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IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 401k Plan overview

Plan NameIRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA
Plan identification number 001

IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES IRON WORKERS PENSION PLAN OF WESTERN PA
Employer identification number (EIN):251283169
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01GREGORY BERNARDING2023-10-10 DANIELLE HARSHMAN2023-10-10
0012021-01-01GREGORY BERNARDING2022-08-08 DANIELLE HARSHMAN2022-08-08
0012020-01-01GREGORY BERNARDING2021-08-05 DANIELLE HARSHMAN2021-08-05
0012019-01-01GREGORY BERNARDING2020-07-27 DANIELLE HARSHMAN2020-07-28
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01GREGORY CHRISTY
0012013-01-01GREGORY CHRISTY
0012012-01-01GREGORY CHRISTY
0012011-01-01MARK THOMAS
0012010-01-01MARK E. THOMAS
0012009-01-01MARK E. THOMAS

Plan Statistics for IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA

401k plan membership statisitcs for IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA

Measure Date Value
2022: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2022 401k membership
Current value of assets2022-12-31301,195,538
Acturial value of assets for funding standard account2022-12-31282,823,645
Accrued liability for plan using immediate gains methods2022-12-31291,988,539
Accrued liability under unit credit cost method2022-12-31291,988,539
RPA 94 current liability2022-12-31595,274,392
Expected increase in current liability due to benefits accruing during the plan year2022-12-3116,830,238
Expected release from RPA 94 current liability for plan year2022-12-3128,575,824
Expected plan disbursements for the plan year2022-12-3129,200,824
Current value of assets2022-12-31301,195,538
Number of retired participants and beneficiaries receiving payment2022-12-311,545
Current liability for retired participants and beneficiaries receiving payment2022-12-31259,060,115
Number of terminated vested participants2022-12-31376
Current liability for terminated vested participants2022-12-3165,003,751
Current liability for active participants non vested benefits2022-12-3127,314,753
Current liability for active participants vested benefits2022-12-31243,895,773
Total number of active articipats2022-12-311,087
Current liability for active participants2022-12-31271,210,526
Total participant count with liabilities2022-12-313,008
Total current liabilitoes for participants with libailities2022-12-31595,274,392
Total employer contributions in plan year2022-12-3118,325,396
Total employee contributions in plan year2022-12-310
Prior year funding deficiency2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-316,085,502
Prior year credit balance2022-12-3157,939,312
Amortization credits as of valuation date2022-12-317,794,086
Total participants, beginning-of-year2022-01-013,013
Total number of active participants reported on line 7a of the Form 55002022-01-011,034
Number of retired or separated participants receiving benefits2022-01-011,020
Number of other retired or separated participants entitled to future benefits2022-01-01377
Total of all active and inactive participants2022-01-012,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01489
Total participants2022-01-012,920
Number of employers contributing to the scheme2022-01-01137
2021: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2021 401k membership
Current value of assets2021-12-31261,761,244
Acturial value of assets for funding standard account2021-12-31261,761,244
Accrued liability for plan using immediate gains methods2021-12-31294,990,527
Accrued liability under unit credit cost method2021-12-31294,990,527
RPA 94 current liability2021-12-31583,834,097
Expected increase in current liability due to benefits accruing during the plan year2021-12-3117,003,000
Expected release from RPA 94 current liability for plan year2021-12-3127,764,077
Expected plan disbursements for the plan year2021-12-3128,389,077
Current value of assets2021-12-31261,761,244
Number of retired participants and beneficiaries receiving payment2021-12-311,541
Current liability for retired participants and beneficiaries receiving payment2021-12-31263,897,108
Number of terminated vested participants2021-12-31371
Current liability for terminated vested participants2021-12-3159,206,697
Current liability for active participants non vested benefits2021-12-3126,253,050
Current liability for active participants vested benefits2021-12-31234,477,242
Total number of active articipats2021-12-311,200
Current liability for active participants2021-12-31260,730,292
Total participant count with liabilities2021-12-313,112
Total current liabilitoes for participants with libailities2021-12-31583,834,097
Total employer contributions in plan year2021-12-3118,686,665
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-316,306,543
Prior year credit balance2021-12-3153,454,571
Amortization credits as of valuation date2021-12-316,378,276
Total participants, beginning-of-year2021-01-013,113
Total number of active participants reported on line 7a of the Form 55002021-01-011,093
Number of retired or separated participants receiving benefits2021-01-011,069
Number of other retired or separated participants entitled to future benefits2021-01-01388
Total of all active and inactive participants2021-01-012,550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01463
Total participants2021-01-013,013
Number of employers contributing to the scheme2021-01-01128
2020: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2020 401k membership
Current value of assets2020-12-31234,600,460
Acturial value of assets for funding standard account2020-12-31229,398,811
Accrued liability for plan using immediate gains methods2020-12-31282,625,044
Accrued liability under unit credit cost method2020-12-31282,625,044
RPA 94 current liability2020-12-31529,338,149
Expected increase in current liability due to benefits accruing during the plan year2020-12-3115,697,904
Expected release from RPA 94 current liability for plan year2020-12-3125,592,630
Expected plan disbursements for the plan year2020-12-3126,217,630
Current value of assets2020-12-31234,600,460
Number of retired participants and beneficiaries receiving payment2020-12-311,571
Current liability for retired participants and beneficiaries receiving payment2020-12-31252,115,914
Number of terminated vested participants2020-12-31326
Current liability for terminated vested participants2020-12-3143,390,643
Current liability for active participants non vested benefits2020-12-3123,084,923
Current liability for active participants vested benefits2020-12-31210,746,669
Total number of active articipats2020-12-311,306
Current liability for active participants2020-12-31233,831,592
Total participant count with liabilities2020-12-313,203
Total current liabilitoes for participants with libailities2020-12-31529,338,149
Total employer contributions in plan year2020-12-3117,976,352
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-316,356,972
Prior year credit balance2020-12-3152,634,465
Amortization credits as of valuation date2020-12-313,932,579
Total participants, beginning-of-year2020-01-013,203
Total number of active participants reported on line 7a of the Form 55002020-01-011,200
Number of retired or separated participants receiving benefits2020-01-011,145
Number of other retired or separated participants entitled to future benefits2020-01-01391
Total of all active and inactive participants2020-01-012,736
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01377
Total participants2020-01-013,113
Number of employers contributing to the scheme2020-01-01145
2019: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2019 401k membership
Current value of assets2019-12-31196,078,215
Acturial value of assets for funding standard account2019-12-31208,269,959
Accrued liability for plan using immediate gains methods2019-12-31276,452,932
Accrued liability under unit credit cost method2019-12-31276,452,932
RPA 94 current liability2019-12-31509,648,064
Expected increase in current liability due to benefits accruing during the plan year2019-12-3113,386,634
Expected release from RPA 94 current liability for plan year2019-12-3125,093,813
Expected plan disbursements for the plan year2019-12-3125,718,813
Current value of assets2019-12-31196,078,215
Number of retired participants and beneficiaries receiving payment2019-12-311,590
Current liability for retired participants and beneficiaries receiving payment2019-12-31253,716,427
Number of terminated vested participants2019-12-31330
Current liability for terminated vested participants2019-12-3142,567,762
Current liability for active participants non vested benefits2019-12-3118,666,689
Current liability for active participants vested benefits2019-12-31194,697,186
Total number of active articipats2019-12-311,090
Current liability for active participants2019-12-31213,363,875
Total participant count with liabilities2019-12-313,010
Total current liabilitoes for participants with libailities2019-12-31509,648,064
Total employer contributions in plan year2019-12-3127,084,235
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-315,710,007
Prior year credit balance2019-12-3143,117,456
Amortization credits as of valuation date2019-12-313,932,578
Total participants, beginning-of-year2019-01-013,010
