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IRON WORKERS' MID-AMERICA PENSION PLAN 401k Plan overview

Plan NameIRON WORKERS' MID-AMERICA PENSION PLAN
Plan identification number 001

IRON WORKERS' MID-AMERICA PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLAN has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES OF IW MID-AMERICA PENSION PLAN
Employer identification number (EIN):366488227
NAIC Classification:237990
NAIC Description:Other Heavy and Civil Engineering Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS' MID-AMERICA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIEL AUSSEM JEFFREY L CHIDESTER2018-10-12
0012016-01-01BARRY SCHOLZ JEFFREY L CHIDESTER2017-09-28
0012015-01-01JEFFREY L CHIDESTER BARRY SCHOLZ2016-10-17
0012014-01-01BARRY SCHOLZ JEFFREY L CHIDESTER2015-10-09
0012013-01-01JEFFREY L CHIDESTER BARRY SCHOLZ2014-10-08
0012012-01-01BARRY SCHOLZ JEFFREY L CHIDESTER2014-06-20
0012011-01-01BARRY SCHOLZ MICHAEL WILCHER2012-10-01
0012009-01-01CRAIG SHELTON MICHAEL WILCHER2010-10-14
0012009-01-012010-10-13 MICHAEL WILCHER2010-10-13

Plan Statistics for IRON WORKERS' MID-AMERICA PENSION PLAN

401k plan membership statisitcs for IRON WORKERS' MID-AMERICA PENSION PLAN

Measure Date Value
2022: IRON WORKERS' MID-AMERICA PENSION PLAN 2022 401k membership
Current value of assets2022-12-31946,149,288
Acturial value of assets for funding standard account2022-12-31880,586,638
Accrued liability for plan using immediate gains methods2022-12-311,007,048,302
Accrued liability under unit credit cost method2022-12-311,007,048,302
RPA 94 current liability2022-12-312,149,620,654
Expected increase in current liability due to benefits accruing during the plan year2022-12-3173,252,214
Expected release from RPA 94 current liability for plan year2022-12-3165,679,007
Expected plan disbursements for the plan year2022-12-3167,779,007
Current value of assets2022-12-31947,135,785
Number of retired participants and beneficiaries receiving payment2022-12-314,577
Current liability for retired participants and beneficiaries receiving payment2022-12-31958,246,915
Number of terminated vested participants2022-12-311,666
Current liability for terminated vested participants2022-12-31197,436,087
Current liability for active participants non vested benefits2022-12-3164,780,695
Current liability for active participants vested benefits2022-12-31929,156,957
Total number of active articipats2022-12-313,104
Current liability for active participants2022-12-31993,937,652
Total participant count with liabilities2022-12-319,347
Total current liabilitoes for participants with libailities2022-12-312,149,620,654
Total employer contributions in plan year2022-12-3153,174,725
Total employee contributions in plan year2022-12-310
Employer’s normal cost for plan year as of valuation date2022-12-3123,788,476
Prior year credit balance2022-12-3197,808,540
Amortization credits as of valuation date2022-12-3126,304,433
Total participants, beginning-of-year2022-01-019,792
Total number of active participants reported on line 7a of the Form 55002022-01-013,302
Number of retired or separated participants receiving benefits2022-01-013,778
Number of other retired or separated participants entitled to future benefits2022-01-011,696
Total of all active and inactive participants2022-01-018,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011,011
Total participants2022-01-019,787
Number of employers contributing to the scheme2022-01-01490
2021: IRON WORKERS' MID-AMERICA PENSION PLAN 2021 401k membership
Current value of assets2021-12-31824,576,403
Acturial value of assets for funding standard account2021-12-31815,006,973
Accrued liability for plan using immediate gains methods2021-12-31935,046,550
Accrued liability under unit credit cost method2021-12-31935,046,550
RPA 94 current liability2021-12-312,038,233,622
Expected increase in current liability due to benefits accruing during the plan year2021-12-3167,180,818
Expected release from RPA 94 current liability for plan year2021-12-3163,536,306
Expected plan disbursements for the plan year2021-12-3165,636,306
Current value of assets2021-12-31825,667,971
Number of retired participants and beneficiaries receiving payment2021-12-314,583
Current liability for retired participants and beneficiaries receiving payment2021-12-31922,467,369
Number of terminated vested participants2021-12-311,772
Current liability for terminated vested participants2021-12-31199,955,498
Current liability for active participants non vested benefits2021-12-3176,468,075
Current liability for active participants vested benefits2021-12-31839,342,680
Total number of active articipats2021-12-313,086
Current liability for active participants2021-12-31915,810,755
Total participant count with liabilities2021-12-319,441
