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IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 401k Plan overview

Plan NameIRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN
Plan identification number 501

IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Other welfare benefit cover

401k Sponsoring company profile

IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:IRON WORKERS LOCAL UNION NO 22 RETIREE INSURANCE TRUST FUND
Employer identification number (EIN):352049855
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-06-01CODY BATES2024-02-19 CODY BATES2024-02-19
5012021-06-01CODY BATES2023-01-27 CODY BATES2023-01-27
5012020-06-01CODY BATES2022-01-28 CODY BATES2022-01-28
5012019-06-01CODY BATES2021-01-28 CODY BATES2021-01-28
5012018-06-01RICHARD CRUM2020-02-13 RICHARD CRUM2020-02-13
5012017-06-01RICHARD CRUM2019-02-06 RICHARD CRUM2019-02-06
5012016-06-01
5012015-06-01
5012014-06-01
5012013-06-01
5012012-06-01THOMAS A. MAUSER
5012011-06-01THOMAS A. MAUSER
5012010-06-01THOMAS A. MAUSER
5012009-06-01THOMAS A. MAUSER

Plan Statistics for IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN

401k plan membership statisitcs for IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN

Measure Date Value
2022: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01248
Number of retired or separated participants receiving benefits2022-06-01305
Number of other retired or separated participants entitled to future benefits2022-06-0192
Total of all active and inactive participants2022-06-01397
Number of employers contributing to the scheme2022-06-01108
2021: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01251
Number of retired or separated participants receiving benefits2021-06-01248
Number of other retired or separated participants entitled to future benefits2021-06-0191
Total of all active and inactive participants2021-06-01339
Number of employers contributing to the scheme2021-06-01108
2020: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01251
Number of retired or separated participants receiving benefits2020-06-01251
Number of other retired or separated participants entitled to future benefits2020-06-01137
Total of all active and inactive participants2020-06-01388
Number of employers contributing to the scheme2020-06-01120
2019: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01253
Number of retired or separated participants receiving benefits2019-06-01251
Number of other retired or separated participants entitled to future benefits2019-06-01154
Total of all active and inactive participants2019-06-01405
Number of employers contributing to the scheme2019-06-01120
2018: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01266
Number of retired or separated participants receiving benefits2018-06-01252
Number of other retired or separated participants entitled to future benefits2018-06-0193
Total of all active and inactive participants2018-06-01345
Number of employers contributing to the scheme2018-06-01120
2017: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01267
Number of retired or separated participants receiving benefits2017-06-01261
Number of other retired or separated participants entitled to future benefits2017-06-0132
Total of all active and inactive participants2017-06-01293
Number of employers contributing to the scheme2017-06-01120
2016: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01349
Total number of active participants reported on line 7a of the Form 55002016-06-010
Number of retired or separated participants receiving benefits2016-06-01267
Number of other retired or separated participants entitled to future benefits2016-06-0174
Total of all active and inactive participants2016-06-01341
Number of employers contributing to the scheme2016-06-01120
2015: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01359
Total number of active participants reported on line 7a of the Form 55002015-06-010
Number of retired or separated participants receiving benefits2015-06-01278
Number of other retired or separated participants entitled to future benefits2015-06-0171
Total of all active and inactive participants2015-06-01349
Number of employers contributing to the scheme2015-06-01120
2014: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01356
Total number of active participants reported on line 7a of the Form 55002014-06-010
Number of retired or separated participants receiving benefits2014-06-01286
Number of other retired or separated participants entitled to future benefits2014-06-0173
Total of all active and inactive participants2014-06-01359
Number of employers contributing to the scheme2014-06-01120
2013: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01530
Total number of active participants reported on line 7a of the Form 55002013-06-010
Number of retired or separated participants receiving benefits2013-06-01277
Number of other retired or separated participants entitled to future benefits2013-06-0179
Total of all active and inactive participants2013-06-01356
Number of employers contributing to the scheme2013-06-01120
2012: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01552
Total number of active participants reported on line 7a of the Form 55002012-06-010
Number of retired or separated participants receiving benefits2012-06-01263
Number of other retired or separated participants entitled to future benefits2012-06-01267
Total of all active and inactive participants2012-06-01530
Number of employers contributing to the scheme2012-06-01120
2011: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01549
Total number of active participants reported on line 7a of the Form 55002011-06-010
Number of retired or separated participants receiving benefits2011-06-01274
Number of other retired or separated participants entitled to future benefits2011-06-01278
Total of all active and inactive participants2011-06-01552
Number of employers contributing to the scheme2011-06-01120
2010: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01450
Total number of active participants reported on line 7a of the Form 55002010-06-010
Number of retired or separated participants receiving benefits2010-06-01267
Number of other retired or separated participants entitled to future benefits2010-06-01282
Total of all active and inactive participants2010-06-01549
Number of employers contributing to the scheme2010-06-01107