Total number of active participants reported on line 7a of the Form 55002019-01-011,306
Number of retired or separated participants receiving benefits2019-01-011,149
Number of other retired or separated participants entitled to future benefits2019-01-01346
Total of all active and inactive participants2019-01-012,801
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01402
Total participants2019-01-013,203
Number of employers contributing to the scheme2019-01-01135
2018: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2018 401k membership
Current value of assets2018-12-31196,728,378
Acturial value of assets for funding standard account2018-12-31197,563,515
Accrued liability for plan using immediate gains methods2018-12-31270,982,484
Accrued liability under unit credit cost method2018-12-31270,982,484
RPA 94 current liability2018-12-31509,864,862
Expected increase in current liability due to benefits accruing during the plan year2018-12-3112,739,309
Expected release from RPA 94 current liability for plan year2018-12-3125,294,823
Expected plan disbursements for the plan year2018-12-3125,919,823
Current value of assets2018-12-31196,728,378
Number of retired participants and beneficiaries receiving payment2018-12-311,604
Current liability for retired participants and beneficiaries receiving payment2018-12-31255,122,797
Number of terminated vested participants2018-12-31359
Current liability for terminated vested participants2018-12-3149,753,345
Current liability for active participants non vested benefits2018-12-3117,201,832
Current liability for active participants vested benefits2018-12-31187,786,888
Total number of active articipats2018-12-31987
Current liability for active participants2018-12-31204,988,720
Total participant count with liabilities2018-12-312,950
Total current liabilitoes for participants with libailities2018-12-31509,864,862
Total employer contributions in plan year2018-12-3122,497,639
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-315,346,731
Prior year credit balance2018-12-3138,127,798
Amortization credits as of valuation date2018-12-313,932,580
Total participants, beginning-of-year2018-01-012,950
Total number of active participants reported on line 7a of the Form 55002018-01-011,090
Number of retired or separated participants receiving benefits2018-01-011,185
Number of other retired or separated participants entitled to future benefits2018-01-01347
Total of all active and inactive participants2018-01-012,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01388
Total participants2018-01-013,010
Number of employers contributing to the scheme2018-01-01136
2017: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2017 401k membership
Current value of assets2017-12-31175,025,270
Acturial value of assets for funding standard account2017-12-31193,603,518
Accrued liability for plan using immediate gains methods2017-12-31270,083,566
Accrued liability under unit credit cost method2017-12-31270,083,566
RPA 94 current liability2017-12-31472,248,266
Expected increase in current liability due to benefits accruing during the plan year2017-12-3111,541,808
Expected release from RPA 94 current liability for plan year2017-12-3124,313,832
Expected plan disbursements for the plan year2017-12-3124,938,832
Current value of assets2017-12-31175,025,270
Number of retired participants and beneficiaries receiving payment2017-12-311,612
Current liability for retired participants and beneficiaries receiving payment2017-12-31242,582,062
Number of terminated vested participants2017-12-31368
Current liability for terminated vested participants2017-12-3143,484,248
Current liability for active participants non vested benefits2017-12-3116,751,566
Current liability for active participants vested benefits2017-12-31169,430,390
Total number of active articipats2017-12-31957
Current liability for active participants2017-12-31186,181,956
Total participant count with liabilities2017-12-312,937
Total current liabilitoes for participants with libailities2017-12-31472,248,266
Total employer contributions in plan year2017-12-3117,464,131
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-315,262,697
Prior year credit balance2017-12-3140,200,150
Amortization credits as of valuation date2017-12-313,543,315
Total participants, beginning-of-year2017-01-012,937
Total number of active participants reported on line 7a of the Form 55002017-01-01987
Number of retired or separated participants receiving benefits2017-01-011,203
Number of other retired or separated participants entitled to future benefits2017-01-01379
Total of all active and inactive participants2017-01-012,569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01381
Total participants2017-01-012,950
Number of employers contributing to the scheme2017-01-01138
2016: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2016 401k membership
Current value of assets2016-12-31167,807,207
Acturial value of assets for funding standard account2016-12-31194,822,925
Accrued liability for plan using immediate gains methods2016-12-31265,088,640
Accrued liability under unit credit cost method2016-12-31265,088,640
RPA 94 current liability2016-12-31448,705,653
Expected increase in current liability due to benefits accruing during the plan year2016-12-3111,419,137
Expected release from RPA 94 current liability for plan year2016-12-3123,236,875
Expected plan disbursements for the plan year2016-12-3123,861,875
Current value of assets2016-12-31167,807,207
Number of retired participants and beneficiaries receiving payment2016-12-311,609
Current liability for retired participants and beneficiaries receiving payment2016-12-31225,757,686
Number of terminated vested participants2016-12-31355
Current liability for terminated vested participants2016-12-3138,971,584
Current liability for active participants non vested benefits2016-12-3116,769,170
Current liability for active participants vested benefits2016-12-31167,207,213
Total number of active articipats2016-12-311,013
Current liability for active participants2016-12-31183,976,383
Total participant count with liabilities2016-12-312,977
Total current liabilitoes for participants with libailities2016-12-31448,705,653
Total employer contributions in plan year2016-12-3113,707,729
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-315,497,310
Prior year credit balance2016-12-3141,581,667
Amortization credits as of valuation date2016-12-317,452,936
Total participants, beginning-of-year2016-01-012,979
Total number of active participants reported on line 7a of the Form 55002016-01-01957
Number of retired or separated participants receiving benefits2016-01-011,231
Number of other retired or separated participants entitled to future benefits2016-01-01387
Total of all active and inactive participants2016-01-012,575
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01362
Total participants2016-01-012,937
Number of employers contributing to the scheme2016-01-01148
2015: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2015 401k membership
Current value of assets2015-12-31176,740,824
Acturial value of assets for funding standard account2015-12-31197,717,975
Accrued liability for plan using immediate gains methods2015-12-31259,326,298
Accrued liability under unit credit cost method2015-12-31259,326,298
RPA 94 current liability2015-12-31425,657,757
Expected increase in current liability due to benefits accruing during the plan year2015-12-3111,531,527
Expected release from RPA 94 current liability for plan year2015-12-3122,087,472
Expected plan disbursements for the plan year2015-12-3122,712,472
Current value of assets2015-12-31176,740,824
Number of retired participants and beneficiaries receiving payment2015-12-311,585
Current liability for retired participants and beneficiaries receiving payment2015-12-31210,560,337
Number of terminated vested participants2015-12-31316
Current liability for terminated vested participants2015-12-3131,473,440
Current liability for active participants non vested benefits2015-12-3116,745,621
Current liability for active participants vested benefits2015-12-31166,878,359
Total number of active articipats2015-12-311,103
Current liability for active participants2015-12-31183,623,980
Total participant count with liabilities2015-12-313,004
Total current liabilitoes for participants with libailities2015-12-31425,657,757
Total employer contributions in plan year2015-12-3113,511,023
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-315,836,206
Prior year credit balance2015-12-3137,741,857
Amortization credits as of valuation date2015-12-3111,960,862
Total participants, beginning-of-year2015-01-013,004
Total number of active participants reported on line 7a of the Form 55002015-01-011,013
Number of retired or separated participants receiving benefits2015-01-011,230
Number of other retired or separated participants entitled to future benefits2015-01-01373
Total of all active and inactive participants2015-01-012,616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01363
Total participants2015-01-012,979
Number of employers contributing to the scheme2015-01-01155
2014: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2014 401k membership
Current value of assets2014-12-31172,882,446
Acturial value of assets for funding standard account2014-12-31193,318,757
Accrued liability for plan using immediate gains methods2014-12-31247,085,918
