?>
Logo

IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 401k Plan overview

Plan NameIRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN
Plan identification number 003

IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

TRUSTEES OF THE IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN
Employer identification number (EIN):363119818
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01MARK RICHESON2023-11-27 JEFF SHELTON2023-11-27
0032021-01-01MARK RICHESON2022-10-03 WILLIAM JOHNSON2022-10-05
0032020-01-01MARK RICHESON2021-10-06 WILLIAM L JOHNSON2021-10-06
0032019-01-01WILLIAM JOHNSON2020-08-17 MARK RICHESON2020-08-17
0032018-01-01WILLIAM JOHNSON2019-08-12 MARK RICHESON2019-08-12
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01
0032013-01-01
0032012-01-01WILLIAM JOHNSON
0032011-01-01MARK RICHESON
0032010-01-01DAVID WHITMORE
0032009-01-01CRAIG A SHELTON
0032009-01-01CRAIG A SHELTON

Plan Statistics for IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN

401k plan membership statisitcs for IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN

Measure Date Value
2022: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2022 401k membership
Current value of assets2022-12-3133,499,979
Acturial value of assets for funding standard account2022-12-3130,259,547
Accrued liability for plan using immediate gains methods2022-12-3152,758,520
Accrued liability under unit credit cost method2022-12-3152,758,520
RPA 94 current liability2022-12-3197,550,169
Expected increase in current liability due to benefits accruing during the plan year2022-12-311,138,653
Expected release from RPA 94 current liability for plan year2022-12-314,242,627
Expected plan disbursements for the plan year2022-12-314,242,627
Current value of assets2022-12-3133,499,979
Number of retired participants and beneficiaries receiving payment2022-12-31241
Current liability for retired participants and beneficiaries receiving payment2022-12-3161,318,774
Number of terminated vested participants2022-12-31114
Current liability for terminated vested participants2022-12-3114,608,526
Current liability for active participants non vested benefits2022-12-31257,292
Current liability for active participants vested benefits2022-12-3121,365,577
Total number of active articipats2022-12-31146
Current liability for active participants2022-12-3121,622,869
Total participant count with liabilities2022-12-31501
Total current liabilitoes for participants with libailities2022-12-3197,550,169
Total employer contributions in plan year2022-12-313,350,859
Prior year funding deficiency2022-12-315,267,611
Employer’s normal cost for plan year as of valuation date2022-12-31548,894
Amortization credits as of valuation date2022-12-31537,895
Total participants, beginning-of-year2022-01-01483
Total number of active participants reported on line 7a of the Form 55002022-01-01151
Number of retired or separated participants receiving benefits2022-01-01194
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0146
Total participants2022-01-01509
Number of employers contributing to the scheme2022-01-01110
2021: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2021 401k membership
Current value of assets2021-12-3130,891,070
Acturial value of assets for funding standard account2021-12-3128,488,361
Accrued liability for plan using immediate gains methods2021-12-3153,787,343
Accrued liability under unit credit cost method2021-12-3153,787,343
RPA 94 current liability2021-12-3195,763,790
Expected increase in current liability due to benefits accruing during the plan year2021-12-311,081,778
Expected release from RPA 94 current liability for plan year2021-12-314,330,076
Expected plan disbursements for the plan year2021-12-314,590,076
Current value of assets2021-12-3130,891,070
Number of retired participants and beneficiaries receiving payment2021-12-31226
Current liability for retired participants and beneficiaries receiving payment2021-12-3161,712,260
Number of terminated vested participants2021-12-31102
Current liability for terminated vested participants2021-12-3114,003,044
Current liability for active participants non vested benefits2021-12-31640,670
Current liability for active participants vested benefits2021-12-3119,407,816
Total number of active articipats2021-12-31148
Current liability for active participants2021-12-3120,048,486
Total participant count with liabilities2021-12-31476
Total current liabilitoes for participants with libailities2021-12-3195,763,790
Total employer contributions in plan year2021-12-313,020,972
Prior year funding deficiency2021-12-314,709,142
Employer’s normal cost for plan year as of valuation date2021-12-31552,377
Amortization credits as of valuation date2021-12-31329,052
Total participants, beginning-of-year2021-01-01476
Total number of active participants reported on line 7a of the Form 55002021-01-01147
Number of retired or separated participants receiving benefits2021-01-01174
Number of other retired or separated participants entitled to future benefits2021-01-01115
Total of all active and inactive participants2021-01-01436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0147
Total participants2021-01-01483
Number of employers contributing to the scheme2021-01-0187
2020: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2020 401k membership
Current value of assets2020-12-3128,003,202
Acturial value of assets for funding standard account2020-12-3126,831,733
Accrued liability for plan using immediate gains methods2020-12-3154,039,273
Accrued liability under unit credit cost method2020-12-3154,039,273
RPA 94 current liability2020-12-3189,834,742
Expected increase in current liability due to benefits accruing during the plan year2020-12-31970,120
Expected release from RPA 94 current liability for plan year2020-12-314,265,063
Expected plan disbursements for the plan year2020-12-314,525,063
Current value of assets2020-12-3128,003,202
Number of retired participants and beneficiaries receiving payment2020-12-31226
Current liability for retired participants and beneficiaries receiving payment2020-12-3158,720,760
Number of terminated vested participants2020-12-3193
Current liability for terminated vested participants2020-12-3112,344,247
Current liability for active participants non vested benefits2020-12-31659,009
Current liability for active participants vested benefits2020-12-3118,110,726
Total number of active articipats2020-12-31168
Current liability for active participants2020-12-3118,769,735
Total participant count with liabilities2020-12-31487
Total current liabilitoes for participants with libailities2020-12-3189,834,742
Total employer contributions in plan year2020-12-313,253,279
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-314,093,729
Employer’s normal cost for plan year as of valuation date2020-12-31564,204
Amortization credits as of valuation date2020-12-31221,346
Total participants, beginning-of-year2020-01-01487
Total number of active participants reported on line 7a of the Form 55002020-01-01148
