?>
Logo

CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 401k Plan overview

Plan NameCHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN
Plan identification number 002

CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).

401k Sponsoring company profile

BOARD OF TRUSTEES CHICAGO AREA IBT SEVERANCE AND RETIREMENT TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES CHICAGO AREA IBT SEVERANCE AND RETIREMENT TRUST FUND
Employer identification number (EIN):363296789
NAIC Classification:424400

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-02-01
0022021-02-01
0022020-02-01
0022019-02-01
0022018-02-01
0022017-02-01HOWARD MURDOCH RON SANDACK2018-11-14
0022016-02-01HOWARD MURDOCH RON SANDACK2017-11-13
0022015-02-01HOWARD MURDOCH RON SANDACK2016-11-09
0022014-02-01HOWARD MURDOCH RON SANDACK2015-11-13
0022013-02-01HOWARD MURDOCH RON SANDACK2014-11-13
0022012-02-01HOWARD MURDOCH RON SANDACK2013-11-15
0022011-02-01HOWARD MURDOCH RON SANDACK2012-11-09
0022009-02-01HOWARD MURDOCH JAMES RUSS2010-11-09

Plan Statistics for CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN

401k plan membership statisitcs for CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN

Measure Date Value
2022: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-02-014,193
Total number of active participants reported on line 7a of the Form 55002022-02-011,277
Number of other retired or separated participants entitled to future benefits2022-02-013,107
Total of all active and inactive participants2022-02-014,384
Total participants2022-02-014,384
Number of participants with account balances2022-02-010
Number of employers contributing to the scheme2022-02-0160
2021: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-02-013,927
Total number of active participants reported on line 7a of the Form 55002021-02-011,144
Number of other retired or separated participants entitled to future benefits2021-02-013,049
Total of all active and inactive participants2021-02-014,193
Total participants2021-02-014,193
Number of participants with account balances2021-02-010
Number of employers contributing to the scheme2021-02-0163
2020: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-013,921
Total number of active participants reported on line 7a of the Form 55002020-02-01927
Number of other retired or separated participants entitled to future benefits2020-02-013,000
Total of all active and inactive participants2020-02-013,927
Total participants2020-02-013,927
Number of participants with account balances2020-02-010
Number of employers contributing to the scheme2020-02-0165
2019: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-013,919
Total number of active participants reported on line 7a of the Form 55002019-02-01919
Number of other retired or separated participants entitled to future benefits2019-02-013,002
Total of all active and inactive participants2019-02-013,921
Total participants2019-02-013,921
Number of participants with account balances2019-02-010
Number of employers contributing to the scheme2019-02-0163
2018: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-02-013,908
Total number of active participants reported on line 7a of the Form 55002018-02-01967
Number of other retired or separated participants entitled to future benefits2018-02-012,952
Total of all active and inactive participants2018-02-013,919
Total participants2018-02-013,919
Number of employers contributing to the scheme2018-02-0165
2017: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-013,908
Total number of active participants reported on line 7a of the Form 55002017-02-011,294
Number of other retired or separated participants entitled to future benefits2017-02-012,625
Total of all active and inactive participants2017-02-013,919
Total participants2017-02-013,919
Number of employers contributing to the scheme2017-02-0165
2016: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-013,887
Total number of active participants reported on line 7a of the Form 55002016-02-011,295
Number of other retired or separated participants entitled to future benefits2016-02-012,613
Total of all active and inactive participants2016-02-013,908
Total participants2016-02-013,908
Number of employers contributing to the scheme2016-02-0168
2015: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-013,842
Total number of active participants reported on line 7a of the Form 55002015-02-011,305
Number of other retired or separated participants entitled to future benefits2015-02-012,582
Total of all active and inactive participants2015-02-013,887
Total participants2015-02-013,887
Number of employers contributing to the scheme2015-02-0168
2014: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-013,789
Total number of active participants reported on line 7a of the Form 55002014-02-011,483
Number of other retired or separated participants entitled to future benefits2014-02-012,359
Total of all active and inactive participants2014-02-013,842
Total participants2014-02-013,842
Number of employers contributing to the scheme2014-02-0168
2013: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-013,949
Total number of active participants reported on line 7a of the Form 55002013-02-011,469
Number of other retired or separated participants entitled to future benefits2013-02-012,320
Total of all active and inactive participants2013-02-013,789
Total participants2013-02-013,789
Number of employers contributing to the scheme2013-02-0179
2012: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-014,002
Total number of active participants reported on line 7a of the Form 55002012-02-011,534
Number of other retired or separated participants entitled to future benefits2012-02-012,415
Total of all active and inactive participants2012-02-013,949
Total participants2012-02-013,949
Number of employers contributing to the scheme2012-02-0186
2011: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-014,056
Total number of active participants reported on line 7a of the Form 55002011-02-011,559
Number of other retired or separated participants entitled to future benefits2011-02-012,443
Total of all active and inactive participants2011-02-014,002
Total participants2011-02-014,002
Number of employers contributing to the scheme2011-02-0192
2009: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-014,107
Total number of active participants reported on line 7a of the Form 55002009-02-011,794
Number of other retired or separated participants entitled to future benefits2009-02-012,263
Total of all active and inactive participants2009-02-014,057
Total participants2009-02-014,057
Number of employers contributing to the scheme2009-02-0195

Financial Data on CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN

Measure Date Value
2023 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-01-31$73,699
Total unrealized appreciation/depreciation of assets2023-01-31$73,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$62,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-31$87,680
Total income from all sources (including contributions)2023-01-31$-142,866
Total loss/gain on sale of assets2023-01-31$86,583
Total of all expenses incurred2023-01-31$3,403,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-31$2,917,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-31$2,460,189
Value of total assets at end of year2023-01-31$50,331,132
Value of total assets at beginning of year2023-01-31$53,902,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-31$485,720
Total interest from all sources2023-01-31$1,498
Total dividends received (eg from common stock, registered investment company shares)2023-01-31$481,967
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-31$481,967
Administrative expenses professional fees incurred2023-01-31$142,340
Was this plan covered by a fidelity bond2023-01-31Yes
Value of fidelity bond cover2023-01-31$1,000,000
If this is an individual account plan, was there a blackout period2023-01-31No
Were there any nonexempt tranactions with any party-in-interest2023-01-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-01-31$30,784
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-01-31$38,161
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-31$35,900
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-31$48,565
Other income not declared elsewhere2023-01-31$88
Administrative expenses (other) incurred2023-01-31$232,877
Liabilities. Value of operating payables at end of year2023-01-31$26,884
Liabilities. Value of operating payables at beginning of year2023-01-31$39,115
Total non interest bearing cash at end of year2023-01-31$185,881
Total non interest bearing cash at beginning of year2023-01-31$152,630
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Value of net income/loss2023-01-31$-3,546,262
Value of net assets at end of year (total assets less liabilities)2023-01-31$50,268,348
Value of net assets at beginning of year (total assets less liabilities)2023-01-31$53,814,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-31No
Were any leases to which the plan was party in default or uncollectible2023-01-31No
Assets. partnership/joint venture interests at end of year2023-01-31$3,782,646
Assets. partnership/joint venture interests at beginning of year2023-01-31$0
Investment advisory and management fees2023-01-31$110,503
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-31$25,794,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-31$33,516,164
Value of interest in pooled separate accounts at end of year2023-01-31$1,438,569
Value of interest in pooled separate accounts at beginning of year2023-01-31$1,410,946
Value of interest in common/collective trusts at end of year2023-01-31$15,333,734
Value of interest in common/collective trusts at beginning of year2023-01-31$16,260,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-01-31$671,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-01-31$671,084
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-01-31$1,498