Accrued liability under unit credit cost method2014-12-31247,085,918
RPA 94 current liability2014-12-31409,026,098
Expected increase in current liability due to benefits accruing during the plan year2014-12-3111,592,304
Expected release from RPA 94 current liability for plan year2014-12-3121,115,300
Expected plan disbursements for the plan year2014-12-3121,715,300
Current value of assets2014-12-31172,882,446
Number of retired participants and beneficiaries receiving payment2014-12-311,604
Current liability for retired participants and beneficiaries receiving payment2014-12-31197,077,375
Number of terminated vested participants2014-12-31316
Current liability for terminated vested participants2014-12-3129,520,841
Current liability for active participants non vested benefits2014-12-3125,946,359
Current liability for active participants vested benefits2014-12-31156,481,523
Total number of active articipats2014-12-311,142
Current liability for active participants2014-12-31182,427,882
Total participant count with liabilities2014-12-313,062
Total current liabilitoes for participants with libailities2014-12-31409,026,098
Total employer contributions in plan year2014-12-3115,306,944
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-315,684,704
Prior year credit balance2014-12-3134,353,720
Amortization credits as of valuation date2014-12-3112,007,401
Total participants, beginning-of-year2014-01-013,062
Total number of active participants reported on line 7a of the Form 55002014-01-011,103
Number of retired or separated participants receiving benefits2014-01-011,236
Number of other retired or separated participants entitled to future benefits2014-01-01316
Total of all active and inactive participants2014-01-012,655
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01349
Total participants2014-01-013,004
Number of employers contributing to the scheme2014-01-01177
2013: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2013 401k membership
Current value of assets2013-12-31160,547,181
Acturial value of assets for funding standard account2013-12-31180,616,140
Accrued liability for plan using immediate gains methods2013-12-31240,192,566
Accrued liability under unit credit cost method2013-12-31240,192,566
RPA 94 current liability2013-12-31390,471,616
Expected increase in current liability due to benefits accruing during the plan year2013-12-3111,190,310
Expected release from RPA 94 current liability for plan year2013-12-3120,419,965
Expected plan disbursements for the plan year2013-12-3121,019,965
Current value of assets2013-12-31160,547,181
Number of retired participants and beneficiaries receiving payment2013-12-311,585
Current liability for retired participants and beneficiaries receiving payment2013-12-31189,869,741
Number of terminated vested participants2013-12-31310
Current liability for terminated vested participants2013-12-3127,775,334
Current liability for active participants non vested benefits2013-12-3123,947,107
Current liability for active participants vested benefits2013-12-31148,879,434
Total number of active articipats2013-12-311,151
Current liability for active participants2013-12-31172,826,541
Total participant count with liabilities2013-12-313,046
Total current liabilitoes for participants with libailities2013-12-31390,471,616
Total employer contributions in plan year2013-12-3116,370,793
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-315,629,500
Prior year credit balance2013-12-3130,085,281
Amortization credits as of valuation date2013-12-3111,606,864
Total participants, beginning-of-year2013-01-013,043
Total number of active participants reported on line 7a of the Form 55002013-01-011,142
Number of retired or separated participants receiving benefits2013-01-011,218
Number of other retired or separated participants entitled to future benefits2013-01-01316
Total of all active and inactive participants2013-01-012,676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01386
Total participants2013-01-013,062
Number of employers contributing to the scheme2013-01-01157
2012: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2012 401k membership
Total participants, beginning-of-year2012-01-013,048
Total number of active participants reported on line 7a of the Form 55002012-01-011,151
Number of retired or separated participants receiving benefits2012-01-011,216
Number of other retired or separated participants entitled to future benefits2012-01-01308
Total of all active and inactive participants2012-01-012,675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01368
Total participants2012-01-013,043
Number of employers contributing to the scheme2012-01-01157
2011: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2011 401k membership
Total participants, beginning-of-year2011-01-013,086
Total number of active participants reported on line 7a of the Form 55002011-01-011,130
Number of retired or separated participants receiving benefits2011-01-011,212
Number of other retired or separated participants entitled to future benefits2011-01-01335
Total of all active and inactive participants2011-01-012,677
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01371
Total participants2011-01-013,048
Number of employers contributing to the scheme2011-01-01157
2010: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2010 401k membership
Total participants, beginning-of-year2010-01-013,144
Total number of active participants reported on line 7a of the Form 55002010-01-011,170
Number of retired or separated participants receiving benefits2010-01-011,206
Number of other retired or separated participants entitled to future benefits2010-01-01347
Total of all active and inactive participants2010-01-012,723
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01363
Total participants2010-01-013,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0168
Number of employers contributing to the scheme2010-01-01184
2009: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2009 401k membership
Total participants, beginning-of-year2009-01-013,142
Total number of active participants reported on line 7a of the Form 55002009-01-011,284
Number of retired or separated participants receiving benefits2009-01-011,196
Number of other retired or separated participants entitled to future benefits2009-01-01312
Total of all active and inactive participants2009-01-012,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01352
Total participants2009-01-013,144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0163
Number of employers contributing to the scheme2009-01-01196

Financial Data on IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA

Measure Date Value
2022 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$2,415,954
Total unrealized appreciation/depreciation of assets2022-12-31$2,415,954
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$36,999
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$117,357
Total income from all sources (including contributions)2022-12-31$-14,108,948
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$22,646,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$21,020,452
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,325,396
Value of total assets at end of year2022-12-31$264,477,274
Value of total assets at beginning of year2022-12-31$301,312,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,625,863
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,416,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,410,090
Administrative expenses professional fees incurred2022-12-31$209,033
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$9,737,420
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$9,063,108
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$2,109,228
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,639,428
Other income not declared elsewhere2022-12-31$4,130
Administrative expenses (other) incurred2022-12-31$558,535
Liabilities. Value of operating payables at end of year2022-12-31$36,999
Liabilities. Value of operating payables at beginning of year2022-12-31$117,357
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,755,263
Value of net assets at end of year (total assets less liabilities)2022-12-31$264,440,275
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$301,195,538
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
Assets. partnership/joint venture interests at end of year2022-12-31$67,573,667
Assets. partnership/joint venture interests at beginning of year2022-12-31$65,915,684
Investment advisory and management fees2022-12-31$858,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$80,013,707
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,132,671
Value of interest in common/collective trusts at end of year2022-12-31$85,564,195
Value of interest in common/collective trusts at beginning of year2022-12-31$98,896,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$17,830,373
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$25,996,330
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,129,053
Net investment gain or loss from common/collective trusts2022-12-31$-12,966,819
Net gain/loss from 103.12 investment entities2022-12-31$-7,175,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$18,325,396
Employer contributions (assets) at end of year2022-12-31$1,629,176
Employer contributions (assets) at beginning of year2022-12-31$1,627,013
