401k Plan data: I.A.T.S.E. LOCAL 3 WELFARE FUND plan

I.A.T.S.E. LOCAL 3 WELFARE FUND 401k Plan overview

Plan Name	I.A.T.S.E. LOCAL 3 WELFARE FUND
Plan identification number	501

I.A.T.S.E. LOCAL 3 WELFARE FUND Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness)

401k Sponsoring company profile

I.A.T.S.E. LOCAL 3 WELFARE FUND has sponsored the creation of one or more 401k plans.

Company Name: I.A.T.S.E. LOCAL 3 WELFARE FUND

Employer identification number (EIN): 256063610

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL 3 WELFARE FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-01-01
501 2021-01-01
501 2020-01-01
501 2019-01-01
501 2018-01-01
501 2017-01-01 DAVID BRANNIGAN
501 2016-01-01 DAVID BRANNIGAN
501 2015-01-01 BERNARD T. BLOOM
501 2014-01-01 DAVID B BRANNIGAN BERNARD T BLOOM 2015-10-14
501 2013-01-01 DAVID B BRANNIGAN BERNARD T BLOOM 2014-10-13
501 2011-01-01 DAVID B BRANNIGAN BERNARD T BLOOM 2012-10-15
501 2009-01-01 DAVID B BRANNIGAN BERNARD T BLOOM 2010-10-04

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2022-01-01
501	2021-01-01
501	2020-01-01
501	2019-01-01
501	2018-01-01
501	2017-01-01	DAVID BRANNIGAN
501	2016-01-01	DAVID BRANNIGAN
501	2015-01-01	BERNARD T. BLOOM
501	2014-01-01	DAVID B BRANNIGAN	BERNARD T BLOOM	2015-10-14
501	2013-01-01	DAVID B BRANNIGAN	BERNARD T BLOOM	2014-10-13
501	2011-01-01	DAVID B BRANNIGAN	BERNARD T BLOOM	2012-10-15
501	2009-01-01	DAVID B BRANNIGAN	BERNARD T BLOOM	2010-10-04

Plan Statistics for I.A.T.S.E. LOCAL 3 WELFARE FUND

401k plan membership statisitcs for I.A.T.S.E. LOCAL 3 WELFARE FUND

Measure Date Value
2022: I.A.T.S.E. LOCAL 3 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 91
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 75
Number of retired or separated participants receiving benefits 2022-01-01 32
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 107
Number of employers contributing to the scheme 2022-01-01 18
2021: I.A.T.S.E. LOCAL 3 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 115
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 60
Number of retired or separated participants receiving benefits 2021-01-01 31
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 91
Number of employers contributing to the scheme 2021-01-01 14
2020: I.A.T.S.E. LOCAL 3 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 84
Number of retired or separated participants receiving benefits 2020-01-01 31
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 115
Number of employers contributing to the scheme 2020-01-01 13
2019: I.A.T.S.E. LOCAL 3 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 75
Number of retired or separated participants receiving benefits 2019-01-01 54
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 129
Number of employers contributing to the scheme 2019-01-01 17
2018: I.A.T.S.E. LOCAL 3 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 129
Number of retired or separated participants receiving benefits 2018-01-01 18
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 147
Number of employers contributing to the scheme 2018-01-01 14
2017: I.A.T.S.E. LOCAL 3 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 95
Number of retired or separated participants receiving benefits 2017-01-01 26
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 121
Number of employers contributing to the scheme 2017-01-01 16
2016: I.A.T.S.E. LOCAL 3 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 122
Number of retired or separated participants receiving benefits 2016-01-01 16
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 138
Number of employers contributing to the scheme 2016-01-01 18
2015: I.A.T.S.E. LOCAL 3 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 122
Number of retired or separated participants receiving benefits 2015-01-01 19
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 141
Number of employers contributing to the scheme 2015-01-01 18
2014: I.A.T.S.E. LOCAL 3 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year 2014-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 123
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 123
Number of employers contributing to the scheme 2014-01-01 13
2013: I.A.T.S.E. LOCAL 3 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year 2013-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 139
Total of all active and inactive participants 2013-01-01 139
Number of employers contributing to the scheme 2013-01-01 9
2011: I.A.T.S.E. LOCAL 3 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year 2011-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 126
Number of retired or separated participants receiving benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 136
Number of employers contributing to the scheme 2011-01-01 9
2009: I.A.T.S.E. LOCAL 3 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year 2009-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 121
Number of retired or separated participants receiving benefits 2009-01-01 10
Total of all active and inactive participants 2009-01-01 131

