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IATSE LOCAL 27 PROFIT SHARING PLAN 401k Plan overview

Plan NameIATSE LOCAL 27 PROFIT SHARING PLAN
Plan identification number 002

IATSE LOCAL 27 PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing

401k Sponsoring company profile

TRUSTEES - IATSE LOCAL 27 PROFIT SHARING PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES - IATSE LOCAL 27 PROFIT SHARING PLAN
Employer identification number (EIN):341783226
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IATSE LOCAL 27 PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01EILEEN LEHANE
0022016-01-01MICHAEL X. LEHANE
0022015-01-01MICHAEL X. LEHANE
0022014-01-01MICHAEL X. LEHANE
0022013-01-01MICHAEL X. LEHANE
0022012-01-01MICHAEL X. LEHANE
0022011-01-01MICHAEL X. LEHANE

Plan Statistics for IATSE LOCAL 27 PROFIT SHARING PLAN

401k plan membership statisitcs for IATSE LOCAL 27 PROFIT SHARING PLAN

Measure Date Value
2022: IATSE LOCAL 27 PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-014,435
Total number of active participants reported on line 7a of the Form 55002022-01-01803
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013,617
Total of all active and inactive participants2022-01-014,420
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0150
Total participants2022-01-014,470
Number of participants with account balances2022-01-014,470
Number of employers contributing to the scheme2022-01-0135
2021: IATSE LOCAL 27 PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014,139
Total number of active participants reported on line 7a of the Form 55002021-01-011,079
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-013,315
Total of all active and inactive participants2021-01-014,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0141
Total participants2021-01-014,435
Number of participants with account balances2021-01-014,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
Number of employers contributing to the scheme2021-01-0124
2020: IATSE LOCAL 27 PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014,138
Total number of active participants reported on line 7a of the Form 55002020-01-01109
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-014,017
Total of all active and inactive participants2020-01-014,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0113
Total participants2020-01-014,139
Number of participants with account balances2020-01-014,139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
Number of employers contributing to the scheme2020-01-0129
2019: IATSE LOCAL 27 PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,987
Total number of active participants reported on line 7a of the Form 55002019-01-01470
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-013,656
Total of all active and inactive participants2019-01-014,126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0112
Total participants2019-01-014,138
Number of participants with account balances2019-01-014,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-0142
2018: IATSE LOCAL 27 PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,615
Total number of active participants reported on line 7a of the Form 55002018-01-01682
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013,293
Total of all active and inactive participants2018-01-013,975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-013,987
Number of participants with account balances2018-01-013,987
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
Number of employers contributing to the scheme2018-01-0128
2017: IATSE LOCAL 27 PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,420
Total number of active participants reported on line 7a of the Form 55002017-01-01525
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-013,081
Total of all active and inactive participants2017-01-013,606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-019
Total participants2017-01-013,615
Number of participants with account balances2017-01-013,615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
Number of employers contributing to the scheme2017-01-0128
2016: IATSE LOCAL 27 PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,013
Total number of active participants reported on line 7a of the Form 55002016-01-01632
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-012,781
Total of all active and inactive participants2016-01-013,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-017
Total participants2016-01-013,420
Number of participants with account balances2016-01-013,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-0137
2015: IATSE LOCAL 27 PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,848
Total number of active participants reported on line 7a of the Form 55002015-01-01404
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-012,602
Total of all active and inactive participants2015-01-013,006
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-013,013
Number of participants with account balances2015-01-013,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
Number of employers contributing to the scheme2015-01-0125
2014: IATSE LOCAL 27 PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,662
Total number of active participants reported on line 7a of the Form 55002014-01-01388
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-012,452
Total of all active and inactive participants2014-01-012,840
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-012,848
Number of participants with account balances2014-01-012,848
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-0126
2013: IATSE LOCAL 27 PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,572
Total number of active participants reported on line 7a of the Form 55002013-01-01273
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-012,381
Total of all active and inactive participants2013-01-012,654
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-012,662
Number of participants with account balances2013-01-012,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0127
2012: IATSE LOCAL 27 PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,449
Total number of active participants reported on line 7a of the Form 55002012-01-01355
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-012,211
Total of all active and inactive participants2012-01-012,566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-012,572
Number of participants with account balances2012-01-012,572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0127
2011: IATSE LOCAL 27 PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,315
Total number of active participants reported on line 7a of the Form 55002011-01-01424
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012,020
Total of all active and inactive participants2011-01-012,444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-015
Total participants2011-01-012,449
Number of participants with account balances2011-01-012,449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
Number of employers contributing to the scheme2011-01-0121

