?>
Logo

REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 401k Plan overview

Plan NameREVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C
Plan identification number 001

REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Code section 408 accounts and annuities - See Limited Pension Plan Reporting instructions for pension plan utilizing individual Code section 408 retirement accounts or annuities as the funding vehicle for providing benefits.

401k Sponsoring company profile

INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C) has sponsored the creation of one or more 401k plans.

Company Name:INDPLS. CHAPTER OF BRICKLAYERS LOCAL NO 4 OF IN/KY(IU OF B & A C)
Employer identification number (EIN):356074754
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-12-01
0012020-12-01
0012019-12-01
0012018-12-01
0012017-12-01
0012016-12-01ANN K HOWARD
0012015-12-01ANN K HOWARD
0012014-12-01ANN K HOWARD
0012014-12-01ANN K HOWARD
0012014-12-01ANN K HOWARD
0012014-12-01ANN K HOWARD
0012014-12-01ANN K HOWARD
0012014-12-01ANN K HOWARD
0012014-12-01ANN K HOWARD
0012013-12-01ANN K HOWARD
0012012-12-01ANN K HOWARD
0012011-12-01ANN K HOWARD
0012010-12-01ANN K HOWARD
0012009-12-01ANN K HOWARD
0012008-12-01

Plan Statistics for REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C

401k plan membership statisitcs for REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C