Measure	Date	Value
2022: I.A.T.S.E. LOCAL 3 WELFARE FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	91
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	75
Number of retired or separated participants receiving benefits	2022-01-01	32
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	107
Number of employers contributing to the scheme	2022-01-01	18
2021: I.A.T.S.E. LOCAL 3 WELFARE FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	115
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	60
Number of retired or separated participants receiving benefits	2021-01-01	31
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	91
Number of employers contributing to the scheme	2021-01-01	14
2020: I.A.T.S.E. LOCAL 3 WELFARE FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	84
Number of retired or separated participants receiving benefits	2020-01-01	31
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	115
Number of employers contributing to the scheme	2020-01-01	13
2019: I.A.T.S.E. LOCAL 3 WELFARE FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	75
Number of retired or separated participants receiving benefits	2019-01-01	54
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	129
Number of employers contributing to the scheme	2019-01-01	17
2018: I.A.T.S.E. LOCAL 3 WELFARE FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	129
Number of retired or separated participants receiving benefits	2018-01-01	18
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	147
Number of employers contributing to the scheme	2018-01-01	14
2017: I.A.T.S.E. LOCAL 3 WELFARE FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	95
Number of retired or separated participants receiving benefits	2017-01-01	26
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	121
Number of employers contributing to the scheme	2017-01-01	16
2016: I.A.T.S.E. LOCAL 3 WELFARE FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	122
Number of retired or separated participants receiving benefits	2016-01-01	16
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	138
Number of employers contributing to the scheme	2016-01-01	18
2015: I.A.T.S.E. LOCAL 3 WELFARE FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	122
Number of retired or separated participants receiving benefits	2015-01-01	19
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	141
Number of employers contributing to the scheme	2015-01-01	18
2014: I.A.T.S.E. LOCAL 3 WELFARE FUND 2014 401k membership
Total participants, beginning-of-year	2014-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	123
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	123
Number of employers contributing to the scheme	2014-01-01	13
2013: I.A.T.S.E. LOCAL 3 WELFARE FUND 2013 401k membership
Total participants, beginning-of-year	2013-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	139
Total of all active and inactive participants	2013-01-01	139
Number of employers contributing to the scheme	2013-01-01	9
2011: I.A.T.S.E. LOCAL 3 WELFARE FUND 2011 401k membership
Total participants, beginning-of-year	2011-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	126
Number of retired or separated participants receiving benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	136
Number of employers contributing to the scheme	2011-01-01	9
2009: I.A.T.S.E. LOCAL 3 WELFARE FUND 2009 401k membership
Total participants, beginning-of-year	2009-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	121
Number of retired or separated participants receiving benefits	2009-01-01	10
Total of all active and inactive participants	2009-01-01	131