Number of retired or separated participants receiving benefits2020-01-01183
Number of other retired or separated participants entitled to future benefits2020-01-01101
Total of all active and inactive participants2020-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0144
Total participants2020-01-01476
Number of employers contributing to the scheme2020-01-0177
2019: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2019 401k membership
Current value of assets2019-12-3123,575,989
Acturial value of assets for funding standard account2019-12-3125,138,911
Accrued liability for plan using immediate gains methods2019-12-3151,486,572
Accrued liability under unit credit cost method2019-12-3151,486,572
RPA 94 current liability2019-12-3188,920,428
Expected increase in current liability due to benefits accruing during the plan year2019-12-31928,971
Expected release from RPA 94 current liability for plan year2019-12-314,225,287
Expected plan disbursements for the plan year2019-12-314,485,287
Current value of assets2019-12-3123,575,989
Number of retired participants and beneficiaries receiving payment2019-12-31228
Current liability for retired participants and beneficiaries receiving payment2019-12-3159,721,879
Number of terminated vested participants2019-12-3182
Current liability for terminated vested participants2019-12-3111,028,445
Current liability for active participants non vested benefits2019-12-31577,305
Current liability for active participants vested benefits2019-12-3117,592,799
Total number of active articipats2019-12-31169
Current liability for active participants2019-12-3118,170,104
Total participant count with liabilities2019-12-31479
Total current liabilitoes for participants with libailities2019-12-3188,920,428
Total employer contributions in plan year2019-12-313,967,468
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-314,209,889
Employer’s normal cost for plan year as of valuation date2019-12-31532,945
Amortization credits as of valuation date2019-12-31219,291
Total participants, beginning-of-year2019-01-01479
Total number of active participants reported on line 7a of the Form 55002019-01-01168
Number of retired or separated participants receiving benefits2019-01-01183
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-01443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0144
Total participants2019-01-01487
Number of employers contributing to the scheme2019-01-01101
2018: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2018 401k membership
Current value of assets2018-12-3123,734,381
Acturial value of assets for funding standard account2018-12-3123,224,194
Accrued liability for plan using immediate gains methods2018-12-3151,493,550
Accrued liability under unit credit cost method2018-12-3151,493,550
RPA 94 current liability2018-12-3190,835,566
Expected increase in current liability due to benefits accruing during the plan year2018-12-31781,718
Expected release from RPA 94 current liability for plan year2018-12-314,175,124
Expected plan disbursements for the plan year2018-12-314,435,124
Current value of assets2018-12-3123,734,381
Number of retired participants and beneficiaries receiving payment2018-12-31220
Current liability for retired participants and beneficiaries receiving payment2018-12-3156,094,291
Number of terminated vested participants2018-12-3190
Current liability for terminated vested participants2018-12-3113,585,687
Current liability for active participants non vested benefits2018-12-31520,194
Current liability for active participants vested benefits2018-12-3120,635,394
Total number of active articipats2018-12-31154
Current liability for active participants2018-12-3121,155,588
Total participant count with liabilities2018-12-31464
Total current liabilitoes for participants with libailities2018-12-3190,835,566
Total employer contributions in plan year2018-12-314,678,658
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-315,453,375
Employer’s normal cost for plan year as of valuation date2018-12-31489,828
Amortization credits as of valuation date2018-12-31595,123
Total participants, beginning-of-year2018-01-01464
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-01189
Number of other retired or separated participants entitled to future benefits2018-01-0180
Total of all active and inactive participants2018-01-01438
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0141
Total participants2018-01-01479
Number of employers contributing to the scheme2018-01-0197
2017: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2017 401k membership
Current value of assets2017-12-3120,891,608
Acturial value of assets for funding standard account2017-12-3122,012,051
Accrued liability for plan using immediate gains methods2017-12-3151,246,461
Accrued liability under unit credit cost method2017-12-3151,246,461
RPA 94 current liability2017-12-3185,246,848
Expected increase in current liability due to benefits accruing during the plan year2017-12-31599,654
Expected release from RPA 94 current liability for plan year2017-12-314,047,917
Expected plan disbursements for the plan year2017-12-314,297,917
Current value of assets2017-12-3120,891,608
Number of retired participants and beneficiaries receiving payment2017-12-31219
Current liability for retired participants and beneficiaries receiving payment2017-12-3151,858,304
Number of terminated vested participants2017-12-31102
Current liability for terminated vested participants2017-12-3115,509,489
Current liability for active participants non vested benefits2017-12-31403,315
Current liability for active participants vested benefits2017-12-3117,475,740
Total number of active articipats2017-12-31140
Current liability for active participants2017-12-3117,879,055
Total participant count with liabilities2017-12-31461
Total current liabilitoes for participants with libailities2017-12-3185,246,848
Total employer contributions in plan year2017-12-313,936,373
Employer’s normal cost for plan year as of valuation date2017-12-31426,004
Prior year credit balance2017-12-3129,619,319
Amortization credits as of valuation date2017-12-311,915,032
Total participants, beginning-of-year2017-01-01461
Total number of active participants reported on line 7a of the Form 55002017-01-01154
Number of retired or separated participants receiving benefits2017-01-01183
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0138
Total participants2017-01-01464
Number of employers contributing to the scheme2017-01-0192
2016: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2016 401k membership
Current value of assets2016-12-3120,341,263
Acturial value of assets for funding standard account2016-12-3121,686,628
Accrued liability for plan using immediate gains methods2016-12-3151,111,328
Accrued liability under unit credit cost method2016-12-3151,111,328
RPA 94 current liability2016-12-3182,945,503
Expected increase in current liability due to benefits accruing during the plan year2016-12-31491,293
Expected release from RPA 94 current liability for plan year2016-12-313,997,237