Income. Dividends from common stock2022-12-31$6,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$21,020,452
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$19,508
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$42,356
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$454,163
Aggregate carrying amount (costs) on sale of assets2022-12-31$454,163
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2022-12-31270889793
2021 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$18,390,636
Total unrealized appreciation/depreciation of assets2021-12-31$18,390,636
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$117,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$40,758
Total income from all sources (including contributions)2021-12-31$60,833,539
Total loss/gain on sale of assets2021-12-31$51,905
Total of all expenses incurred2021-12-31$21,399,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,767,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,686,665
Value of total assets at end of year2021-12-31$301,312,895
Value of total assets at beginning of year2021-12-31$261,802,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,631,730
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,143,795
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,128,153
Administrative expenses professional fees incurred2021-12-31$172,855
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$9,063,108
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$13,457,221
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,639,428
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$4,890,502
Other income not declared elsewhere2021-12-31$3,964
Administrative expenses (other) incurred2021-12-31$434,763
Liabilities. Value of operating payables at end of year2021-12-31$117,357
Liabilities. Value of operating payables at beginning of year2021-12-31$40,758
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
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$39,434,294
Value of net assets at end of year (total assets less liabilities)2021-12-31$301,195,538
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$261,761,244
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
Assets. partnership/joint venture interests at end of year2021-12-31$65,915,684
Assets. partnership/joint venture interests at beginning of year2021-12-31$50,262,751
Investment advisory and management fees2021-12-31$1,024,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$96,132,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$79,155,268
Value of interest in common/collective trusts at end of year2021-12-31$98,896,305
Value of interest in common/collective trusts at beginning of year2021-12-31$88,425,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$25,996,330
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$23,884,783
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,849,250
Net investment gain or loss from common/collective trusts2021-12-31$14,286,546
Net gain/loss from 103.12 investment entities2021-12-31$3,420,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$18,686,665
Employer contributions (assets) at end of year2021-12-31$1,627,013
Employer contributions (assets) at beginning of year2021-12-31$1,712,408
Income. Dividends from common stock2021-12-31$15,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,767,515
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$42,356
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$13,816
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$6,324,706
Aggregate carrying amount (costs) on sale of assets2021-12-31$6,272,801
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2021-12-31270889793
2020 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$8,678,099
Total unrealized appreciation/depreciation of assets2020-12-31$8,678,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$40,758
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$184,636
Total income from all sources (including contributions)2020-12-31$47,989,797
Total loss/gain on sale of assets2020-12-31$-243,794
Total of all expenses incurred2020-12-31$20,829,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$19,430,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$17,976,352
Value of total assets at end of year2020-12-31$261,802,002
Value of total assets at beginning of year2020-12-31$234,785,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,398,381
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,259,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,244,755
Administrative expenses professional fees incurred2020-12-31$158,094
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$13,457,221
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$14,812,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$4,890,502
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$5,475,903
Other income not declared elsewhere2020-12-31$3,911
Administrative expenses (other) incurred2020-12-31$481,625
Liabilities. Value of operating payables at end of year2020-12-31$40,758
Liabilities. Value of operating payables at beginning of year2020-12-31$184,636
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
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$27,160,784
Value of net assets at end of year (total assets less liabilities)2020-12-31$261,761,244
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$234,600,460
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
Assets. partnership/joint venture interests at end of year2020-12-31$50,262,751
Assets. partnership/joint venture interests at beginning of year2020-12-31$38,518,152
Investment advisory and management fees2020-12-31$758,662
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$79,155,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,882,802
Value of interest in common/collective trusts at end of year2020-12-31$88,425,253
Value of interest in common/collective trusts at beginning of year2020-12-31$68,366,335
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$23,884,783
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$20,791,216
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,724,483
Net investment gain or loss from common/collective trusts2020-12-31$11,572,024
Net gain/loss from 103.12 investment entities2020-12-31$4,018,904
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$17,976,352
Employer contributions (assets) at end of year2020-12-31$1,712,408
Employer contributions (assets) at beginning of year2020-12-31$1,914,416
Income. Dividends from common stock2020-12-31$15,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$19,430,632
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$13,816
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$23,861
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$5,981,454
Aggregate carrying amount (costs) on sale of assets2020-12-31$6,225,248
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2020-12-31270889793
2019 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$7,538,280
Total unrealized appreciation/depreciation of assets2019-12-31$7,538,280
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$184,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$31,669
Total income from all sources (including contributions)2019-12-31$58,487,963
Total loss/gain on sale of assets2019-12-31$-1,972
Total of all expenses incurred2019-12-31$19,965,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$18,564,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$27,084,235
Value of total assets at end of year2019-12-31$234,785,096
Value of total assets at beginning of year2019-12-31$196,109,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,400,856
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,521,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,519,639
Administrative expenses professional fees incurred2019-12-31$137,849
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,812,411
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$14,376,578
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$5,475,903
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,113,285
Other income not declared elsewhere2019-12-31$7,156
Administrative expenses (other) incurred2019-12-31$458,368
Liabilities. Value of operating payables at end of year2019-12-31$184,636
Liabilities. Value of operating payables at beginning of year2019-12-31$31,669
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$38,522,245
Value of net assets at end of year (total assets less liabilities)2019-12-31$234,600,460
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$196,078,215
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 leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$38,518,152
Assets. partnership/joint venture interests at beginning of year2019-12-31$33,863,524
Investment advisory and management fees2019-12-31$804,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,882,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$71,185,147
Value of interest in common/collective trusts at end of year2019-12-31$68,366,335
Value of interest in common/collective trusts at beginning of year2019-12-31$56,760,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$20,791,216
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$13,489,911
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$7,548,725