2009: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01346
Total number of active participants reported on line 7a of the Form 55002009-06-010
Number of retired or separated participants receiving benefits2009-06-01273
Number of other retired or separated participants entitled to future benefits2009-06-01177
Total of all active and inactive participants2009-06-01450
Number of employers contributing to the scheme2009-06-0199

Financial Data on IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN

Measure Date Value
2023 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2023 401k financial data
Total income from all sources (including contributions)2023-05-31$486,959
Total of all expenses incurred2023-05-31$474,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-05-31$424,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-05-31$500,973
Value of total assets at end of year2023-05-31$2,074,688
Value of total assets at beginning of year2023-05-31$2,061,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-05-31$49,835
Total interest from all sources2023-05-31$804
Total dividends received (eg from common stock, registered investment company shares)2023-05-31$43,244
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-05-31$43,244
Administrative expenses professional fees incurred2023-05-31$23,894
Was this plan covered by a fidelity bond2023-05-31Yes
Value of fidelity bond cover2023-05-31$200,000
If this is an individual account plan, was there a blackout period2023-05-31No
Were there any nonexempt tranactions with any party-in-interest2023-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-05-31$424,223
Administrative expenses (other) incurred2023-05-31$9,995
Total non interest bearing cash at end of year2023-05-31$263,415
Total non interest bearing cash at beginning of year2023-05-31$220,553
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Value of net income/loss2023-05-31$12,901
Value of net assets at end of year (total assets less liabilities)2023-05-31$2,074,688
Value of net assets at beginning of year (total assets less liabilities)2023-05-31$2,061,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-05-31No
Were any leases to which the plan was party in default or uncollectible2023-05-31No
Investment advisory and management fees2023-05-31$15,946
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-05-31$1,539,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-05-31$1,526,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-05-31$272,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-05-31$314,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-05-31$314,839
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-05-31$804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-05-31$-58,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-05-31Yes
Was there a failure to transmit to the plan any participant contributions2023-05-31No
Has the plan failed to provide any benefit when due under the plan2023-05-31No
Contributions received in cash from employer2023-05-31$500,973
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-05-31No
Did the plan have assets held for investment2023-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-05-31No
Opinion of an independent qualified public accountant for this plan2023-05-31Unqualified
Accountancy firm name2023-05-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2023-05-31310905417
2022 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-05-31$504,599
Total loss/gain on sale of assets2022-05-31$-1,144
Total of all expenses incurred2022-05-31$449,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-05-31$410,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-05-31$502,641
Value of total assets at end of year2022-05-31$2,061,787
Value of total assets at beginning of year2022-05-31$2,006,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-05-31$38,954
Total interest from all sources2022-05-31$20
Total dividends received (eg from common stock, registered investment company shares)2022-05-31$38,237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-05-31$38,237
Administrative expenses professional fees incurred2022-05-31$20,530
Was this plan covered by a fidelity bond2022-05-31Yes
Value of fidelity bond cover2022-05-31$200,000
If this is an individual account plan, was there a blackout period2022-05-31No
Were there any nonexempt tranactions with any party-in-interest2022-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-05-31$410,584
Administrative expenses (other) incurred2022-05-31$5,213
Total non interest bearing cash at end of year2022-05-31$220,553
Total non interest bearing cash at beginning of year2022-05-31$154,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Value of net income/loss2022-05-31$55,061
Value of net assets at end of year (total assets less liabilities)2022-05-31$2,061,787
Value of net assets at beginning of year (total assets less liabilities)2022-05-31$2,006,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-05-31No
Were any leases to which the plan was party in default or uncollectible2022-05-31No
Investment advisory and management fees2022-05-31$13,211
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-05-31$1,526,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-05-31$1,809,007
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-05-31$314,839
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-05-31$43,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-05-31$43,481
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-05-31$20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-05-31$-35,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-05-31Yes
Was there a failure to transmit to the plan any participant contributions2022-05-31No
Has the plan failed to provide any benefit when due under the plan2022-05-31No
Contributions received in cash from employer2022-05-31$502,641
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-05-31No
Did the plan have assets held for investment2022-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-05-31No
Aggregate proceeds on sale of assets2022-05-31$499,979
Aggregate carrying amount (costs) on sale of assets2022-05-31$501,123
Opinion of an independent qualified public accountant for this plan2022-05-31Unqualified
Accountancy firm name2022-05-31VONLEHMAN & COMPANY, INC.