Measure Date Value
2022: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2022 401k membership
Current value of assets2022-11-3088,827,901
Acturial value of assets for funding standard account2022-11-3082,128,791
Accrued liability for plan using immediate gains methods2022-11-30106,081,744
Accrued liability under unit credit cost method2022-11-3096,982,603
RPA 94 current liability2022-11-30192,148,768
Expected increase in current liability due to benefits accruing during the plan year2022-11-305,691,596
Expected release from RPA 94 current liability for plan year2022-11-306,477,606
Expected plan disbursements for the plan year2022-11-306,477,606
Current value of assets2022-11-3088,827,604
Number of retired participants and beneficiaries receiving payment2022-11-30412
Current liability for retired participants and beneficiaries receiving payment2022-11-3062,045,536
Number of terminated vested participants2022-11-30524
Current liability for terminated vested participants2022-11-3044,289,725
Current liability for active participants non vested benefits2022-11-302,836,822
Current liability for active participants vested benefits2022-11-3082,976,595
Total number of active articipats2022-11-30876
Current liability for active participants2022-11-3085,813,417
Total participant count with liabilities2022-11-301,812
Total current liabilitoes for participants with libailities2022-11-30192,148,678
Total employer contributions in plan year2022-11-304,832,580
Employer’s normal cost for plan year as of valuation date2022-11-301,331,740
Prior year credit balance2022-11-3012,066,671
Amortization credits as of valuation date2022-11-30873,568
2021: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2021 401k membership
Total participants, beginning-of-year2021-12-012,238
Total number of active participants reported on line 7a of the Form 55002021-12-011,304
Number of retired or separated participants receiving benefits2021-12-01323
Number of other retired or separated participants entitled to future benefits2021-12-01533
Total of all active and inactive participants2021-12-012,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-12-0179
Total participants2021-12-012,239
Number of employers contributing to the scheme2021-12-0183
Current value of assets2021-11-3077,383,177
Acturial value of assets for funding standard account2021-11-3074,124,314
Accrued liability for plan using immediate gains methods2021-11-3094,397,512
Accrued liability under unit credit cost method2021-11-3086,589,320
RPA 94 current liability2021-11-30177,918,711
Expected increase in current liability due to benefits accruing during the plan year2021-11-304,926,717
Expected release from RPA 94 current liability for plan year2021-11-304,931,585
Expected plan disbursements for the plan year2021-11-304,931,585
Current value of assets2021-11-3077,383,177
Number of retired participants and beneficiaries receiving payment2021-11-30412
Current liability for retired participants and beneficiaries receiving payment2021-11-3058,220,855
Number of terminated vested participants2021-11-30509
Current liability for terminated vested participants2021-11-3039,465,840
Current liability for active participants non vested benefits2021-11-302,248,582
Current liability for active participants vested benefits2021-11-3077,983,434
Total number of active articipats2021-11-30889
Current liability for active participants2021-11-3080,232,016
Total participant count with liabilities2021-11-301,810
Total current liabilitoes for participants with libailities2021-11-30177,918,711
Total employer contributions in plan year2021-11-304,577,930
Employer’s normal cost for plan year as of valuation date2021-11-301,079,557
Prior year credit balance2021-11-3013,286,831
Amortization credits as of valuation date2021-11-30864,468
2020: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2020 401k membership
Total participants, beginning-of-year2020-12-012,151
Total number of active participants reported on line 7a of the Form 55002020-12-011,329
Number of retired or separated participants receiving benefits2020-12-01317
Number of other retired or separated participants entitled to future benefits2020-12-01518
Total of all active and inactive participants2020-12-012,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-12-0174
Total participants2020-12-012,238
Number of employers contributing to the scheme2020-12-01115
Current value of assets2020-11-3069,373,418
Acturial value of assets for funding standard account2020-11-3068,270,138
Accrued liability for plan using immediate gains methods2020-11-3093,235,366
Accrued liability under unit credit cost method2020-11-3083,412,554
RPA 94 current liability2020-11-30158,821,916
Expected increase in current liability due to benefits accruing during the plan year2020-11-305,050,408
Expected release from RPA 94 current liability for plan year2020-11-304,600,103
Expected plan disbursements for the plan year2020-11-304,600,103
Current value of assets2020-11-3069,373,418
Number of retired participants and beneficiaries receiving payment2020-11-30406
Current liability for retired participants and beneficiaries receiving payment2020-11-3051,259,820
Number of terminated vested participants2020-11-30496
Current liability for terminated vested participants2020-11-3034,166,117
Current liability for active participants non vested benefits2020-11-301,572,871
Current liability for active participants vested benefits2020-11-3071,823,108
Total number of active articipats2020-11-30834
Current liability for active participants2020-11-3073,395,979
Total participant count with liabilities2020-11-301,736
Total current liabilitoes for participants with libailities2020-11-30158,821,916
Total employer contributions in plan year2020-11-304,648,697
Employer’s normal cost for plan year as of valuation date2020-11-301,014,428
Prior year credit balance2020-11-3014,613,166
Amortization credits as of valuation date2020-11-30561,797
2019: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2019 401k membership
Total participants, beginning-of-year2019-12-012,033
Total number of active participants reported on line 7a of the Form 55002019-12-011,233
Number of retired or separated participants receiving benefits2019-12-01316
Number of other retired or separated participants entitled to future benefits2019-12-01525
Total of all active and inactive participants2019-12-012,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-12-0177
Total participants2019-12-012,151
Number of employers contributing to the scheme2019-12-01104
Current value of assets2019-11-3061,990,876
Acturial value of assets for funding standard account2019-11-3065,043,895
Accrued liability for plan using immediate gains methods2019-11-3083,970,145
Accrued liability under unit credit cost method2019-11-3075,559,245
RPA 94 current liability2019-11-30151,626,482
Expected increase in current liability due to benefits accruing during the plan year2019-11-304,580,106
Expected release from RPA 94 current liability for plan year2019-11-304,298,858
Expected plan disbursements for the plan year2019-11-304,298,858
Current value of assets2019-11-3061,990,876
Number of retired participants and beneficiaries receiving payment2019-11-30400
Current liability for retired participants and beneficiaries receiving payment2019-11-3050,265,531
Number of terminated vested participants2019-11-30495
Current liability for terminated vested participants2019-11-3031,794,042
Current liability for active participants non vested benefits2019-11-301,181,105
Current liability for active participants vested benefits2019-11-3068,385,804
Total number of active articipats2019-11-30790
Current liability for active participants2019-11-3069,566,909
Total participant count with liabilities2019-11-301,685
Total current liabilitoes for participants with libailities2019-11-30151,626,482
Total employer contributions in plan year2019-11-304,075,895
Employer’s normal cost for plan year as of valuation date2019-11-30840,960
Prior year credit balance2019-11-3015,419,235
Amortization credits as of valuation date2019-11-30567,254
2018: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2018 401k membership
Total participants, beginning-of-year2018-12-011,983
Total number of active participants reported on line 7a of the Form 55002018-12-011,116
Number of retired or separated participants receiving benefits2018-12-01321
Number of other retired or separated participants entitled to future benefits2018-12-01517
Total of all active and inactive participants2018-12-011,954
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-12-0179
Total participants2018-12-012,033
Number of employers contributing to the scheme2018-12-0175
Current value of assets2018-11-3062,119,513
Acturial value of assets for funding standard account2018-11-3062,995,662
Accrued liability for plan using immediate gains methods2018-11-3080,231,154
Accrued liability under unit credit cost method2018-11-3072,794,920
RPA 94 current liability2018-11-30144,527,102
Expected increase in current liability due to benefits accruing during the plan year2018-11-304,022,803
Expected release from RPA 94 current liability for plan year2018-11-304,046,924
Expected plan disbursements for the plan year2018-11-304,046,924
Current value of assets2018-11-3062,119,513
Number of retired participants and beneficiaries receiving payment2018-11-30391
Current liability for retired participants and beneficiaries receiving payment2018-11-3046,756,230
Number of terminated vested participants2018-11-30512
Current liability for terminated vested participants2018-11-3030,797,562
Current liability for active participants non vested benefits2018-11-30917,257
Current liability for active participants vested benefits2018-11-3066,086,053
Total number of active articipats2018-11-30723
Current liability for active participants2018-11-3067,003,310
Total participant count with liabilities2018-11-301,626
Total current liabilitoes for participants with libailities2018-11-30144,557,102
Total employer contributions in plan year2018-11-303,634,660
Employer’s normal cost for plan year as of valuation date2018-11-30732,691
Prior year credit balance2018-11-3015,335,253
Amortization credits as of valuation date2018-11-301,334,074