Assets. Value of investments in 103.12 investment entities at end of year2023-01-31$3,532,197
Assets. Value of investments in 103.12 investment entities at beginning of year2023-01-31$1,639,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-31$-2,780,089
Net investment gain/loss from pooled separate accounts2023-01-31$27,624
Net investment gain or loss from common/collective trusts2023-01-31$-526,490
Net gain/loss from 103.12 investment entities2023-01-31$32,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-31Yes
Was there a failure to transmit to the plan any participant contributions2023-01-31No
Has the plan failed to provide any benefit when due under the plan2023-01-31No
Contributions received in cash from employer2023-01-31$2,460,189
Employer contributions (assets) at end of year2023-01-31$197,344
Employer contributions (assets) at beginning of year2023-01-31$208,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-31$2,917,676
Assets. Value of buildings and other operty used in plan operation at end of year2023-01-31$35,141
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-01-31$5,854
Did the plan have assets held for investment2023-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-31No
Aggregate proceeds on sale of assets2023-01-31$8,052,942
Aggregate carrying amount (costs) on sale of assets2023-01-31$7,966,359
Opinion of an independent qualified public accountant for this plan2023-01-31Unqualified
Accountancy firm name2023-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2023-01-31320043599
2022 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-01-31$-9,007,586
Total unrealized appreciation/depreciation of assets2022-01-31$-9,007,586
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$87,680
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-31$292,998
Total income from all sources (including contributions)2022-01-31$5,424,644
Total loss/gain on sale of assets2022-01-31$8,780,447
Total of all expenses incurred2022-01-31$4,077,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-31$3,544,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-31$2,210,637
Value of total assets at end of year2022-01-31$53,902,290
Value of total assets at beginning of year2022-01-31$52,760,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-31$533,285
Total interest from all sources2022-01-31$143,425
Total dividends received (eg from common stock, registered investment company shares)2022-01-31$621,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-31$621,842
Administrative expenses professional fees incurred2022-01-31$134,277
Was this plan covered by a fidelity bond2022-01-31Yes
Value of fidelity bond cover2022-01-31$1,000,000
If this is an individual account plan, was there a blackout period2022-01-31No
Were there any nonexempt tranactions with any party-in-interest2022-01-31No
Assets. Other investments not covered elsewhere at beginning of year2022-01-31$6,739,146
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-01-31$38,161
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-01-31$209,760
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-31$48,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-31$243,940
Other income not declared elsewhere2022-01-31$4,564
Administrative expenses (other) incurred2022-01-31$239,963
Liabilities. Value of operating payables at end of year2022-01-31$39,115
Liabilities. Value of operating payables at beginning of year2022-01-31$49,058
Total non interest bearing cash at end of year2022-01-31$152,630
Total non interest bearing cash at beginning of year2022-01-31$142,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Value of net income/loss2022-01-31$1,347,043
Value of net assets at end of year (total assets less liabilities)2022-01-31$53,814,610
Value of net assets at beginning of year (total assets less liabilities)2022-01-31$52,467,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-31No
Were any leases to which the plan was party in default or uncollectible2022-01-31No
Investment advisory and management fees2022-01-31$159,045
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-31$33,516,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-31$5,195,565
Value of interest in pooled separate accounts at end of year2022-01-31$1,410,946
Value of interest in pooled separate accounts at beginning of year2022-01-31$0
Interest earned on other investments2022-01-31$7,314
Income. Interest from US Government securities2022-01-31$21,634
Income. Interest from corporate debt instruments2022-01-31$114,312
Value of interest in common/collective trusts at end of year2022-01-31$16,260,223
Value of interest in common/collective trusts at beginning of year2022-01-31$6,628,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-01-31$671,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-01-31$296,363
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-01-31$296,363
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-01-31$165
Assets. Value of investments in 103.12 investment entities at end of year2022-01-31$1,639,016
Assets. Value of investments in 103.12 investment entities at beginning of year2022-01-31$11,506,742
Asset value of US Government securities at end of year2022-01-31$0
Asset value of US Government securities at beginning of year2022-01-31$8,137,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-31$703,062
Net investment gain/loss from pooled separate accounts2022-01-31$10,946
Net investment gain or loss from common/collective trusts2022-01-31$572,499
Net gain/loss from 103.12 investment entities2022-01-31$1,384,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-31Yes
Was there a failure to transmit to the plan any participant contributions2022-01-31No
Has the plan failed to provide any benefit when due under the plan2022-01-31No
Contributions received in cash from employer2022-01-31$2,210,637
Employer contributions (assets) at end of year2022-01-31$208,212
Employer contributions (assets) at beginning of year2022-01-31$155,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-31$3,544,316
Asset. Corporate debt instrument debt (other) at end of year2022-01-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-01-31$13,742,217
Assets. Value of buildings and other operty used in plan operation at end of year2022-01-31$5,854
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-01-31$6,199
Did the plan have assets held for investment2022-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-31No
Aggregate proceeds on sale of assets2022-01-31$97,444,737
Aggregate carrying amount (costs) on sale of assets2022-01-31$88,664,290
Opinion of an independent qualified public accountant for this plan2022-01-31Unqualified
Accountancy firm name2022-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-01-31320043599
2021 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-01-31$28,720
Total unrealized appreciation/depreciation of assets2021-01-31$28,720
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$292,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-01-31$402,418
Total income from all sources (including contributions)2021-01-31$6,336,120
Total loss/gain on sale of assets2021-01-31$430,551
Total of all expenses incurred2021-01-31$4,486,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-01-31$3,904,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-01-31$2,137,252
Value of total assets at end of year2021-01-31$52,760,565
Value of total assets at beginning of year2021-01-31$51,020,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-01-31$581,772
Total interest from all sources2021-01-31$645,867
Total dividends received (eg from common stock, registered investment company shares)2021-01-31$97,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-01-31$97,664
Administrative expenses professional fees incurred2021-01-31$170,452
Was this plan covered by a fidelity bond2021-01-31Yes
Value of fidelity bond cover2021-01-31$500,000
If this is an individual account plan, was there a blackout period2021-01-31No
Were there any nonexempt tranactions with any party-in-interest2021-01-31No
Assets. Other investments not covered elsewhere at end of year2021-01-31$6,739,146
Assets. Other investments not covered elsewhere at beginning of year2021-01-31$6,387,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-01-31$209,760
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-01-31$962,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-01-31$243,940
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-01-31$286,623
Other income not declared elsewhere2021-01-31$4,735
Administrative expenses (other) incurred2021-01-31$231,357
Liabilities. Value of operating payables at end of year2021-01-31$49,058
Liabilities. Value of operating payables at beginning of year2021-01-31$115,795
Total non interest bearing cash at end of year2021-01-31$142,609
Total non interest bearing cash at beginning of year2021-01-31$256,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Value of net income/loss2021-01-31$1,849,493
Value of net assets at end of year (total assets less liabilities)2021-01-31$52,467,567
Value of net assets at beginning of year (total assets less liabilities)2021-01-31$50,618,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-01-31No
Were any leases to which the plan was party in default or uncollectible2021-01-31No
Investment advisory and management fees2021-01-31$179,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-01-31$5,195,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-01-31$4,345,884
Interest earned on other investments2021-01-31$32,869
Income. Interest from US Government securities2021-01-31$99,017
Income. Interest from corporate debt instruments2021-01-31$511,525
Value of interest in common/collective trusts at end of year2021-01-31$6,628,808
Value of interest in common/collective trusts at beginning of year2021-01-31$6,926,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-01-31$296,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-01-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-01-31$2,456