Net investment gain or loss from common/collective trusts2019-12-31$10,360,287
Net gain/loss from 103.12 investment entities2019-12-31$3,429,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$27,084,235
Employer contributions (assets) at end of year2019-12-31$1,914,416
Employer contributions (assets) at beginning of year2019-12-31$2,297,766
Income. Dividends from common stock2019-12-31$1,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$18,564,862
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$23,861
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$22,817
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
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$326,601
Aggregate carrying amount (costs) on sale of assets2019-12-31$328,573
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 plan2019-12-31Unqualified
Accountancy firm name2019-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2019-12-31270889793
2018 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$3,873,406
Total unrealized appreciation/depreciation of assets2018-12-31$3,873,406
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$31,669
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$86,226
Total income from all sources (including contributions)2018-12-31$19,673,003
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$20,323,166
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$18,959,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,497,639
Value of total assets at end of year2018-12-31$196,109,884
Value of total assets at beginning of year2018-12-31$196,814,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,363,247
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,440,700
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,434,157
Administrative expenses professional fees incurred2018-12-31$147,430
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$14,376,578
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$14,588,042
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,113,285
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$4,224,020
Other income not declared elsewhere2018-12-31$4,926
Administrative expenses (other) incurred2018-12-31$453,588
Liabilities. Value of operating payables at end of year2018-12-31$31,669
Liabilities. Value of operating payables at beginning of year2018-12-31$86,226
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-650,163
Value of net assets at end of year (total assets less liabilities)2018-12-31$196,078,215
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$196,728,378
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
Assets. partnership/joint venture interests at end of year2018-12-31$33,863,524
Assets. partnership/joint venture interests at beginning of year2018-12-31$31,055,418
Investment advisory and management fees2018-12-31$762,229
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$71,185,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$72,077,253
Value of interest in common/collective trusts at end of year2018-12-31$56,760,856
Value of interest in common/collective trusts at beginning of year2018-12-31$55,714,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$13,489,911
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$17,622,547
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,007,489
Net investment gain or loss from common/collective trusts2018-12-31$-580,094
Net gain/loss from 103.12 investment entities2018-12-31$-1,556,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$22,497,639
Employer contributions (assets) at end of year2018-12-31$2,297,766
Employer contributions (assets) at beginning of year2018-12-31$1,519,267
Income. Dividends from common stock2018-12-31$6,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$18,959,919
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$22,817
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$13,570
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$298,608
Aggregate carrying amount (costs) on sale of assets2018-12-31$298,608
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 plan2018-12-31Unqualified
Accountancy firm name2018-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2018-12-31270889793
2017 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$4,245,778
Total unrealized appreciation/depreciation of assets2017-12-31$4,245,778
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$86,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$72,613
Total income from all sources (including contributions)2017-12-31$42,165,410
Total loss/gain on sale of assets2017-12-31$-19,090
Total of all expenses incurred2017-12-31$20,462,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$19,070,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,464,131
Value of total assets at end of year2017-12-31$196,814,604
Value of total assets at beginning of year2017-12-31$175,097,883
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,391,729
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,158,817
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,152,710
Administrative expenses professional fees incurred2017-12-31$155,497
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$14,588,042
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$18,428,090
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$4,224,020
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,769,842
Other income not declared elsewhere2017-12-31$3,406
Administrative expenses (other) incurred2017-12-31$444,064
Liabilities. Value of operating payables at end of year2017-12-31$86,226
Liabilities. Value of operating payables at beginning of year2017-12-31$72,613
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
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$21,703,108
Value of net assets at end of year (total assets less liabilities)2017-12-31$196,728,378
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$175,025,270
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
Assets. partnership/joint venture interests at end of year2017-12-31$31,055,418
Assets. partnership/joint venture interests at beginning of year2017-12-31$26,457,568
Investment advisory and management fees2017-12-31$792,168
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$72,077,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$58,732,789
Value of interest in common/collective trusts at end of year2017-12-31$55,714,487
Value of interest in common/collective trusts at beginning of year2017-12-31$50,555,516
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$17,622,547
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$15,804,656
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,538,941
Net investment gain or loss from common/collective trusts2017-12-31$6,926,842
Net gain/loss from 103.12 investment entities2017-12-31$3,846,585
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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$17,464,131
Employer contributions (assets) at end of year2017-12-31$1,519,267
Employer contributions (assets) at beginning of year2017-12-31$1,336,899
Income. Dividends from common stock2017-12-31$6,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$19,070,573
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$13,570
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$12,523
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$4,547,400
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,566,490
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 plan2017-12-31Unqualified
Accountancy firm name2017-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2017-12-31270889793
2016 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,552,827
Total unrealized appreciation/depreciation of assets2016-12-31$2,552,827
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$72,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$116,945
Total income from all sources (including contributions)2016-12-31$27,761,658
Total loss/gain on sale of assets2016-12-31$-911,954
Total of all expenses incurred2016-12-31$20,543,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,168,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$13,707,729
Value of total assets at end of year2016-12-31$175,097,883
Value of total assets at beginning of year2016-12-31$167,924,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,375,051
Total interest from all sources2016-12-31$17,626
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,898,727
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,859,696
Administrative expenses professional fees incurred2016-12-31$150,925
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$18,428,090
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$23,021,798
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,769,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$4,237,985
Other income not declared elsewhere2016-12-31$2,994
Administrative expenses (other) incurred2016-12-31$434,246
Liabilities. Value of operating payables at end of year2016-12-31$72,613
Liabilities. Value of operating payables at beginning of year2016-12-31$116,945
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$7,218,063
Value of net assets at end of year (total assets less liabilities)2016-12-31$175,025,270
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$167,807,207