Expected plan disbursements for the plan year2016-12-314,237,237
Current value of assets2016-12-3120,341,263
Number of retired participants and beneficiaries receiving payment2016-12-31222
Current liability for retired participants and beneficiaries receiving payment2016-12-3150,638,663
Number of terminated vested participants2016-12-31100
Current liability for terminated vested participants2016-12-3115,507,130
Current liability for active participants non vested benefits2016-12-31378,206
Current liability for active participants vested benefits2016-12-3116,421,504
Total number of active articipats2016-12-31136
Current liability for active participants2016-12-3116,799,710
Total participant count with liabilities2016-12-31458
Total current liabilitoes for participants with libailities2016-12-3182,945,503
Total employer contributions in plan year2016-12-313,031,174
Employer’s normal cost for plan year as of valuation date2016-12-31384,814
Prior year credit balance2016-12-3126,381,457
Amortization credits as of valuation date2016-12-311,915,034
Total participants, beginning-of-year2016-01-01459
Total number of active participants reported on line 7a of the Form 55002016-01-01140
Number of retired or separated participants receiving benefits2016-01-01182
Number of other retired or separated participants entitled to future benefits2016-01-01102
Total of all active and inactive participants2016-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0137
Total participants2016-01-01461
Number of employers contributing to the scheme2016-01-0181
2015: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2015 401k membership
Current value of assets2015-12-3120,530,929
Acturial value of assets for funding standard account2015-12-3121,356,047
Accrued liability for plan using immediate gains methods2015-12-3148,470,361
Accrued liability under unit credit cost method2015-12-3148,470,361
RPA 94 current liability2015-12-3180,132,731
Expected increase in current liability due to benefits accruing during the plan year2015-12-31424,585
Expected release from RPA 94 current liability for plan year2015-12-313,731,238
Expected plan disbursements for the plan year2015-12-313,966,238
Current value of assets2015-12-3120,530,929
Number of retired participants and beneficiaries receiving payment2015-12-31228
Current liability for retired participants and beneficiaries receiving payment2015-12-3148,307,938
Number of terminated vested participants2015-12-3199
Current liability for terminated vested participants2015-12-3115,159,030
Current liability for active participants non vested benefits2015-12-31301,928
Current liability for active participants vested benefits2015-12-3116,363,835
Total number of active articipats2015-12-31131
Current liability for active participants2015-12-3116,665,763
Total participant count with liabilities2015-12-31458
Total current liabilitoes for participants with libailities2015-12-3180,132,731
Total employer contributions in plan year2015-12-312,979,079
Employer’s normal cost for plan year as of valuation date2015-12-31357,326
Prior year credit balance2015-12-3123,077,874
Amortization credits as of valuation date2015-12-311,915,034
Total participants, beginning-of-year2015-01-01457
Total number of active participants reported on line 7a of the Form 55002015-01-01135
Number of retired or separated participants receiving benefits2015-01-01180
Number of other retired or separated participants entitled to future benefits2015-01-0199
Total of all active and inactive participants2015-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0145
Total participants2015-01-01459
Number of employers contributing to the scheme2015-01-0180
2014: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2014 401k membership
Current value of assets2014-12-3119,999,027
Acturial value of assets for funding standard account2014-12-3121,010,200
Accrued liability for plan using immediate gains methods2014-12-3147,991,466
Accrued liability under unit credit cost method2014-12-3147,991,466
RPA 94 current liability2014-12-3178,499,627
Expected increase in current liability due to benefits accruing during the plan year2014-12-31355,057
Expected release from RPA 94 current liability for plan year2014-12-313,501,827
Expected plan disbursements for the plan year2014-12-313,726,827
Current value of assets2014-12-3119,999,027
Number of retired participants and beneficiaries receiving payment2014-12-31225
Current liability for retired participants and beneficiaries receiving payment2014-12-3143,573,884
Number of terminated vested participants2014-12-31101
Current liability for terminated vested participants2014-12-3113,940,165
Current liability for active participants non vested benefits2014-12-31390,267
Current liability for active participants vested benefits2014-12-3120,595,311
Total number of active articipats2014-12-31133
Current liability for active participants2014-12-3120,985,578
Total participant count with liabilities2014-12-31459
Total current liabilitoes for participants with libailities2014-12-3178,499,627
Total employer contributions in plan year2014-12-312,522,714
Total employee contributions in plan year2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-311,673,412
Prior year credit balance2014-12-3120,589,740
Amortization credits as of valuation date2014-12-310
Total participants, beginning-of-year2014-01-01459
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-01181
Number of other retired or separated participants entitled to future benefits2014-01-0198
Total of all active and inactive participants2014-01-01410
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0147
Total participants2014-01-01457
Number of employers contributing to the scheme2014-01-0191
2013: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2013 401k membership
Current value of assets2013-12-3118,116,254
Acturial value of assets for funding standard account2013-12-3120,614,313
Accrued liability for plan using immediate gains methods2013-12-3147,196,466
Accrued liability under unit credit cost method2013-12-3147,196,466
RPA 94 current liability2013-12-3176,527,945
Expected increase in current liability due to benefits accruing during the plan year2013-12-31331,523
Expected release from RPA 94 current liability for plan year2013-12-313,301,009
Expected plan disbursements for the plan year2013-12-313,526,009
Current value of assets2013-12-3118,116,254
Number of retired participants and beneficiaries receiving payment2013-12-31219
Current liability for retired participants and beneficiaries receiving payment2013-12-3141,641,702
Number of terminated vested participants2013-12-31104
Current liability for terminated vested participants2013-12-3114,170,681
Current liability for active participants non vested benefits2013-12-31382,468
Current liability for active participants vested benefits2013-12-3120,333,094
Total number of active articipats2013-12-31138
Current liability for active participants2013-12-3120,715,562