Financial Data on IATSE LOCAL 27 PROFIT SHARING PLAN

Measure Date Value
2022 : IATSE LOCAL 27 PROFIT SHARING PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-793,547
Total unrealized appreciation/depreciation of assets2022-12-31$-793,547
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,367
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$17,298
Total income from all sources (including contributions)2022-12-31$-233,216
Total loss/gain on sale of assets2022-12-31$-430,178
Total of all expenses incurred2022-12-31$924,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$777,066
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$678,457
Value of total assets at end of year2022-12-31$9,354,816
Value of total assets at beginning of year2022-12-31$10,500,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$147,895
Total interest from all sources2022-12-31$17,272
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$294,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$193,539
Administrative expenses professional fees incurred2022-12-31$28,495
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$46,292
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$61,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$12,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$5,902
Administrative expenses (other) incurred2022-12-31$78,200
Liabilities. Value of operating payables at end of year2022-12-31$29,367
Liabilities. Value of operating payables at beginning of year2022-12-31$17,298
Total non interest bearing cash at end of year2022-12-31$288,760
Total non interest bearing cash at beginning of year2022-12-31$169,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,158,177
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,325,449
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,483,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$37,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,428,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,796,174
Interest earned on other investments2022-12-31$16,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$575,591
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,081,684
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,081,684
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$570,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$553,884
Asset value of US Government securities at end of year2022-12-31$192,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$678,457
Employer contributions (assets) at end of year2022-12-31$61,634
Employer contributions (assets) at beginning of year2022-12-31$71,121
Income. Dividends from common stock2022-12-31$101,241
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$777,066
Contract administrator fees2022-12-31$3,400
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$1,177,655
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$761,669
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,073,212
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,503,390
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NEITZEL, LUKE & SALOPEK, INC.
Accountancy firm EIN2022-12-31341316056
2021 : IATSE LOCAL 27 PROFIT SHARING PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$621,148
Total unrealized appreciation/depreciation of assets2021-12-31$621,148
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$17,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$44,497
Total income from all sources (including contributions)2021-12-31$1,462,139
Total loss/gain on sale of assets2021-12-31$104,154
Total of all expenses incurred2021-12-31$650,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$548,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$412,190
Value of total assets at end of year2021-12-31$10,500,924
Value of total assets at beginning of year2021-12-31$9,716,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$101,318
Total interest from all sources2021-12-31$18,236
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$306,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$195,719
Administrative expenses professional fees incurred2021-12-31$15,395
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$61,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$5,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$39,803
Administrative expenses (other) incurred2021-12-31$44,671
Liabilities. Value of operating payables at end of year2021-12-31$17,298
Liabilities. Value of operating payables at beginning of year2021-12-31$11,700
Total non interest bearing cash at end of year2021-12-31$169,298
Total non interest bearing cash at beginning of year2021-12-31$31,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$812,024
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,483,626
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,671,602
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$39,132
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,796,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,863,876
Interest earned on other investments2021-12-31$18,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,081,684
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$78,228
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$78,228
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$55
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$553,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$537,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$412,190
Employer contributions (assets) at end of year2021-12-31$71,121
Employer contributions (assets) at beginning of year2021-12-31$13,131
Income. Dividends from common stock2021-12-31$110,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$548,797
Contract administrator fees2021-12-31$2,120
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$761,669
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$1,151,723
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$32,797
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$4,092,341
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,988,187
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NEITZEL, LUKE & SALOPEK, INC.
Accountancy firm EIN2021-12-31341316056
2020 : IATSE LOCAL 27 PROFIT SHARING PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$981,328
Total unrealized appreciation/depreciation of assets2020-12-31$981,328
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$44,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$8,204
Total income from all sources (including contributions)2020-12-31$910,944
Total loss/gain on sale of assets2020-12-31$-433,490
Total of all expenses incurred2020-12-31$1,099,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$999,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$210,415
Value of total assets at end of year2020-12-31$9,716,099
Value of total assets at beginning of year2020-12-31$9,868,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$100,410
Total interest from all sources2020-12-31$15,876
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$189,530
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$76,598
Administrative expenses professional fees incurred2020-12-31$9,730
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$39,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$24,750
Administrative expenses (other) incurred2020-12-31$42,157
Liabilities. Value of operating payables at end of year2020-12-31$11,700
Liabilities. Value of operating payables at beginning of year2020-12-31$8,204
Total non interest bearing cash at end of year2020-12-31$31,587