Total current liabilitoes for participants with libailities2021-12-312,038,233,622
Total employer contributions in plan year2021-12-3151,260,875
Total employee contributions in plan year2021-12-310
Prior year funding deficiency2021-12-310
Employer’s normal cost for plan year as of valuation date2021-12-3120,663,464
Prior year credit balance2021-12-3189,565,654
Amortization credits as of valuation date2021-12-3125,052,339
Total participants, beginning-of-year2021-01-019,863
Total number of active participants reported on line 7a of the Form 55002021-01-013,351
Number of retired or separated participants receiving benefits2021-01-013,779
Number of other retired or separated participants entitled to future benefits2021-01-011,646
Total of all active and inactive participants2021-01-018,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011,016
Total participants2021-01-019,792
Number of employers contributing to the scheme2021-01-01472
2020: IRON WORKERS' MID-AMERICA PENSION PLAN 2020 401k membership
Current value of assets2020-12-31792,230,291
Acturial value of assets for funding standard account2020-12-31770,191,109
Accrued liability for plan using immediate gains methods2020-12-31917,060,274
Accrued liability under unit credit cost method2020-12-31917,060,274
RPA 94 current liability2020-12-311,833,125,840
Expected increase in current liability due to benefits accruing during the plan year2020-12-3157,583,042
Expected release from RPA 94 current liability for plan year2020-12-3162,213,467
Expected plan disbursements for the plan year2020-12-3164,313,467
Current value of assets2020-12-31792,230,291
Number of retired participants and beneficiaries receiving payment2020-12-314,635
Current liability for retired participants and beneficiaries receiving payment2020-12-31857,772,833
Number of terminated vested participants2020-12-311,666
Current liability for terminated vested participants2020-12-31152,945,249
Current liability for active participants non vested benefits2020-12-3171,641,050
Current liability for active participants vested benefits2020-12-31750,766,708
Total number of active articipats2020-12-313,356
Current liability for active participants2020-12-31822,407,758
Total participant count with liabilities2020-12-319,657
Total current liabilitoes for participants with libailities2020-12-311,833,125,840
Total employer contributions in plan year2020-12-3145,667,027
Total employee contributions in plan year2020-12-310
Prior year funding deficiency2020-12-310
Employer’s normal cost for plan year as of valuation date2020-12-3120,369,938
Prior year credit balance2020-12-3189,989,660
Amortization credits as of valuation date2020-12-3123,749,451
Total participants, beginning-of-year2020-01-0110,108
Total number of active participants reported on line 7a of the Form 55002020-01-013,288
Number of retired or separated participants receiving benefits2020-01-013,777
Number of other retired or separated participants entitled to future benefits2020-01-011,791
Total of all active and inactive participants2020-01-018,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011,007
Total participants2020-01-019,863
Number of employers contributing to the scheme2020-01-01466
2019: IRON WORKERS' MID-AMERICA PENSION PLAN 2019 401k membership
Current value of assets2019-12-31687,357,001
Acturial value of assets for funding standard account2019-12-31733,276,877
Accrued liability for plan using immediate gains methods2019-12-31889,858,555
Accrued liability under unit credit cost method2019-12-31889,858,555
RPA 94 current liability2019-12-311,753,294,586
Expected increase in current liability due to benefits accruing during the plan year2019-12-3156,508,338
Expected release from RPA 94 current liability for plan year2019-12-3160,349,665
Expected plan disbursements for the plan year2019-12-3162,449,665
Current value of assets2019-12-31687,357,001
Number of retired participants and beneficiaries receiving payment2019-12-314,640
Current liability for retired participants and beneficiaries receiving payment2019-12-31831,155,997
Number of terminated vested participants2019-12-311,661
Current liability for terminated vested participants2019-12-31140,800,474
Current liability for active participants non vested benefits2019-12-3168,466,016
Current liability for active participants vested benefits2019-12-31712,872,099
Total number of active articipats2019-12-313,323
Current liability for active participants2019-12-31781,338,115
Total participant count with liabilities2019-12-319,624
Total current liabilitoes for participants with libailities2019-12-311,753,294,586
Total employer contributions in plan year2019-12-3150,222,723
Total employee contributions in plan year2019-12-310
Prior year funding deficiency2019-12-310
Employer’s normal cost for plan year as of valuation date2019-12-3120,689,184