Accountancy firm EIN2022-05-31310905417
2021 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-05-31$860,801
Total of all expenses incurred2021-05-31$449,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$410,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$487,985
Value of total assets at end of year2021-05-31$2,006,726
Value of total assets at beginning of year2021-05-31$1,594,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$38,028
Total interest from all sources2021-05-31$5
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$28,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$28,893
Administrative expenses professional fees incurred2021-05-31$23,418
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$200,000
If this is an individual account plan, was there a blackout period2021-05-31No
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-05-31$410,992
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-05-31$150,000
Other income not declared elsewhere2021-05-31$5,712
Administrative expenses (other) incurred2021-05-31$2,267
Total non interest bearing cash at end of year2021-05-31$154,238
Total non interest bearing cash at beginning of year2021-05-31$229,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$411,781
Value of net assets at end of year (total assets less liabilities)2021-05-31$2,006,726
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$1,594,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$12,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$1,809,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$1,185,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$43,481
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$29,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$29,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$5
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$338,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31Yes
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$487,985
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-05-31No
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Unqualified
Accountancy firm name2021-05-31SHERCK, HUSSEY, JOHNSON & MCNAUGHTO
Accountancy firm EIN2021-05-31351140303
2020 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-05-31$579,674
Total loss/gain on sale of assets2020-05-31$5,385
Total of all expenses incurred2020-05-31$449,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$415,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$519,536
Value of total assets at end of year2020-05-31$1,594,945
Value of total assets at beginning of year2020-05-31$1,465,007
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$33,940
Total interest from all sources2020-05-31$21
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$31,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$31,508
Administrative expenses professional fees incurred2020-05-31$18,484
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,500,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-05-31$415,796
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-05-31$150,000
Administrative expenses (other) incurred2020-05-31$4,421
Total non interest bearing cash at end of year2020-05-31$229,930
Total non interest bearing cash at beginning of year2020-05-31$149,096
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$129,938
Value of net assets at end of year (total assets less liabilities)2020-05-31$1,594,945
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$1,465,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$11,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$1,185,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$1,294,995
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$29,650
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$20,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$20,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$23,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31Yes
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$519,536
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-05-31No
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Aggregate proceeds on sale of assets2020-05-31$150,746
Aggregate carrying amount (costs) on sale of assets2020-05-31$145,361
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31No
Opinion of an independent qualified public accountant for this plan2020-05-31Unqualified
Accountancy firm name2020-05-31SHERCK, HUSSEY, JOHNSON & MCNAUGHTO
Accountancy firm EIN2020-05-31351140303
2019 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-05-31$6,649
Total unrealized appreciation/depreciation of assets2019-05-31$6,649
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-05-31$0
Total income from all sources (including contributions)2019-05-31$464,432
Total loss/gain on sale of assets2019-05-31$-1,950
Total of all expenses incurred2019-05-31$482,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$454,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$425,294
Value of total assets at end of year2019-05-31$1,465,007
Value of total assets at beginning of year2019-05-31$1,482,715
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$27,900
Total interest from all sources2019-05-31$63
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$39,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$39,743
Administrative expenses professional fees incurred2019-05-31$14,335
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,500,000
If this is an individual account plan, was there a blackout period2019-05-31No
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-05-31$454,240
Administrative expenses (other) incurred2019-05-31$1,348
Liabilities. Value of operating payables at end of year2019-05-31$0
Liabilities. Value of operating payables at beginning of year2019-05-31$0
Total non interest bearing cash at end of year2019-05-31$149,096
Total non interest bearing cash at beginning of year2019-05-31$93,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$-17,708
Value of net assets at end of year (total assets less liabilities)2019-05-31$1,465,007
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$1,482,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$12,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$1,294,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$1,289,974