2017: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2017 401k membership
Total participants, beginning-of-year2017-12-011,841
Total number of active participants reported on line 7a of the Form 55002017-12-011,076
Number of retired or separated participants receiving benefits2017-12-01311
Number of other retired or separated participants entitled to future benefits2017-12-01521
Total of all active and inactive participants2017-12-011,908
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-12-0175
Total participants2017-12-011,983
Number of employers contributing to the scheme2017-12-0174
Current value of assets2017-11-3055,504,521
Acturial value of assets for funding standard account2017-11-3062,306,129
Accrued liability for plan using immediate gains methods2017-11-3076,770,492
Accrued liability under unit credit cost method2017-11-3069,849,634
RPA 94 current liability2017-11-30138,774,734
Expected increase in current liability due to benefits accruing during the plan year2017-11-303,716,291
Expected release from RPA 94 current liability for plan year2017-11-303,868,298
Expected plan disbursements for the plan year2017-11-303,868,298
Current value of assets2017-11-3055,504,521
Number of retired participants and beneficiaries receiving payment2017-11-30386
Current liability for retired participants and beneficiaries receiving payment2017-11-3046,489,490
Number of terminated vested participants2017-11-30511
Current liability for terminated vested participants2017-11-3028,732,637
Current liability for active participants non vested benefits2017-11-30844,618
Current liability for active participants vested benefits2017-11-3062,707,989
Total number of active articipats2017-11-30726
Current liability for active participants2017-11-3063,552,607
Total participant count with liabilities2017-11-301,623
Total current liabilitoes for participants with libailities2017-11-30138,774,734
Total employer contributions in plan year2017-11-303,111,926
Employer’s normal cost for plan year as of valuation date2017-11-30692,129
Prior year credit balance2017-11-3015,272,729
Amortization credits as of valuation date2017-11-301,316,535
2016: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2016 401k membership
Total participants, beginning-of-year2016-12-011,623
Total number of active participants reported on line 7a of the Form 55002016-12-01917
Number of retired or separated participants receiving benefits2016-12-01307
Number of other retired or separated participants entitled to future benefits2016-12-01540
Total of all active and inactive participants2016-12-011,764
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-12-0177
Total participants2016-12-011,841
Number of employers contributing to the scheme2016-12-0185
Current value of assets2016-11-3055,007,914
Acturial value of assets for funding standard account2016-11-3061,799,157
Accrued liability for plan using immediate gains methods2016-11-3070,580,969
Accrued liability under unit credit cost method2016-11-3064,413,211
RPA 94 current liability2016-11-30129,310,063
Expected increase in current liability due to benefits accruing during the plan year2016-11-303,313,506
Expected release from RPA 94 current liability for plan year2016-11-303,702,901
Expected plan disbursements for the plan year2016-11-303,702,901
Current value of assets2016-11-3055,007,914
Number of retired participants and beneficiaries receiving payment2016-11-30372
Current liability for retired participants and beneficiaries receiving payment2016-11-3041,126,563
Number of terminated vested participants2016-11-30491
Current liability for terminated vested participants2016-11-3025,732,087
Current liability for active participants non vested benefits2016-11-30697,082
Current liability for active participants vested benefits2016-11-3061,754,331
Total number of active articipats2016-11-30598
Current liability for active participants2016-11-3062,451,413
Total participant count with liabilities2016-11-301,461
Total current liabilitoes for participants with libailities2016-11-30129,310,063
Total employer contributions in plan year2016-11-302,907,490
Employer’s normal cost for plan year as of valuation date2016-11-30634,744
Prior year credit balance2016-11-3015,315,338
Amortization credits as of valuation date2016-11-302,171,249
2015: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2015 401k membership
Total participants, beginning-of-year2015-12-011,461
Total number of active participants reported on line 7a of the Form 55002015-12-01726
Number of retired or separated participants receiving benefits2015-12-01333
Number of other retired or separated participants entitled to future benefits2015-12-01511
Total of all active and inactive participants2015-12-011,570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-12-0153
Total participants2015-12-011,623
Number of employers contributing to the scheme2015-12-0175
Current value of assets2015-11-3058,625,634
Acturial value of assets for funding standard account2015-11-3061,304,242
Current value of assets2015-11-3058,660,990
Total current liabilitoes for participants with libailities2015-11-300
RPA 94 current liability2015-11-30119,726,212
Number of retired participants and beneficiaries receiving payment2015-11-30362
Current liability for retired participants and beneficiaries receiving payment2015-11-3038,275,910
Number of terminated vested participants2015-11-30498
Current liability for terminated vested participants2015-11-3023,456,464
Current liability for active participants non vested benefits2015-11-30794,809
Current liability for active participants vested benefits2015-11-3057,199,029
Total number of active articipats2015-11-30578
Current liability for active participants2015-11-3057,993,838
Total participant count with liabilities2015-11-301,438
Total employer contributions in plan year2015-11-302,815,890
Accrued liability for plan using immediate gains methods2015-11-3067,252,586
Accrued liability under unit credit cost method2015-11-3061,326,071
Expected increase in current liability due to benefits accruing during the plan year2015-11-303,020,918
Expected release from RPA 94 current liability for plan year2015-11-303,412,017
Expected plan disbursements for the plan year2015-11-303,412,017
Employer’s normal cost for plan year as of valuation date2015-11-30641,853
Prior year credit balance2015-11-3014,957,880
Amortization credits as of valuation date2015-11-302,171,248
2014: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2014 401k membership
Total participants, beginning-of-year2014-12-011,438
Total number of active participants reported on line 7a of the Form 55002014-12-01598
Number of retired or separated participants receiving benefits2014-12-01307
Number of other retired or separated participants entitled to future benefits2014-12-01491
Total of all active and inactive participants2014-12-011,396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-12-0165
Total participants2014-12-011,461
Number of employers contributing to the scheme2014-12-0180
Current value of assets2014-11-3056,302,309
Acturial value of assets for funding standard account2014-11-3059,702,969
Current value of assets2014-11-3056,302,309
Total current liabilitoes for participants with libailities2014-11-300
2013: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2013 401k membership
Total participants, beginning-of-year2013-12-011,438
Total number of active participants reported on line 7a of the Form 55002013-12-01578
Number of retired or separated participants receiving benefits2013-12-01288
Number of other retired or separated participants entitled to future benefits2013-12-01498
Total of all active and inactive participants2013-12-011,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-12-0174
Total participants2013-12-011,438
Number of employers contributing to the scheme2013-12-0185
2012: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2012 401k membership
Total participants, beginning-of-year2012-12-011,417
Total number of active participants reported on line 7a of the Form 55002012-12-01635
Number of retired or separated participants receiving benefits2012-12-01262
Number of other retired or separated participants entitled to future benefits2012-12-01462
Total of all active and inactive participants2012-12-011,359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-12-0179
Total participants2012-12-011,438
Number of employers contributing to the scheme2012-12-0187
2011: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2011 401k membership
Total participants, beginning-of-year2011-12-011,459
Total number of active participants reported on line 7a of the Form 55002011-12-01624
Number of retired or separated participants receiving benefits2011-12-01258
Number of other retired or separated participants entitled to future benefits2011-12-01461
Total of all active and inactive participants2011-12-011,343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-12-0174
Total participants2011-12-011,417
Number of employers contributing to the scheme2011-12-0188
2010: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2010 401k membership
Total participants, beginning-of-year2010-12-011,752
Total number of active participants reported on line 7a of the Form 55002010-12-01752
Number of retired or separated participants receiving benefits2010-12-01247
Number of other retired or separated participants entitled to future benefits2010-12-01396
Total of all active and inactive participants2010-12-011,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-12-0164
Total participants2010-12-011,459
Number of employers contributing to the scheme2010-12-0172
2009: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2009 401k membership
Total participants, beginning-of-year2009-12-011,747
Total number of active participants reported on line 7a of the Form 55002009-12-011,048
Number of retired or separated participants receiving benefits2009-12-01236
Number of other retired or separated participants entitled to future benefits2009-12-01401
Total of all active and inactive participants2009-12-011,685
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-12-0167
Total participants2009-12-011,752
Number of employers contributing to the scheme2009-12-01102