Assets. Value of investments in 103.12 investment entities at end of year2021-01-31$11,506,742
Assets. Value of investments in 103.12 investment entities at beginning of year2021-01-31$10,008,330
Asset value of US Government securities at end of year2021-01-31$8,137,251
Asset value of US Government securities at beginning of year2021-01-31$9,714,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-01-31$752,016
Net investment gain or loss from common/collective trusts2021-01-31$182,700
Net gain/loss from 103.12 investment entities2021-01-31$2,056,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-01-31Yes
Was there a failure to transmit to the plan any participant contributions2021-01-31No
Has the plan failed to provide any benefit when due under the plan2021-01-31No
Contributions received in cash from employer2021-01-31$2,137,252
Employer contributions (assets) at end of year2021-01-31$155,905
Employer contributions (assets) at beginning of year2021-01-31$127,784
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-01-31$3,904,855
Asset. Corporate debt instrument debt (other) at end of year2021-01-31$13,742,217
Asset. Corporate debt instrument debt (other) at beginning of year2021-01-31$12,285,383
Assets. Value of buildings and other operty used in plan operation at end of year2021-01-31$6,199
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-01-31$6,792
Did the plan have assets held for investment2021-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-01-31No
Aggregate proceeds on sale of assets2021-01-31$40,972,434
Aggregate carrying amount (costs) on sale of assets2021-01-31$40,541,883
Opinion of an independent qualified public accountant for this plan2021-01-31Unqualified
Accountancy firm name2021-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-01-31320043599
2020 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$552,767
Unrealized appreciation/depreciation of other (non real estate) assets2020-01-31$552,767
Total unrealized appreciation/depreciation of assets2020-01-31$552,767
Total unrealized appreciation/depreciation of assets2020-01-31$552,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$402,418
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$402,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$214,517
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-01-31$214,517
Total income from all sources (including contributions)2020-01-31$6,648,533
Total loss/gain on sale of assets2020-01-31$454,382
Total loss/gain on sale of assets2020-01-31$454,382
Total of all expenses incurred2020-01-31$6,242,153
Total of all expenses incurred2020-01-31$6,242,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$5,708,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-01-31$5,708,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$2,046,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-01-31$2,046,698
Value of total assets at end of year2020-01-31$51,020,492
Value of total assets at end of year2020-01-31$51,020,492
Value of total assets at beginning of year2020-01-31$50,426,211
Value of total assets at beginning of year2020-01-31$50,426,211
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$533,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-01-31$533,531
Total interest from all sources2020-01-31$751,452
Total interest from all sources2020-01-31$751,452
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$99,892
Total dividends received (eg from common stock, registered investment company shares)2020-01-31$99,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$99,892
Total dividends received from registered investment company shares (eg mutual funds)2020-01-31$99,892
Administrative expenses professional fees incurred2020-01-31$143,409
Administrative expenses professional fees incurred2020-01-31$143,409
Was this plan covered by a fidelity bond2020-01-31Yes
Was this plan covered by a fidelity bond2020-01-31Yes
Value of fidelity bond cover2020-01-31$500,000
Value of fidelity bond cover2020-01-31$500,000
If this is an individual account plan, was there a blackout period2020-01-31No
If this is an individual account plan, was there a blackout period2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Were there any nonexempt tranactions with any party-in-interest2020-01-31No
Assets. Other investments not covered elsewhere at end of year2020-01-31$6,387,140
Assets. Other investments not covered elsewhere at end of year2020-01-31$6,387,140
Assets. Other investments not covered elsewhere at beginning of year2020-01-31$5,876,706
Assets. Other investments not covered elsewhere at beginning of year2020-01-31$5,876,706
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$962,190
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-01-31$962,190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$223,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-01-31$223,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$286,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-01-31$286,623
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$175,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-01-31$175,408
Other income not declared elsewhere2020-01-31$19,394
Other income not declared elsewhere2020-01-31$19,394
Administrative expenses (other) incurred2020-01-31$203,310
Administrative expenses (other) incurred2020-01-31$203,310
Liabilities. Value of operating payables at end of year2020-01-31$115,795
Liabilities. Value of operating payables at end of year2020-01-31$115,795
Liabilities. Value of operating payables at beginning of year2020-01-31$39,109
Liabilities. Value of operating payables at beginning of year2020-01-31$39,109
Total non interest bearing cash at end of year2020-01-31$256,440
Total non interest bearing cash at end of year2020-01-31$256,440
Total non interest bearing cash at beginning of year2020-01-31$215,008
Total non interest bearing cash at beginning of year2020-01-31$215,008
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Value of net income/loss2020-01-31$406,380
Value of net income/loss2020-01-31$406,380
Value of net assets at end of year (total assets less liabilities)2020-01-31$50,618,074
Value of net assets at end of year (total assets less liabilities)2020-01-31$50,618,074
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$50,211,694
Value of net assets at beginning of year (total assets less liabilities)2020-01-31$50,211,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Were any leases to which the plan was party in default or uncollectible2020-01-31No
Investment advisory and management fees2020-01-31$186,812
Investment advisory and management fees2020-01-31$186,812
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$4,345,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-01-31$4,345,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$4,417,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-01-31$4,417,451
Interest earned on other investments2020-01-31$36,891
Interest earned on other investments2020-01-31$36,891
Income. Interest from US Government securities2020-01-31$128,687
Income. Interest from US Government securities2020-01-31$128,687
Income. Interest from corporate debt instruments2020-01-31$577,039
Income. Interest from corporate debt instruments2020-01-31$577,039
Value of interest in common/collective trusts at end of year2020-01-31$6,926,108
Value of interest in common/collective trusts at end of year2020-01-31$6,926,108
Value of interest in common/collective trusts at beginning of year2020-01-31$6,706,241
Value of interest in common/collective trusts at beginning of year2020-01-31$6,706,241
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-01-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$557,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$557,588
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-01-31$557,588
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-01-31$557,588
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$8,835
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-01-31$8,835
Assets. Value of investments in 103.12 investment entities at end of year2020-01-31$10,008,330
Assets. Value of investments in 103.12 investment entities at end of year2020-01-31$10,008,330
Assets. Value of investments in 103.12 investment entities at beginning of year2020-01-31$9,743,833
Assets. Value of investments in 103.12 investment entities at beginning of year2020-01-31$9,743,833
Asset value of US Government securities at end of year2020-01-31$9,714,441
Asset value of US Government securities at end of year2020-01-31$9,714,441
Asset value of US Government securities at beginning of year2020-01-31$3,595,818
Asset value of US Government securities at beginning of year2020-01-31$3,595,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$328,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-01-31$328,541
Net investment gain or loss from common/collective trusts2020-01-31$346,645
Net investment gain or loss from common/collective trusts2020-01-31$346,645
Net gain/loss from 103.12 investment entities2020-01-31$2,048,762
Net gain/loss from 103.12 investment entities2020-01-31$2,048,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-01-31Yes
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Was there a failure to transmit to the plan any participant contributions2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Has the plan failed to provide any benefit when due under the plan2020-01-31No
Contributions received in cash from employer2020-01-31$2,046,698
Contributions received in cash from employer2020-01-31$2,046,698
Employer contributions (assets) at end of year2020-01-31$127,784
Employer contributions (assets) at end of year2020-01-31$127,784
Employer contributions (assets) at beginning of year2020-01-31$127,364