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$20,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$25,711
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$25,711
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$63
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-5,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31Yes
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$425,294
Asset. Corporate debt instrument debt (other) at end of year2019-05-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-05-31$25,385
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-05-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-05-31$47,920
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Aggregate proceeds on sale of assets2019-05-31$71,355
Aggregate carrying amount (costs) on sale of assets2019-05-31$73,305
Opinion of an independent qualified public accountant for this plan2019-05-31Unqualified
Accountancy firm name2019-05-31SHERCK HUSSEY JOHNSON & MCNAUGHTON,
Accountancy firm EIN2019-05-31351140303
2018 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-05-31$34,946
Total unrealized appreciation/depreciation of assets2018-05-31$34,946
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$35,632
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-05-31$0
Total income from all sources (including contributions)2018-05-31$495,924
Total loss/gain on sale of assets2018-05-31$-1,070
Total of all expenses incurred2018-05-31$458,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$432,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$423,532
Value of total assets at end of year2018-05-31$1,518,930
Value of total assets at beginning of year2018-05-31$1,446,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$26,784
Total interest from all sources2018-05-31$38,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Administrative expenses professional fees incurred2018-05-31$13,783
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,500,000
If this is an individual account plan, was there a blackout period2018-05-31No
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-05-31$432,208
Administrative expenses (other) incurred2018-05-31$1,128
Liabilities. Value of operating payables at end of year2018-05-31$35,632
Liabilities. Value of operating payables at beginning of year2018-05-31$0
Total non interest bearing cash at end of year2018-05-31$93,725
Total non interest bearing cash at beginning of year2018-05-31$85,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$36,932
Value of net assets at end of year (total assets less liabilities)2018-05-31$1,483,298
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$1,446,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$11,873
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$1,289,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$1,184,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$25,711
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$66,240
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$66,240
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$38,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$423,532
Employer contributions (assets) at end of year2018-05-31$36,215
Employer contributions (assets) at beginning of year2018-05-31$32,536
Asset. Corporate debt instrument debt (other) at end of year2018-05-31$25,385
Asset. Corporate debt instrument debt (other) at beginning of year2018-05-31$77,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-05-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-05-31$47,920
Assets. Corporate common stocks other than exployer securities at beginning of year2018-05-31$0
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Aggregate proceeds on sale of assets2018-05-31$50,000
Aggregate carrying amount (costs) on sale of assets2018-05-31$51,070
Opinion of an independent qualified public accountant for this plan2018-05-31Unqualified
Accountancy firm name2018-05-31SHERCK, HUSSEY, JOHNSON & MCAUGHTON
Accountancy firm EIN2018-05-31351140303
2017 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-05-31$41,482
Total unrealized appreciation/depreciation of assets2017-05-31$41,482
Total income from all sources (including contributions)2017-05-31$534,463
Total loss/gain on sale of assets2017-05-31$8,664
Total of all expenses incurred2017-05-31$466,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$439,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$450,365
Value of total assets at end of year2017-05-31$1,446,366
Value of total assets at beginning of year2017-05-31$1,378,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$27,288
Total interest from all sources2017-05-31$33,952
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Administrative expenses professional fees incurred2017-05-31$12,075
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,500,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-05-31$439,552
Administrative expenses (other) incurred2017-05-31$4,257
Total non interest bearing cash at end of year2017-05-31$85,360
Total non interest bearing cash at beginning of year2017-05-31$89,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$67,623
Value of net assets at end of year (total assets less liabilities)2017-05-31$1,446,366
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$1,378,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$10,956
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$1,184,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$944,418
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$66,240
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$111,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$111,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$33,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31Yes
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$450,365
Employer contributions (assets) at end of year2017-05-31$32,536
Employer contributions (assets) at beginning of year2017-05-31$34,142
Asset. Corporate debt instrument debt (other) at end of year2017-05-31$77,341
Asset. Corporate debt instrument debt (other) at beginning of year2017-05-31$199,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-05-31No
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Aggregate proceeds on sale of assets2017-05-31$1,026,604
Aggregate carrying amount (costs) on sale of assets2017-05-31$1,017,940
