693,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$59,094,398
Value of total assets at end of year2017-12-31$913,208,296
Value of total assets at beginning of year2017-12-31$831,679,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,075,319
Total interest from all sources2017-12-31$19,265,081
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,320,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Assets. Real estate other than employer real property at end of year2017-12-31$19,480,712
Assets. Real estate other than employer real property at beginning of year2017-12-31$10,478,710
Administrative expenses professional fees incurred2017-12-31$194,695
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$59,094,398
Amount contributed by the employer to the plan for this plan year2017-12-31$59,094,398
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$25,735,300
Participant contributions at beginning of year2017-12-31$23,061,295
Assets. Other investments not covered elsewhere at end of year2017-12-31$77,309,304
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$51,169,636
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$5,237,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$4,754,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,164,260
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$6,553,532
Other income not declared elsewhere2017-12-31$118,430
Administrative expenses (other) incurred2017-12-31$590,916
Liabilities. Value of operating payables at end of year2017-12-31$388,517
Liabilities. Value of operating payables at beginning of year2017-12-31$622,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$87,151,640
Value of net assets at end of year (total assets less liabilities)2017-12-31$911,655,519
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$824,503,879
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,289,708
Interest on participant loans2017-12-31$1,460,091
Income. Interest from US Government securities2017-12-31$11,768,031
Income. Interest from corporate debt instruments2017-12-31$5,911,243
Value of interest in common/collective trusts at end of year2017-12-31$16,924,313
Value of interest in common/collective trusts at beginning of year2017-12-31$42,500,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,376,307
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,008,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,008,466
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$125,716
Asset value of US Government securities at end of year2017-12-31$310,372,793
Asset value of US Government securities at beginning of year2017-12-31$317,234,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$59,094,398
Employer contributions (assets) at end of year2017-12-31$4,002,195
Employer contributions (assets) at beginning of year2017-12-31$3,178,033
Income. Dividends from common stock2017-12-31$4,320,744
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$38,583,762
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$205,888,451
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$158,835,551
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$240,880,980
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$213,459,357
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$811,637,513
Aggregate carrying amount (costs) on sale of assets2017-12-31$799,343,529
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Qualified
Accountancy firm name2017-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2017-12-31113266576
2016 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$14,989,051
Total unrealized appreciation/depreciation of assets2016-12-31$14,989,051
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$7,175,992
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,146,964
Total income from all sources (including contributions)2016-12-31$96,907,822
Total loss/gain on sale of assets2016-12-31$1,253,129
Total of all expenses incurred2016-12-31$31,869,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$27,692,289
Expenses. Certain deemed distributions of participant loans2016-12-31$1,431,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$59,443,660
Value of total assets at end of year2016-12-31$821,201,161
Value of total assets at beginning of year2016-12-31$750,133,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,745,384
Total interest from all sources2016-12-31$16,134,446
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,047,886
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$200,839
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$59,443,660
Amount contributed by the employer to the plan for this plan year2016-12-31$59,443,660
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$23,061,295
Participant contributions at beginning of year2016-12-31$22,376,099
Assets. Other investments not covered elsewhere at end of year2016-12-31$39,854,728
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$42,822,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,754,209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,354,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$6,553,532
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$506,545
Other income not declared elsewhere2016-12-31$39,650
Administrative expenses (other) incurred2016-12-31$613,271
Liabilities. Value of operating payables at end of year2016-12-31$622,460
Liabilities. Value of operating payables at beginning of year2016-12-31$640,419
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$65,038,447
Value of net assets at end of year (total assets less liabilities)2016-12-31$814,025,169
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$748,986,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,931,274
Interest on participant loans2016-12-31$1,362,366
Income. Interest from US Government securities2016-12-31$9,763,459
Income. Interest from corporate debt instruments2016-12-31$4,904,319
Value of interest in common/collective trusts at end of year2016-12-31$42,500,444
Value of interest in common/collective trusts at beginning of year2016-12-31$11,075,569
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,008,466
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$27,829,419
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$27,829,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$104,302
Asset value of US Government securities at end of year2016-12-31$317,234,170
Asset value of US Government securities at beginning of year2016-12-31$262,250,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$59,443,660
Employer contributions (assets) at end of year2016-12-31$3,178,033
Employer contributions (assets) at beginning of year2016-12-31$3,341,930
Income. Dividends from common stock2016-12-31$5,047,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$27,692,289
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$158,835,551
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$164,955,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$224,774,265
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$211,127,762
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$768,132,846
Aggregate carrying amount (costs) on sale of assets2016-12-31$766,879,717
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2016-12-31113266576
2015 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-25,962,929
Total unrealized appreciation/depreciation of assets2015-12-31$-25,962,929
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$1,146,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$4,341,632