Financial Data on I.A.T.S.E. LOCAL 3 WELFARE FUND

Measure	Date	Value
2022 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$149,309
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$118,875
Total income from all sources (including contributions)	2022-12-31	$667,524
Total of all expenses incurred	2022-12-31	$723,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$626,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,002,683
Value of total assets at end of year	2022-12-31	$3,289,533
Value of total assets at beginning of year	2022-12-31	$3,315,073
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$96,600
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$95,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$95,270
Administrative expenses professional fees incurred	2022-12-31	$6,407
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$63,585
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$76
Other income not declared elsewhere	2022-12-31	$989
Administrative expenses (other) incurred	2022-12-31	$24,787
Liabilities. Value of operating payables at beginning of year	2022-12-31	$2,123
Total non interest bearing cash at end of year	2022-12-31	$297,646
Total non interest bearing cash at beginning of year	2022-12-31	$94,719
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-55,974
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,140,224
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$3,196,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$13,254
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$2,669,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,986,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$88,274
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$39,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$39,366
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$14,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-431,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$939,098
Employer contributions (assets) at end of year	2022-12-31	$234,050
Employer contributions (assets) at beginning of year	2022-12-31	$194,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$612,342
Contract administrator fees	2022-12-31	$52,152
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$149,309
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$116,752
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CYPHER & CYPHER
Accountancy firm EIN	2022-12-31	251385288
2021 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$118,875
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$116,946
Total income from all sources (including contributions)	2021-12-31	$568,007
Total of all expenses incurred	2021-12-31	$644,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$565,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$337,471
Value of total assets at end of year	2021-12-31	$3,315,073
Value of total assets at beginning of year	2021-12-31	$3,389,238
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$78,509
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$121,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$121,763
Administrative expenses professional fees incurred	2021-12-31	$8,611
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$63,369
Administrative expenses (other) incurred	2021-12-31	$3,680
Liabilities. Value of operating payables at end of year	2021-12-31	$2,123
Liabilities. Value of operating payables at beginning of year	2021-12-31	$23
Total non interest bearing cash at end of year	2021-12-31	$94,719
Total non interest bearing cash at beginning of year	2021-12-31	$122,793
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-76,094
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$3,196,198
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,272,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$14,066
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,986,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,143,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$39,366
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$101,393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$101,393
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$13,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$108,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$274,102
Employer contributions (assets) at end of year	2021-12-31	$194,971
Employer contributions (assets) at beginning of year	2021-12-31	$21,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$551,801
Contract administrator fees	2021-12-31	$52,152
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$116,752
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$116,923
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CYPHER & CYPHER
Accountancy firm EIN	2021-12-31	251385288
2020 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$116,946
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$86,727
Total income from all sources (including contributions)	2020-12-31	$547,574
Total of all expenses incurred	2020-12-31	$651,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$567,204
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$301,699
Value of total assets at end of year	2020-12-31	$3,389,238
Value of total assets at beginning of year	2020-12-31	$3,463,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$84,767
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$97,435
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$97,435
Administrative expenses professional fees incurred	2020-12-31	$7,244
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$67,389
Administrative expenses (other) incurred	2020-12-31	$9,782
Liabilities. Value of operating payables at end of year	2020-12-31	$23
Liabilities. Value of operating payables at beginning of year	2020-12-31	$556
Total non interest bearing cash at end of year	2020-12-31	$122,793
Total non interest bearing cash at beginning of year	2020-12-31	$77,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-104,397
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,272,292
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,376,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	Yes
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$15,589
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,143,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,193,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$101,393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$70,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$70,918
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$12,221
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$148,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$234,310
Employer contributions (assets) at end of year	2020-12-31	$21,597
Employer contributions (assets) at beginning of year	2020-12-31	$121,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$554,983
Contract administrator fees	2020-12-31	$52,152
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$116,923
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$86,171
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CYPHER & CYPHER
Accountancy firm EIN	2020-12-31	251385288
2019 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$86,727
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$86,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$86,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$86,375
Total income from all sources (including contributions)	2019-12-31	$1,416,189
Total income from all sources (including contributions)	2019-12-31	$1,416,189
Total of all expenses incurred	2019-12-31	$675,007
Total of all expenses incurred	2019-12-31	$675,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$581,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$581,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,065,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,065,746
Value of total assets at end of year	2019-12-31	$3,463,416
Value of total assets at end of year	2019-12-31	$3,463,416
Value of total assets at beginning of year	2019-12-31	$2,721,882
Value of total assets at beginning of year	2019-12-31	$2,721,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$93,418
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$93,418
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$105,607
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$105,607
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$105,607
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$105,607
Administrative expenses professional fees incurred	2019-12-31	$5,283