Total non interest bearing cash at beginning of year2020-12-31$277,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-188,644
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,671,602
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,860,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$37,618
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,863,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,814,430
Interest earned on other investments2020-12-31$15,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$78,228
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$185,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$185,029
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$214
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$537,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$522,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-52,715
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$210,415
Employer contributions (assets) at end of year2020-12-31$13,131
Employer contributions (assets) at beginning of year2020-12-31$48,539
Income. Dividends from common stock2020-12-31$112,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$999,178
Contract administrator fees2020-12-31$10,905
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$1,151,723
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$995,805
Liabilities. Value of benefit claims payable at end of year2020-12-31$32,797
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$8,287,520
Aggregate carrying amount (costs) on sale of assets2020-12-31$8,721,010
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31NEITZEL, LUKE & SALOPEK, INC.
Accountancy firm EIN2020-12-31341316056
2019 : IATSE LOCAL 27 PROFIT SHARING PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$306,127
Total unrealized appreciation/depreciation of assets2019-12-31$306,127
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,204
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$390
Total income from all sources (including contributions)2019-12-31$2,227,214
Total loss/gain on sale of assets2019-12-31$397,735
Total of all expenses incurred2019-12-31$620,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$523,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$616,796
Value of total assets at end of year2019-12-31$9,868,450
Value of total assets at beginning of year2019-12-31$8,254,255
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$97,790
Total interest from all sources2019-12-31$15,777
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$263,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$173,754
Administrative expenses professional fees incurred2019-12-31$27,655
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$24,750
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$19,106
Liabilities. Value of operating payables at end of year2019-12-31$8,204
Liabilities. Value of operating payables at beginning of year2019-12-31$390
Total non interest bearing cash at end of year2019-12-31$277,808
Total non interest bearing cash at beginning of year2019-12-31$169,769
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,606,381
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,860,246
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,253,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$36,858
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,814,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,588,450
Interest earned on other investments2019-12-31$15,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$185,029
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$363,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$363,369
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$571
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$522,089
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$506,883
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$626,798
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$616,796
Employer contributions (assets) at end of year2019-12-31$48,539
Employer contributions (assets) at beginning of year2019-12-31$41,977
Income. Dividends from common stock2019-12-31$90,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$523,043
Contract administrator fees2019-12-31$14,171
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$995,805
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$583,807
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,479,948
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,082,213
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31NEITZEL, LUKE & SALOPEK, INC.
Accountancy firm EIN2019-12-31341316056
2018 : IATSE LOCAL 27 PROFIT SHARING PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-296,271
Total unrealized appreciation/depreciation of assets2018-12-31$-296,271
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$390
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,125
Total income from all sources (including contributions)2018-12-31$71,614
Total loss/gain on sale of assets2018-12-31$168,558
Total of all expenses incurred2018-12-31$809,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$723,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$542,831
Value of total assets at end of year2018-12-31$8,254,255
Value of total assets at beginning of year2018-12-31$8,993,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$86,333
Total interest from all sources2018-12-31$16,370
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$271,444
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$204,048
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$24,517
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at beginning of year2018-12-31$0
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$10,875
Liabilities. Value of operating payables at end of year2018-12-31$390
Liabilities. Value of operating payables at beginning of year2018-12-31$1,125
Total non interest bearing cash at end of year2018-12-31$169,769
Total non interest bearing cash at beginning of year2018-12-31$88,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-738,074
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,253,865
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,991,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$36,641
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,588,450
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$7,149,963
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest earned on other investments2018-12-31$14,764
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$363,369
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$301,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$301,790
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,606
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$506,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$492,119
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-631,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$542,831
Employer contributions (assets) at end of year2018-12-31$41,977
Employer contributions (assets) at beginning of year2018-12-31$54,920
Income. Dividends from common stock2018-12-31$67,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$723,355
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$14,300
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$583,807
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$905,559
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,859,280
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,690,722
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2018-12-31341310124