Total participant count with liabilities2013-12-31461
Total current liabilitoes for participants with libailities2013-12-3176,527,945
Total employer contributions in plan year2013-12-312,268,794
Total employee contributions in plan year2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-311,598,464
Prior year credit balance2013-12-3118,450,540
Amortization credits as of valuation date2013-12-310
Total participants, beginning-of-year2013-01-01461
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-01172
Number of other retired or separated participants entitled to future benefits2013-01-01101
Total of all active and inactive participants2013-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0153
Total participants2013-01-01459
Number of employers contributing to the scheme2013-01-0176
2012: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01479
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-01170
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0149
Total participants2012-01-01461
Number of employers contributing to the scheme2012-01-01111
2011: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01473
Total number of active participants reported on line 7a of the Form 55002011-01-01174
Number of retired or separated participants receiving benefits2011-01-01161
Number of other retired or separated participants entitled to future benefits2011-01-0187
Total of all active and inactive participants2011-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0157
Total participants2011-01-01479
Number of employers contributing to the scheme2011-01-01103
2010: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01469
Total number of active participants reported on line 7a of the Form 55002010-01-01153
Number of retired or separated participants receiving benefits2010-01-01158
Number of other retired or separated participants entitled to future benefits2010-01-01104
Total of all active and inactive participants2010-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0158
Total participants2010-01-01473
Number of employers contributing to the scheme2010-01-0199
2009: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01469
Total number of active participants reported on line 7a of the Form 55002009-01-01159
Number of retired or separated participants receiving benefits2009-01-01153
Number of other retired or separated participants entitled to future benefits2009-01-01114
Total of all active and inactive participants2009-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0143
Total participants2009-01-01469
Number of employers contributing to the scheme2009-01-0196

Financial Data on IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN

Measure Date Value
2022 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$73,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$64,680
Total income from all sources (including contributions)2022-12-31$-1,559,367
Total of all expenses incurred2022-12-31$4,264,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,925,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,350,859
Value of total assets at end of year2022-12-31$27,749,727
Value of total assets at beginning of year2022-12-31$33,564,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$338,958
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$434,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$434,232
Administrative expenses professional fees incurred2022-12-31$124,680
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$26,598
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,851
Other income not declared elsewhere2022-12-31$237,973
Administrative expenses (other) incurred2022-12-31$53,760
Liabilities. Value of operating payables at end of year2022-12-31$73,260
Liabilities. Value of operating payables at beginning of year2022-12-31$64,680
Total non interest bearing cash at end of year2022-12-31$846,435
Total non interest bearing cash at beginning of year2022-12-31$391,313
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,823,512
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,676,467
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$33,499,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$2,749,017
Assets. partnership/joint venture interests at beginning of year2022-12-31$2,542,171
Investment advisory and management fees2022-12-31$72,480
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$19,501,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$24,981,512
Value of interest in common/collective trusts at end of year2022-12-31$4,254,588
Value of interest in common/collective trusts at beginning of year2022-12-31$5,285,107
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,064,348
Net investment gain or loss from common/collective trusts2022-12-31$-518,083
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,350,859
Employer contributions (assets) at end of year2022-12-31$371,692
Employer contributions (assets) at beginning of year2022-12-31$345,705
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,925,187
Contract administrator fees2022-12-31$88,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2022-12-31470900880
2021 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$64,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$69,719
Total income from all sources (including contributions)2021-12-31$6,927,765
Total of all expenses incurred2021-12-31$4,318,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,950,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,020,972
Value of total assets at end of year2021-12-31$33,564,659
Value of total assets at beginning of year2021-12-31$30,960,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$368,022
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$634,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$634,796
Administrative expenses professional fees incurred2021-12-31$132,217
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,851
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$28,942
Other income not declared elsewhere2021-12-31$457,249
Administrative expenses (other) incurred2021-12-31$55,870
Liabilities. Value of operating payables at end of year2021-12-31$64,680
Liabilities. Value of operating payables at beginning of year2021-12-31$69,719
Total non interest bearing cash at end of year2021-12-31$391,313
Total non interest bearing cash at beginning of year2021-12-31$339,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,608,909
Value of net assets at end of year (total assets less liabilities)2021-12-31$33,499,979
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$30,891,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$2,542,171
Assets. partnership/joint venture interests at beginning of year2021-12-31$2,110,429
Investment advisory and management fees2021-12-31$74,799
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$24,981,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$8,820,924
Value of interest in common/collective trusts at end of year2021-12-31$5,285,107