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31No
Opinion of an independent qualified public accountant for this plan2017-05-31Unqualified
Accountancy firm name2017-05-31SHERCK, HUSSEY, JOHNSON & MCNAUGHTO
Accountancy firm EIN2017-05-31351140303
2016 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-05-31$15,975
Total unrealized appreciation/depreciation of assets2016-05-31$15,975
Total income from all sources (including contributions)2016-05-31$356,839
Total loss/gain on sale of assets2016-05-31$-157,147
Total of all expenses incurred2016-05-31$494,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$453,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$439,602
Value of total assets at end of year2016-05-31$1,378,743
Value of total assets at beginning of year2016-05-31$1,516,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$41,233
Total interest from all sources2016-05-31$58,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Administrative expenses professional fees incurred2016-05-31$17,993
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-05-31$453,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-05-31$2,776
Administrative expenses (other) incurred2016-05-31$23,240
Total non interest bearing cash at end of year2016-05-31$89,273
Total non interest bearing cash at beginning of year2016-05-31$78,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-137,842
Value of net assets at end of year (total assets less liabilities)2016-05-31$1,378,743
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$1,516,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$944,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$1,084,236
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$111,295
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$22,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$22,704
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$58,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$439,602
Employer contributions (assets) at end of year2016-05-31$34,142
Employer contributions (assets) at beginning of year2016-05-31$38,354
Asset. Corporate debt instrument debt (other) at end of year2016-05-31$199,615
Asset. Corporate debt instrument debt (other) at beginning of year2016-05-31$289,609
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-05-31No
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Aggregate proceeds on sale of assets2016-05-31$1,336,114
Aggregate carrying amount (costs) on sale of assets2016-05-31$1,493,261
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31No
Opinion of an independent qualified public accountant for this plan2016-05-31Unqualified
Accountancy firm name2016-05-31SHERCK, HUSSEY, JOHNSON, & MCNAUGHT
Accountancy firm EIN2016-05-31351140303
2015 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-05-31$-5,350
Total unrealized appreciation/depreciation of assets2015-05-31$-5,350
Total income from all sources (including contributions)2015-05-31$507,857
Total loss/gain on sale of assets2015-05-31$10,423
Total of all expenses incurred2015-05-31$482,921
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$462,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$434,619
Value of total assets at end of year2015-05-31$1,516,585
Value of total assets at beginning of year2015-05-31$1,491,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$20,249
Total interest from all sources2015-05-31$68,165
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Administrative expenses professional fees incurred2015-05-31$10,174
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$1,000,000
If this is an individual account plan, was there a blackout period2015-05-31No
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-05-31$462,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-05-31$2,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-05-31$2,618
Administrative expenses (other) incurred2015-05-31$10,075
Total non interest bearing cash at end of year2015-05-31$78,906
Total non interest bearing cash at beginning of year2015-05-31$63,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$24,936
Value of net assets at end of year (total assets less liabilities)2015-05-31$1,516,585
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$1,491,649
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$1,084,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$843,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$22,704
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$202,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$202,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$68,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$434,619
Employer contributions (assets) at end of year2015-05-31$38,354
Employer contributions (assets) at beginning of year2015-05-31$44,743
Asset. Corporate debt instrument debt (other) at end of year2015-05-31$289,609
Asset. Corporate debt instrument debt (other) at beginning of year2015-05-31$334,851
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-05-31No
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Aggregate proceeds on sale of assets2015-05-31$1,141,871
Aggregate carrying amount (costs) on sale of assets2015-05-31$1,131,448
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31No
Opinion of an independent qualified public accountant for this plan2015-05-31Unqualified
Accountancy firm name2015-05-31SHERCK, HUSSEY, JOHNSON, & MCNAUGHT
Accountancy firm EIN2015-05-31351140303
2014 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-05-31$44,198
Total unrealized appreciation/depreciation of assets2014-05-31$44,198
Total income from all sources (including contributions)2014-05-31$571,573
Total loss/gain on sale of assets2014-05-31$-350
Total of all expenses incurred2014-05-31$444,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$428,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$493,071
Value of total assets at end of year2014-05-31$1,491,649
Value of total assets at beginning of year2014-05-31$1,364,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$15,652
Total interest from all sources2014-05-31$34,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Administrative expenses professional fees incurred2014-05-31$12,078
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$1,000,000