2017 : IATSE LOCAL 27 PROFIT SHARING PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$117,155
Total unrealized appreciation/depreciation of assets2017-12-31$117,155
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,125
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$28,775
Expenses. Interest paid2017-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,620,740
Total loss/gain on sale of assets2017-12-31$169,425
Total of all expenses incurred2017-12-31$251,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$177,311
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$602,868
Value of total assets at end of year2017-12-31$8,993,064
Value of total assets at beginning of year2017-12-31$7,651,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,993
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$14,476
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$191,170
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$166,606
Assets. Real estate other than employer real property at end of year2017-12-31$0
Assets. Real estate other than employer real property at beginning of year2017-12-31$0
Administrative expenses professional fees incurred2017-12-31$29,631
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Assets. Loans (other than to participants) at end of year2017-12-31$0
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$17,879
Liabilities. Value of operating payables at end of year2017-12-31$1,125
Liabilities. Value of operating payables at beginning of year2017-12-31$28,775
Total non interest bearing cash at end of year2017-12-31$88,713
Total non interest bearing cash at beginning of year2017-12-31$101,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Income. Non cash contributions2017-12-31$0
Value of net income/loss2017-12-31$1,369,436
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,991,939
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,622,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$0
Assets. partnership/joint venture interests at beginning of year2017-12-31$0
Investment advisory and management fees2017-12-31$26,483
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$7,149,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,484,882
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$0
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$14,334
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in master investment trust accounts at end of year2017-12-31$0
Value of interest in master investment trust accounts at beginning of year2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$301,790
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$643,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$643,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$142
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$492,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$477,785
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$525,646
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at end of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$602,868
Employer contributions (assets) at end of year2017-12-31$54,920
Employer contributions (assets) at beginning of year2017-12-31$48,628
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$24,564
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$177,311
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Contract administrator fees2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$905,559
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$895,601
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,115,587
Aggregate carrying amount (costs) on sale of assets2017-12-31$946,162
Liabilities. Value of acquisition indebtedness at end of year2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31REA & ASSOCIATES, INC.
Accountancy firm EIN2017-12-31341310124
2016 : IATSE LOCAL 27 PROFIT SHARING PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$51,250
Total unrealized appreciation/depreciation of assets2016-12-31$51,250
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$28,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,950
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,181,010
Total loss/gain on sale of assets2016-12-31$5,471
Total of all expenses incurred2016-12-31$332,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$250,429
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$636,469
Value of total assets at end of year2016-12-31$7,651,278
Value of total assets at beginning of year2016-12-31$6,784,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$81,719
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$15,484
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$214,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$195,346
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Real estate other than employer real property at beginning of year2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$23,146
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$896
Assets. Loans (other than to participants) at end of year2016-12-31$0
Assets. Loans (other than to participants) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$17,579
Liabilities. Value of operating payables at end of year2016-12-31$28,775
Liabilities. Value of operating payables at beginning of year2016-12-31$10,950
Total non interest bearing cash at end of year2016-12-31$101,323
Total non interest bearing cash at beginning of year2016-12-31$175,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$848,862
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,622,503
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,773,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$0
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$40,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,484,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,804,463
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$0
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$14,586
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$643,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$509,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$509,896
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$898
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$477,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$463,201
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$257,648
Net investment gain/loss from pooled separate accounts2016-12-31$0
Net investment gain or loss from common/collective trusts2016-12-31$0
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Assets. Value of employer real property at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$636,469
Employer contributions (assets) at end of year2016-12-31$48,628
Employer contributions (assets) at beginning of year2016-12-31$38,025
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$19,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$250,429
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$895,601
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$792,004
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$399
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$370,158
Aggregate carrying amount (costs) on sale of assets2016-12-31$364,687
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31WALTHALL, LLP
Accountancy firm EIN2016-12-31340644631
2015 : IATSE LOCAL 27 PROFIT SHARING PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$48,173
Total unrealized appreciation/depreciation of assets2015-12-31$48,173
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$10,950