Value of interest in common/collective trusts at beginning of year2021-12-31$19,295,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$975,792
Net investment gain or loss from common/collective trusts2021-12-31$1,838,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$3,020,972
Employer contributions (assets) at end of year2021-12-31$345,705
Employer contributions (assets) at beginning of year2021-12-31$365,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,950,834
Contract administrator fees2021-12-31$105,136
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2021-12-31470900880
2020 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$69,719
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$68,090
Total income from all sources (including contributions)2020-12-31$7,127,544
Total of all expenses incurred2020-12-31$4,239,676
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,876,610
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,253,279
Value of total assets at end of year2020-12-31$30,960,789
Value of total assets at beginning of year2020-12-31$28,071,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$363,066
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$362,272
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$362,272
Administrative expenses professional fees incurred2020-12-31$146,377
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$28,942
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$19,683
Other income not declared elsewhere2020-12-31$32,955
Administrative expenses (other) incurred2020-12-31$46,405
Liabilities. Value of operating payables at end of year2020-12-31$69,719
Liabilities. Value of operating payables at beginning of year2020-12-31$68,090
Total non interest bearing cash at end of year2020-12-31$339,101
Total non interest bearing cash at beginning of year2020-12-31$983,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,887,868
Value of net assets at end of year (total assets less liabilities)2020-12-31$30,891,070
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,003,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$2,110,429
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,100,692
Investment advisory and management fees2020-12-31$73,786
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$8,820,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,856,288
Value of interest in common/collective trusts at end of year2020-12-31$19,295,887
Value of interest in common/collective trusts at beginning of year2020-12-31$16,730,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$602,364
Net investment gain or loss from common/collective trusts2020-12-31$2,876,674
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$3,253,279
Employer contributions (assets) at end of year2020-12-31$365,506
Employer contributions (assets) at beginning of year2020-12-31$380,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,876,610
Contract administrator fees2020-12-31$96,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2020-12-31470900880
2019 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$68,090
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$187,058
Total income from all sources (including contributions)2019-12-31$8,589,481
Total of all expenses incurred2019-12-31$4,162,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,856,129
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,967,468
Value of total assets at end of year2019-12-31$28,071,292
Value of total assets at beginning of year2019-12-31$23,763,047
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$306,139
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$194,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$194,197
Administrative expenses professional fees incurred2019-12-31$93,205
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$19,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$17,770
Other income not declared elsewhere2019-12-31$125,533
Administrative expenses (other) incurred2019-12-31$44,023
Liabilities. Value of operating payables at end of year2019-12-31$68,090
Liabilities. Value of operating payables at beginning of year2019-12-31$187,058
Total non interest bearing cash at end of year2019-12-31$983,909
Total non interest bearing cash at beginning of year2019-12-31$1,082,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,427,213
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,003,202
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,575,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$2,100,692
Assets. partnership/joint venture interests at beginning of year2019-12-31$1,997,927
Investment advisory and management fees2019-12-31$72,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,856,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,928,355
Value of interest in common/collective trusts at end of year2019-12-31$16,730,051
Value of interest in common/collective trusts at beginning of year2019-12-31$14,172,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$733,735
Net investment gain or loss from common/collective trusts2019-12-31$3,568,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,967,468
Employer contributions (assets) at end of year2019-12-31$380,669
Employer contributions (assets) at beginning of year2019-12-31$564,561
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,856,129
Contract administrator fees2019-12-31$96,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
2018 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$187,058
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$112,391
Total income from all sources (including contributions)2018-12-31$3,968,308
Total of all expenses incurred2018-12-31$4,126,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,793,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,678,659
Value of total assets at end of year2018-12-31$23,763,047
Value of total assets at beginning of year2018-12-31$23,846,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$333,413
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$259,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$259,147
Administrative expenses professional fees incurred2018-12-31$125,904
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$17,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$24,859
Other income not declared elsewhere2018-12-31$161,397
Administrative expenses (other) incurred2018-12-31$43,570
Liabilities. Value of operating payables at end of year2018-12-31$187,058
Liabilities. Value of operating payables at beginning of year2018-12-31$112,391
Total non interest bearing cash at end of year2018-12-31$1,082,197
Total non interest bearing cash at beginning of year2018-12-31$514,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-158,392
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,575,989
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$23,734,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$1,997,927