Financial Data on REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C

Measure Date Value
2022 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-11-30$-10,479,743
Total unrealized appreciation/depreciation of assets2022-11-30$-10,479,743
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$142,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-11-30$120,675
Total income from all sources (including contributions)2022-11-30$-1,677,916
Total loss/gain on sale of assets2022-11-30$-450,538
Total of all expenses incurred2022-11-30$5,861,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-11-30$5,365,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-11-30$4,840,169
Value of total assets at end of year2022-11-30$81,430,698
Value of total assets at beginning of year2022-11-30$88,948,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-11-30$495,618
Total dividends received (eg from common stock, registered investment company shares)2022-11-30$4,412,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-11-30$4,412,196
Administrative expenses professional fees incurred2022-11-30$101,457
Was this plan covered by a fidelity bond2022-11-30Yes
Value of fidelity bond cover2022-11-30$500,000
If this is an individual account plan, was there a blackout period2022-11-30No
Were there any nonexempt tranactions with any party-in-interest2022-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-11-30$32,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-11-30$4,736
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-11-30$136,172
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-11-30$98,531
Administrative expenses (other) incurred2022-11-30$113,172
Liabilities. Value of operating payables at end of year2022-11-30$6,178
Liabilities. Value of operating payables at beginning of year2022-11-30$22,144
Total non interest bearing cash at end of year2022-11-30$832,806
Total non interest bearing cash at beginning of year2022-11-30$1,312,774
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Value of net income/loss2022-11-30$-7,539,256
Value of net assets at end of year (total assets less liabilities)2022-11-30$81,288,348
Value of net assets at beginning of year (total assets less liabilities)2022-11-30$88,827,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-11-30No
Were any leases to which the plan was party in default or uncollectible2022-11-30No
Investment advisory and management fees2022-11-30$171,779
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-11-30$63,540,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-11-30$68,430,139
Value of interest in common/collective trusts at end of year2022-11-30$8,419,420
Value of interest in common/collective trusts at beginning of year2022-11-30$6,923,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-11-30$1,698,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-11-30$5,617,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-11-30$5,617,781
Asset value of US Government securities at end of year2022-11-30$1,909,273
Asset value of US Government securities at beginning of year2022-11-30$2,284,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-11-30No
Was there a failure to transmit to the plan any participant contributions2022-11-30No
Has the plan failed to provide any benefit when due under the plan2022-11-30No
Contributions received in cash from employer2022-11-30$4,840,169
Employer contributions (assets) at end of year2022-11-30$689,289
Employer contributions (assets) at beginning of year2022-11-30$633,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-11-30$5,365,722
Contract administrator fees2022-11-30$109,210
Assets. Corporate common stocks other than exployer securities at end of year2022-11-30$4,307,892
Assets. Corporate common stocks other than exployer securities at beginning of year2022-11-30$3,742,165
Did the plan have assets held for investment2022-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-11-30No
Aggregate proceeds on sale of assets2022-11-30$14,124,202
Aggregate carrying amount (costs) on sale of assets2022-11-30$14,574,740
Opinion of an independent qualified public accountant for this plan2022-11-30Unqualified
Accountancy firm name2022-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2022-11-30205520612
2021 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-11-30$-3,885,619
Total unrealized appreciation/depreciation of assets2021-11-30$-3,885,619
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$120,675
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-11-30$106,465
Total income from all sources (including contributions)2021-11-30$16,254,782
Total loss/gain on sale of assets2021-11-30$11,831,731
Total of all expenses incurred2021-11-30$4,810,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-11-30$4,383,074
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-11-30$4,587,384
Value of total assets at end of year2021-11-30$88,948,279
Value of total assets at beginning of year2021-11-30$77,489,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-11-30$427,281
Total dividends received (eg from common stock, registered investment company shares)2021-11-30$3,721,286
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-11-30$3,721,286
Administrative expenses professional fees incurred2021-11-30$68,993
Was this plan covered by a fidelity bond2021-11-30Yes
Value of fidelity bond cover2021-11-30$500,000
If this is an individual account plan, was there a blackout period2021-11-30No
Were there any nonexempt tranactions with any party-in-interest2021-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-11-30$4,736
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-11-30$3,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-11-30$98,531
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-11-30$89,744
Administrative expenses (other) incurred2021-11-30$108,751
Liabilities. Value of operating payables at end of year2021-11-30$22,144
Liabilities. Value of operating payables at beginning of year2021-11-30$16,721
Total non interest bearing cash at end of year2021-11-30$1,312,774
Total non interest bearing cash at beginning of year2021-11-30$428,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Value of net income/loss2021-11-30$11,444,427
Value of net assets at end of year (total assets less liabilities)2021-11-30$88,827,604
Value of net assets at beginning of year (total assets less liabilities)2021-11-30$77,383,177
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-11-30No
Were any leases to which the plan was party in default or uncollectible2021-11-30No
Investment advisory and management fees2021-11-30$160,335
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-11-30$68,430,139
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-11-30$62,590,587
Value of interest in common/collective trusts at end of year2021-11-30$6,923,164
Value of interest in common/collective trusts at beginning of year2021-11-30$6,218,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-11-30$5,617,781
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-11-30$29,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-11-30$29,663
Asset value of US Government securities at end of year2021-11-30$2,284,379
Asset value of US Government securities at beginning of year2021-11-30$1,139,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-11-30No
Was there a failure to transmit to the plan any participant contributions2021-11-30No
Has the plan failed to provide any benefit when due under the plan2021-11-30No
Contributions received in cash from employer2021-11-30$4,587,384
Employer contributions (assets) at end of year2021-11-30$633,141
Employer contributions (assets) at beginning of year2021-11-30$1,131,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-11-30$4,383,074
Contract administrator fees2021-11-30$89,202
Assets. Corporate common stocks other than exployer securities at end of year2021-11-30$3,742,165
Assets. Corporate common stocks other than exployer securities at beginning of year2021-11-30$5,947,141
Did the plan have assets held for investment2021-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-11-30No
Aggregate proceeds on sale of assets2021-11-30$27,508,242
Aggregate carrying amount (costs) on sale of assets2021-11-30$15,676,511
Opinion of an independent qualified public accountant for this plan2021-11-30Unqualified
Accountancy firm name2021-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2021-11-30205520612
2020 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-11-30$5,195,403
Total unrealized appreciation/depreciation of assets2020-11-30$5,195,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$106,465
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-11-30$36,061
Total income from all sources (including contributions)2020-11-30$12,808,545
Total loss/gain on sale of assets2020-11-30$617,526
Total of all expenses incurred2020-11-30$4,798,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-11-30$4,326,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-11-30$4,648,697
Value of total assets at end of year2020-11-30$77,489,642
Value of total assets at beginning of year2020-11-30$69,409,479
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-11-30$472,300
Total dividends received (eg from common stock, registered investment company shares)2020-11-30$2,342,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-11-30$2,342,941
Administrative expenses professional fees incurred2020-11-30$129,765
Was this plan covered by a fidelity bond2020-11-30Yes
Value of fidelity bond cover2020-11-30$500,000
If this is an individual account plan, was there a blackout period2020-11-30No
Were there any nonexempt tranactions with any party-in-interest2020-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-11-30$3,553
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-11-30$8,447
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-11-30$89,744
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-11-30$17,746
Other income not declared elsewhere2020-11-30$3,978
Administrative expenses (other) incurred2020-11-30$82,707
Liabilities. Value of operating payables at end of year2020-11-30$16,721
Liabilities. Value of operating payables at beginning of year2020-11-30$18,315
Total non interest bearing cash at end of year2020-11-30$428,471
Total non interest bearing cash at beginning of year2020-11-30$703,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Value of net income/loss2020-11-30$8,009,759
Value of net assets at end of year (total assets less liabilities)2020-11-30$77,383,177
Value of net assets at beginning of year (total assets less liabilities)2020-11-30$69,373,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-11-30No
Were any leases to which the plan was party in default or uncollectible2020-11-30No
Investment advisory and management fees2020-11-30$169,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-11-30$62,590,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-11-30$55,361,882
Value of interest in common/collective trusts at end of year2020-11-30$6,218,759
Value of interest in common/collective trusts at beginning of year2020-11-30$6,163,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-11-30$29,663
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-11-30$455,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-11-30$455,188
Asset value of US Government securities at end of year2020-11-30$1,139,568
Asset value of US Government securities at beginning of year2020-11-30$1,127,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-11-30No
