401k Plan data: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN plan

IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 401k Plan overview

Plan Name	IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN
Plan identification number	001

IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

401k Sponsoring company profile

BOARD OF TRUSTEES OF THE IRON WORKERS DISTRICT COUNCIL has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES OF THE IRON WORKERS DISTRICT COUNCIL

Employer identification number (EIN): 237674439

NAIC Classification: 525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 STEPHEN CONLEY
001 2016-01-01 STEPHEN CONLEY
001 2015-01-01 STEPHEN CONLEY
001 2014-01-01 STEPHEN CONLEY
001 2013-01-01 STEPHEN CONLEY
001 2012-01-01 ROBERT SWEENEY MICHAEL KOWALCHICK 2013-07-10
001 2011-01-01 ROBERT SWEENEY WILLIAM GARDNER 2012-06-27
001 2009-01-01 ROBERT SWEENEY WILLIAM GARDNER 2010-10-06

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	STEPHEN CONLEY
001	2016-01-01	STEPHEN CONLEY
001	2015-01-01	STEPHEN CONLEY
001	2014-01-01	STEPHEN CONLEY
001	2013-01-01	STEPHEN CONLEY
001	2012-01-01	ROBERT SWEENEY	MICHAEL KOWALCHICK	2013-07-10
001	2011-01-01	ROBERT SWEENEY	WILLIAM GARDNER	2012-06-27
001	2009-01-01	ROBERT SWEENEY	WILLIAM GARDNER	2010-10-06

Plan Statistics for IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN

401k plan membership statisitcs for IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN

Measure Date Value
2022: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 3
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 6
Number of participants with account balances 2022-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 5
Total of all active and inactive participants 2021-01-01 8
Total participants 2021-01-01 8
Number of participants with account balances 2021-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 11
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 2
Total of all active and inactive participants 2020-01-01 13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 13
Number of participants with account balances 2020-01-01 13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 13
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 16
Number of participants with account balances 2019-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13
Number of retired or separated participants receiving benefits 2018-01-01 2
Number of other retired or separated participants entitled to future benefits 2018-01-01 2
Total of all active and inactive participants 2018-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 17
Number of participants with account balances 2018-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 13
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 18
Number of participants with account balances 2017-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 13
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 18
Number of participants with account balances 2016-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 19
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 19
Number of participants with account balances 2015-01-01 19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 20
Number of retired or separated participants receiving benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 20
Number of participants with account balances 2014-01-01 20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 19
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 19
Number of participants with account balances 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 19
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 19
Number of participants with account balances 2012-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 20
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 20
Number of participants with account balances 2011-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 21
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 19
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	3
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	6
Number of participants with account balances	2022-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	5
Total of all active and inactive participants	2021-01-01	8
Total participants	2021-01-01	8
Number of participants with account balances	2021-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	11
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	2
Total of all active and inactive participants	2020-01-01	13
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	13
Number of participants with account balances	2020-01-01	13
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	13
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	16
Number of participants with account balances	2019-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13
Number of retired or separated participants receiving benefits	2018-01-01	2
Number of other retired or separated participants entitled to future benefits	2018-01-01	2
Total of all active and inactive participants	2018-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	17
Number of participants with account balances	2018-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	13
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	18
Number of participants with account balances	2017-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	13
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	18
Number of participants with account balances	2016-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	19
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	19
Number of participants with account balances	2015-01-01	19
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	20
Number of retired or separated participants receiving benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	20
Number of participants with account balances	2014-01-01	20
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	19
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	19
Number of participants with account balances	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	19
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	19
Number of participants with account balances	2012-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	20
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	20
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	20
Number of participants with account balances	2011-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	21
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	19
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	19
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN

Measure	Date	Value
2022 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$-172,724
Expenses. Total of all expenses incurred	2022-12-31	$10,103
Benefits paid (including direct rollovers)	2022-12-31	$10,103
Total plan assets at end of year	2022-12-31	$1,046,400
Total plan assets at beginning of year	2022-12-31	$1,229,227
Value of fidelity bond covering the plan	2022-12-31	$500,000
Other income received	2022-12-31	$-203,924
Net income (gross income less expenses)	2022-12-31	$-182,827
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$1,046,400
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$1,229,227
Assets. Value of participant loans	2022-12-31	$9,010
Total contributions received or receivable from employer(s)	2022-12-31	$31,200
2021 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$143,520
Expenses. Total of all expenses incurred	2021-12-31	$1,622,196
Benefits paid (including direct rollovers)	2021-12-31	$1,599,560
Total plan assets at end of year	2021-12-31	$1,229,227
Total plan assets at beginning of year	2021-12-31	$2,707,903
Value of fidelity bond covering the plan	2021-12-31	$1,000,000
Other income received	2021-12-31	$106,010
Net income (gross income less expenses)	2021-12-31	$-1,478,676
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$1,229,227
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$2,707,903
Assets. Value of participant loans	2021-12-31	$16,913
Total contributions received or receivable from employer(s)	2021-12-31	$37,510
Value of certain deemed distributions of participant loans	2021-12-31	$20,351
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$2,285
2020 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$425,800
Expenses. Total of all expenses incurred	2020-12-31	$549,615
Benefits paid (including direct rollovers)	2020-12-31	$540,941
Total plan assets at end of year	2020-12-31	$2,707,903
Total plan assets at beginning of year	2020-12-31	$2,831,718
Value of fidelity bond covering the plan	2020-12-31	$1,000,000
Other income received	2020-12-31	$338,955
Net income (gross income less expenses)	2020-12-31	$-123,815
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$2,707,903
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$2,831,718
Assets. Value of participant loans	2020-12-31	$44,558
Total contributions received or receivable from employer(s)	2020-12-31	$86,845
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$8,674
2019 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$500,381
Expenses. Total of all expenses incurred	2019-12-31	$59,162
Benefits paid (including direct rollovers)	2019-12-31	$50,633
Total plan assets at end of year	2019-12-31	$2,831,718
Total plan assets at beginning of year	2019-12-31	$2,390,499
Value of fidelity bond covering the plan	2019-12-31	$1,000,000
Other income received	2019-12-31	$384,971
Net income (gross income less expenses)	2019-12-31	$441,219
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$2,831,718
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$2,390,499
Assets. Value of participant loans	2019-12-31	$99,220
Total contributions received or receivable from employer(s)	2019-12-31	$115,410
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$8,529
2018 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$105,140
Expenses. Total of all expenses incurred	2018-12-31	$128,181
Benefits paid (including direct rollovers)	2018-12-31	$93,419
Total plan assets at end of year	2018-12-31	$2,390,499
Total plan assets at beginning of year	2018-12-31	$2,413,540
Value of fidelity bond covering the plan	2018-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$26,266
Net income (gross income less expenses)	2018-12-31	$-23,041
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$2,390,499
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$2,413,540
Assets. Value of participant loans	2018-12-31	$5,276
Total contributions received or receivable from employer(s)	2018-12-31	$105,140
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$8,496
2017 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$245,124
Expenses. Total of all expenses incurred	2017-12-31	$246,048
Benefits paid (including direct rollovers)	2017-12-31	$244,027
Total plan assets at end of year	2017-12-31	$2,413,540
Total plan assets at beginning of year	2017-12-31	$2,414,464
Value of fidelity bond covering the plan	2017-12-31	$1,000,000
Other income received	2017-12-31	$145,634
Net income (gross income less expenses)	2017-12-31	$-924
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$2,413,540
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$2,414,464
Assets. Value of participant loans	2017-12-31	$17,150
Total contributions received or receivable from employer(s)	2017-12-31	$99,490
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$2,021
2016 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$182,978
Expenses. Total of all expenses incurred	2016-12-31	$482,967
Benefits paid (including direct rollovers)	2016-12-31	$482,967
Total plan assets at end of year	2016-12-31	$2,414,464
Total plan assets at beginning of year	2016-12-31	$2,714,453
Value of fidelity bond covering the plan	2016-12-31	$1,000,000
Other income received	2016-12-31	$84,993