Assets. partnership/joint venture interests at beginning of year2018-12-31$1,858,002
Investment advisory and management fees2018-12-31$70,223
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,928,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,307,633
Value of interest in common/collective trusts at end of year2018-12-31$14,172,237
Value of interest in common/collective trusts at beginning of year2018-12-31$14,675,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-638,425
Net investment gain or loss from common/collective trusts2018-12-31$-492,470
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$4,678,659
Employer contributions (assets) at end of year2018-12-31$564,561
Employer contributions (assets) at beginning of year2018-12-31$466,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,793,287
Contract administrator fees2018-12-31$93,716
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP
Accountancy firm EIN2018-12-31470900880
2017 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$112,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$107,112
Total income from all sources (including contributions)2017-12-31$6,901,078
Total of all expenses incurred2017-12-31$4,058,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,692,999
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,936,373
Value of total assets at end of year2017-12-31$23,846,772
Value of total assets at beginning of year2017-12-31$20,998,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$365,306
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$222,391
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$222,391
Administrative expenses professional fees incurred2017-12-31$156,114
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$24,859
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$25,594
Other income not declared elsewhere2017-12-31$139,918
Administrative expenses (other) incurred2017-12-31$54,605
Liabilities. Value of operating payables at end of year2017-12-31$112,391
Liabilities. Value of operating payables at beginning of year2017-12-31$107,112
Total non interest bearing cash at end of year2017-12-31$514,477
Total non interest bearing cash at beginning of year2017-12-31$172,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,842,773
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,734,381
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,891,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$1,858,002
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,738,117
Investment advisory and management fees2017-12-31$63,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,307,633
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,608,499
Value of interest in common/collective trusts at end of year2017-12-31$14,675,006
Value of interest in common/collective trusts at beginning of year2017-12-31$12,859,069
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$476,743
Net investment gain or loss from common/collective trusts2017-12-31$2,125,653
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$3,936,373
Employer contributions (assets) at end of year2017-12-31$466,795
Employer contributions (assets) at beginning of year2017-12-31$594,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,692,999
Contract administrator fees2017-12-31$90,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CALIBRE CPA GROUP
Accountancy firm EIN2017-12-31470900880
2016 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$107,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$137,566
Total income from all sources (including contributions)2016-12-31$4,388,373
Total of all expenses incurred2016-12-31$3,838,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,523,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,031,174
Value of total assets at end of year2016-12-31$20,998,720
Value of total assets at beginning of year2016-12-31$20,478,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$314,054
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$135,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$135,500
Administrative expenses professional fees incurred2016-12-31$114,927
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$25,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$27,049
Other income not declared elsewhere2016-12-31$116,030
Administrative expenses (other) incurred2016-12-31$49,462
Liabilities. Value of operating payables at end of year2016-12-31$107,112
Liabilities. Value of operating payables at beginning of year2016-12-31$137,566
Total non interest bearing cash at end of year2016-12-31$172,557
Total non interest bearing cash at beginning of year2016-12-31$462,580
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$550,345
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,891,608
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,341,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$1,738,117
Assets. partnership/joint venture interests at beginning of year2016-12-31$1,640,945
Investment advisory and management fees2016-12-31$64,525
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,608,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,588,873
Value of interest in common/collective trusts at end of year2016-12-31$12,859,069
Value of interest in common/collective trusts at beginning of year2016-12-31$12,451,866
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-115,873
Net investment gain or loss from common/collective trusts2016-12-31$1,221,542
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$3,031,174
Employer contributions (assets) at end of year2016-12-31$594,884
Employer contributions (assets) at beginning of year2016-12-31$307,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,523,974
Contract administrator fees2016-12-31$85,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2016-12-31470900880
2015 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$137,566
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$83,904
Total income from all sources (including contributions)2015-12-31$3,472,291
Total of all expenses incurred2015-12-31$3,661,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,369,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,979,079
Value of total assets at end of year2015-12-31$20,478,829
Value of total assets at beginning of year2015-12-31$20,614,833
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$292,471
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$255,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$255,640
Administrative expenses professional fees incurred2015-12-31$105,126
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$27,049
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$34,803
Other income not declared elsewhere2015-12-31$220,169
Administrative expenses (other) incurred2015-12-31$48,362
Liabilities. Value of operating payables at end of year2015-12-31$137,566
Liabilities. Value of operating payables at beginning of year2015-12-31$83,904