Prior year credit balance2019-12-3186,900,791
Amortization credits as of valuation date2019-12-3123,708,771
Total participants, beginning-of-year2019-01-0110,058
Total number of active participants reported on line 7a of the Form 55002019-01-013,568
Number of retired or separated participants receiving benefits2019-01-013,814
Number of other retired or separated participants entitled to future benefits2019-01-011,692
Total of all active and inactive participants2019-01-019,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011,034
Total participants2019-01-0110,108
Number of employers contributing to the scheme2019-01-01491
2018: IRON WORKERS' MID-AMERICA PENSION PLAN 2018 401k membership
Current value of assets2018-12-31713,523,488
Acturial value of assets for funding standard account2018-12-31705,415,447
Accrued liability for plan using immediate gains methods2018-12-31964,221,178
Accrued liability under unit credit cost method2018-12-31861,732,979
RPA 94 current liability2018-12-311,736,211,443
Expected increase in current liability due to benefits accruing during the plan year2018-12-3156,103,837
Expected release from RPA 94 current liability for plan year2018-12-3158,013,352
Expected plan disbursements for the plan year2018-12-3160,113,352
Current value of assets2018-12-31713,523,488
Number of retired participants and beneficiaries receiving payment2018-12-314,640
Current liability for retired participants and beneficiaries receiving payment2018-12-31821,662,655
Number of terminated vested participants2018-12-311,696
Current liability for terminated vested participants2018-12-31137,471,635
Current liability for active participants non vested benefits2018-12-3163,609,271
Current liability for active participants vested benefits2018-12-31713,467,882
Total number of active articipats2018-12-313,267
Current liability for active participants2018-12-31777,077,153
Total participant count with liabilities2018-12-319,603
Total current liabilitoes for participants with libailities2018-12-311,736,211,443
Total employer contributions in plan year2018-12-3150,650,975
Total employee contributions in plan year2018-12-310
Prior year funding deficiency2018-12-310
Employer’s normal cost for plan year as of valuation date2018-12-3113,882,043
Prior year credit balance2018-12-3191,118,990
Amortization credits as of valuation date2018-12-319,596,812
Total participants, beginning-of-year2018-01-0110,084
Total number of active participants reported on line 7a of the Form 55002018-01-013,676
Number of retired or separated participants receiving benefits2018-01-013,810
Number of other retired or separated participants entitled to future benefits2018-01-011,542
Total of all active and inactive participants2018-01-019,028
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011,030
Total participants2018-01-0110,058
Number of employers contributing to the scheme2018-01-01496
2017: IRON WORKERS' MID-AMERICA PENSION PLAN 2017 401k membership
Current value of assets2017-12-31644,544,102
Acturial value of assets for funding standard account2017-12-31675,767,689
Accrued liability for plan using immediate gains methods2017-12-31932,694,490
Accrued liability under unit credit cost method2017-12-31839,409,678
RPA 94 current liability2017-12-311,572,844,711
Expected increase in current liability due to benefits accruing during the plan year2017-12-3149,143,413
Expected release from RPA 94 current liability for plan year2017-12-3155,964,969
Expected plan disbursements for the plan year2017-12-3158,064,969
Current value of assets2017-12-31644,544,102
Number of retired participants and beneficiaries receiving payment2017-12-314,638
Current liability for retired participants and beneficiaries receiving payment2017-12-31749,290,820
Number of terminated vested participants2017-12-311,721
Current liability for terminated vested participants2017-12-31126,527,093
Current liability for active participants non vested benefits2017-12-3154,485,337
Current liability for active participants vested benefits2017-12-31642,541,461
Total number of active articipats2017-12-313,247
Current liability for active participants2017-12-31697,026,798
Total participant count with liabilities2017-12-319,606
Total current liabilitoes for participants with libailities2017-12-311,572,844,711
Total employer contributions in plan year2017-12-3147,358,875
Total employee contributions in plan year2017-12-310
Prior year funding deficiency2017-12-310
Employer’s normal cost for plan year as of valuation date2017-12-3112,828,037
Prior year credit balance2017-12-3196,959,363
Amortization credits as of valuation date2017-12-319,596,814
Total participants, beginning-of-year2017-01-0110,140
Total number of active participants reported on line 7a of the Form 55002017-01-013,553