If this is an individual account plan, was there a blackout period2014-05-31No
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-05-31$428,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-05-31$2,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-05-31$2,798
Administrative expenses (other) incurred2014-05-31$3,574
Total non interest bearing cash at end of year2014-05-31$63,948
Total non interest bearing cash at beginning of year2014-05-31$2,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$127,193
Value of net assets at end of year (total assets less liabilities)2014-05-31$1,491,649
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$1,364,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$843,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$788,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$202,111
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$192,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$192,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$34,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$493,071
Employer contributions (assets) at end of year2014-05-31$44,743
Employer contributions (assets) at beginning of year2014-05-31$37,440
Asset. Corporate debt instrument debt (other) at end of year2014-05-31$334,851
Asset. Corporate debt instrument debt (other) at beginning of year2014-05-31$341,132
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-05-31No
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Aggregate proceeds on sale of assets2014-05-31$90,000
Aggregate carrying amount (costs) on sale of assets2014-05-31$90,350
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31No
Opinion of an independent qualified public accountant for this plan2014-05-31Unqualified
Accountancy firm name2014-05-31SHERCK, HUSSEY, JOHNSON & MCNAUGHTO
Accountancy firm EIN2014-05-31351140303
2013 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-05-31$79,001
Total unrealized appreciation/depreciation of assets2013-05-31$79,001
Total income from all sources (including contributions)2013-05-31$493,537
Total loss/gain on sale of assets2013-05-31$1,426
Total of all expenses incurred2013-05-31$428,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$406,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$380,807
Value of total assets at end of year2013-05-31$1,364,456
Value of total assets at beginning of year2013-05-31$1,299,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$21,591
Total interest from all sources2013-05-31$32,303
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Administrative expenses professional fees incurred2013-05-31$18,649
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$1,000,000
If this is an individual account plan, was there a blackout period2013-05-31No
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-05-31$406,554
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-05-31$2,798
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-05-31$3,919
Administrative expenses (other) incurred2013-05-31$2,942
Total non interest bearing cash at end of year2013-05-31$2,559
Total non interest bearing cash at beginning of year2013-05-31$47,335
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$65,392
Value of net assets at end of year (total assets less liabilities)2013-05-31$1,364,456
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$1,299,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$788,480
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$605,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$192,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$236,346
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$236,346
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$32,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$380,807
Employer contributions (assets) at end of year2013-05-31$37,440
Employer contributions (assets) at beginning of year2013-05-31$30,001
Asset. Corporate debt instrument debt (other) at end of year2013-05-31$341,132
Asset. Corporate debt instrument debt (other) at beginning of year2013-05-31$376,224
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-05-31No
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Aggregate proceeds on sale of assets2013-05-31$168,000
Aggregate carrying amount (costs) on sale of assets2013-05-31$166,574
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31No
Opinion of an independent qualified public accountant for this plan2013-05-31Unqualified
Accountancy firm name2013-05-31SHERCK, HUSSEY, JOHNSON, & MCNAUGHT
Accountancy firm EIN2013-05-31351140303
2012 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-05-31$-25,520
Total unrealized appreciation/depreciation of assets2012-05-31$-25,520
Total income from all sources (including contributions)2012-05-31$415,743
Total loss/gain on sale of assets2012-05-31$-1,209
Total of all expenses incurred2012-05-31$425,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$411,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$412,982
Value of total assets at end of year2012-05-31$1,299,064
Value of total assets at beginning of year2012-05-31$1,309,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$13,960
Total interest from all sources2012-05-31$29,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Administrative expenses professional fees incurred2012-05-31$10,478
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$1,000,000
If this is an individual account plan, was there a blackout period2012-05-31No
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-05-31$411,965
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-05-31$3,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-05-31$34,842
Administrative expenses (other) incurred2012-05-31$3,482
Total non interest bearing cash at end of year2012-05-31$47,335
Total non interest bearing cash at beginning of year2012-05-31$29,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-10,182
Value of net assets at end of year (total assets less liabilities)2012-05-31$1,299,064
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$1,309,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$605,239
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$622,890
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$236,346
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$319,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$319,919
