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IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 401k Plan overview

Plan NameIRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN
Plan identification number 001

IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

IRONWORKERS LOCAL UNION 111 has sponsored the creation of one or more 401k plans.

Company Name:IRONWORKERS LOCAL UNION 111
Employer identification number (EIN):364229170
NAIC Classification:813930
NAIC Description:Labor Unions and Similar Labor Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01BRAD TREIBER
0012013-01-01BRAD TREIBER
0012012-01-01BRAD TREIBER
0012011-01-01MIKE WILCHER TIM BAUGH2012-10-31
0012009-01-01RUTH LEE RUTH J. LEE2010-10-15

Plan Statistics for IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN

401k plan membership statisitcs for IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2014: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01382
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-010
Number of participants with account balances2014-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
Number of employers contributing to the scheme2014-01-010
2013: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01371
Total number of active participants reported on line 7a of the Form 55002013-01-01352
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01382
Number of participants with account balances2013-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
Number of employers contributing to the scheme2013-01-0147
2012: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01344
Total number of active participants reported on line 7a of the Form 55002012-01-01329
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01368
Number of participants with account balances2012-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
Number of employers contributing to the scheme2012-01-0147
2011: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01316
Total number of active participants reported on line 7a of the Form 55002011-01-01297
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0141
Total of all active and inactive participants2011-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01343
Number of participants with account balances2011-01-01254
Number of employers contributing to the scheme2011-01-0159
2009: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01485
Total number of active participants reported on line 7a of the Form 55002009-01-01296
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01296
Number of participants with account balances2009-01-01296
Number of employers contributing to the scheme2009-01-0146