Administrative expenses professional fees incurred	2019-12-31	$5,283
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$74,884
Contributions received from participants	2019-12-31	$74,884
Administrative expenses (other) incurred	2019-12-31	$14,509
Administrative expenses (other) incurred	2019-12-31	$14,509
Liabilities. Value of operating payables at end of year	2019-12-31	$556
Liabilities. Value of operating payables at end of year	2019-12-31	$556
Liabilities. Value of operating payables at beginning of year	2019-12-31	$2,617
Liabilities. Value of operating payables at beginning of year	2019-12-31	$2,617
Total non interest bearing cash at end of year	2019-12-31	$77,547
Total non interest bearing cash at end of year	2019-12-31	$77,547
Total non interest bearing cash at beginning of year	2019-12-31	$71,895
Total non interest bearing cash at beginning of year	2019-12-31	$71,895
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$741,182
Value of net income/loss	2019-12-31	$741,182
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,376,689
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,376,689
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,635,507
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,635,507
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$14,730
Investment advisory and management fees	2019-12-31	$14,730
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,193,055
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,193,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,447,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$2,447,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$70,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$70,918
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$46,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$46,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$46,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$46,088
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$14,318
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$14,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$244,836
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$244,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$990,862
Contributions received in cash from employer	2019-12-31	$990,862
Employer contributions (assets) at end of year	2019-12-31	$121,896
Employer contributions (assets) at end of year	2019-12-31	$121,896
Employer contributions (assets) at beginning of year	2019-12-31	$156,458
Employer contributions (assets) at beginning of year	2019-12-31	$156,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$567,271
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$567,271
Contract administrator fees	2019-12-31	$58,896
Contract administrator fees	2019-12-31	$58,896
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$86,171
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$86,171
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$83,758
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$83,758
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CYPHER & CYPHER
Accountancy firm name	2019-12-31	CYPHER & CYPHER
Accountancy firm EIN	2019-12-31	251385288
Accountancy firm EIN	2019-12-31	251385288
2018 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$86,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$81,556
Total income from all sources (including contributions)	2018-12-31	$942,681
Total of all expenses incurred	2018-12-31	$603,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$522,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,031,815
Value of total assets at end of year	2018-12-31	$2,721,882
Value of total assets at beginning of year	2018-12-31	$2,378,059
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$80,704
Total interest from all sources	2018-12-31	$1,467
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$94,939
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$94,939
Administrative expenses professional fees incurred	2018-12-31	$7,347
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$78,331
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$4,346
Administrative expenses (other) incurred	2018-12-31	$10,173
Liabilities. Value of operating payables at end of year	2018-12-31	$2,617
Liabilities. Value of operating payables at beginning of year	2018-12-31	$8,905
Total non interest bearing cash at end of year	2018-12-31	$71,895
Total non interest bearing cash at beginning of year	2018-12-31	$176,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$339,004
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,635,507
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,296,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$11,032
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$2,447,441
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,967,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$46,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$40,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$40,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,467
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$14,319
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-185,540
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$953,484
Employer contributions (assets) at end of year	2018-12-31	$156,458
Employer contributions (assets) at beginning of year	2018-12-31	$189,886
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$508,654
Contract administrator fees	2018-12-31	$52,152
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$83,758
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$72,651
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CYPHER & CYPHER
Accountancy firm EIN	2018-12-31	251385288
2017 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$81,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$79,649
Total income from all sources (including contributions)	2017-12-31	$1,167,176
Total of all expenses incurred	2017-12-31	$583,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$493,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,019,604
Value of total assets at end of year	2017-12-31	$2,378,059
Value of total assets at beginning of year	2017-12-31	$1,792,368
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$90,133
Total interest from all sources	2017-12-31	$234
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$70,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$70,910
Administrative expenses professional fees incurred	2017-12-31	$11,228
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$82,678
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$4,346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$1,469
Administrative expenses (other) incurred	2017-12-31	$11,270
Liabilities. Value of operating payables at end of year	2017-12-31	$8,905
Liabilities. Value of operating payables at beginning of year	2017-12-31	$7,920
Total non interest bearing cash at end of year	2017-12-31	$176,164
Total non interest bearing cash at beginning of year	2017-12-31	$770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$583,784
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,296,503
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,712,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$8,823
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,967,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,371,835
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$40,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$283,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$283,564
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$234
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$12,059
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$76,428
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$936,926
Employer contributions (assets) at end of year	2017-12-31	$189,886
Employer contributions (assets) at beginning of year	2017-12-31	$134,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$481,200
Contract administrator fees	2017-12-31	$58,812
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$72,651
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$71,729
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	CYPHER & CYPHER
Accountancy firm EIN	2017-12-31	251385288
2016 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$79,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$62,594
Total income from all sources (including contributions)	2016-12-31	$1,110,864