Total non interest bearing cash at end of year2015-12-31$462,580
Total non interest bearing cash at beginning of year2015-12-31$781,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-189,666
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,341,263
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,530,929
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$1,640,945
Assets. partnership/joint venture interests at beginning of year2015-12-31$1,438,119
Investment advisory and management fees2015-12-31$53,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,588,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,502,539
Value of interest in common/collective trusts at end of year2015-12-31$12,451,866
Value of interest in common/collective trusts at beginning of year2015-12-31$12,265,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-169,308
Net investment gain or loss from common/collective trusts2015-12-31$186,711
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,979,079
Employer contributions (assets) at end of year2015-12-31$307,516
Employer contributions (assets) at beginning of year2015-12-31$593,167
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,369,486
Contract administrator fees2015-12-31$85,140
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2015-12-31470900880
2014 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$83,904
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$69,724
Total income from all sources (including contributions)2014-12-31$4,015,948
Total of all expenses incurred2014-12-31$3,484,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,199,849
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,522,714
Value of total assets at end of year2014-12-31$20,614,833
Value of total assets at beginning of year2014-12-31$20,068,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$284,197
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$242,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$242,652
Administrative expenses professional fees incurred2014-12-31$114,966
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$34,803
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$25,352
Other income not declared elsewhere2014-12-31$150,782
Administrative expenses (other) incurred2014-12-31$34,608
Liabilities. Value of operating payables at end of year2014-12-31$83,904
Liabilities. Value of operating payables at beginning of year2014-12-31$69,724
Total non interest bearing cash at end of year2014-12-31$781,049
Total non interest bearing cash at beginning of year2014-12-31$467,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$531,902
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,530,929
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,999,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$1,438,119
Assets. partnership/joint venture interests at beginning of year2014-12-31$1,302,696
Investment advisory and management fees2014-12-31$51,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,502,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,405,944
Value of interest in common/collective trusts at end of year2014-12-31$12,265,156
Value of interest in common/collective trusts at beginning of year2014-12-31$12,544,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-146,056
Net investment gain or loss from common/collective trusts2014-12-31$1,245,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,522,714
Employer contributions (assets) at end of year2014-12-31$593,167
Employer contributions (assets) at beginning of year2014-12-31$323,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,199,849
Contract administrator fees2014-12-31$82,660
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2014-12-31470900880
2013 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$69,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$60,070
Total income from all sources (including contributions)2013-12-31$5,112,971
Total of all expenses incurred2013-12-31$3,230,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,976,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,268,794
Value of total assets at end of year2013-12-31$20,068,751
Value of total assets at beginning of year2013-12-31$18,176,324
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$253,990
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$138,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$138,100
Administrative expenses professional fees incurred2013-12-31$90,560
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$25,352
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$16,776
Other income not declared elsewhere2013-12-31$144,389
Administrative expenses (other) incurred2013-12-31$32,164
Liabilities. Value of operating payables at end of year2013-12-31$69,724
Liabilities. Value of operating payables at beginning of year2013-12-31$60,070
Total non interest bearing cash at end of year2013-12-31$467,213
Total non interest bearing cash at beginning of year2013-12-31$234,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,882,773
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,999,027
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$18,116,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$1,302,696
Assets. partnership/joint venture interests at beginning of year2013-12-31$1,172,119
Investment advisory and management fees2013-12-31$51,013
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,405,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,485,325
Value of interest in common/collective trusts at end of year2013-12-31$12,544,300
Value of interest in common/collective trusts at beginning of year2013-12-31$12,898,200
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$340,588
Net investment gain or loss from common/collective trusts2013-12-31$2,221,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,268,794
Employer contributions (assets) at end of year2013-12-31$323,246
Employer contributions (assets) at beginning of year2013-12-31$369,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,976,208
Contract administrator fees2013-12-31$80,253
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2013-12-31470900880
2012 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$60,070
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$94,872
Total income from all sources (including contributions)2012-12-31$4,146,803
Total of all expenses incurred2012-12-31$3,027,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,774,827
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,194,003
Value of total assets at end of year2012-12-31$18,176,324
Value of total assets at beginning of year2012-12-31$17,091,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$252,778
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$142,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$142,994
Administrative expenses professional fees incurred2012-12-31$92,921
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$16,776
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$27,235