Total income from all sources (including contributions)2015-12-31$33,180,151
Total loss/gain on sale of assets2015-12-31$-114,001
Total of all expenses incurred2015-12-31$35,520,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$30,963,312
Expenses. Certain deemed distributions of participant loans2015-12-31$1,340,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$45,751,322
Value of total assets at end of year2015-12-31$750,133,686
Value of total assets at beginning of year2015-12-31$755,668,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,216,627
Total interest from all sources2015-12-31$8,362,693
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,112,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$275,190
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$128,329
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$45,751,322
Amount contributed by the employer to the plan for this plan year2015-12-31$45,751,322
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$22,376,099
Participant contributions at beginning of year2015-12-31$22,258,227
Assets. Other investments not covered elsewhere at end of year2015-12-31$42,822,239
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$33,854,871
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,354,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,355,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$506,545
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,909,646
Other income not declared elsewhere2015-12-31$30,350
Administrative expenses (other) incurred2015-12-31$640,044
Liabilities. Value of operating payables at end of year2015-12-31$640,419
Liabilities. Value of operating payables at beginning of year2015-12-31$431,986
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,340,120
Value of net assets at end of year (total assets less liabilities)2015-12-31$748,986,722
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$751,326,842
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,301,393
Interest on participant loans2015-12-31$1,447,462
Income. Interest from US Government securities2015-12-31$4,570,553
Income. Interest from corporate debt instruments2015-12-31$2,295,851
Value of interest in common/collective trusts at end of year2015-12-31$11,075,569
Value of interest in common/collective trusts at beginning of year2015-12-31$29,222,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$27,829,419
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$19,456,333
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$19,456,333
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$48,827
Asset value of US Government securities at end of year2015-12-31$262,250,188
Asset value of US Government securities at beginning of year2015-12-31$254,592,529
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$45,751,322
Employer contributions (assets) at end of year2015-12-31$3,341,930
Employer contributions (assets) at beginning of year2015-12-31$2,014,530
Income. Dividends from common stock2015-12-31$5,112,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$30,963,312
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$164,955,915
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$169,746,010
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$211,127,762
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$220,039,405
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$614,769,302
Aggregate carrying amount (costs) on sale of assets2015-12-31$614,883,303
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Qualified
Accountancy firm name2015-12-31GRASSI & CO.
Accountancy firm EIN2015-12-31113266576
2014 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-33,882,049
Total unrealized appreciation/depreciation of assets2014-12-31$-33,882,049
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,341,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$1,814,220
Total income from all sources (including contributions)2014-12-31$72,705,878
Total loss/gain on sale of assets2014-12-31$57,863,002
Total of all expenses incurred2014-12-31$40,609,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,454,317
Expenses. Certain deemed distributions of participant loans2014-12-31$5,073,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$29,388,331
Value of total assets at end of year2014-12-31$755,668,474
Value of total assets at beginning of year2014-12-31$721,045,138
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,082,003
Total interest from all sources2014-12-31$13,829,315
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,491,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$214,281
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$128,329
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$840,560
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$29,388,331
Amount contributed by the employer to the plan for this plan year2014-12-31$29,388,331
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$22,258,227
Participant contributions at beginning of year2014-12-31$24,566,980
Assets. Other investments not covered elsewhere at end of year2014-12-31$33,854,871
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$28,899,876
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,355,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,678,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,909,646
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$1,271,319
Other income not declared elsewhere2014-12-31$15,976
Administrative expenses (other) incurred2014-12-31$606,929
Liabilities. Value of operating payables at end of year2014-12-31$431,986
Liabilities. Value of operating payables at beginning of year2014-12-31$542,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$32,095,924
Value of net assets at end of year (total assets less liabilities)2014-12-31$751,326,842
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$719,230,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$2,260,793
Interest on participant loans2014-12-31$1,402,365
Income. Interest from US Government securities2014-12-31$8,213,469
Income. Interest from corporate debt instruments2014-12-31$4,125,738
Value of interest in common/collective trusts at end of year2014-12-31$29,222,244
Value of interest in common/collective trusts at beginning of year2014-12-31$22,693,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$19,456,333
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$22,132,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$22,132,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$87,743
Asset value of US Government securities at end of year2014-12-31$254,592,529
Asset value of US Government securities at beginning of year2014-12-31$208,380,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$29,388,331
Employer contributions (assets) at end of year2014-12-31$2,014,530
Employer contributions (assets) at beginning of year2014-12-31$1,565,563
Income. Dividends from common stock2014-12-31$5,491,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,454,317
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$169,746,010
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$128,491,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$220,039,405
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$279,795,903
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$875,375,737
Aggregate carrying amount (costs) on sale of assets2014-12-31$817,512,735
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Qualified
Accountancy firm name2014-12-31GRASSI & CO.