Total of all expenses incurred	2016-12-31	$454,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$373,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,041,468
Value of total assets at end of year	2016-12-31	$1,792,368
Value of total assets at beginning of year	2016-12-31	$1,118,797
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$80,388
Total interest from all sources	2016-12-31	$11
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$39,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$39,509
Administrative expenses professional fees incurred	2016-12-31	$5,687
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$90,932
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$1,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,469
Administrative expenses (other) incurred	2016-12-31	$15,965
Liabilities. Value of operating payables at end of year	2016-12-31	$7,920
Liabilities. Value of operating payables at beginning of year	2016-12-31	$1,432
Total non interest bearing cash at end of year	2016-12-31	$770
Total non interest bearing cash at beginning of year	2016-12-31	$164,616
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$656,516
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,712,719
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,056,203
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$5,020
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,371,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$803,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$283,564
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$7,583
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$7,583
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$11
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$13,133
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$29,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$950,536
Employer contributions (assets) at end of year	2016-12-31	$134,730
Employer contributions (assets) at beginning of year	2016-12-31	$141,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$360,827
Contract administrator fees	2016-12-31	$53,716
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$71,729
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$61,162
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	CYPHER & CYPHER
Accountancy firm EIN	2016-12-31	251385288
2015 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$62,594
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$75,470
Total income from all sources (including contributions)	2015-12-31	$1,139,411
Total of all expenses incurred	2015-12-31	$521,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$448,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,053,914
Value of total assets at end of year	2015-12-31	$1,118,797
Value of total assets at beginning of year	2015-12-31	$513,377
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$72,674
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$22,980
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$22,980
Administrative expenses professional fees incurred	2015-12-31	$6,709
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$100,571
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,469
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$1,464
Other income not declared elsewhere	2015-12-31	$97,614
Administrative expenses (other) incurred	2015-12-31	$10,838
Liabilities. Value of operating payables at end of year	2015-12-31	$1,432
Liabilities. Value of operating payables at beginning of year	2015-12-31	$1,454
Total non interest bearing cash at end of year	2015-12-31	$164,616
Total non interest bearing cash at beginning of year	2015-12-31	$100,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$618,296
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,056,203
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$437,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$2,075
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$803,432
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$321,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$7,583
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$1,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$1,200
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$16,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-35,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$953,343
Employer contributions (assets) at end of year	2015-12-31	$141,697
Employer contributions (assets) at beginning of year	2015-12-31	$87,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$432,057
Contract administrator fees	2015-12-31	$53,052
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$61,162
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$74,016
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	CYPHER & CYPHER
Accountancy firm EIN	2015-12-31	251385288
2014 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$75,470
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$91,063
Total income from all sources (including contributions)	2014-12-31	$883,217
Total of all expenses incurred	2014-12-31	$869,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$790,836
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$872,094
Value of total assets at end of year	2014-12-31	$513,377
Value of total assets at beginning of year	2014-12-31	$515,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$78,537
Total interest from all sources	2014-12-31	$2,358
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$13,549
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$13,549
Administrative expenses professional fees incurred	2014-12-31	$13,115
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$98,268
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$1,464
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$3,968
Administrative expenses (other) incurred	2014-12-31	$11,577
Liabilities. Value of operating payables at end of year	2014-12-31	$1,454
Liabilities. Value of operating payables at beginning of year	2014-12-31	$94
Total non interest bearing cash at end of year	2014-12-31	$100,813
Total non interest bearing cash at beginning of year	2014-12-31	$67,820
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$13,844
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$437,907
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$424,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$1,693
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$321,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$313,334
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$1,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$1,034
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$1,034
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2,358
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$18,646
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$-4,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$773,826
Employer contributions (assets) at end of year	2014-12-31	$87,968
Employer contributions (assets) at beginning of year	2014-12-31	$128,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$772,190
Contract administrator fees	2014-12-31	$52,152
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$74,016
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$90,969
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CYPHER & CYPHER
Accountancy firm EIN	2014-12-31	251385288
2013 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$91,063
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$121,044
Total income from all sources (including contributions)	2013-12-31	$953,135
Total of all expenses incurred	2013-12-31	$835,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$760,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$927,018
Value of total assets at end of year	2013-12-31	$515,126
Value of total assets at beginning of year	2013-12-31	$427,151
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$74,331
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$11,308
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$11,308
Administrative expenses professional fees incurred	2013-12-31	$6,150
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$98,232
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$3,968
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,360
Administrative expenses (other) incurred	2013-12-31	$14,316
Liabilities. Value of operating payables at end of year	2013-12-31	$94
Liabilities. Value of operating payables at beginning of year	2013-12-31	$2,497
Total non interest bearing cash at end of year	2013-12-31	$67,820