Employer contributions (assets) at beginning of year2020-01-31$127,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$5,708,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-01-31$5,708,622
Asset. Corporate debt instrument debt (other) at end of year2020-01-31$12,285,383
Asset. Corporate debt instrument debt (other) at end of year2020-01-31$12,285,383
Asset. Corporate debt instrument debt (other) at beginning of year2020-01-31$18,960,866
Asset. Corporate debt instrument debt (other) at beginning of year2020-01-31$18,960,866
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$6,792
Assets. Value of buildings and other operty used in plan operation at end of year2020-01-31$6,792
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$1,951
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-01-31$1,951
Did the plan have assets held for investment2020-01-31Yes
Did the plan have assets held for investment2020-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-01-31No
Aggregate proceeds on sale of assets2020-01-31$43,760,305
Aggregate proceeds on sale of assets2020-01-31$43,760,305
Aggregate carrying amount (costs) on sale of assets2020-01-31$43,305,923
Aggregate carrying amount (costs) on sale of assets2020-01-31$43,305,923
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-01-31No
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Opinion of an independent qualified public accountant for this plan2020-01-31Unqualified
Accountancy firm name2020-01-31LEGACY PROFESSIONALS LLP
Accountancy firm name2020-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-01-31320043599
Accountancy firm EIN2020-01-31320043599
2018 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-01-31$-96,850
Total unrealized appreciation/depreciation of assets2018-01-31$-96,850
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$151,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-01-31$790,478
Total income from all sources (including contributions)2018-01-31$7,340,669
Total loss/gain on sale of assets2018-01-31$-106,648
Total of all expenses incurred2018-01-31$9,106,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-01-31$8,532,081
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-01-31$2,461,763
Value of total assets at end of year2018-01-31$53,313,247
Value of total assets at beginning of year2018-01-31$55,718,174
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-01-31$574,387
Total interest from all sources2018-01-31$799,275
Total dividends received (eg from common stock, registered investment company shares)2018-01-31$110,840
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-01-31$110,840
Administrative expenses professional fees incurred2018-01-31$180,151
Was this plan covered by a fidelity bond2018-01-31Yes
Value of fidelity bond cover2018-01-31$500,000
If this is an individual account plan, was there a blackout period2018-01-31No
Were there any nonexempt tranactions with any party-in-interest2018-01-31No
Assets. Other investments not covered elsewhere at end of year2018-01-31$6,172,738
Assets. Other investments not covered elsewhere at beginning of year2018-01-31$1,382,645
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-01-31$747,286
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-01-31$814,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-01-31$90,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-01-31$666,663
Other income not declared elsewhere2018-01-31$39,247
Administrative expenses (other) incurred2018-01-31$182,282
Liabilities. Value of operating payables at end of year2018-01-31$60,511
Liabilities. Value of operating payables at beginning of year2018-01-31$123,815
Total non interest bearing cash at end of year2018-01-31$-258,846
Total non interest bearing cash at beginning of year2018-01-31$106,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31No
Value of net income/loss2018-01-31$-1,765,799
Value of net assets at end of year (total assets less liabilities)2018-01-31$53,161,897
Value of net assets at beginning of year (total assets less liabilities)2018-01-31$54,927,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-01-31No
Were any leases to which the plan was party in default or uncollectible2018-01-31No
Investment advisory and management fees2018-01-31$211,954
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-01-31$5,097,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-01-31$5,062,907
Interest earned on other investments2018-01-31$63,645
Income. Interest from US Government securities2018-01-31$86,187
Income. Interest from corporate debt instruments2018-01-31$641,704
Value of interest in common/collective trusts at end of year2018-01-31$6,957,949
Value of interest in common/collective trusts at beginning of year2018-01-31$8,202,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-01-31$633,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-01-31$915,338
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-01-31$915,338
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-01-31$7,739
Assets. Value of investments in 103.12 investment entities at end of year2018-01-31$11,005,846
Assets. Value of investments in 103.12 investment entities at beginning of year2018-01-31$11,102,572
Asset value of US Government securities at end of year2018-01-31$3,491,383
Asset value of US Government securities at beginning of year2018-01-31$7,205,885
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-01-31$927,717
Net investment gain or loss from common/collective trusts2018-01-31$442,148
Net gain/loss from 103.12 investment entities2018-01-31$2,763,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-01-31Yes
Was there a failure to transmit to the plan any participant contributions2018-01-31No
Has the plan failed to provide any benefit when due under the plan2018-01-31No
Contributions received in cash from employer2018-01-31$2,461,763
Employer contributions (assets) at end of year2018-01-31$142,120
Employer contributions (assets) at beginning of year2018-01-31$408,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-01-31$8,532,081
Asset. Corporate debt instrument debt (other) at end of year2018-01-31$19,320,178
Asset. Corporate debt instrument debt (other) at beginning of year2018-01-31$20,512,511
Assets. Value of buildings and other operty used in plan operation at end of year2018-01-31$2,792
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-01-31$3,822
Did the plan have assets held for investment2018-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-01-31No
Aggregate proceeds on sale of assets2018-01-31$66,021,283
Aggregate carrying amount (costs) on sale of assets2018-01-31$66,127,931
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-01-31No
Opinion of an independent qualified public accountant for this plan2018-01-31Unqualified
Accountancy firm name2018-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-01-31320043599
2017 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-01-31$-197,180
Total unrealized appreciation/depreciation of assets2017-01-31$-197,180
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$790,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-31$795,826
Total income from all sources (including contributions)2017-01-31$7,385,738
Total loss/gain on sale of assets2017-01-31$-51,300
Total of all expenses incurred2017-01-31$5,125,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-31$4,554,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-31$3,677,121
Value of total assets at end of year2017-01-31$55,718,174
Value of total assets at beginning of year2017-01-31$53,463,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-31$571,443
Total interest from all sources2017-01-31$775,018
Total dividends received (eg from common stock, registered investment company shares)2017-01-31$106,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-01-31$106,916
Administrative expenses professional fees incurred2017-01-31$185,861
Was this plan covered by a fidelity bond2017-01-31Yes
Value of fidelity bond cover2017-01-31$500,000
If this is an individual account plan, was there a blackout period2017-01-31No
Were there any nonexempt tranactions with any party-in-interest2017-01-31No
Assets. Other investments not covered elsewhere at end of year2017-01-31$1,382,645
Assets. Other investments not covered elsewhere at beginning of year2017-01-31$1,529,195
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-01-31$814,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-01-31$603,941
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-01-31$666,663
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-01-31$731,023
Other income not declared elsewhere2017-01-31$4,093
Administrative expenses (other) incurred2017-01-31$165,453
Liabilities. Value of operating payables at end of year2017-01-31$123,815
Liabilities. Value of operating payables at beginning of year2017-01-31$64,803
Total non interest bearing cash at end of year2017-01-31$106,868
Total non interest bearing cash at beginning of year2017-01-31$-59,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31No
Value of net income/loss2017-01-31$2,260,025
Value of net assets at end of year (total assets less liabilities)2017-01-31$54,927,696
Value of net assets at beginning of year (total assets less liabilities)2017-01-31$52,667,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-31No
Were any leases to which the plan was party in default or uncollectible2017-01-31No
Investment advisory and management fees2017-01-31$220,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-31$5,062,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-31$4,304,893
Interest earned on other investments2017-01-31$73,515
Income. Interest from US Government securities2017-01-31$95,619
Income. Interest from corporate debt instruments2017-01-31$601,408
Value of interest in common/collective trusts at end of year2017-01-31$8,202,877
Value of interest in common/collective trusts at beginning of year2017-01-31$8,504,064
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-01-31$915,338