Accountancy firm EIN2014-12-31113266576
2013 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$31,350,975
Total unrealized appreciation/depreciation of assets2013-12-31$31,350,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$1,814,220
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$7,197,601
Total income from all sources (including contributions)2013-12-31$108,751,606
Total loss/gain on sale of assets2013-12-31$30,307,778
Total of all expenses incurred2013-12-31$28,893,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$23,671,705
Expenses. Certain deemed distributions of participant loans2013-12-31$2,236,727
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$29,861,470
Value of total assets at end of year2013-12-31$721,045,138
Value of total assets at beginning of year2013-12-31$646,570,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,984,660
Total interest from all sources2013-12-31$12,853,028
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,371,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$147,203
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$840,560
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$465,757
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$29,861,470
Amount contributed by the employer to the plan for this plan year2013-12-31$29,861,470
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$24,566,980
Participant contributions at beginning of year2013-12-31$23,270,091
Assets. Other investments not covered elsewhere at end of year2013-12-31$28,899,876
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,220,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,678,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,567,575
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$1,271,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,653,509
Other income not declared elsewhere2013-12-31$6,952
Administrative expenses (other) incurred2013-12-31$596,509
Liabilities. Value of operating payables at end of year2013-12-31$542,901
Liabilities. Value of operating payables at beginning of year2013-12-31$544,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$79,858,514
Value of net assets at end of year (total assets less liabilities)2013-12-31$719,230,918
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$639,372,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,240,948
Interest on participant loans2013-12-31$988,994
Income. Interest from US Government securities2013-12-31$7,841,415
Income. Interest from corporate debt instruments2013-12-31$3,938,850
Value of interest in common/collective trusts at end of year2013-12-31$22,693,559
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$22,132,418
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$28,482,277
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$28,482,277
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$83,769
Asset value of US Government securities at end of year2013-12-31$208,380,225
Asset value of US Government securities at beginning of year2013-12-31$206,719,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$29,861,470
Employer contributions (assets) at end of year2013-12-31$1,565,563
Employer contributions (assets) at beginning of year2013-12-31$2,288,067
Income. Dividends from common stock2013-12-31$4,371,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$23,671,705
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$128,491,101
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$132,817,986
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$279,795,903
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$243,738,680
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$551,109,516
Aggregate carrying amount (costs) on sale of assets2013-12-31$520,801,738
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Qualified
Accountancy firm name2013-12-31GRASSI & CO.
Accountancy firm EIN2013-12-31113266576
2012 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$26,891,195
Total unrealized appreciation/depreciation of assets2012-12-31$26,891,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,197,601
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$18,808,067
Total income from all sources (including contributions)2012-12-31$89,469,927
Total loss/gain on sale of assets2012-12-31$7,888,392
Total of all expenses incurred2012-12-31$25,625,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$18,865,190
Expenses. Certain deemed distributions of participant loans2012-12-31$3,878,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$37,660,578
Value of total assets at end of year2012-12-31$646,570,005
Value of total assets at beginning of year2012-12-31$594,336,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,882,062
Total interest from all sources2012-12-31$13,053,324
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,916,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$133,011
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$465,757
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$91,401
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$37,660,578
Amount contributed by the employer to the plan for this plan year2012-12-31$37,660,578
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$23,270,091
Participant contributions at beginning of year2012-12-31$24,614,067
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,220,222
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$2,776,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,567,575
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,545,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,653,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$18,419,482
Other income not declared elsewhere2012-12-31$59,818
Administrative expenses (other) incurred2012-12-31$832,640
Liabilities. Value of operating payables at end of year2012-12-31$544,092
Liabilities. Value of operating payables at beginning of year2012-12-31$388,585
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$63,844,197
Value of net assets at end of year (total assets less liabilities)2012-12-31$639,372,404
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$575,528,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,916,411
Interest on participant loans2012-12-31$1,132,157
Income. Interest from US Government securities2012-12-31$7,879,177
Income. Interest from corporate debt instruments2012-12-31$3,957,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$28,482,277
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$90,549,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$90,549,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$84,172
Asset value of US Government securities at end of year2012-12-31$206,719,350
Asset value of US Government securities at beginning of year2012-12-31$205,106,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$37,660,578
Employer contributions (assets) at end of year2012-12-31$2,288,067
Employer contributions (assets) at beginning of year2012-12-31$3,181,209
Income. Dividends from common stock2012-12-31$3,916,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$18,865,190
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$132,817,986
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$72,189,133
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$243,738,680
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$192,282,779
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$907,827,042
Aggregate carrying amount (costs) on sale of assets2012-12-31$899,938,650
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31GRASSI & CO CPA'S PC
Accountancy firm EIN2012-12-31113266576
2011 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-28,702,155
Total unrealized appreciation/depreciation of assets2011-12-31$-28,702,155