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$29,490
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$412,982
Employer contributions (assets) at end of year2012-05-31$30,001
Employer contributions (assets) at beginning of year2012-05-31$28,627
Asset. Corporate debt instrument debt (other) at end of year2012-05-31$376,224
Asset. Corporate debt instrument debt (other) at beginning of year2012-05-31$273,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-05-31No
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Aggregate proceeds on sale of assets2012-05-31$120,000
Aggregate carrying amount (costs) on sale of assets2012-05-31$121,209
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31No
Opinion of an independent qualified public accountant for this plan2012-05-31Unqualified
Accountancy firm name2012-05-31SHERCK HUSSEY JOHNSON & MCNAUGHTON
Accountancy firm EIN2012-05-31351140303
2011 : IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-05-31$63,175
Total unrealized appreciation/depreciation of assets2011-05-31$63,175
Total income from all sources (including contributions)2011-05-31$612,348
Total loss/gain on sale of assets2011-05-31$-1,164
Total of all expenses incurred2011-05-31$410,819
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$395,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$519,852
Value of total assets at end of year2011-05-31$1,309,246
Value of total assets at beginning of year2011-05-31$1,107,717
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$15,305
Total interest from all sources2011-05-31$30,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Administrative expenses professional fees incurred2011-05-31$9,585
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$1,000,000
If this is an individual account plan, was there a blackout period2011-05-31No
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-05-31$395,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-05-31$34,842
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-05-31$34,340
Administrative expenses (other) incurred2011-05-31$5,720
Total non interest bearing cash at end of year2011-05-31$29,518
Total non interest bearing cash at beginning of year2011-05-31$86,835
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$201,529
Value of net assets at end of year (total assets less liabilities)2011-05-31$1,309,246
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$1,107,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$622,890
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$449,973
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$319,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$296,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$296,295
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$30,485
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$519,852
Employer contributions (assets) at end of year2011-05-31$28,627
Employer contributions (assets) at beginning of year2011-05-31$39,378
Asset. Corporate debt instrument debt (other) at end of year2011-05-31$273,450
Asset. Corporate debt instrument debt (other) at beginning of year2011-05-31$200,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-05-31No
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Aggregate proceeds on sale of assets2011-05-31$190,000
Aggregate carrying amount (costs) on sale of assets2011-05-31$191,164
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31No
Opinion of an independent qualified public accountant for this plan2011-05-31Unqualified
Accountancy firm name2011-05-31SHERCK HUSSEY JOHNSON & MCNAUGHTON
Accountancy firm EIN2011-05-31351140303

Form 5500 Responses for IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN

2022: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2022 form 5500 responses
2022-06-01Type of plan entityMulti-employer plan
2022-06-01Plan is a collectively bargained planYes
2022-06-01Plan funding arrangement – TrustYes
2022-06-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2021 form 5500 responses
2021-06-01Type of plan entityMulti-employer plan
2021-06-01Plan is a collectively bargained planYes
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2020 form 5500 responses
2020-06-01Type of plan entityMulti-employer plan
2020-06-01Plan is a collectively bargained planYes
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2019 form 5500 responses
2019-06-01Type of plan entityMulti-employer plan
2019-06-01Plan is a collectively bargained planYes
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2018 form 5500 responses
2018-06-01Type of plan entityMulti-employer plan
2018-06-01Plan is a collectively bargained planYes
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2017 form 5500 responses
2017-06-01Type of plan entityMulti-employer plan
2017-06-01Plan is a collectively bargained planYes
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2016 form 5500 responses
2016-06-01Type of plan entityMulti-employer plan
2016-06-01Plan is a collectively bargained planYes
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2015 form 5500 responses
2015-06-01Type of plan entityMulti-employer plan
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2014 form 5500 responses
2014-06-01Type of plan entityMulti-employer plan
2014-06-01Plan is a collectively bargained planYes
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2013 form 5500 responses
2013-06-01Type of plan entityMulti-employer plan
2013-06-01Plan is a collectively bargained planYes
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2012 form 5500 responses
2012-06-01Type of plan entityMulti-employer plan
2012-06-01Plan is a collectively bargained planYes
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2011 form 5500 responses
2011-06-01Type of plan entityMulti-employer plan
2011-06-01Plan is a collectively bargained planYes
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2010 form 5500 responses
2010-06-01Type of plan entityMulti-employer plan
2010-06-01Plan is a collectively bargained planYes
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL UNION NO. 22 RETIREE INSURANCE PLAN 2009 form 5500 responses
2009-06-01Type of plan entityMulti-employer plan
2009-06-01This submission is the final filingNo
2009-06-01Plan is a collectively bargained planYes
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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