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
Assets. partnership/joint venture interests at end of year2016-12-31$26,457,568
Assets. partnership/joint venture interests at beginning of year2016-12-31$29,243,992
Investment advisory and management fees2016-12-31$789,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$58,732,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$28,856,978
Income. Interest from US Government securities2016-12-31$5,497
Income. Interest from corporate debt instruments2016-12-31$11,797
Value of interest in common/collective trusts at end of year2016-12-31$50,555,516
Value of interest in common/collective trusts at beginning of year2016-12-31$53,363,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$257,157
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$257,157
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$332
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$15,804,656
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$14,932,630
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$1,296,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,578,548
Net investment gain or loss from common/collective trusts2016-12-31$5,685,869
Net gain/loss from 103.12 investment entities2016-12-31$1,229,292
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$13,707,729
Employer contributions (assets) at end of year2016-12-31$1,336,899
Employer contributions (assets) at beginning of year2016-12-31$1,209,372
Income. Dividends from common stock2016-12-31$39,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,168,544
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$4,023,510
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$7,469,073
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$12,523
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$11,768
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$23,133,531
Aggregate carrying amount (costs) on sale of assets2016-12-31$24,045,485
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 name2016-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2016-12-31270889793
2015 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,553,023
Total unrealized appreciation/depreciation of assets2015-12-31$2,553,023
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$116,945
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$143,039
Total income from all sources (including contributions)2015-12-31$11,087,189
Total loss/gain on sale of assets2015-12-31$-190,209
Total of all expenses incurred2015-12-31$20,020,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$18,578,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,511,023
Value of total assets at end of year2015-12-31$167,924,152
Value of total assets at beginning of year2015-12-31$176,883,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,442,585
Total interest from all sources2015-12-31$193,241
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,240,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,035,911
Administrative expenses professional fees incurred2015-12-31$134,988
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$23,021,798
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$22,142,949
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$4,237,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$4,756,543
Other income not declared elsewhere2015-12-31$3,418
Administrative expenses (other) incurred2015-12-31$434,800
Liabilities. Value of operating payables at end of year2015-12-31$116,945
Liabilities. Value of operating payables at beginning of year2015-12-31$143,039
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,933,617
Value of net assets at end of year (total assets less liabilities)2015-12-31$167,807,207
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$176,740,824
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
Assets. partnership/joint venture interests at end of year2015-12-31$29,243,992
Assets. partnership/joint venture interests at beginning of year2015-12-31$21,399,753
Investment advisory and management fees2015-12-31$872,797
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$28,856,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$27,864,114
Interest earned on other investments2015-12-31$904
Income. Interest from US Government securities2015-12-31$38,590
Income. Interest from corporate debt instruments2015-12-31$153,566
Value of interest in common/collective trusts at end of year2015-12-31$53,363,487
Value of interest in common/collective trusts at beginning of year2015-12-31$59,832,912
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$257,157
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$312,891
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$312,891
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$181
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$14,932,630
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$17,757,648
Asset value of US Government securities at end of year2015-12-31$1,296,402
Asset value of US Government securities at beginning of year2015-12-31$1,944,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,684,257
Net investment gain or loss from common/collective trusts2015-12-31$-1,286,402
Net gain/loss from 103.12 investment entities2015-12-31$-1,253,159
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$13,511,023
Employer contributions (assets) at end of year2015-12-31$1,209,372
Employer contributions (assets) at beginning of year2015-12-31$1,179,164
Income. Dividends from common stock2015-12-31$204,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$18,578,221
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$4,023,510
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$8,303,260
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$7,469,073
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$11,377,149
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$11,768
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$13,070
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$25,797,185
Aggregate carrying amount (costs) on sale of assets2015-12-31$25,987,394
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 plan2015-12-31Unqualified
Accountancy firm name2015-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2015-12-31270889793
2014 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,631,244
Total unrealized appreciation/depreciation of assets2014-12-31$4,631,244
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$143,039
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$166,201
Total income from all sources (including contributions)2014-12-31$23,345,843
Total loss/gain on sale of assets2014-12-31$110,920
Total of all expenses incurred2014-12-31$19,487,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$18,073,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$15,306,944
Value of total assets at end of year2014-12-31$176,883,863
Value of total assets at beginning of year2014-12-31$173,048,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,414,301
Total interest from all sources2014-12-31$158,641
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,355,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,081,248
Administrative expenses professional fees incurred2014-12-31$153,300
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$22,142,949
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$17,134,193
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$4,756,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,518,747
Other income not declared elsewhere2014-12-31$4,087
Liabilities. Value of operating payables at end of year2014-12-31$143,039
Liabilities. Value of operating payables at beginning of year2014-12-31$166,201
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
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$3,858,378
Value of net assets at end of year (total assets less liabilities)2014-12-31$176,740,824
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$172,882,446
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
Assets. partnership/joint venture interests at end of year2014-12-31$21,399,753
Assets. partnership/joint venture interests at beginning of year2014-12-31$27,556,263
Investment advisory and management fees2014-12-31$839,484
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$27,864,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,222,238
Interest earned on other investments2014-12-31$3,058
Income. Interest from US Government securities2014-12-31$35,323
Income. Interest from corporate debt instruments2014-12-31$119,672
Value of interest in common/collective trusts at end of year2014-12-31$59,832,912
Value of interest in common/collective trusts at beginning of year2014-12-31$57,597,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$312,891
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$463,192
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$463,192
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$588
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$17,757,648
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$18,368,695
Asset value of US Government securities at end of year2014-12-31$1,944,410
Asset value of US Government securities at beginning of year2014-12-31$909,667
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,131,160