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$18,808,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$2,698,640
Total income from all sources (including contributions)2011-12-31$47,337,656
Total loss/gain on sale of assets2011-12-31$18,138,300
Total of all expenses incurred2011-12-31$29,484,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$21,908,392
Expenses. Certain deemed distributions of participant loans2011-12-31$4,981,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$39,896,120
Value of total assets at end of year2011-12-31$594,336,274
Value of total assets at beginning of year2011-12-31$560,373,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,594,941
Total interest from all sources2011-12-31$14,459,783
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,429,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$135,944
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$91,401
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$249,776
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$39,896,120
Amount contributed by the employer to the plan for this plan year2011-12-31$39,896,120
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Participant contributions at end of year2011-12-31$24,614,067
Participant contributions at beginning of year2011-12-31$27,304,126
Assets. Other investments not covered elsewhere at end of year2011-12-31$2,776,182
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,446,223
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,545,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,743,572
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$18,419,482
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$2,261,690
Other income not declared elsewhere2011-12-31$116,394
Administrative expenses (other) incurred2011-12-31$782,880
Liabilities. Value of operating payables at end of year2011-12-31$388,585
Liabilities. Value of operating payables at beginning of year2011-12-31$436,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$17,853,185
Value of net assets at end of year (total assets less liabilities)2011-12-31$575,528,207
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$557,675,022
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,676,117
Interest on participant loans2011-12-31$1,646,804
Income. Interest from US Government securities2011-12-31$8,468,611
Income. Interest from corporate debt instruments2011-12-31$4,253,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$90,549,792
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$21,284,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$21,284,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$90,469
Asset value of US Government securities at end of year2011-12-31$205,106,603
Asset value of US Government securities at beginning of year2011-12-31$213,604,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$39,896,120
Employer contributions (assets) at end of year2011-12-31$3,181,209
Employer contributions (assets) at beginning of year2011-12-31$1,767,038
Income. Dividends from common stock2011-12-31$3,429,214
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$21,908,392
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$72,189,133
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$93,237,614
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$192,282,779
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$195,736,281
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$367,244,361
Aggregate carrying amount (costs) on sale of assets2011-12-31$349,106,061
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31GRASSI & CO CPAS
Accountancy firm EIN2011-12-31113266576
2010 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$21,463,891
Total unrealized appreciation/depreciation of assets2010-12-31$21,463,891
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,698,640
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,324,727
Total income from all sources (including contributions)2010-12-31$78,555,312
Total loss/gain on sale of assets2010-12-31$7,148,154
Total of all expenses incurred2010-12-31$23,514,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$21,134,611
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,754,082
Value of total assets at end of year2010-12-31$562,309,306
Value of total assets at beginning of year2010-12-31$506,894,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,380,114
Total interest from all sources2010-12-31$14,291,226
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,721,764
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$130,970
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$249,776
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$206,791
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$32,447,269
Amount contributed by the employer to the plan for this plan year2010-12-31$32,447,269
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$32,754,082
Participant contributions at end of year2010-12-31$28,932,957
Participant contributions at beginning of year2010-12-31$26,913,983
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,446,223
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$4,050,290
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,743,572
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$3,382,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$2,261,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,953,227
Other income not declared elsewhere2010-12-31$176,195
Administrative expenses (other) incurred2010-12-31$722,334
Liabilities. Value of operating payables at end of year2010-12-31$436,950
Liabilities. Value of operating payables at beginning of year2010-12-31$371,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$55,040,587
Value of net assets at end of year (total assets less liabilities)2010-12-31$559,610,666
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$504,570,079
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,526,810
Interest on participant loans2010-12-31$1,088,691
Income. Interest from US Government securities2010-12-31$8,717,988
Income. Interest from corporate debt instruments2010-12-31$4,391,159
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$21,284,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$17,503,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$17,503,060
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$93,388
Asset value of US Government securities at end of year2010-12-31$213,604,266
Asset value of US Government securities at beginning of year2010-12-31$204,236,634
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$2,073,851
Income. Dividends from common stock2010-12-31$2,721,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$21,134,611
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$93,237,614
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$77,459,020
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$195,736,281
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$173,142,622
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$256,459,097
Aggregate carrying amount (costs) on sale of assets2010-12-31$249,310,943
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Qualified
Accountancy firm name2010-12-31GRASSI & CO CPAS PC
Accountancy firm EIN2010-12-31113266576
2009 : IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$26,833,085
Amount contributed by the employer to the plan for this plan year2009-12-31$26,833,085

Form 5500 Responses for IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND

2022: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCALS 40,361, & 417 ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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