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-01-31$1,023,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-01-31$1,023,964
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-01-31$4,476
Assets. Value of investments in 103.12 investment entities at end of year2017-01-31$11,102,572
Assets. Value of investments in 103.12 investment entities at beginning of year2017-01-31$10,144,518
Asset value of US Government securities at end of year2017-01-31$7,205,885
Asset value of US Government securities at beginning of year2017-01-31$7,631,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-01-31$851,098
Net investment gain or loss from common/collective trusts2017-01-31$525,087
Net gain/loss from 103.12 investment entities2017-01-31$1,694,885
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-31Yes
Was there a failure to transmit to the plan any participant contributions2017-01-31No
Has the plan failed to provide any benefit when due under the plan2017-01-31No
Contributions received in cash from employer2017-01-31$3,677,121
Employer contributions (assets) at end of year2017-01-31$408,675
Employer contributions (assets) at beginning of year2017-01-31$333,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-01-31$4,554,270
Asset. Corporate debt instrument debt (other) at end of year2017-01-31$20,512,511
Asset. Corporate debt instrument debt (other) at beginning of year2017-01-31$19,440,568
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-01-31No
Assets. Value of buildings and other operty used in plan operation at end of year2017-01-31$3,822
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-01-31$6,507
Did the plan have assets held for investment2017-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-31No
Aggregate proceeds on sale of assets2017-01-31$53,139,240
Aggregate carrying amount (costs) on sale of assets2017-01-31$53,190,540
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-31No
Opinion of an independent qualified public accountant for this plan2017-01-31Unqualified
Accountancy firm name2017-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-01-31320043599
2016 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-01-31$-387,710
Total unrealized appreciation/depreciation of assets2016-01-31$-387,710
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$795,826
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-01-31$690,171
Total income from all sources (including contributions)2016-01-31$4,357,820
Total loss/gain on sale of assets2016-01-31$-86,914
Total of all expenses incurred2016-01-31$5,872,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-01-31$5,243,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-01-31$3,544,469
Value of total assets at end of year2016-01-31$53,463,497
Value of total assets at beginning of year2016-01-31$54,872,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-01-31$629,220
Total interest from all sources2016-01-31$777,434
Total dividends received (eg from common stock, registered investment company shares)2016-01-31$96,049
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-01-31$96,049
Administrative expenses professional fees incurred2016-01-31$206,611
Was this plan covered by a fidelity bond2016-01-31Yes
Value of fidelity bond cover2016-01-31$500,000
If this is an individual account plan, was there a blackout period2016-01-31No
Were there any nonexempt tranactions with any party-in-interest2016-01-31No
Assets. Other investments not covered elsewhere at end of year2016-01-31$1,529,195
Assets. Other investments not covered elsewhere at beginning of year2016-01-31$1,408,719
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-01-31$603,941
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-01-31$629,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-01-31$731,023
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-01-31$631,576
Other income not declared elsewhere2016-01-31$1,830
Administrative expenses (other) incurred2016-01-31$204,214
Liabilities. Value of operating payables at end of year2016-01-31$64,803
Liabilities. Value of operating payables at beginning of year2016-01-31$58,595
Total non interest bearing cash at end of year2016-01-31$-59,765
Total non interest bearing cash at beginning of year2016-01-31$77,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31No
Value of net income/loss2016-01-31$-1,515,015
Value of net assets at end of year (total assets less liabilities)2016-01-31$52,667,671
Value of net assets at beginning of year (total assets less liabilities)2016-01-31$54,182,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-01-31No
Were any leases to which the plan was party in default or uncollectible2016-01-31No
Investment advisory and management fees2016-01-31$218,395
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-01-31$4,304,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-01-31$4,754,170
Interest earned on other investments2016-01-31$63,349
Income. Interest from US Government securities2016-01-31$69,226
Income. Interest from corporate debt instruments2016-01-31$643,491
Value of interest in common/collective trusts at end of year2016-01-31$8,504,064
Value of interest in common/collective trusts at beginning of year2016-01-31$8,511,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-01-31$1,023,964
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-01-31$493,047
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-01-31$493,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-01-31$1,368
Assets. Value of investments in 103.12 investment entities at end of year2016-01-31$10,144,518
Assets. Value of investments in 103.12 investment entities at beginning of year2016-01-31$10,958,870
Asset value of US Government securities at end of year2016-01-31$7,631,962
Asset value of US Government securities at beginning of year2016-01-31$5,911,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-01-31$-545,325
Net investment gain or loss from common/collective trusts2016-01-31$1,035,048
Net gain/loss from 103.12 investment entities2016-01-31$-77,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-01-31Yes
Was there a failure to transmit to the plan any participant contributions2016-01-31No
Has the plan failed to provide any benefit when due under the plan2016-01-31No
Contributions received in cash from employer2016-01-31$3,544,469
Employer contributions (assets) at end of year2016-01-31$333,650
Employer contributions (assets) at beginning of year2016-01-31$294,787
Income. Dividends from common stock2016-01-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-01-31$5,243,615
Asset. Corporate debt instrument debt (other) at end of year2016-01-31$19,440,568
Asset. Corporate debt instrument debt (other) at beginning of year2016-01-31$21,824,565
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-01-31No
Assets. Value of buildings and other operty used in plan operation at end of year2016-01-31$6,507
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-01-31$8,521
Did the plan have assets held for investment2016-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-01-31No
Aggregate proceeds on sale of assets2016-01-31$51,373,684
Aggregate carrying amount (costs) on sale of assets2016-01-31$51,460,598
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-01-31No
Opinion of an independent qualified public accountant for this plan2016-01-31Unqualified
Accountancy firm name2016-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-01-31320043599
2015 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-01-31$-436,910
Total unrealized appreciation/depreciation of assets2015-01-31$-436,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$690,171
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-01-31$1,280,139
Total income from all sources (including contributions)2015-01-31$7,052,870
Total loss/gain on sale of assets2015-01-31$589,143
Total of all expenses incurred2015-01-31$8,396,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-01-31$7,771,205
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-01-31$3,199,478
Value of total assets at end of year2015-01-31$54,872,857
Value of total assets at beginning of year2015-01-31$56,806,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-01-31$625,721
Total interest from all sources2015-01-31$763,464
Total dividends received (eg from common stock, registered investment company shares)2015-01-31$117,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-01-31$111,918
Administrative expenses professional fees incurred2015-01-31$192,165
Was this plan covered by a fidelity bond2015-01-31Yes
Value of fidelity bond cover2015-01-31$500,000
If this is an individual account plan, was there a blackout period2015-01-31No
Were there any nonexempt tranactions with any party-in-interest2015-01-31No
Assets. Other investments not covered elsewhere at end of year2015-01-31$1,408,719
Assets. Other investments not covered elsewhere at beginning of year2015-01-31$1,387,335
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-01-31$629,495
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-01-31$1,391,686
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-01-31$631,576
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-01-31$1,217,973
Other income not declared elsewhere2015-01-31$11,642
Administrative expenses (other) incurred2015-01-31$206,171
Liabilities. Value of operating payables at end of year2015-01-31$58,595
Liabilities. Value of operating payables at beginning of year2015-01-31$62,166
Total non interest bearing cash at end of year2015-01-31$77,726
Total non interest bearing cash at beginning of year2015-01-31$12,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31No
Value of net income/loss2015-01-31$-1,344,056
Value of net assets at end of year (total assets less liabilities)2015-01-31$54,182,686
Value of net assets at beginning of year (total assets less liabilities)2015-01-31$55,526,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-01-31No