Net investment gain or loss from common/collective trusts2014-12-31$2,501,403
Net gain/loss from 103.12 investment entities2014-12-31$408,666
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$15,306,944
Employer contributions (assets) at end of year2014-12-31$1,179,164
Employer contributions (assets) at beginning of year2014-12-31$1,306,960
Income. Dividends from common stock2014-12-31$273,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$18,073,164
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$8,303,260
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,881,121
Contract administrator fees2014-12-31$421,517
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$11,377,149
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$12,068,454
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$13,070
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$22,102
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$20,284,854
Aggregate carrying amount (costs) on sale of assets2014-12-31$20,173,934
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 plan2014-12-31Unqualified
Accountancy firm name2014-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2014-12-31270889793
2013 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,399,018
Total unrealized appreciation/depreciation of assets2013-12-31$6,399,018
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$166,201
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$72,075
Total income from all sources (including contributions)2013-12-31$30,648,655
Total loss/gain on sale of assets2013-12-31$513,043
Total of all expenses incurred2013-12-31$18,313,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,891,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$16,370,793
Value of total assets at end of year2013-12-31$173,048,647
Value of total assets at beginning of year2013-12-31$160,619,256
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,421,757
Total interest from all sources2013-12-31$123,388
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,603,868
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,333,547
Administrative expenses professional fees incurred2013-12-31$155,699
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$17,134,193
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$12,298,472
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,518,747
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,821,538
Other income not declared elsewhere2013-12-31$159,232
Administrative expenses (other) incurred2013-12-31$388,365
Liabilities. Value of operating payables at end of year2013-12-31$166,201
Liabilities. Value of operating payables at beginning of year2013-12-31$72,075
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
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$12,335,265
Value of net assets at end of year (total assets less liabilities)2013-12-31$172,882,446
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$160,547,181
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
Assets. partnership/joint venture interests at end of year2013-12-31$27,556,263
Assets. partnership/joint venture interests at beginning of year2013-12-31$28,549,589
Investment advisory and management fees2013-12-31$877,693
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,222,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,955,585
Interest earned on other investments2013-12-31$2,560
Income. Interest from US Government securities2013-12-31$29,282
Income. Interest from corporate debt instruments2013-12-31$91,369
Value of interest in common/collective trusts at end of year2013-12-31$57,597,015
Value of interest in common/collective trusts at beginning of year2013-12-31$50,289,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$463,192
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,239,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,239,396
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$177
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$18,368,695
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$16,385,554
Asset value of US Government securities at end of year2013-12-31$909,667
Asset value of US Government securities at beginning of year2013-12-31$516,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-1,313,474
Net investment gain or loss from common/collective trusts2013-12-31$4,768,960
Net gain/loss from 103.12 investment entities2013-12-31$2,023,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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$16,370,793
Employer contributions (assets) at end of year2013-12-31$1,306,960
Employer contributions (assets) at beginning of year2013-12-31$1,453,250
Income. Dividends from common stock2013-12-31$270,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,891,633
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,881,121
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$3,988,086
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$12,068,454
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$10,099,655
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$22,102
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$21,888
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$12,488,023
Aggregate carrying amount (costs) on sale of assets2013-12-31$11,974,980
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 plan2013-12-31Unqualified
Accountancy firm name2013-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2013-12-31270889793
2012 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$4,327,032
Total unrealized appreciation/depreciation of assets2012-12-31$4,327,032
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$72,075
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$82,159
Total income from all sources (including contributions)2012-12-31$34,537,383
Total loss/gain on sale of assets2012-12-31$722,344
Total of all expenses incurred2012-12-31$17,763,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$16,344,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$17,589,929
Value of total assets at end of year2012-12-31$160,619,256
Value of total assets at beginning of year2012-12-31$143,855,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,418,715
Total interest from all sources2012-12-31$192,804
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,041,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,742,795
Administrative expenses professional fees incurred2012-12-31$174,236
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$12,298,472
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$11,290,445
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,821,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$835,516
Other income not declared elsewhere2012-12-31$2,576
Administrative expenses (other) incurred2012-12-31$374,135
Liabilities. Value of operating payables at end of year2012-12-31$72,075
Liabilities. Value of operating payables at beginning of year2012-12-31$82,159
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$1,142,721
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$16,773,709
Value of net assets at end of year (total assets less liabilities)2012-12-31$160,547,181
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$143,773,472
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
Assets. partnership/joint venture interests at end of year2012-12-31$28,549,589
Assets. partnership/joint venture interests at beginning of year2012-12-31$23,862,600
Investment advisory and management fees2012-12-31$870,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,955,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$25,801,653
Income. Interest from US Government securities2012-12-31$64,818
Income. Interest from corporate debt instruments2012-12-31$127,591
Value of interest in common/collective trusts at end of year2012-12-31$50,289,422
Value of interest in common/collective trusts at beginning of year2012-12-31$43,690,677
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,239,396
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$448,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$448,469
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$395
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$16,385,554
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$17,248,094
Asset value of US Government securities at end of year2012-12-31$516,821
Asset value of US Government securities at beginning of year2012-12-31$3,072,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,572,125
Net investment gain or loss from common/collective trusts2012-12-31$4,872,701
Net gain/loss from 103.12 investment entities2012-12-31$2,216,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$17,589,929
Employer contributions (assets) at end of year2012-12-31$1,453,250
Employer contributions (assets) at beginning of year2012-12-31$1,658,459
Income. Dividends from common stock2012-12-31$298,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$16,344,959
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$3,988,086
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$2,938,916
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$10,099,655
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$11,853,989
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$21,888
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$11,886
