TRUSTEES OF IRONWORKERS 272 & 402 NON JOURNEYMEN & APPRENTICE HEALTH C has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IRONWORKERS LOCAL 272 & 402 NON JOURNEYMEN AND APPRENTICE HEALTH CARE PLAN
| Measure | Date | Value |
|---|
| 2013 : IRONWORKERS LOCAL 272 & 402 NON JOURNEYMEN AND APPRENTICE HEALTH CARE PLAN 2013 401k financial data |
|---|
| Total transfer of assets from this plan | 2013-12-31 | $702,853 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $4,499 |
| Total income from all sources (including contributions) | 2013-12-31 | $65,095 |
| Total of all expenses incurred | 2013-12-31 | $66,988 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $26,880 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $57,373 |
| Value of total assets at beginning of year | 2013-12-31 | $709,245 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $40,108 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $10,146 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2013-12-31 | $702,065 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $10,146 |
| Administrative expenses professional fees incurred | 2013-12-31 | $20,347 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $200,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $3,638 |
| Administrative expenses (other) incurred | 2013-12-31 | $14,916 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $4,499 |
| 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 | $-1,893 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $704,746 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $665,251 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $32,851 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $32,851 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $26,880 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $-2,424 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| 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 | $57,373 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $7,505 |
| Contract administrator fees | 2013-12-31 | $4,845 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
| Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | STEVEN D EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2013-12-31 | 650140643 |
| 2012 : IRONWORKERS LOCAL 272 & 402 NON JOURNEYMEN AND APPRENTICE HEALTH CARE PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,499 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $4,976 |
| Total income from all sources (including contributions) | 2012-12-31 | $87,329 |
| Total of all expenses incurred | 2012-12-31 | $63,139 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $40,409 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $57,918 |
| Value of total assets at end of year | 2012-12-31 | $709,245 |
| Value of total assets at beginning of year | 2012-12-31 | $685,532 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $22,730 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $18,006 |
| 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 | $18,006 |
| Administrative expenses professional fees incurred | 2012-12-31 | $11,272 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $200,000 |
| 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 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $3,638 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $3,291 |
| Administrative expenses (other) incurred | 2012-12-31 | $5,495 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $4,499 |
| Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $4,976 |
| 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 | $24,190 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $704,746 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $680,556 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $665,251 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $635,839 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $32,851 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $31,436 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $31,436 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $40,409 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $11,405 |
| 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 | $57,918 |
| Employer contributions (assets) at end of year | 2012-12-31 | $7,505 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $14,966 |
| Contract administrator fees | 2012-12-31 | $5,963 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
| 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 | STEVEN D EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2012-12-31 | 650140643 |
| 2011 : IRONWORKERS LOCAL 272 & 402 NON JOURNEYMEN AND APPRENTICE HEALTH CARE PLAN 2011 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $4,976 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $3,487 |
| Total income from all sources (including contributions) | 2011-12-31 | $98,621 |
| Total of all expenses incurred | 2011-12-31 | $86,645 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $65,231 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $86,017 |
| Value of total assets at end of year | 2011-12-31 | $685,532 |
| Value of total assets at beginning of year | 2011-12-31 | $672,067 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $21,414 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $20,306 |
| 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 | $20,306 |
| Administrative expenses professional fees incurred | 2011-12-31 | $9,750 |
| Was this plan covered by a fidelity bond | 2011-12-31 | No |
| 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 | $375 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $3,291 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $3,466 |
| Administrative expenses (other) incurred | 2011-12-31 | $5,696 |
| Liabilities. Value of operating payables at end of year | 2011-12-31 | $4,976 |
| Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $3,487 |
| 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 | $11,976 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $680,556 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $668,580 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $635,839 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $621,139 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $31,436 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $35,450 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $35,450 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $65,231 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-7,702 |
| 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 | $85,642 |
| Employer contributions (assets) at end of year | 2011-12-31 | $14,966 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $12,012 |
| Contract administrator fees | 2011-12-31 | $5,968 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
| 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 | STEVEN D EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2011-12-31 | 650140643 |
| 2010 : IRONWORKERS LOCAL 272 & 402 NON JOURNEYMEN AND APPRENTICE HEALTH CARE PLAN 2010 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $3,487 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,732 |
| Total income from all sources (including contributions) | 2010-12-31 | $173,829 |
| Total of all expenses incurred | 2010-12-31 | $156,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $121,270 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $151,796 |
| Value of total assets at end of year | 2010-12-31 | $672,067 |
| Value of total assets at beginning of year | 2010-12-31 | $656,938 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $35,185 |
| Total interest from all sources | 2010-12-31 | $531 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $14,696 |
| 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 | $14,696 |
| Administrative expenses professional fees incurred | 2010-12-31 | $11,863 |
| Was this plan covered by a fidelity bond | 2010-12-31 | No |
| 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 | $3,101 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $3,466 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $13,321 |
| Administrative expenses (other) incurred | 2010-12-31 | $12,737 |
| Liabilities. Value of operating payables at end of year | 2010-12-31 | $3,487 |
| Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $5,732 |
| 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 | $17,374 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $668,580 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $651,206 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $621,139 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $449,636 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $35,450 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $173,958 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $173,958 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $531 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $121,270 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $6,806 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| 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 | $148,695 |
| Employer contributions (assets) at end of year | 2010-12-31 | $12,012 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $20,023 |
| Contract administrator fees | 2010-12-31 | $10,585 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| 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 | STEVEN D EISENBERG CPA, P.A. |
| Accountancy firm EIN | 2010-12-31 | 650140643 |