Were any leases to which the plan was party in default or uncollectible2015-01-31No
Investment advisory and management fees2015-01-31$227,385
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-01-31$4,754,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-01-31$3,327,232
Interest earned on other investments2015-01-31$62,630
Income. Interest from US Government securities2015-01-31$54,856
Income. Interest from corporate debt instruments2015-01-31$645,630
Value of interest in common/collective trusts at end of year2015-01-31$8,511,764
Value of interest in common/collective trusts at beginning of year2015-01-31$8,058,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-01-31$493,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-01-31$3,257,315
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-01-31$3,257,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-01-31$348
Assets. Value of investments in 103.12 investment entities at end of year2015-01-31$10,958,870
Assets. Value of investments in 103.12 investment entities at beginning of year2015-01-31$12,107,287
Asset value of US Government securities at end of year2015-01-31$5,911,193
Asset value of US Government securities at beginning of year2015-01-31$5,493,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-01-31$4,335
Net investment gain or loss from common/collective trusts2015-01-31$886,778
Net gain/loss from 103.12 investment entities2015-01-31$1,917,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-01-31Yes
Was there a failure to transmit to the plan any participant contributions2015-01-31No
Has the plan failed to provide any benefit when due under the plan2015-01-31No
Contributions received in cash from employer2015-01-31$3,199,478
Employer contributions (assets) at end of year2015-01-31$294,787
Employer contributions (assets) at beginning of year2015-01-31$259,099
Income. Dividends from common stock2015-01-31$5,786
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-01-31$7,771,205
Asset. Corporate debt instrument debt (other) at end of year2015-01-31$21,824,565
Asset. Corporate debt instrument debt (other) at beginning of year2015-01-31$19,679,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-01-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-01-31$1,819,203
Assets. Value of buildings and other operty used in plan operation at end of year2015-01-31$8,521
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-01-31$13,479
Did the plan have assets held for investment2015-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-01-31No
Aggregate proceeds on sale of assets2015-01-31$66,536,323
Aggregate carrying amount (costs) on sale of assets2015-01-31$65,947,180
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-01-31No
Opinion of an independent qualified public accountant for this plan2015-01-31Unqualified
Accountancy firm name2015-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-01-31320043599
2014 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-01-31$95,626
Total unrealized appreciation/depreciation of assets2014-01-31$95,626
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$1,280,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-01-31$271,657
Total income from all sources (including contributions)2014-01-31$8,096,541
Total loss/gain on sale of assets2014-01-31$-17,074
Total of all expenses incurred2014-01-31$5,721,479
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-01-31$5,076,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-01-31$3,486,957
Value of total assets at end of year2014-01-31$56,806,881
Value of total assets at beginning of year2014-01-31$53,423,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-01-31$645,077
Total interest from all sources2014-01-31$743,777
Total dividends received (eg from common stock, registered investment company shares)2014-01-31$89,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-01-31$80,786
Administrative expenses professional fees incurred2014-01-31$207,813
Was this plan covered by a fidelity bond2014-01-31Yes
Value of fidelity bond cover2014-01-31$500,000
If this is an individual account plan, was there a blackout period2014-01-31No
Were there any nonexempt tranactions with any party-in-interest2014-01-31No
Assets. Other investments not covered elsewhere at end of year2014-01-31$1,387,335
Assets. Other investments not covered elsewhere at beginning of year2014-01-31$2,030,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-01-31$1,391,686
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-01-31$1,083,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-01-31$1,217,973
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-01-31$254,699
Other income not declared elsewhere2014-01-31$6,515
Administrative expenses (other) incurred2014-01-31$195,916
Liabilities. Value of operating payables at end of year2014-01-31$62,166
Liabilities. Value of operating payables at beginning of year2014-01-31$16,958
Total non interest bearing cash at end of year2014-01-31$12,549
Total non interest bearing cash at beginning of year2014-01-31$-161,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31No
Value of net income/loss2014-01-31$2,375,062
Value of net assets at end of year (total assets less liabilities)2014-01-31$55,526,742
Value of net assets at beginning of year (total assets less liabilities)2014-01-31$53,151,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-01-31No
Were any leases to which the plan was party in default or uncollectible2014-01-31No
Investment advisory and management fees2014-01-31$241,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-01-31$3,327,232
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-01-31$2,989,522
Interest earned on other investments2014-01-31$62,905
Income. Interest from US Government securities2014-01-31$44,328
Income. Interest from corporate debt instruments2014-01-31$636,086
Value of interest in common/collective trusts at end of year2014-01-31$8,058,466
Value of interest in common/collective trusts at beginning of year2014-01-31$8,069,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-01-31$3,257,315
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-01-31$373,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-01-31$373,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-01-31$458
Assets. Value of investments in 103.12 investment entities at end of year2014-01-31$12,107,287
Assets. Value of investments in 103.12 investment entities at beginning of year2014-01-31$11,223,691
Asset value of US Government securities at end of year2014-01-31$5,493,841
Asset value of US Government securities at beginning of year2014-01-31$6,864,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-01-31$260,945
Net investment gain or loss from common/collective trusts2014-01-31$1,025,813
Net gain/loss from 103.12 investment entities2014-01-31$2,404,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-01-31Yes
Was there a failure to transmit to the plan any participant contributions2014-01-31No
Has the plan failed to provide any benefit when due under the plan2014-01-31No
Contributions received in cash from employer2014-01-31$3,486,957
Employer contributions (assets) at end of year2014-01-31$259,099
Employer contributions (assets) at beginning of year2014-01-31$342,416
Income. Dividends from common stock2014-01-31$8,719
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-01-31$5,076,402
Asset. Corporate debt instrument debt (other) at end of year2014-01-31$19,679,389
Asset. Corporate debt instrument debt (other) at beginning of year2014-01-31$19,226,928
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-01-31$1,819,203
Assets. Corporate common stocks other than exployer securities at beginning of year2014-01-31$1,361,887
Assets. Value of buildings and other operty used in plan operation at end of year2014-01-31$13,479
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-01-31$18,552
Did the plan have assets held for investment2014-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-01-31No
Aggregate proceeds on sale of assets2014-01-31$58,509,430
Aggregate carrying amount (costs) on sale of assets2014-01-31$58,526,504
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-01-31No
Opinion of an independent qualified public accountant for this plan2014-01-31Unqualified
Accountancy firm name2014-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-01-31320043599
2013 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-01-31$26,295
Total unrealized appreciation/depreciation of assets2013-01-31$26,295
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$271,657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-01-31$959,094
Total income from all sources (including contributions)2013-01-31$7,808,367
Total loss/gain on sale of assets2013-01-31$551,182
Total of all expenses incurred2013-01-31$4,554,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-01-31$3,983,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-01-31$3,533,221
Value of total assets at end of year2013-01-31$53,423,337
Value of total assets at beginning of year2013-01-31$50,857,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-01-31$571,103
Total interest from all sources2013-01-31$661,485
Total dividends received (eg from common stock, registered investment company shares)2013-01-31$88,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-01-31$75,489
Administrative expenses professional fees incurred2013-01-31$166,750
Was this plan covered by a fidelity bond2013-01-31Yes
Value of fidelity bond cover2013-01-31$500,000
If this is an individual account plan, was there a blackout period2013-01-31No
Were there any nonexempt tranactions with any party-in-interest2013-01-31No
Assets. Other investments not covered elsewhere at end of year2013-01-31$2,030,857
Assets. Other investments not covered elsewhere at beginning of year2013-01-31$1,216,878
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-01-31$1,083,098
