401k Plan data: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST plan

IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 401k Plan overview

Plan Name	IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST
Plan identification number	501

IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY has sponsored the creation of one or more 401k plans.

Company Name: IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY

Employer identification number (EIN): 316170926

NAIC Classification: 238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2012-02-01 RON STARKEY CRAIG WANNER 2013-11-13
501 2011-02-01 WILLIAM WOODWARD CRAIG WANNER 2012-11-12
501 2010-02-01 WILLIAM WOODWARD EDWARD JAUCH 2011-10-27
501 2009-02-01 WILLIAM WOODWARD EDWARD JAUCH 2010-11-09

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2012-02-01	RON STARKEY	CRAIG WANNER	2013-11-13
501	2011-02-01	WILLIAM WOODWARD	CRAIG WANNER	2012-11-12
501	2010-02-01	WILLIAM WOODWARD	EDWARD JAUCH	2011-10-27
501	2009-02-01	WILLIAM WOODWARD	EDWARD JAUCH	2010-11-09

Plan Statistics for IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST

401k plan membership statisitcs for IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST

Measure Date Value
2012: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year 2012-02-01 5,506
Total number of active participants reported on line 7a of the Form 5500 2012-02-01 2,992
Number of retired or separated participants receiving benefits 2012-02-01 1,465
Total of all active and inactive participants 2012-02-01 4,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-02-01 985
Number of employers contributing to the scheme 2012-02-01 385
2011: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year 2011-02-01 5,505
Total number of active participants reported on line 7a of the Form 5500 2011-02-01 2,998
Number of retired or separated participants receiving benefits 2011-02-01 1,480
Number of other retired or separated participants entitled to future benefits 2011-02-01 0
Total of all active and inactive participants 2011-02-01 4,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-02-01 1,028
Number of participants with account balances 2011-02-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-02-01 0
Number of employers contributing to the scheme 2011-02-01 419
2010: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year 2010-02-01 5,879
Total number of active participants reported on line 7a of the Form 5500 2010-02-01 2,958
Number of retired or separated participants receiving benefits 2010-02-01 1,519
Number of other retired or separated participants entitled to future benefits 2010-02-01 0
Total of all active and inactive participants 2010-02-01 4,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-02-01 1,028
Total participants 2010-02-01 5,505
Number of employers contributing to the scheme 2010-02-01 390
2009: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year 2009-02-01 6,857
Total number of active participants reported on line 7a of the Form 5500 2009-02-01 3,281
Number of retired or separated participants receiving benefits 2009-02-01 1,429
Number of other retired or separated participants entitled to future benefits 2009-02-01 0
Total of all active and inactive participants 2009-02-01 4,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-02-01 1,169
Number of employers contributing to the scheme 2009-02-01 434

Measure	Date	Value
2012: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2012 401k membership
Total participants, beginning-of-year	2012-02-01	5,506
Total number of active participants reported on line 7a of the Form 5500	2012-02-01	2,992
Number of retired or separated participants receiving benefits	2012-02-01	1,465
Total of all active and inactive participants	2012-02-01	4,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-02-01	985
Number of employers contributing to the scheme	2012-02-01	385
2011: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2011 401k membership
Total participants, beginning-of-year	2011-02-01	5,505
Total number of active participants reported on line 7a of the Form 5500	2011-02-01	2,998
Number of retired or separated participants receiving benefits	2011-02-01	1,480
Number of other retired or separated participants entitled to future benefits	2011-02-01	0
Total of all active and inactive participants	2011-02-01	4,478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-02-01	1,028
Number of participants with account balances	2011-02-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-02-01	0
Number of employers contributing to the scheme	2011-02-01	419
2010: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2010 401k membership
Total participants, beginning-of-year	2010-02-01	5,879
Total number of active participants reported on line 7a of the Form 5500	2010-02-01	2,958
Number of retired or separated participants receiving benefits	2010-02-01	1,519
Number of other retired or separated participants entitled to future benefits	2010-02-01	0
Total of all active and inactive participants	2010-02-01	4,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-02-01	1,028
Total participants	2010-02-01	5,505
Number of employers contributing to the scheme	2010-02-01	390
2009: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2009 401k membership
Total participants, beginning-of-year	2009-02-01	6,857
Total number of active participants reported on line 7a of the Form 5500	2009-02-01	3,281
Number of retired or separated participants receiving benefits	2009-02-01	1,429
Number of other retired or separated participants entitled to future benefits	2009-02-01	0
Total of all active and inactive participants	2009-02-01	4,710
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-02-01	1,169
Number of employers contributing to the scheme	2009-02-01	434