Was there a failure to transmit to the plan any participant contributions2020-11-30No
Has the plan failed to provide any benefit when due under the plan2020-11-30No
Contributions received in cash from employer2020-11-30$4,648,697
Employer contributions (assets) at end of year2020-11-30$1,131,900
Employer contributions (assets) at beginning of year2020-11-30$524,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-11-30$4,326,486
Contract administrator fees2020-11-30$90,489
Assets. Corporate common stocks other than exployer securities at end of year2020-11-30$5,947,141
Assets. Corporate common stocks other than exployer securities at beginning of year2020-11-30$5,065,415
Did the plan have assets held for investment2020-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-11-30No
Aggregate proceeds on sale of assets2020-11-30$9,778,663
Aggregate carrying amount (costs) on sale of assets2020-11-30$9,161,137
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-11-30No
Opinion of an independent qualified public accountant for this plan2020-11-30Unqualified
Accountancy firm name2020-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2020-11-30205520612
2019 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-11-30$16,939,209
Total unrealized appreciation/depreciation of assets2019-11-30$16,939,209
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$36,061
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-11-30$22,854
Total income from all sources (including contributions)2019-11-30$11,955,357
Total loss/gain on sale of assets2019-11-30$-12,297,679
Total of all expenses incurred2019-11-30$4,572,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-11-30$4,180,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-11-30$4,075,895
Value of total assets at end of year2019-11-30$69,409,479
Value of total assets at beginning of year2019-11-30$62,013,730
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-11-30$391,944
Total dividends received (eg from common stock, registered investment company shares)2019-11-30$3,209,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-11-30$3,209,498
Administrative expenses professional fees incurred2019-11-30$63,179
Was this plan covered by a fidelity bond2019-11-30Yes
Value of fidelity bond cover2019-11-30$500,000
If this is an individual account plan, was there a blackout period2019-11-30No
Were there any nonexempt tranactions with any party-in-interest2019-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-11-30$8,447
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-11-30$4,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-11-30$17,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-11-30$14,854
Other income not declared elsewhere2019-11-30$28,434
Administrative expenses (other) incurred2019-11-30$86,627
Liabilities. Value of operating payables at end of year2019-11-30$18,315
Liabilities. Value of operating payables at beginning of year2019-11-30$8,000
Total non interest bearing cash at end of year2019-11-30$703,452
Total non interest bearing cash at beginning of year2019-11-30$700,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Value of net income/loss2019-11-30$7,382,542
Value of net assets at end of year (total assets less liabilities)2019-11-30$69,373,418
Value of net assets at beginning of year (total assets less liabilities)2019-11-30$61,990,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-11-30No
Were any leases to which the plan was party in default or uncollectible2019-11-30No
Investment advisory and management fees2019-11-30$153,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-11-30$55,361,882
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-11-30$48,770,905
Value of interest in common/collective trusts at end of year2019-11-30$6,163,054
Value of interest in common/collective trusts at beginning of year2019-11-30$5,906,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-11-30$455,188
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-11-30$29,929
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-11-30$29,929
Asset value of US Government securities at end of year2019-11-30$1,127,724
Asset value of US Government securities at beginning of year2019-11-30$2,135,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-11-30No
Was there a failure to transmit to the plan any participant contributions2019-11-30No
Has the plan failed to provide any benefit when due under the plan2019-11-30No
Contributions received in cash from employer2019-11-30$4,075,895
Employer contributions (assets) at end of year2019-11-30$524,317
Employer contributions (assets) at beginning of year2019-11-30$499,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-11-30$4,180,871
Contract administrator fees2019-11-30$88,415
Assets. Corporate common stocks other than exployer securities at end of year2019-11-30$5,065,415
Assets. Corporate common stocks other than exployer securities at beginning of year2019-11-30$3,966,316
Did the plan have assets held for investment2019-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-11-30No
Aggregate proceeds on sale of assets2019-11-30$9,726,622
Aggregate carrying amount (costs) on sale of assets2019-11-30$22,024,301
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-11-30No
Opinion of an independent qualified public accountant for this plan2019-11-30Unqualified
Accountancy firm name2019-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2019-11-30205520612
2018 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-11-30$-1,682,639
Total unrealized appreciation/depreciation of assets2018-11-30$-1,682,639
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$22,854
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-11-30$31,899
Total income from all sources (including contributions)2018-11-30$4,497,739
Total loss/gain on sale of assets2018-11-30$362,906
Total of all expenses incurred2018-11-30$4,626,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-11-30$4,252,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-11-30$3,634,660
Value of total assets at end of year2018-11-30$62,013,730
Value of total assets at beginning of year2018-11-30$62,151,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-11-30$373,630
Total dividends received (eg from common stock, registered investment company shares)2018-11-30$2,164,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-11-30$2,164,484
Administrative expenses professional fees incurred2018-11-30$61,713
Was this plan covered by a fidelity bond2018-11-30Yes
Value of fidelity bond cover2018-11-30$500,000
If this is an individual account plan, was there a blackout period2018-11-30No
Were there any nonexempt tranactions with any party-in-interest2018-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-11-30$4,753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-11-30$4,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-11-30$14,854
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-11-30$11,526
Other income not declared elsewhere2018-11-30$18,328
Administrative expenses (other) incurred2018-11-30$75,142
Liabilities. Value of operating payables at end of year2018-11-30$8,000
Liabilities. Value of operating payables at beginning of year2018-11-30$20,373
Total non interest bearing cash at end of year2018-11-30$700,378
Total non interest bearing cash at beginning of year2018-11-30$549,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Value of net income/loss2018-11-30$-128,637
Value of net assets at end of year (total assets less liabilities)2018-11-30$61,990,876
Value of net assets at beginning of year (total assets less liabilities)2018-11-30$62,119,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-11-30No
Were any leases to which the plan was party in default or uncollectible2018-11-30No
Investment advisory and management fees2018-11-30$148,360
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-11-30$48,770,905
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-11-30$49,511,015
Value of interest in common/collective trusts at end of year2018-11-30$5,906,024
Value of interest in common/collective trusts at beginning of year2018-11-30$5,514,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-11-30$29,929
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-11-30$38,022
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-11-30$38,022
Asset value of US Government securities at end of year2018-11-30$2,135,568
Asset value of US Government securities at beginning of year2018-11-30$1,288,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-11-30No
Was there a failure to transmit to the plan any participant contributions2018-11-30No
Has the plan failed to provide any benefit when due under the plan2018-11-30No
Contributions received in cash from employer2018-11-30$3,634,660
Employer contributions (assets) at end of year2018-11-30$499,857
Employer contributions (assets) at beginning of year2018-11-30$449,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-11-30$4,252,746
Contract administrator fees2018-11-30$88,415
Assets. Corporate common stocks other than exployer securities at end of year2018-11-30$3,966,316
Assets. Corporate common stocks other than exployer securities at beginning of year2018-11-30$4,795,714
Did the plan have assets held for investment2018-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-11-30No
Aggregate proceeds on sale of assets2018-11-30$7,453,066
Aggregate carrying amount (costs) on sale of assets2018-11-30$7,090,160
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-11-30No
Opinion of an independent qualified public accountant for this plan2018-11-30Unqualified
Accountancy firm name2018-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2018-11-30205520612
2017 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-11-30$7,075,425
Total unrealized appreciation/depreciation of assets2017-11-30$7,075,425
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$31,899
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-11-30$77,553
Total income from all sources (including contributions)2017-11-30$11,453,043
Total loss/gain on sale of assets2017-11-30$-55,228
Total of all expenses incurred2017-11-30$4,838,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-11-30$4,503,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-11-30$3,111,926
Value of total assets at end of year2017-11-30$62,151,412
Value of total assets at beginning of year2017-11-30$55,582,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-11-30$334,928
Total dividends received (eg from common stock, registered investment company shares)2017-11-30$1,319,623
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-11-30$1,319,623
Administrative expenses professional fees incurred2017-11-30$60,712
Was this plan covered by a fidelity bond2017-11-30Yes
Value of fidelity bond cover2017-11-30$500,000
If this is an individual account plan, was there a blackout period2017-11-30No
Were there any nonexempt tranactions with any party-in-interest2017-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-11-30$4,448
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-11-30$6,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-11-30$11,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-11-30$70,553
Other income not declared elsewhere2017-11-30$1,297
Administrative expenses (other) incurred2017-11-30$72,638
Liabilities. Value of operating payables at end of year2017-11-30$20,373