Total non interest bearing cash at beginning of year	2013-12-31	$9,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$117,956
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$424,063
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$306,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$1,568
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$313,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$283,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$1,034
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$5,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$5,046
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$17,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$14,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$828,786
Employer contributions (assets) at end of year	2013-12-31	$128,970
Employer contributions (assets) at beginning of year	2013-12-31	$127,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$743,346
Contract administrator fees	2013-12-31	$52,297
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$90,969
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$118,547
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	CYPHER & CYPHER
Accountancy firm EIN	2013-12-31	251385288
2012 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$121,044
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$108,540
Total income from all sources (including contributions)	2012-12-31	$779,693
Total of all expenses incurred	2012-12-31	$965,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$902,828
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$736,182
Value of total assets at end of year	2012-12-31	$427,151
Value of total assets at beginning of year	2012-12-31	$600,131
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$62,349
Total interest from all sources	2012-12-31	$2
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$14,479
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$14,479
Administrative expenses professional fees incurred	2012-12-31	$2,250
Was this plan covered by a fidelity bond	2012-12-31	No
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$55,233
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,360
Administrative expenses (other) incurred	2012-12-31	$7,206
Liabilities. Value of operating payables at end of year	2012-12-31	$2,497
Liabilities. Value of operating payables at beginning of year	2012-12-31	$4,293
Total non interest bearing cash at end of year	2012-12-31	$9,840
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-185,484
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$306,107
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$491,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,971
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$283,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$475,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$5,046
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$29,602
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$29,602
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$2
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$13,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$29,030
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$680,949
Employer contributions (assets) at end of year	2012-12-31	$127,700
Employer contributions (assets) at beginning of year	2012-12-31	$95,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$889,101
Contract administrator fees	2012-12-31	$50,922
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$118,547
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$104,247
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	CYPHER & CYPHER
Accountancy firm EIN	2012-12-31	251385288
2011 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$108,540
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$102,886
Total income from all sources (including contributions)	2011-12-31	$720,446
Total of all expenses incurred	2011-12-31	$845,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$779,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$727,810
Value of total assets at end of year	2011-12-31	$600,131
Value of total assets at beginning of year	2011-12-31	$719,520
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$66,264
Total interest from all sources	2011-12-31	$8
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$17,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$17,396
Administrative expenses professional fees incurred	2011-12-31	$2,622
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$42,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$1,331
Administrative expenses (other) incurred	2011-12-31	$11,535
Liabilities. Value of operating payables at end of year	2011-12-31	$4,293
Liabilities. Value of operating payables at beginning of year	2011-12-31	$31
Total non interest bearing cash at beginning of year	2011-12-31	$56,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-125,043
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$491,591
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$616,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$2,907
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$475,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$515,512
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$29,602
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$46,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$46,722
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$8
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$18,209
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-24,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$685,335
Employer contributions (assets) at end of year	2011-12-31	$95,316
Employer contributions (assets) at beginning of year	2011-12-31	$99,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$761,016
Contract administrator fees	2011-12-31	$49,200
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$104,247
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$102,855
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	CYPHER & CYPHER
Accountancy firm EIN	2011-12-31	251385288
2010 : I.A.T.S.E. LOCAL 3 WELFARE FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$102,886
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,705
Total income from all sources (including contributions)	2010-12-31	$775,066
Total of all expenses incurred	2010-12-31	$902,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$837,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$711,365
Value of total assets at end of year	2010-12-31	$719,520
Value of total assets at beginning of year	2010-12-31	$750,761
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$65,061
Total interest from all sources	2010-12-31	$4
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$21,758
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$21,758
Administrative expenses professional fees incurred	2010-12-31	$2,002
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$37,588
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$1,331
Administrative expenses (other) incurred	2010-12-31	$11,911
Liabilities. Value of operating payables at end of year	2010-12-31	$31
Liabilities. Value of operating payables at beginning of year	2010-12-31	$1,238
Total non interest bearing cash at end of year	2010-12-31	$56,603
Total non interest bearing cash at beginning of year	2010-12-31	$93,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$-127,422
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$616,634
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$744,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$2,948
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$515,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$501,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$46,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$46,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$46,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$14,799
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$41,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$673,777
Employer contributions (assets) at end of year	2010-12-31	$99,352
Employer contributions (assets) at beginning of year	2010-12-31	$108,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$822,628
Contract administrator fees	2010-12-31	$48,200
Liabilities. Value of benefit claims payable at end of year	2010-12-31	$102,855
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$5,467
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	CYPHER & CYPHER
Accountancy firm EIN	2010-12-31	251385288