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$5,153
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$338,519
Total loss/gain on sale of assets2015-12-31$-49,729
Total of all expenses incurred2015-12-31$450,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$371,960
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$482,553
Value of total assets at end of year2015-12-31$6,784,591
Value of total assets at beginning of year2015-12-31$6,890,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$78,325
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$14,755
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$207,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$193,711
Assets. Real estate other than employer real property at end of year2015-12-31$0
Assets. Real estate other than employer real property at beginning of year2015-12-31$0
Administrative expenses professional fees incurred2015-12-31$26,897
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$896
Assets. Loans (other than to participants) at end of year2015-12-31$0
Assets. Loans (other than to participants) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$19,418
Liabilities. Value of operating payables at end of year2015-12-31$10,950
Liabilities. Value of operating payables at beginning of year2015-12-31$5,153
Total non interest bearing cash at end of year2015-12-31$175,707
Total non interest bearing cash at beginning of year2015-12-31$96,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-111,766
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,773,641
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,885,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$0
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Investment advisory and management fees2015-12-31$32,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,804,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,308,987
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$0
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$14,580
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in master investment trust accounts at end of year2015-12-31$0
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$509,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$351,449
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$351,449
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$175
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$463,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$448,621
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-364,429
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$0
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Assets. Value of employer real property at end of year2015-12-31$0
Assets. Value of employer real property at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$482,553
Employer contributions (assets) at end of year2015-12-31$38,025
Employer contributions (assets) at beginning of year2015-12-31$37,432
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$13,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$371,960
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Contract administrator fees2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$792,004
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$646,562
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$399
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$399
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$111,428
Aggregate carrying amount (costs) on sale of assets2015-12-31$161,157
Liabilities. Value of acquisition indebtedness at end of year2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WALTHALL, LLP
Accountancy firm EIN2015-12-31340644631
2014 : IATSE LOCAL 27 PROFIT SHARING PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$43,236
Total unrealized appreciation/depreciation of assets2014-12-31$43,236
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$5,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$348
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$866,236
Total loss/gain on sale of assets2014-12-31$805
Total of all expenses incurred2014-12-31$570,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$520,982
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$454,894
Value of total assets at end of year2014-12-31$6,890,560
Value of total assets at beginning of year2014-12-31$6,590,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$49,617
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$14,147
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$284,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$272,993
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$15,106
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$896
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$11,626
Liabilities. Value of operating payables at end of year2014-12-31$5,153
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$96,214
Total non interest bearing cash at beginning of year2014-12-31$134,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$295,637
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,885,407
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,589,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$22,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,308,987
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,211,508
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$0
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$14,121
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$351,449
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$154,606
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$154,606
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$26
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$448,621
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$434,499
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$68,314
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$0
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$454,894
Employer contributions (assets) at end of year2014-12-31$37,432
Employer contributions (assets) at beginning of year2014-12-31$41,235
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$11,847
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$520,982
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$646,562
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$613,753
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$348
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$399
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$248,154
Aggregate carrying amount (costs) on sale of assets2014-12-31$247,349
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WALTHALL, LLP
Accountancy firm EIN2014-12-31340644631
2013 : IATSE LOCAL 27 PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$894,033
Total unrealized appreciation/depreciation of assets2013-12-31$894,033
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,517,350
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$403,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$350,673
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$403,366
Value of total assets at end of year2013-12-31$6,590,118
Value of total assets at beginning of year2013-12-31$5,475,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$52,363
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$219,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$219,951
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$9,425
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$10,989
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$134,517