Liabilities. Value of operating payables at beginning of year2017-11-30$7,000
Total non interest bearing cash at end of year2017-11-30$549,736
Total non interest bearing cash at beginning of year2017-11-30$841,881
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Value of net income/loss2017-11-30$6,614,992
Value of net assets at end of year (total assets less liabilities)2017-11-30$62,119,513
Value of net assets at beginning of year (total assets less liabilities)2017-11-30$55,504,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-11-30No
Were any leases to which the plan was party in default or uncollectible2017-11-30No
Investment advisory and management fees2017-11-30$114,896
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-11-30$49,511,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-11-30$48,212,313
Value of interest in common/collective trusts at end of year2017-11-30$5,514,164
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-11-30$38,022
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-11-30$256,455
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-11-30$256,455
Asset value of US Government securities at end of year2017-11-30$1,288,719
Asset value of US Government securities at beginning of year2017-11-30$1,226,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-11-30Yes
Was there a failure to transmit to the plan any participant contributions2017-11-30No
Has the plan failed to provide any benefit when due under the plan2017-11-30No
Contributions received in cash from employer2017-11-30$3,111,926
Employer contributions (assets) at end of year2017-11-30$449,594
Employer contributions (assets) at beginning of year2017-11-30$387,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-11-30$4,503,123
Contract administrator fees2017-11-30$86,682
Assets. Corporate common stocks other than exployer securities at end of year2017-11-30$4,795,714
Assets. Corporate common stocks other than exployer securities at beginning of year2017-11-30$4,650,845
Did the plan have assets held for investment2017-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-11-30No
Aggregate proceeds on sale of assets2017-11-30$15,188,416
Aggregate carrying amount (costs) on sale of assets2017-11-30$15,243,644
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-11-30No
Opinion of an independent qualified public accountant for this plan2017-11-30Unqualified
Accountancy firm name2017-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2017-11-30205520612
2016 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-11-30$-201,736
Total unrealized appreciation/depreciation of assets2016-11-30$-201,736
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$77,553
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-11-30$3,026
Total income from all sources (including contributions)2016-11-30$4,859,557
Total loss/gain on sale of assets2016-11-30$361,826
Total of all expenses incurred2016-11-30$4,362,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-11-30$4,091,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-11-30$2,907,490
Value of total assets at end of year2016-11-30$55,582,074
Value of total assets at beginning of year2016-11-30$55,010,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-11-30$271,110
Total dividends received (eg from common stock, registered investment company shares)2016-11-30$1,774,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-11-30$1,774,994
Administrative expenses professional fees incurred2016-11-30$65,575
Was this plan covered by a fidelity bond2016-11-30Yes
Value of fidelity bond cover2016-11-30$500,000
If this is an individual account plan, was there a blackout period2016-11-30No
Were there any nonexempt tranactions with any party-in-interest2016-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-11-30$6,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-11-30$8,763
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-11-30$70,553
Other income not declared elsewhere2016-11-30$16,983
Administrative expenses (other) incurred2016-11-30$76,199
Liabilities. Value of operating payables at end of year2016-11-30$7,000
Liabilities. Value of operating payables at beginning of year2016-11-30$3,026
Total non interest bearing cash at end of year2016-11-30$841,881
Total non interest bearing cash at beginning of year2016-11-30$463,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Value of net income/loss2016-11-30$496,607
Value of net assets at end of year (total assets less liabilities)2016-11-30$55,504,521
Value of net assets at beginning of year (total assets less liabilities)2016-11-30$55,007,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-11-30No
Were any leases to which the plan was party in default or uncollectible2016-11-30No
Assets. partnership/joint venture interests at beginning of year2016-11-30$1,102,596
Investment advisory and management fees2016-11-30$42,654
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-11-30$48,212,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-11-30$52,969,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-11-30$256,455
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-11-30$44,725
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-11-30$44,725
Asset value of US Government securities at end of year2016-11-30$1,226,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-11-30Yes
Was there a failure to transmit to the plan any participant contributions2016-11-30No
Has the plan failed to provide any benefit when due under the plan2016-11-30No
Contributions received in cash from employer2016-11-30$2,907,490
Employer contributions (assets) at end of year2016-11-30$387,107
Employer contributions (assets) at beginning of year2016-11-30$422,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-11-30$4,091,840
Contract administrator fees2016-11-30$86,682
Assets. Corporate common stocks other than exployer securities at end of year2016-11-30$4,650,845
Did the plan have assets held for investment2016-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-11-30No
Aggregate proceeds on sale of assets2016-11-30$27,549,610
Aggregate carrying amount (costs) on sale of assets2016-11-30$27,187,784
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-11-30No
Opinion of an independent qualified public accountant for this plan2016-11-30Unqualified
Accountancy firm name2016-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2016-11-30205520612
2015 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$3,026
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$24,020
Total income from all sources (including contributions)2015-11-30$843,202
Total of all expenses incurred2015-11-30$4,496,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$4,177,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$2,815,890
Value of total assets at end of year2015-11-30$55,010,940
Value of total assets at beginning of year2015-11-30$58,685,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$318,599
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$1,993,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$1,993,356
Administrative expenses professional fees incurred2015-11-30$107,985
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$500,000
If this is an individual account plan, was there a blackout period2015-11-30No
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-11-30$8,763
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-11-30$9,656
Other income not declared elsewhere2015-11-30$-2,664
Administrative expenses (other) incurred2015-11-30$56,063
Liabilities. Value of operating payables at end of year2015-11-30$3,026
Liabilities. Value of operating payables at beginning of year2015-11-30$24,020
Total non interest bearing cash at end of year2015-11-30$463,090
Total non interest bearing cash at beginning of year2015-11-30$533,956
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$-3,653,076
Value of net assets at end of year (total assets less liabilities)2015-11-30$55,007,914
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$58,660,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Assets. partnership/joint venture interests at end of year2015-11-30$1,102,596
Assets. partnership/joint venture interests at beginning of year2015-11-30$942,447
Investment advisory and management fees2015-11-30$69,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$52,969,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$56,805,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-11-30$44,725
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-11-30$39,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-11-30$39,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-3,963,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30Yes
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Contributions received in cash from employer2015-11-30$2,815,890
Employer contributions (assets) at end of year2015-11-30$422,313
Employer contributions (assets) at beginning of year2015-11-30$354,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$4,177,679
Contract administrator fees2015-11-30$84,982
Did the plan have assets held for investment2015-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30No
Opinion of an independent qualified public accountant for this plan2015-11-30Unqualified
Accountancy firm name2015-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2015-11-30205520612
2014 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$24,020
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-11-30$20,639
Total income from all sources (including contributions)2014-11-30$6,639,108
Total of all expenses incurred2014-11-30$4,280,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-11-30$4,027,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-11-30$2,601,722
Value of total assets at end of year2014-11-30$58,685,010
Value of total assets at beginning of year2014-11-30$56,322,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-11-30$252,710
Total dividends received (eg from common stock, registered investment company shares)2014-11-30$1,709,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-11-30$1,709,451
Administrative expenses professional fees incurred2014-11-30$71,724
Was this plan covered by a fidelity bond2014-11-30Yes
Value of fidelity bond cover2014-11-30$500,000
If this is an individual account plan, was there a blackout period2014-11-30No
Were there any nonexempt tranactions with any party-in-interest2014-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-11-30$9,656
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-11-30$835
Other income not declared elsewhere2014-11-30$1,496
Administrative expenses (other) incurred2014-11-30$36,622
Liabilities. Value of operating payables at end of year2014-11-30$24,020
Liabilities. Value of operating payables at beginning of year2014-11-30$20,639
Total non interest bearing cash at end of year2014-11-30$533,956
Total non interest bearing cash at beginning of year2014-11-30$445,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Value of net income/loss2014-11-30$2,358,681
Value of net assets at end of year (total assets less liabilities)2014-11-30$58,660,990
Value of net assets at beginning of year (total assets less liabilities)2014-11-30$56,302,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-11-30No
Were any leases to which the plan was party in default or uncollectible2014-11-30No
Assets. partnership/joint venture interests at end of year2014-11-30$942,447
Assets. partnership/joint venture interests at beginning of year2014-11-30$840,626