Net income (gross income less expenses)	2016-12-31	$-299,989
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,414,464
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,714,453
Assets. Value of participant loans	2016-12-31	$42,740
Total contributions received or receivable from employer(s)	2016-12-31	$97,985
2015 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$203,151
Expenses. Total of all expenses incurred	2015-12-31	$155,556
Benefits paid (including direct rollovers)	2015-12-31	$53,290
Total plan assets at end of year	2015-12-31	$2,714,453
Total plan assets at beginning of year	2015-12-31	$2,666,858
Value of fidelity bond covering the plan	2015-12-31	$1,000,000
Expenses. Other expenses not covered elsewhere	2015-12-31	$102,266
Other income received	2015-12-31	$102,016
Net income (gross income less expenses)	2015-12-31	$47,595
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,714,453
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$2,666,858
Assets. Value of participant loans	2015-12-31	$45,512
Total contributions received or receivable from employer(s)	2015-12-31	$101,135
2014 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$247,081
Expenses. Total of all expenses incurred	2014-12-31	$25,186
Benefits paid (including direct rollovers)	2014-12-31	$25,186
Total plan assets at end of year	2014-12-31	$2,666,858
Total plan assets at beginning of year	2014-12-31	$2,444,963
Value of fidelity bond covering the plan	2014-12-31	$1,000,000
Other income received	2014-12-31	$144,156
Net income (gross income less expenses)	2014-12-31	$221,895
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$2,666,858
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,444,963
Assets. Value of participant loans	2014-12-31	$58,877
Total contributions received or receivable from employer(s)	2014-12-31	$102,925
2013 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$261,617
Expenses. Total of all expenses incurred	2013-12-31	$12,295
Benefits paid (including direct rollovers)	2013-12-31	$12,295
Total plan assets at end of year	2013-12-31	$2,444,963
Total plan assets at beginning of year	2013-12-31	$2,195,641
Value of fidelity bond covering the plan	2013-12-31	$1,000,000
Other income received	2013-12-31	$156,452
Net income (gross income less expenses)	2013-12-31	$249,322
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$2,444,963
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$2,195,641
Assets. Value of participant loans	2013-12-31	$67,149
Total contributions received or receivable from employer(s)	2013-12-31	$105,165
2012 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$220,609
Expenses. Total of all expenses incurred	2012-12-31	$18,527
Benefits paid (including direct rollovers)	2012-12-31	$18,527
Total plan assets at end of year	2012-12-31	$2,195,641
Total plan assets at beginning of year	2012-12-31	$1,993,559
Value of fidelity bond covering the plan	2012-12-31	$1,000,000
Other income received	2012-12-31	$118,204
Net income (gross income less expenses)	2012-12-31	$202,082
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$2,195,641
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,993,559
Assets. Value of participant loans	2012-12-31	$51,805
Total contributions received or receivable from employer(s)	2012-12-31	$102,405
2011 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$173,644
Expenses. Total of all expenses incurred	2011-12-31	$69,861
Benefits paid (including direct rollovers)	2011-12-31	$69,861
Total plan assets at end of year	2011-12-31	$1,993,559
Total plan assets at beginning of year	2011-12-31	$1,889,776
Value of fidelity bond covering the plan	2011-12-31	$1,000,000
Other income received	2011-12-31	$71,239
Net income (gross income less expenses)	2011-12-31	$103,783
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,993,559
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,889,776
Assets. Value of participant loans	2011-12-31	$52,859
Total contributions received or receivable from employer(s)	2011-12-31	$102,405
2010 : IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$235,987
Expenses. Total of all expenses incurred	2010-12-31	$106,231
Benefits paid (including direct rollovers)	2010-12-31	$106,231
Total plan assets at end of year	2010-12-31	$1,889,776
Total plan assets at beginning of year	2010-12-31	$1,760,020
Value of fidelity bond covering the plan	2010-12-31	$1,000,000
Other income received	2010-12-31	$133,682
Net income (gross income less expenses)	2010-12-31	$129,756
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,889,776
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,760,020
Assets. Value of participant loans	2010-12-31	$65,357
Total contributions received or receivable from employer(s)	2010-12-31	$102,305

Form 5500 Responses for IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN

2022: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS DISTRICT COUNCIL (PHILADELPHIA & VICINITY) FUND OFFICE EMPLOYEES ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BOARD OF TRUSTEES OF THE IRON WORKERS DISTRICT COUNCIL
Employer identification number (EIN):	237674439
NAIC Classification:	525100
NAIC Description:	Insurance and Employee Benefit Funds