Financial Data on IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST

Measure	Date	Value
2013 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-31	$165,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-01-31	$360,947
Total income from all sources (including contributions)	2013-01-31	$45,785,224
Total loss/gain on sale of assets	2013-01-31	$0
Total of all expenses incurred	2013-01-31	$48,259,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-01-31	$44,702,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-01-31	$43,221,388
Value of total assets at end of year	2013-01-31	$43,208,166
Value of total assets at beginning of year	2013-01-31	$45,877,863
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-01-31	$3,556,688
Total interest from all sources	2013-01-31	$1,834
Total dividends received (eg from common stock, registered investment company shares)	2013-01-31	$1,319,997
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-01-31	$1,319,997
Administrative expenses professional fees incurred	2013-01-31	$446,281
Was this plan covered by a fidelity bond	2013-01-31	Yes
Value of fidelity bond cover	2013-01-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2013-01-31	No
Contributions received from participants	2013-01-31	$9,380,670
Assets. Other investments not covered elsewhere at end of year	2013-01-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2013-01-31	$65,317
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-01-31	$714,865
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-01-31	$1,995
Administrative expenses (other) incurred	2013-01-31	$647,526
Liabilities. Value of operating payables at end of year	2013-01-31	$165,632
Liabilities. Value of operating payables at beginning of year	2013-01-31	$360,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-01-31	No
Value of net income/loss	2013-01-31	$-2,474,382
Value of net assets at end of year (total assets less liabilities)	2013-01-31	$43,042,534
Value of net assets at beginning of year (total assets less liabilities)	2013-01-31	$45,516,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-01-31	No
Were any leases to which the plan was party in default or uncollectible	2013-01-31	No
Investment advisory and management fees	2013-01-31	$56,623
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-01-31	$28,537,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-01-31	$35,147,847
Value of interest in common/collective trusts at end of year	2013-01-31	$5,905,593
Value of interest in common/collective trusts at beginning of year	2013-01-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-01-31	$4,971,560
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-01-31	$7,450,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-01-31	$7,450,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-01-31	$1,834
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-01-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-01-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2013-01-31	$7,303,440
Asset value of US Government securities at end of year	2013-01-31	$0
Asset value of US Government securities at beginning of year	2013-01-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-01-31	$562,967
Net investment gain or loss from common/collective trusts	2013-01-31	$679,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-01-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-01-31	No
Has the plan failed to provide any benefit when due under the plan	2013-01-31	No
Contributions received in cash from employer	2013-01-31	$33,840,718
Employer contributions (assets) at end of year	2013-01-31	$2,737,401
Employer contributions (assets) at beginning of year	2013-01-31	$3,070,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-01-31	$37,399,478
Asset. Corporate debt instrument debt (other) at end of year	2013-01-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2013-01-31	$0
Contract administrator fees	2013-01-31	$2,406,258
Assets. Value of buildings and other operty used in plan operation at end of year	2013-01-31	$341,277
Assets. Value of buildings and other operty used in plan operation at beginning of year	2013-01-31	$140,836
Did the plan have assets held for investment	2013-01-31	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	2013-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-01-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-01-31	No
Opinion of an independent qualified public accountant for this plan	2013-01-31	Unqualified
Accountancy firm name	2013-01-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2013-01-31	310800053
2012 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-01-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$360,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-01-31	$191,189
Total income from all sources (including contributions)	2012-01-31	$45,085,141
Total loss/gain on sale of assets	2012-01-31	$-204,917
Total of all expenses incurred	2012-01-31	$43,387,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-01-31	$40,014,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-01-31	$43,517,361
Value of total assets at end of year	2012-01-31	$45,877,863
Value of total assets at beginning of year	2012-01-31	$44,010,803
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-01-31	$3,372,933
Total interest from all sources	2012-01-31	$18,831
Total dividends received (eg from common stock, registered investment company shares)	2012-01-31	$1,282,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-01-31	$1,282,661
Administrative expenses professional fees incurred	2012-01-31	$398,001
Was this plan covered by a fidelity bond	2012-01-31	Yes
Value of fidelity bond cover	2012-01-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-01-31	No
Contributions received from participants	2012-01-31	$9,433,810
Assets. Other investments not covered elsewhere at end of year	2012-01-31	$65,317
Assets. Other investments not covered elsewhere at beginning of year	2012-01-31	$545,442
Income. Received or receivable in cash from other sources (including rollovers)	2012-01-31	$570,339
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-01-31	$1,995
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-01-31	$213,269
Administrative expenses (other) incurred	2012-01-31	$658,754
Liabilities. Value of operating payables at end of year	2012-01-31	$360,947
Liabilities. Value of operating payables at beginning of year	2012-01-31	$191,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-01-31	No
Value of net income/loss	2012-01-31	$1,697,302
Value of net assets at end of year (total assets less liabilities)	2012-01-31	$45,516,916
Value of net assets at beginning of year (total assets less liabilities)	2012-01-31	$43,819,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-01-31	No
Were any leases to which the plan was party in default or uncollectible	2012-01-31	No
Investment advisory and management fees	2012-01-31	$63,028
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-01-31	$35,147,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-01-31	$18,256,510