Investment advisory and management fees2014-11-30$59,382
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-11-30$56,805,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-11-30$54,648,738
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-11-30$39,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-11-30$62,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-11-30$62,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-11-30$2,326,439
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-11-30Yes
Was there a failure to transmit to the plan any participant contributions2014-11-30No
Has the plan failed to provide any benefit when due under the plan2014-11-30No
Contributions received in cash from employer2014-11-30$2,601,722
Employer contributions (assets) at end of year2014-11-30$354,533
Employer contributions (assets) at beginning of year2014-11-30$324,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-11-30$4,027,717
Contract administrator fees2014-11-30$84,982
Did the plan have assets held for investment2014-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-11-30No
Opinion of an independent qualified public accountant for this plan2014-11-30Unqualified
Accountancy firm name2014-11-30L.M. HENDERSON & COMPANY, LLP
Accountancy firm EIN2014-11-30205520612
2013 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$20,639
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-11-30$30,278
Total income from all sources (including contributions)2013-11-30$10,553,275
Total of all expenses incurred2013-11-30$3,649,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-11-30$3,392,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-11-30$2,815,937
Value of total assets at end of year2013-11-30$56,322,948
Value of total assets at beginning of year2013-11-30$49,429,166
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-11-30$257,526
Total dividends received (eg from common stock, registered investment company shares)2013-11-30$1,346,346
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-11-30$1,346,346
Administrative expenses professional fees incurred2013-11-30$75,831
Was this plan covered by a fidelity bond2013-11-30Yes
Value of fidelity bond cover2013-11-30$500,000
If this is an individual account plan, was there a blackout period2013-11-30No
Were there any nonexempt tranactions with any party-in-interest2013-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-11-30$835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-11-30$1,404
Other income not declared elsewhere2013-11-30$18,151
Administrative expenses (other) incurred2013-11-30$38,381
Liabilities. Value of operating payables at end of year2013-11-30$20,639
Liabilities. Value of operating payables at beginning of year2013-11-30$30,278
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Value of net income/loss2013-11-30$6,903,421
Value of net assets at end of year (total assets less liabilities)2013-11-30$56,302,309
Value of net assets at beginning of year (total assets less liabilities)2013-11-30$49,398,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-11-30No
Were any leases to which the plan was party in default or uncollectible2013-11-30No
Investment advisory and management fees2013-11-30$58,332
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-11-30$55,489,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-11-30$48,602,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-11-30$508,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-11-30$469,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-11-30$469,932
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-11-30$6,372,841
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-11-30No
Was there a failure to transmit to the plan any participant contributions2013-11-30No
Has the plan failed to provide any benefit when due under the plan2013-11-30No
Contributions received in cash from employer2013-11-30$2,815,937
Employer contributions (assets) at end of year2013-11-30$324,621
Employer contributions (assets) at beginning of year2013-11-30$353,837
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-11-30$3,392,328
Contract administrator fees2013-11-30$84,982
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-11-30No
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-11-30$1,931
Did the plan have assets held for investment2013-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-11-30No
Opinion of an independent qualified public accountant for this plan2013-11-30Unqualified
Accountancy firm name2013-11-30K.B. PARRISH & CO., LLP
Accountancy firm EIN2013-11-30350905983
2012 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$30,278
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-11-30$26,066
Total income from all sources (including contributions)2012-11-30$7,994,081
Total of all expenses incurred2012-11-30$3,355,456
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-11-30$3,068,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-11-30$2,540,382
Value of total assets at end of year2012-11-30$49,429,166
Value of total assets at beginning of year2012-11-30$44,786,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-11-30$286,859
Total dividends received (eg from common stock, registered investment company shares)2012-11-30$1,367,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-11-30$1,367,160
Administrative expenses professional fees incurred2012-11-30$86,271
Was this plan covered by a fidelity bond2012-11-30Yes
Value of fidelity bond cover2012-11-30$500,000
If this is an individual account plan, was there a blackout period2012-11-30No
Were there any nonexempt tranactions with any party-in-interest2012-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-11-30$1,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-11-30$1,404
Administrative expenses (other) incurred2012-11-30$60,772
Liabilities. Value of operating payables at end of year2012-11-30$30,278
Liabilities. Value of operating payables at beginning of year2012-11-30$26,066
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Value of net income/loss2012-11-30$4,638,625
Value of net assets at end of year (total assets less liabilities)2012-11-30$49,398,888
Value of net assets at beginning of year (total assets less liabilities)2012-11-30$44,760,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-11-30No
Were any leases to which the plan was party in default or uncollectible2012-11-30No
Investment advisory and management fees2012-11-30$54,835
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-11-30$48,602,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-11-30$43,952,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-11-30$469,932
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-11-30$514,025
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-11-30$514,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-11-30$4,086,539
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-11-30Yes
Was there a failure to transmit to the plan any participant contributions2012-11-30No
Has the plan failed to provide any benefit when due under the plan2012-11-30No
Contributions received in cash from employer2012-11-30$2,540,382
Employer contributions (assets) at end of year2012-11-30$353,837
Employer contributions (assets) at beginning of year2012-11-30$313,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-11-30$3,068,597
Contract administrator fees2012-11-30$84,981
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-11-30No
Assets. Value of buildings and other operty used in plan operation at end of year2012-11-30$1,931
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-11-30$4,761
Did the plan have assets held for investment2012-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-11-30No
Opinion of an independent qualified public accountant for this plan2012-11-30Unqualified
Accountancy firm name2012-11-30K.B. PARRISH & CO., LLP
Accountancy firm EIN2012-11-30350905983
2011 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$26,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-11-30$60,132
Total income from all sources (including contributions)2011-11-30$3,700,170
Total of all expenses incurred2011-11-30$4,338,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-11-30$3,908,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-11-30$2,771,658
Value of total assets at end of year2011-11-30$44,786,329
Value of total assets at beginning of year2011-11-30$45,458,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-11-30$429,492
Total interest from all sources2011-11-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-11-30$1,650,537
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-11-30$1,650,537
Administrative expenses professional fees incurred2011-11-30$171,334
Was this plan covered by a fidelity bond2011-11-30Yes
Value of fidelity bond cover2011-11-30$3,000,000
If this is an individual account plan, was there a blackout period2011-11-30No
Were there any nonexempt tranactions with any party-in-interest2011-11-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-11-30$1,404
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-11-30$1,404
Administrative expenses (other) incurred2011-11-30$147,587
Liabilities. Value of operating payables at end of year2011-11-30$26,066
Liabilities. Value of operating payables at beginning of year2011-11-30$60,132
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Value of net income/loss2011-11-30$-637,913
Value of net assets at end of year (total assets less liabilities)2011-11-30$44,760,263
Value of net assets at beginning of year (total assets less liabilities)2011-11-30$45,398,176
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-11-30No
Were any leases to which the plan was party in default or uncollectible2011-11-30No
Investment advisory and management fees2011-11-30$53,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-11-30$43,952,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-11-30$43,849,558
Interest earned on other investments2011-11-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-11-30$514,025
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-11-30$1,253,040
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-11-30$1,253,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-11-30$-722,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-11-30Yes
Was there a failure to transmit to the plan any participant contributions2011-11-30No
Has the plan failed to provide any benefit when due under the plan2011-11-30No
Contributions received in cash from employer2011-11-30$2,771,658
Employer contributions (assets) at end of year2011-11-30$313,626
Employer contributions (assets) at beginning of year2011-11-30$346,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-11-30$3,908,591
Contract administrator fees2011-11-30$56,659
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-11-30No
Assets. Value of buildings and other operty used in plan operation at end of year2011-11-30$4,761
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-11-30$8,049
Did the plan have assets held for investment2011-11-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-11-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-11-30No
Opinion of an independent qualified public accountant for this plan2011-11-30Unqualified
Accountancy firm name2011-11-30K.B. PARRISH & CO., LLP
Accountancy firm EIN2011-11-30350905983
2010 : REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-11-30$0