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$19,787,107
Aggregate carrying amount (costs) on sale of assets2012-12-31$19,064,763
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 name2012-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2012-12-31270889793
2011 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$673,405
Total unrealized appreciation/depreciation of assets2011-12-31$673,405
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$82,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$74,159
Total income from all sources (including contributions)2011-12-31$16,926,227
Total loss/gain on sale of assets2011-12-31$144,209
Total of all expenses incurred2011-12-31$17,630,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,123,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$16,497,006
Value of total assets at end of year2011-12-31$143,855,631
Value of total assets at beginning of year2011-12-31$144,551,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,506,882
Total interest from all sources2011-12-31$199,663
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,681,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$1,304,999
Administrative expenses professional fees incurred2011-12-31$209,697
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2011-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$11,290,445
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$8,620,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$835,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$482,644
Administrative expenses (other) incurred2011-12-31$375,762
Liabilities. Value of operating payables at end of year2011-12-31$82,159
Liabilities. Value of operating payables at beginning of year2011-12-31$74,159
Total non interest bearing cash at end of year2011-12-31$1,142,721
Total non interest bearing cash at beginning of year2011-12-31$1,122,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-704,232
Value of net assets at end of year (total assets less liabilities)2011-12-31$143,773,472
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$144,477,704
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
Assets. partnership/joint venture interests at end of year2011-12-31$23,862,600
Assets. partnership/joint venture interests at beginning of year2011-12-31$22,509,881
Investment advisory and management fees2011-12-31$921,423
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$25,801,653
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$22,018,466
Income. Interest from US Government securities2011-12-31$95,879
Income. Interest from corporate debt instruments2011-12-31$103,446
Value of interest in common/collective trusts at end of year2011-12-31$43,690,677
Value of interest in common/collective trusts at beginning of year2011-12-31$42,268,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$448,469
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$236,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$236,118
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$338
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$17,248,094
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$24,299,683
Asset value of US Government securities at end of year2011-12-31$3,072,206
Asset value of US Government securities at beginning of year2011-12-31$3,820,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,989,752
Net investment gain or loss from common/collective trusts2011-12-31$1,549,368
Net gain/loss from 103.12 investment entities2011-12-31$170,363
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$16,497,006
Employer contributions (assets) at end of year2011-12-31$1,658,459
Employer contributions (assets) at beginning of year2011-12-31$1,206,724
Income. Dividends from common stock2011-12-31$376,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,123,577
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$2,938,916
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,686,304
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$11,853,989
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$16,268,749
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$11,886
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$10,845
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$22,606,867
Aggregate carrying amount (costs) on sale of assets2011-12-31$22,462,658
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 name2011-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2011-12-31270889793
2010 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$5,114,698
Total unrealized appreciation/depreciation of assets2010-12-31$5,114,698
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$74,159
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$142,894
Total income from all sources (including contributions)2010-12-31$31,599,513
Total loss/gain on sale of assets2010-12-31$601,763
Total of all expenses incurred2010-12-31$17,155,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$15,552,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$13,412,778
Value of total assets at end of year2010-12-31$144,551,863
Value of total assets at beginning of year2010-12-31$130,176,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,602,928
Total interest from all sources2010-12-31$200,236
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,930,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,599,238
Administrative expenses professional fees incurred2010-12-31$191,457
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2010-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$8,620,615
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$8,059,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$482,644
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,658,699
Administrative expenses (other) incurred2010-12-31$424,466
Liabilities. Value of operating payables at end of year2010-12-31$74,159
Liabilities. Value of operating payables at beginning of year2010-12-31$142,894
Total non interest bearing cash at end of year2010-12-31$1,122,651
Total non interest bearing cash at beginning of year2010-12-31$0
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$14,443,896
Value of net assets at end of year (total assets less liabilities)2010-12-31$144,477,704
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$130,033,808
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
Assets. partnership/joint venture interests at end of year2010-12-31$22,509,881
Assets. partnership/joint venture interests at beginning of year2010-12-31$19,261,804
Investment advisory and management fees2010-12-31$987,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$22,018,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,678,011
Interest earned on other investments2010-12-31$9,661
Income. Interest from US Government securities2010-12-31$94,356
Income. Interest from corporate debt instruments2010-12-31$95,163
Value of interest in common/collective trusts at end of year2010-12-31$42,268,412
Value of interest in common/collective trusts at beginning of year2010-12-31$32,751,523
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$236,118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$401,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$401,395
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,056
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$24,299,683
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$22,153,373
Asset value of US Government securities at end of year2010-12-31$3,820,771
Asset value of US Government securities at beginning of year2010-12-31$3,464,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,607,985
Net investment gain or loss from common/collective trusts2010-12-31$5,671,614
Net gain/loss from 103.12 investment entities2010-12-31$3,060,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Contributions received in cash from employer2010-12-31$13,412,778
Employer contributions (assets) at end of year2010-12-31$1,206,724
Employer contributions (assets) at beginning of year2010-12-31$1,030,359
Income. Dividends from common stock2010-12-31$330,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$15,552,689
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,686,304
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,863,037
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$16,268,749
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$17,845,496
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$10,845
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$9,807
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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$23,402,123
Aggregate carrying amount (costs) on sale of assets2010-12-31$22,800,360
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 plan2010-12-31Unqualified
Accountancy firm name2010-12-31DICLAUDIO & KRAMER, LLC
Accountancy firm EIN2010-12-31270889793
2009 : IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2009 401k financial data
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2009-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA

2022: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS PENSION PLAN OF WESTERN PENNSYLVANIA 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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