Income. Interest from US Government securities	2012-01-31	$5,634
Income. Interest from corporate debt instruments	2012-01-31	$11,406
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-01-31	$7,450,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-01-31	$5,718,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-01-31	$5,718,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-01-31	$1,791
Expenses. Payments to insurance carriers foe the provision of benefits	2012-01-31	$6,722,769
Asset value of US Government securities at end of year	2012-01-31	$0
Asset value of US Government securities at beginning of year	2012-01-31	$10,821,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-01-31	$471,205
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-01-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-01-31	No
Has the plan failed to provide any benefit when due under the plan	2012-01-31	No
Contributions received in cash from employer	2012-01-31	$33,513,212
Employer contributions (assets) at end of year	2012-01-31	$3,070,878
Employer contributions (assets) at beginning of year	2012-01-31	$2,504,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-01-31	$33,292,137
Asset. Corporate debt instrument debt (other) at end of year	2012-01-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2012-01-31	$5,918,677
Contract administrator fees	2012-01-31	$2,253,150
Assets. Value of buildings and other operty used in plan operation at end of year	2012-01-31	$140,836
Assets. Value of buildings and other operty used in plan operation at beginning of year	2012-01-31	$32,129
Did the plan have assets held for investment	2012-01-31	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	2012-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-01-31	No
Aggregate proceeds on sale of assets	2012-01-31	$18,723,633
Aggregate carrying amount (costs) on sale of assets	2012-01-31	$18,928,550
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-01-31	No
Opinion of an independent qualified public accountant for this plan	2012-01-31	Unqualified
Accountancy firm name	2012-01-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2012-01-31	310800053
2011 : IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-01-31	$-73,433
Total unrealized appreciation/depreciation of assets	2011-01-31	$-73,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$191,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-01-31	$1,266,968
Total income from all sources (including contributions)	2011-01-31	$43,698,054
Total loss/gain on sale of assets	2011-01-31	$386,112
Total of all expenses incurred	2011-01-31	$43,228,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-01-31	$39,796,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-01-31	$40,888,074
Value of total assets at end of year	2011-01-31	$45,196,477
Value of total assets at beginning of year	2011-01-31	$45,802,934
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-01-31	$3,432,671
Total interest from all sources	2011-01-31	$830,365
Total dividends received (eg from common stock, registered investment company shares)	2011-01-31	$298,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-01-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-01-31	$298,091
Administrative expenses professional fees incurred	2011-01-31	$318,244
Was this plan covered by a fidelity bond	2011-01-31	Yes
Value of fidelity bond cover	2011-01-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-01-31	No
Contributions received from participants	2011-01-31	$9,462,700
Assets. Other investments not covered elsewhere at end of year	2011-01-31	$545,442
Assets. Other investments not covered elsewhere at beginning of year	2011-01-31	$573,523
Income. Received or receivable in cash from other sources (including rollovers)	2011-01-31	$1,185,674
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-01-31	$1,398,943
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-01-31	$2,738,718
Administrative expenses (other) incurred	2011-01-31	$814,539
Liabilities. Value of operating payables at end of year	2011-01-31	$191,189
Liabilities. Value of operating payables at beginning of year	2011-01-31	$1,266,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-01-31	No
Value of net income/loss	2011-01-31	$469,322
Value of net assets at end of year (total assets less liabilities)	2011-01-31	$45,005,288
Value of net assets at beginning of year (total assets less liabilities)	2011-01-31	$44,535,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-01-31	No
Were any leases to which the plan was party in default or uncollectible	2011-01-31	No
Investment advisory and management fees	2011-01-31	$82,066
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-01-31	$18,256,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-01-31	$7,090,017
Income. Interest from US Government securities	2011-01-31	$354,000
Income. Interest from corporate debt instruments	2011-01-31	$466,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-01-31	$5,718,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-01-31	$3,140,842
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-01-31	$3,140,842
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-01-31	$9,571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-01-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-01-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-01-31	$6,972,432
Asset value of US Government securities at end of year	2011-01-31	$10,821,710
Asset value of US Government securities at beginning of year	2011-01-31	$19,849,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-01-31	$1,368,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-01-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-01-31	No
Has the plan failed to provide any benefit when due under the plan	2011-01-31	No
Contributions received in cash from employer	2011-01-31	$30,239,700
Employer contributions (assets) at end of year	2011-01-31	$2,504,852
Employer contributions (assets) at beginning of year	2011-01-31	$2,456,207
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-01-31	$32,823,629
Asset. Corporate debt instrument debt (other) at end of year	2011-01-31	$5,918,677
Asset. Corporate debt instrument debt (other) at beginning of year	2011-01-31	$9,907,772
Contract administrator fees	2011-01-31	$2,217,822
Assets. Value of buildings and other operty used in plan operation at end of year	2011-01-31	$32,129
Assets. Value of buildings and other operty used in plan operation at beginning of year	2011-01-31	$46,754
Did the plan have assets held for investment	2011-01-31	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	2011-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-01-31	No
Aggregate proceeds on sale of assets	2011-01-31	$114,112,535
Aggregate carrying amount (costs) on sale of assets	2011-01-31	$113,726,423
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-01-31	No
Opinion of an independent qualified public accountant for this plan	2011-01-31	Unqualified
Accountancy firm name	2011-01-31	CLARK, SCHAEFER, HACKETT & CO.
Accountancy firm EIN	2011-01-31	310800053