Form 5500 Responses for REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C

2021: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2021 form 5500 responses
2021-12-01Type of plan entityMulti-employer plan
2021-12-01Plan is a collectively bargained planYes
2021-12-01Plan funding arrangement – TrustYes
2021-12-01Plan benefit arrangement – InsuranceYes
2021-12-01Plan benefit arrangement - TrustYes
2020: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2020 form 5500 responses
2020-12-01Type of plan entityMulti-employer plan
2020-12-01Plan is a collectively bargained planYes
2020-12-01Plan funding arrangement – TrustYes
2020-12-01Plan benefit arrangement – InsuranceYes
2020-12-01Plan benefit arrangement - TrustYes
2019: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2019 form 5500 responses
2019-12-01Type of plan entityMulti-employer plan
2019-12-01Plan is a collectively bargained planYes
2019-12-01Plan funding arrangement – TrustYes
2019-12-01Plan benefit arrangement – InsuranceYes
2019-12-01Plan benefit arrangement - TrustYes
2018: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2018 form 5500 responses
2018-12-01Type of plan entityMulti-employer plan
2018-12-01Plan is a collectively bargained planYes
2018-12-01Plan funding arrangement – TrustYes
2018-12-01Plan benefit arrangement – InsuranceYes
2018-12-01Plan benefit arrangement - TrustYes
2017: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2017 form 5500 responses
2017-12-01Type of plan entityMulti-employer plan
2017-12-01Plan is a collectively bargained planYes
2017-12-01Plan funding arrangement – TrustYes
2017-12-01Plan benefit arrangement – InsuranceYes
2017-12-01Plan benefit arrangement - TrustYes
2016: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2016 form 5500 responses
2016-12-01Type of plan entityMulti-employer plan
2016-12-01Plan is a collectively bargained planYes
2016-12-01Plan funding arrangement – TrustYes
2016-12-01Plan benefit arrangement – InsuranceYes
2016-12-01Plan benefit arrangement - TrustYes
2015: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2015 form 5500 responses
2015-12-01Type of plan entityMulti-employer plan
2015-12-01Plan is a collectively bargained planYes
2015-12-01Plan funding arrangement – TrustYes
2015-12-01Plan benefit arrangement – InsuranceYes
2015-12-01Plan benefit arrangement - TrustYes
2014: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2014 form 5500 responses
2014-12-01Type of plan entityMulti-employer plan
2014-12-01Submission has been amendedYes
2014-12-01Plan is a collectively bargained planYes
2014-12-01Plan funding arrangement – TrustYes
2014-12-01Plan benefit arrangement – InsuranceYes
2014-12-01Plan benefit arrangement - TrustYes
2013: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2013 form 5500 responses
2013-12-01Type of plan entityMulti-employer plan
2013-12-01Plan is a collectively bargained planYes
2013-12-01Plan funding arrangement – TrustYes
2013-12-01Plan benefit arrangement – InsuranceYes
2013-12-01Plan benefit arrangement - TrustYes
2012: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2012 form 5500 responses
2012-12-01Type of plan entityMulti-employer plan
2012-12-01Plan is a collectively bargained planYes
2012-12-01Plan funding arrangement – InsuranceYes
2012-12-01Plan funding arrangement – TrustYes
2012-12-01Plan benefit arrangement - TrustYes
2011: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2011 form 5500 responses
2011-12-01Type of plan entityMulti-employer plan
2011-12-01Plan is a collectively bargained planYes
2011-12-01Plan funding arrangement – InsuranceYes
2011-12-01Plan funding arrangement – TrustYes
2011-12-01Plan benefit arrangement - TrustYes
2010: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2010 form 5500 responses
2010-12-01Type of plan entityMulti-employer plan
2010-12-01Plan is a collectively bargained planYes
2010-12-01Plan funding arrangement – InsuranceYes
2010-12-01Plan funding arrangement – TrustYes
2010-12-01Plan benefit arrangement - TrustYes
2009: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2009 form 5500 responses
2009-12-01Type of plan entityMulti-employer plan
2009-12-01This submission is the final filingNo
2009-12-01Plan is a collectively bargained planYes
2009-12-01Plan funding arrangement – InsuranceYes
2009-12-01Plan funding arrangement – TrustYes
2009-12-01Plan benefit arrangement - TrustYes
2008: REVISED RETIREMENT PLAN OF THE INDIANAPOLIS CHAPTER OF BRICKLAYERS LOCAL NO. 4 OF IN/KY, I U OF B & A C 2008 form 5500 responses
2008-12-01Type of plan entityMulti-employer plan
2008-12-01Submission has been amendedNo
2008-12-01This submission is the final filingNo
2008-12-01This return/report is a short plan year return/report (less than 12 months)No
2008-12-01Plan is a collectively bargained planNo

Potentially related plans

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3