Financial Data on IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN

Measure Date Value
2014 : IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-10$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-10$3,386
Total income from all sources (including contributions)2014-03-10$187,539
Total of all expenses incurred2014-03-10$11,691,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-10$11,643,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-10$0
Value of total assets at end of year2014-03-10$0
Value of total assets at beginning of year2014-03-10$11,507,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-10$48,209
Total dividends received (eg from common stock, registered investment company shares)2014-03-10$281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-10Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2014-03-10$0
Total dividends received from registered investment company shares (eg mutual funds)2014-03-10$281
Administrative expenses professional fees incurred2014-03-10$7,400
Was this plan covered by a fidelity bond2014-03-10Yes
Value of fidelity bond cover2014-03-10$50,000
If this is an individual account plan, was there a blackout period2014-03-10No
Funding deficiency by the employer to the plan for this plan year2014-03-10$0
Minimum employer required contribution for this plan year2014-03-10$0
Amount contributed by the employer to the plan for this plan year2014-03-10$0
Were there any nonexempt tranactions with any party-in-interest2014-03-10No
Assets. Other investments not covered elsewhere at end of year2014-03-10$0
Assets. Other investments not covered elsewhere at beginning of year2014-03-10$29,823
Administrative expenses (other) incurred2014-03-10$22,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-10No
Value of net income/loss2014-03-10$-11,504,146
Value of net assets at end of year (total assets less liabilities)2014-03-10$0
Value of net assets at beginning of year (total assets less liabilities)2014-03-10$11,504,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-10No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-10No
Were any leases to which the plan was party in default or uncollectible2014-03-10No
Investment advisory and management fees2014-03-10$2,231
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-10$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-10$10,991,140
Value of interest in common/collective trusts at end of year2014-03-10$0
Value of interest in common/collective trusts at beginning of year2014-03-10$474,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-03-10$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-03-10$12,056
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-03-10$12,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-10$187,258
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-10No
Was there a failure to transmit to the plan any participant contributions2014-03-10No
Has the plan failed to provide any benefit when due under the plan2014-03-10No
Contributions received in cash from employer2014-03-10$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-10$11,643,476
Contract administrator fees2014-03-10$16,155
Liabilities. Value of benefit claims payable at end of year2014-03-10$0
Liabilities. Value of benefit claims payable at beginning of year2014-03-10$3,386
Did the plan have assets held for investment2014-03-10No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-10No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-10Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-10No
Opinion of an independent qualified public accountant for this plan2014-03-10Unqualified
Accountancy firm name2014-03-10MOORHEAD, PATTERSON & COMPANY
Accountancy firm EIN2014-03-10421092253
2013 : IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,386
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,968
Total income from all sources (including contributions)2013-12-31$3,020,312
Total of all expenses incurred2013-12-31$1,326,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,235,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$781,391
Value of total assets at end of year2013-12-31$11,507,532
Value of total assets at beginning of year2013-12-31$9,835,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$90,559
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$145,985
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$145,985
Administrative expenses professional fees incurred2013-12-31$29,317
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$29,823
Administrative expenses (other) incurred2013-12-31$15,541
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$10,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,693,984
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,504,146
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,810,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$22,669
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,991,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,296,473
Value of interest in common/collective trusts at end of year2013-12-31$474,513
Value of interest in common/collective trusts at beginning of year2013-12-31$415,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$12,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$40,296
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$40,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,092,936
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$781,391
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$82,606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,235,769
Contract administrator fees2013-12-31$23,032
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,386
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$14,947
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MOORHEAD, PATTERSON & COMPANY P.C.
Accountancy firm EIN2013-12-31421092253
2012 : IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$24,968
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,587
Total income from all sources (including contributions)2012-12-31$2,100,739
Total of all expenses incurred2012-12-31$696,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$614,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$941,324
Value of total assets at end of year2012-12-31$9,835,130
Value of total assets at beginning of year2012-12-31$8,420,664
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$81,772
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$141,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$141,701
Administrative expenses professional fees incurred2012-12-31$22,780
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$4,683
Administrative expenses (other) incurred2012-12-31$19,815
Liabilities. Value of operating payables at end of year2012-12-31$10,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,404,085
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,810,162
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,406,077
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$19,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,296,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,300,849
Value of interest in common/collective trusts at end of year2012-12-31$415,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$40,296
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$40,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$40,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,017,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$941,324
Employer contributions (assets) at end of year2012-12-31$82,606
Employer contributions (assets) at beginning of year2012-12-31$79,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$614,882
Contract administrator fees2012-12-31$19,277
Liabilities. Value of benefit claims payable at end of year2012-12-31$14,947
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$9,904
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MOORHEAD, PATTERSON & COMPANY P.C.
Accountancy firm EIN2012-12-31421092253
2011 : IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-356,567
Total unrealized appreciation/depreciation of assets2011-12-31$-356,567
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$23,528
Total income from all sources (including contributions)2011-12-31$702,746
Total of all expenses incurred2011-12-31$496,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$432,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$791,762
Value of total assets at end of year2011-12-31$8,420,664
Value of total assets at beginning of year2011-12-31$8,223,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,859
Total interest from all sources2011-12-31$42
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$267,079
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$267,079
Administrative expenses professional fees incurred2011-12-31$25,898
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$432,373
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$4,683
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$12,501
Other income not declared elsewhere2011-12-31$430
Administrative expenses (other) incurred2011-12-31$19,127
Liabilities. Value of operating payables at end of year2011-12-31$9,904
Liabilities. Value of operating payables at beginning of year2011-12-31$11,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$206,514
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,406,077
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,199,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$17,576
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,300,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,112,673
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$40,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$44,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$44,387
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$42
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$791,762
Employer contributions (assets) at end of year2011-12-31$79,803
Employer contributions (assets) at beginning of year2011-12-31$66,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$432,373
Contract administrator fees2011-12-31$1,258
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MOORHEAD PATTERSON & COMPANY, P.C.
Accountancy firm EIN2011-12-31421092253
2010 : IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$841,557
Total unrealized appreciation/depreciation of assets2010-12-31$841,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$23,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$18,587
Total income from all sources (including contributions)2010-12-31$1,610,998
Total of all expenses incurred2010-12-31$809,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$743,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$636,739
Value of total assets at end of year2010-12-31$8,223,091
Value of total assets at beginning of year2010-12-31$7,416,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66,681
Total interest from all sources2010-12-31$46
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$29,137
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$12,501
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,461
Other income not declared elsewhere2010-12-31$4,514
Administrative expenses (other) incurred2010-12-31$17,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$801,208
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,199,563
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,398,355
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$16,059
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,112,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,334,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$44,387
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$39,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$39,500
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$128,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$636,739
Employer contributions (assets) at end of year2010-12-31$66,031
Employer contributions (assets) at beginning of year2010-12-31$43,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$743,109
Contract administrator fees2010-12-31$3,873
Liabilities. Value of benefit claims payable at end of year2010-12-31$11,027
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$14,126
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MOORHEAD & COMPANY, P.C.
Accountancy firm EIN2010-12-31421092253

Form 5500 Responses for IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN

2014: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingYes
2014-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRONWORKERS LOCAL UNION 111 DEFINED CONTRIBUTION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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