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,114,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,589,770
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,475,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$28,708
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,211,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,980,618
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$0
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$154,606
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$441,884
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$441,884
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$434,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$420,823
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$0
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$403,366
Employer contributions (assets) at end of year2013-12-31$41,235
Employer contributions (assets) at beginning of year2013-12-31$28,225
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$350,673
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$3,241
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$613,753
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$603,906
Liabilities. Value of benefit claims payable at end of year2013-12-31$348
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31NEITZEL LUKE AND ASSOCIATES
Accountancy firm EIN2013-12-31341316056
2012 : IATSE LOCAL 27 PROFIT SHARING PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$439,726
Total unrealized appreciation/depreciation of assets2012-12-31$439,726
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,914
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$962,166
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$276,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$225,230
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$384,812
Value of total assets at end of year2012-12-31$5,475,456
Value of total assets at beginning of year2012-12-31$4,805,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$51,485
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$137,628
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$137,628
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$9,690
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$0
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$10,753
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$685,451
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,475,456
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,790,005
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$27,793
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,980,618
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,441,392
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest on participant loans2012-12-31$0
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$441,884
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$505,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$505,434
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$420,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$406,722
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$0
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$384,812
Employer contributions (assets) at end of year2012-12-31$28,225
Employer contributions (assets) at beginning of year2012-12-31$34,090
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$225,230
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$3,249
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$603,906
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$418,281
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$15,914
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NEITZEL LUKE AND ASSOCIATES
Accountancy firm EIN2012-12-31341316056
2011 : IATSE LOCAL 27 PROFIT SHARING PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-284,732
Total unrealized appreciation/depreciation of assets2011-12-31$-284,732
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$15,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,100
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$249,684
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$351,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$299,791
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$388,462
Value of total assets at end of year2011-12-31$4,805,919
Value of total assets at beginning of year2011-12-31$4,892,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51,446
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$1,910
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$144,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$144,044
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$9,545
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$0
Administrative expenses (other) incurred2011-12-31$10,692
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$-101,553
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,790,005
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,891,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$27,021
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,441,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,808,851
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$0
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$1,910
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$505,434
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$148,820
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$148,820
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$406,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$390,341
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$0
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$388,462
Employer contributions (assets) at end of year2011-12-31$34,090
Employer contributions (assets) at beginning of year2011-12-31$38,889
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$299,791
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$4,188
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$418,281
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$505,757
Liabilities. Value of benefit claims payable at end of year2011-12-31$15,914
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$1,100
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NEITZEL, LUKE AND ASSOCIATES
Accountancy firm EIN2011-12-31341316056

Form 5500 Responses for IATSE LOCAL 27 PROFIT SHARING PLAN

2022: IATSE LOCAL 27 PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IATSE LOCAL 27 PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IATSE LOCAL 27 PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IATSE LOCAL 27 PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IATSE LOCAL 27 PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IATSE LOCAL 27 PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IATSE LOCAL 27 PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IATSE LOCAL 27 PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IATSE LOCAL 27 PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IATSE LOCAL 27 PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IATSE LOCAL 27 PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IATSE LOCAL 27 PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
COUNTRY INVESTORS LIFE ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 94218 )
Policy contract numberVARIOUS
Policy instance 1
Insurance contract or identification numberVARIOUS
Number of Individuals Covered2
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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