Form 5500 Responses for I.A.T.S.E. LOCAL 3 WELFARE FUND

2022: I.A.T.S.E. LOCAL 3 WELFARE FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: I.A.T.S.E. LOCAL 3 WELFARE FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: I.A.T.S.E. LOCAL 3 WELFARE FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: I.A.T.S.E. LOCAL 3 WELFARE FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: I.A.T.S.E. LOCAL 3 WELFARE FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: I.A.T.S.E. LOCAL 3 WELFARE FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: I.A.T.S.E. LOCAL 3 WELFARE FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: I.A.T.S.E. LOCAL 3 WELFARE FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I.A.T.S.E. LOCAL 3 WELFARE FUND 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: I.A.T.S.E. LOCAL 3 WELFARE FUND 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2011: I.A.T.S.E. LOCAL 3 WELFARE FUND 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: I.A.T.S.E. LOCAL 3 WELFARE FUND 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

876260G

Policy instance

Insurance contract or identification number	876260G
Number of Individuals Covered	139
Insurance policy start date	2021-06-01
Insurance policy end date	2022-05-31
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $84,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

876260G

Policy instance

Insurance contract or identification number	876260G
Number of Individuals Covered	83
Insurance policy start date	2020-06-01
Insurance policy end date	2021-05-31
Total amount of commissions paid to insurance broker	USD $1,242
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,544
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,242

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

876260G

Policy instance

Insurance contract or identification number	876260G
Number of Individuals Covered	92
Insurance policy start date	2019-06-01
Insurance policy end date	2020-05-31
Total amount of commissions paid to insurance broker	USD $1,331
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,150
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $773

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

876260G

Policy instance

Insurance contract or identification number	876260G
Number of Individuals Covered	96
Insurance policy start date	2018-06-01
Insurance policy end date	2019-05-31
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $13,448
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

876260G

Policy instance

Insurance contract or identification number	876260G
Number of Individuals Covered	129
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $14,319
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

876260G

Policy instance

Insurance contract or identification number	876260G
Number of Individuals Covered	95
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $12,059
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	Yes

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010103490

Policy instance

Insurance contract or identification number	000010103490
Number of Individuals Covered	101
Insurance policy start date	2014-06-01
Insurance policy end date	2015-05-31
Total amount of commissions paid to insurance broker	USD $1,901
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $19,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,901
Insurance broker name	HENDERSON BROTHERS INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010103490

Policy instance

Insurance contract or identification number	000010103490
Number of Individuals Covered	111
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,870
Total amount of fees paid to insurance company	USD $795
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $18,583
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,870
Amount paid for insurance broker fees	795
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	HENDERSON BROTHERS INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010103490

Policy instance

Insurance contract or identification number	000010103490
Number of Individuals Covered	111
Insurance policy start date	2012-06-01
Insurance policy end date	2013-05-31
Total amount of commissions paid to insurance broker	USD $1,735
Total amount of fees paid to insurance company	USD $897
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,542
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,735
Amount paid for insurance broker fees	897
Additional information about fees paid to insurance broker	BROKER BONUS
Insurance broker organization code?	3
Insurance broker name	HENDERSON BROTHERS INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010103490

Policy instance

Insurance contract or identification number	000010103490
Number of Individuals Covered	112
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,722
Total amount of fees paid to insurance company	USD $897
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $16,594
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010103490

Policy instance

Insurance contract or identification number	000010103490
Number of Individuals Covered	115
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,923
Total amount of fees paid to insurance company	USD $305
Welfare Benefit Premiums Paid to Carrier	USD $17,932
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

000010103490

Policy instance

Insurance contract or identification number	000010103490
Number of Individuals Covered	124
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,469
Total amount of fees paid to insurance company	USD $331
Welfare Benefit Premiums Paid to Carrier	USD $13,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	I.A.T.S.E. LOCAL 3 WELFARE FUND
Employer identification number (EIN):	256063610
NAIC Classification:	238900