Other income not declared elsewhere2012-12-31$119,519
Administrative expenses (other) incurred2012-12-31$32,779
Liabilities. Value of operating payables at end of year2012-12-31$60,070
Liabilities. Value of operating payables at beginning of year2012-12-31$94,872
Total non interest bearing cash at end of year2012-12-31$234,857
Total non interest bearing cash at beginning of year2012-12-31$801,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,119,198
Value of net assets at end of year (total assets less liabilities)2012-12-31$18,116,254
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$16,997,056
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$1,172,119
Assets. partnership/joint venture interests at beginning of year2012-12-31$1,064,760
Investment advisory and management fees2012-12-31$48,973
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,485,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,976,070
Value of interest in common/collective trusts at end of year2012-12-31$12,898,200
Value of interest in common/collective trusts at beginning of year2012-12-31$11,924,174
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$366,262
Net investment gain or loss from common/collective trusts2012-12-31$1,324,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,194,003
Employer contributions (assets) at end of year2012-12-31$369,047
Employer contributions (assets) at beginning of year2012-12-31$298,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,774,827
Contract administrator fees2012-12-31$78,105
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2012-12-31470900880
2011 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$94,872
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,149
Total income from all sources (including contributions)2011-12-31$2,856,649
Total of all expenses incurred2011-12-31$2,848,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,559,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,389,022
Value of total assets at end of year2011-12-31$17,091,928
Value of total assets at beginning of year2011-12-31$17,065,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$288,225
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$146,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$146,344
Administrative expenses professional fees incurred2011-12-31$112,583
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$27,235
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$106,439
Other income not declared elsewhere2011-12-31$140,344
Administrative expenses (other) incurred2011-12-31$52,410
Liabilities. Value of operating payables at end of year2011-12-31$94,872
Liabilities. Value of operating payables at beginning of year2011-12-31$77,149
Total non interest bearing cash at end of year2011-12-31$801,507
Total non interest bearing cash at beginning of year2011-12-31$331,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$8,589
Value of net assets at end of year (total assets less liabilities)2011-12-31$16,997,056
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$16,988,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$1,064,760
Assets. partnership/joint venture interests at beginning of year2011-12-31$935,428
Investment advisory and management fees2011-12-31$47,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,976,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,412,202
Value of interest in common/collective trusts at end of year2011-12-31$11,924,174
Value of interest in common/collective trusts at beginning of year2011-12-31$11,985,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-332,477
Net investment gain or loss from common/collective trusts2011-12-31$513,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,389,022
Employer contributions (assets) at end of year2011-12-31$298,182
Employer contributions (assets) at beginning of year2011-12-31$294,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,559,835
Contract administrator fees2011-12-31$76,015
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LEVINSON SIMON HEIN & BILKEY, P.C.
Accountancy firm EIN2011-12-31363701668
2010 : IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$77,149
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$40,121
Total income from all sources (including contributions)2010-12-31$3,814,364
Total of all expenses incurred2010-12-31$2,691,973
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,416,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,882,760
Value of total assets at end of year2010-12-31$17,065,616
Value of total assets at beginning of year2010-12-31$15,906,197
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$275,651
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$163,477
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$163,477
Administrative expenses professional fees incurred2010-12-31$108,699
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$106,439
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$26,965
Other income not declared elsewhere2010-12-31$164,753
Administrative expenses (other) incurred2010-12-31$48,341
Liabilities. Value of operating payables at end of year2010-12-31$77,149
Liabilities. Value of operating payables at beginning of year2010-12-31$40,121
Total non interest bearing cash at end of year2010-12-31$331,249
Total non interest bearing cash at beginning of year2010-12-31$212,496
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,122,391
Value of net assets at end of year (total assets less liabilities)2010-12-31$16,988,467
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$15,866,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$935,428
Assets. partnership/joint venture interests at beginning of year2010-12-31$849,518
Investment advisory and management fees2010-12-31$44,631
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,412,202
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,473,863
Value of interest in common/collective trusts at end of year2010-12-31$11,985,759
Value of interest in common/collective trusts at beginning of year2010-12-31$11,157,248
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$224,863
Net investment gain or loss from common/collective trusts2010-12-31$1,378,511
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,882,760
Employer contributions (assets) at end of year2010-12-31$294,539
Employer contributions (assets) at beginning of year2010-12-31$186,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,416,322
Contract administrator fees2010-12-31$73,980
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LEVINSON SIMON HEIN & BILKEY, P.C.
Accountancy firm EIN2010-12-31363701668

Form 5500 Responses for IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN

2022: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedYes
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS LOCAL 498 DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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