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-01-31$1,074,410
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-01-31$254,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-01-31$908,975
Other income not declared elsewhere2013-01-31$24,812
Administrative expenses (other) incurred2013-01-31$189,814
Liabilities. Value of operating payables at end of year2013-01-31$16,958
Liabilities. Value of operating payables at beginning of year2013-01-31$50,119
Total non interest bearing cash at end of year2013-01-31$-161,164
Total non interest bearing cash at beginning of year2013-01-31$148,013
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31No
Value of net income/loss2013-01-31$3,253,374
Value of net assets at end of year (total assets less liabilities)2013-01-31$53,151,680
Value of net assets at beginning of year (total assets less liabilities)2013-01-31$49,898,306
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-01-31No
Were any leases to which the plan was party in default or uncollectible2013-01-31No
Investment advisory and management fees2013-01-31$214,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-01-31$2,989,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-01-31$2,605,827
Interest earned on other investments2013-01-31$56,882
Income. Interest from US Government securities2013-01-31$35,224
Income. Interest from corporate debt instruments2013-01-31$564,483
Value of interest in common/collective trusts at end of year2013-01-31$8,069,113
Value of interest in common/collective trusts at beginning of year2013-01-31$19,961,975
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-01-31$373,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-01-31$498,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-01-31$498,575
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-01-31$4,896
Assets. Value of investments in 103.12 investment entities at end of year2013-01-31$11,223,691
Assets. Value of investments in 103.12 investment entities at beginning of year2013-01-31$10,270,083
Asset value of US Government securities at end of year2013-01-31$6,864,561
Asset value of US Government securities at beginning of year2013-01-31$3,785,361
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-01-31$309,049
Net investment gain or loss from common/collective trusts2013-01-31$972,917
Net gain/loss from 103.12 investment entities2013-01-31$1,640,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-01-31Yes
Was there a failure to transmit to the plan any participant contributions2013-01-31No
Has the plan failed to provide any benefit when due under the plan2013-01-31No
Contributions received in cash from employer2013-01-31$3,533,221
Employer contributions (assets) at end of year2013-01-31$342,416
Employer contributions (assets) at beginning of year2013-01-31$291,279
Income. Dividends from common stock2013-01-31$13,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-01-31$3,983,890
Asset. Corporate debt instrument debt (other) at end of year2013-01-31$19,226,928
Asset. Corporate debt instrument debt (other) at beginning of year2013-01-31$9,729,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-01-31$1,361,887
Assets. Corporate common stocks other than exployer securities at beginning of year2013-01-31$1,253,959
Assets. Value of buildings and other operty used in plan operation at end of year2013-01-31$18,552
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-01-31$21,531
Did the plan have assets held for investment2013-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-01-31No
Aggregate proceeds on sale of assets2013-01-31$80,849,846
Aggregate carrying amount (costs) on sale of assets2013-01-31$80,298,664
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-01-31No
Opinion of an independent qualified public accountant for this plan2013-01-31Unqualified
Accountancy firm name2013-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-01-31320043599
2012 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-01-31$138,255
Total unrealized appreciation/depreciation of assets2012-01-31$138,255
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$959,094
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-01-31$257,841
Total income from all sources (including contributions)2012-01-31$6,316,481
Total loss/gain on sale of assets2012-01-31$381,124
Total of all expenses incurred2012-01-31$4,923,073
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-01-31$4,391,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-01-31$3,450,899
Value of total assets at end of year2012-01-31$50,857,400
Value of total assets at beginning of year2012-01-31$48,762,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-01-31$531,561
Total interest from all sources2012-01-31$580,115
Total dividends received (eg from common stock, registered investment company shares)2012-01-31$72,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-01-31$62,434
Administrative expenses professional fees incurred2012-01-31$162,383
Was this plan covered by a fidelity bond2012-01-31Yes
Value of fidelity bond cover2012-01-31$500,000
If this is an individual account plan, was there a blackout period2012-01-31No
Were there any nonexempt tranactions with any party-in-interest2012-01-31No
Assets. Other investments not covered elsewhere at end of year2012-01-31$1,216,878
Assets. Other investments not covered elsewhere at beginning of year2012-01-31$1,266,239
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-01-31$1,074,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-01-31$227,872
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-01-31$908,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-01-31$180,853
Other income not declared elsewhere2012-01-31$17,518
Administrative expenses (other) incurred2012-01-31$180,942
Liabilities. Value of operating payables at end of year2012-01-31$50,119
Liabilities. Value of operating payables at beginning of year2012-01-31$76,988
Total non interest bearing cash at end of year2012-01-31$148,013
Total non interest bearing cash at beginning of year2012-01-31$387,311
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31No
Value of net income/loss2012-01-31$1,393,408
Value of net assets at end of year (total assets less liabilities)2012-01-31$49,898,306
Value of net assets at beginning of year (total assets less liabilities)2012-01-31$48,504,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-01-31No
Were any leases to which the plan was party in default or uncollectible2012-01-31No
Investment advisory and management fees2012-01-31$188,236
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-01-31$2,605,827
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-01-31$1,181,500
Interest earned on other investments2012-01-31$53,229
Income. Interest from US Government securities2012-01-31$68,720
Income. Interest from corporate debt instruments2012-01-31$456,432
Value of interest in common/collective trusts at end of year2012-01-31$19,961,975
Value of interest in common/collective trusts at beginning of year2012-01-31$18,797,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-01-31$498,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-01-31$325,900
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-01-31$325,900
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-01-31$1,734
Assets. Value of investments in 103.12 investment entities at end of year2012-01-31$10,270,083
Assets. Value of investments in 103.12 investment entities at beginning of year2012-01-31$12,510,124
Asset value of US Government securities at end of year2012-01-31$3,785,361
Asset value of US Government securities at beginning of year2012-01-31$4,364,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-01-31$-270,842
Net investment gain or loss from common/collective trusts2012-01-31$1,369,058
Net gain/loss from 103.12 investment entities2012-01-31$577,790
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-01-31Yes
Was there a failure to transmit to the plan any participant contributions2012-01-31No
Has the plan failed to provide any benefit when due under the plan2012-01-31No
Contributions received in cash from employer2012-01-31$3,450,899
Employer contributions (assets) at end of year2012-01-31$291,279
Employer contributions (assets) at beginning of year2012-01-31$340,114
Income. Dividends from common stock2012-01-31$10,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-01-31$4,391,512
Asset. Corporate debt instrument debt (other) at end of year2012-01-31$9,729,509
Asset. Corporate debt instrument debt (other) at beginning of year2012-01-31$8,129,921
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-01-31$1,253,959
Assets. Corporate common stocks other than exployer securities at beginning of year2012-01-31$1,224,926
Assets. Value of buildings and other operty used in plan operation at end of year2012-01-31$21,531
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-01-31$6,169
Did the plan have assets held for investment2012-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-01-31No
Aggregate proceeds on sale of assets2012-01-31$49,701,866
Aggregate carrying amount (costs) on sale of assets2012-01-31$49,320,742
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-01-31No
Opinion of an independent qualified public accountant for this plan2012-01-31Unqualified
Accountancy firm name2012-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-01-31320043599
2011 : CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-01-31$208,847
Total unrealized appreciation/depreciation of assets2011-01-31$208,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$257,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-01-31$1,929,152
Total income from all sources (including contributions)2011-01-31$8,783,108
Total loss/gain on sale of assets2011-01-31$743,966
Total of all expenses incurred2011-01-31$4,970,533
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-01-31$4,466,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-01-31$3,454,468