Form 5500 Responses for IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST

2012: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2012 form 5500 responses
2012-02-01	Type of plan entity	Multi-employer plan
2012-02-01	Submission has been amended	No
2012-02-01	This submission is the final filing	No
2012-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-02-01	Plan is a collectively bargained plan	Yes
2012-02-01	Plan funding arrangement – Insurance	Yes
2012-02-01	Plan funding arrangement – Trust	Yes
2012-02-01	Plan benefit arrangement – Insurance	Yes
2012-02-01	Plan benefit arrangement - Trust	Yes
2011: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2011 form 5500 responses
2011-02-01	Type of plan entity	Multi-employer plan
2011-02-01	Submission has been amended	No
2011-02-01	This submission is the final filing	No
2011-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-02-01	Plan is a collectively bargained plan	Yes
2011-02-01	Plan funding arrangement – Insurance	Yes
2011-02-01	Plan funding arrangement – Trust	Yes
2011-02-01	Plan benefit arrangement – Insurance	Yes
2011-02-01	Plan benefit arrangement - Trust	Yes
2010: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2010 form 5500 responses
2010-02-01	Type of plan entity	Multi-employer plan
2010-02-01	Submission has been amended	No
2010-02-01	This submission is the final filing	No
2010-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-02-01	Plan is a collectively bargained plan	Yes
2010-02-01	Plan funding arrangement – Insurance	Yes
2010-02-01	Plan funding arrangement – Trust	Yes
2010-02-01	Plan benefit arrangement – Insurance	Yes
2010-02-01	Plan benefit arrangement - Trust	Yes
2009: IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY BENEFIT TRUST 2009 form 5500 responses
2009-02-01	Type of plan entity	Multi-employer plan
2009-02-01	Submission has been amended	No
2009-02-01	This submission is the final filing	No
2009-02-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-02-01	Plan is a collectively bargained plan	Yes
2009-02-01	Plan funding arrangement – Insurance	Yes
2009-02-01	Plan funding arrangement – Trust	Yes
2009-02-01	Plan benefit arrangement – Insurance	Yes
2009-02-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO & VICINITY
Employer identification number (EIN):	316170926
NAIC Classification:	238900