Value of total assets at end of year2011-01-31$48,762,739
Value of total assets at beginning of year2011-01-31$46,621,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-01-31$504,457
Total interest from all sources2011-01-31$573,740
Total dividends received (eg from common stock, registered investment company shares)2011-01-31$30,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-01-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-01-31$13,267
Administrative expenses professional fees incurred2011-01-31$158,529
Was this plan covered by a fidelity bond2011-01-31Yes
Value of fidelity bond cover2011-01-31$500,000
If this is an individual account plan, was there a blackout period2011-01-31No
Were there any nonexempt tranactions with any party-in-interest2011-01-31No
Assets. Other investments not covered elsewhere at end of year2011-01-31$1,266,239
Assets. Other investments not covered elsewhere at beginning of year2011-01-31$2,004,873
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-01-31$227,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-01-31$240,522
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-01-31$180,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-01-31$1,891,377
Other income not declared elsewhere2011-01-31$5,416
Administrative expenses (other) incurred2011-01-31$165,320
Liabilities. Value of operating payables at end of year2011-01-31$76,988
Liabilities. Value of operating payables at beginning of year2011-01-31$37,775
Total non interest bearing cash at end of year2011-01-31$387,311
Total non interest bearing cash at beginning of year2011-01-31$49,800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31No
Value of net income/loss2011-01-31$3,812,575
Value of net assets at end of year (total assets less liabilities)2011-01-31$48,504,898
Value of net assets at beginning of year (total assets less liabilities)2011-01-31$44,692,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-01-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-01-31No
Were any leases to which the plan was party in default or uncollectible2011-01-31No
Assets. partnership/joint venture interests at end of year2011-01-31$0
Assets. partnership/joint venture interests at beginning of year2011-01-31$957,002
Investment advisory and management fees2011-01-31$180,608
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-01-31$1,181,500
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-01-31$0
Interest earned on other investments2011-01-31$56,779
Income. Interest from US Government securities2011-01-31$68,795
Income. Interest from corporate debt instruments2011-01-31$446,704
Value of interest in common/collective trusts at end of year2011-01-31$18,797,918
Value of interest in common/collective trusts at beginning of year2011-01-31$17,828,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-01-31$325,900
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-01-31$2,081,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-01-31$2,081,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-01-31$1,462
Assets. Value of investments in 103.12 investment entities at end of year2011-01-31$12,510,124
Assets. Value of investments in 103.12 investment entities at beginning of year2011-01-31$10,023,037
Asset value of US Government securities at end of year2011-01-31$4,364,745
Asset value of US Government securities at beginning of year2011-01-31$3,019,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-01-31$192,232
Net investment gain or loss from common/collective trusts2011-01-31$1,338,919
Net gain/loss from 103.12 investment entities2011-01-31$2,234,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-01-31Yes
Was there a failure to transmit to the plan any participant contributions2011-01-31No
Has the plan failed to provide any benefit when due under the plan2011-01-31No
Contributions received in cash from employer2011-01-31$3,454,468
Employer contributions (assets) at end of year2011-01-31$340,114
Employer contributions (assets) at beginning of year2011-01-31$403,611
Income. Dividends from common stock2011-01-31$17,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-01-31$4,466,076
Asset. Corporate debt instrument debt (other) at end of year2011-01-31$8,129,921
Asset. Corporate debt instrument debt (other) at beginning of year2011-01-31$9,170,245
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-01-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-01-31$1,224,926
Assets. Corporate common stocks other than exployer securities at beginning of year2011-01-31$840,817
Assets. Value of buildings and other operty used in plan operation at end of year2011-01-31$6,169
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-01-31$1,353
Did the plan have assets held for investment2011-01-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-01-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-01-31No
Aggregate proceeds on sale of assets2011-01-31$47,282,515
Aggregate carrying amount (costs) on sale of assets2011-01-31$46,538,549
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-01-31No
Opinion of an independent qualified public accountant for this plan2011-01-31Unqualified
Accountancy firm name2011-01-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-01-31320043599

Form 5500 Responses for CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN

2022: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2022 form 5500 responses
2022-02-01Type of plan entityMulti-employer plan
2022-02-01Submission has been amendedNo
2022-02-01This submission is the final filingNo
2022-02-01This return/report is a short plan year return/report (less than 12 months)No
2022-02-01Plan is a collectively bargained planYes
2022-02-01Plan funding arrangement – InsuranceYes
2022-02-01Plan funding arrangement – TrustYes
2022-02-01Plan benefit arrangement - TrustYes
2021: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2021 form 5500 responses
2021-02-01Type of plan entityMulti-employer plan
2021-02-01Submission has been amendedNo
2021-02-01This submission is the final filingNo
2021-02-01This return/report is a short plan year return/report (less than 12 months)No
2021-02-01Plan is a collectively bargained planYes
2021-02-01Plan funding arrangement – InsuranceYes
2021-02-01Plan funding arrangement – TrustYes
2021-02-01Plan benefit arrangement - TrustYes
2020: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2020 form 5500 responses
2020-02-01Type of plan entityMulti-employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planYes
2020-02-01Plan funding arrangement – TrustYes
2020-02-01Plan benefit arrangement - TrustYes
2019: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2019 form 5500 responses
2019-02-01Type of plan entityMulti-employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planYes
2019-02-01Plan funding arrangement – TrustYes
2019-02-01Plan benefit arrangement - TrustYes
2018: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2018 form 5500 responses
2018-02-01Type of plan entityMulti-employer plan
2018-02-01Submission has been amendedNo
2018-02-01This submission is the final filingNo
2018-02-01This return/report is a short plan year return/report (less than 12 months)No
2018-02-01Plan is a collectively bargained planYes
2018-02-01Plan funding arrangement – TrustYes
2018-02-01Plan benefit arrangement - TrustYes
2017: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2017 form 5500 responses
2017-02-01Type of plan entityMulti-employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planYes
2017-02-01Plan funding arrangement – TrustYes
2017-02-01Plan benefit arrangement - TrustYes
2016: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2016 form 5500 responses
2016-02-01Type of plan entityMulti-employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planYes
2016-02-01Plan funding arrangement – TrustYes
2016-02-01Plan benefit arrangement - TrustYes
2015: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2015 form 5500 responses
2015-02-01Type of plan entityMulti-employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planYes
2015-02-01Plan funding arrangement – TrustYes
2015-02-01Plan benefit arrangement - TrustYes
2014: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2014 form 5500 responses
2014-02-01Type of plan entityMulti-employer plan
2014-02-01Plan is a collectively bargained planYes
2014-02-01Plan funding arrangement – TrustYes
2014-02-01Plan benefit arrangement - TrustYes
2013: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2013 form 5500 responses
2013-02-01Type of plan entityMulti-employer plan
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – TrustYes
2013-02-01Plan benefit arrangement - TrustYes
2012: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2012 form 5500 responses
2012-02-01Type of plan entityMulti-employer plan
2012-02-01Plan is a collectively bargained planYes
2012-02-01Plan funding arrangement – TrustYes
2012-02-01Plan benefit arrangement - TrustYes
2011: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2011 form 5500 responses
2011-02-01Type of plan entityMulti-employer plan
2011-02-01Plan is a collectively bargained planYes
2011-02-01Plan funding arrangement – TrustYes
2011-02-01Plan benefit arrangement - TrustYes
2009: CHICAGO AREA IB OF T SEVERANCE AND RETIREMENT PLAN 2009 form 5500 responses
2009-02-01Type of plan entityMulti-employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – TrustYes
2009-02-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number537971
Policy instance 1
Insurance contract or identification number537971
Number of Individuals Covered4384
Insurance policy start date2022-02-01
Insurance policy end date2023-01-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number537971
Policy instance 1
Insurance contract or identification number537971
Number of Individuals Covered4193
Insurance policy start date2022-01-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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