Number of retired or separated participants receiving benefits2017-01-013,798
Number of other retired or separated participants entitled to future benefits2017-01-011,716
Total of all active and inactive participants2017-01-019,067
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011,017
Total participants2017-01-0110,084
Number of employers contributing to the scheme2017-01-01538
2016: IRON WORKERS' MID-AMERICA PENSION PLAN 2016 401k membership
Current value of assets2016-12-31607,466,968
Acturial value of assets for funding standard account2016-12-31650,932,671
Accrued liability for plan using immediate gains methods2016-12-31901,991,265
Accrued liability under unit credit cost method2016-12-31811,744,893
RPA 94 current liability2016-12-311,466,473,527
Expected increase in current liability due to benefits accruing during the plan year2016-12-3144,660,301
Expected release from RPA 94 current liability for plan year2016-12-3154,103,278
Expected plan disbursements for the plan year2016-12-3156,203,278
Current value of assets2016-12-31607,466,968
Number of retired participants and beneficiaries receiving payment2016-12-314,648
Current liability for retired participants and beneficiaries receiving payment2016-12-31701,690,232
Number of terminated vested participants2016-12-311,743
Current liability for terminated vested participants2016-12-31110,732,075
Current liability for active participants non vested benefits2016-12-3163,177,734
Current liability for active participants vested benefits2016-12-31590,873,486
Total number of active articipats2016-12-313,185
Current liability for active participants2016-12-31654,051,220
Total participant count with liabilities2016-12-319,576
Total current liabilitoes for participants with libailities2016-12-311,466,473,527
Total employer contributions in plan year2016-12-3144,699,158
Total employee contributions in plan year2016-12-310
Prior year funding deficiency2016-12-310
Employer’s normal cost for plan year as of valuation date2016-12-3112,347,076
Prior year credit balance2016-12-31102,234,847
Amortization credits as of valuation date2016-12-3110,151,772
Total participants, beginning-of-year2016-01-0110,182
Total number of active participants reported on line 7a of the Form 55002016-01-013,590
Number of retired or separated participants receiving benefits2016-01-013,781
Number of other retired or separated participants entitled to future benefits2016-01-011,749
Total of all active and inactive participants2016-01-019,120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011,020
Total participants2016-01-0110,140
Number of employers contributing to the scheme2016-01-01517
2015: IRON WORKERS' MID-AMERICA PENSION PLAN 2015 401k membership
Current value of assets2015-12-31613,631,456
Acturial value of assets for funding standard account2015-12-31633,648,030
Accrued liability for plan using immediate gains methods2015-12-31874,569,386
Accrued liability under unit credit cost method2015-12-31786,771,046
RPA 94 current liability2015-12-311,373,518,078
Expected increase in current liability due to benefits accruing during the plan year2015-12-3141,046,270
Expected release from RPA 94 current liability for plan year2015-12-3151,544,312
Expected plan disbursements for the plan year2015-12-3153,644,312
Current value of assets2015-12-31613,631,456
Number of retired participants and beneficiaries receiving payment2015-12-314,758
Current liability for retired participants and beneficiaries receiving payment2015-12-31656,932,427
Number of terminated vested participants2015-12-311,778
Current liability for terminated vested participants2015-12-31105,601,030
Current liability for active participants non vested benefits2015-12-3167,820,159
Current liability for active participants vested benefits2015-12-31543,164,462
Total number of active articipats2015-12-313,140
Current liability for active participants2015-12-31610,984,621
Total participant count with liabilities2015-12-319,676
Total current liabilitoes for participants with libailities2015-12-311,373,518,078
Total employer contributions in plan year2015-12-3140,975,633
Total employee contributions in plan year2015-12-310
Prior year funding deficiency2015-12-310
Employer’s normal cost for plan year as of valuation date2015-12-3111,542,488
Prior year credit balance2015-12-3194,046,371
Amortization credits as of valuation date2015-12-3123,231,612
Total participants, beginning-of-year2015-01-0110,051
Total number of active participants reported on line 7a of the Form 55002015-01-013,459
Number of retired or separated participants receiving benefits2015-01-013,950
Number of other retired or separated participants entitled to future benefits2015-01-011,771
Total of all active and inactive participants2015-01-019,180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011,002
Total participants2015-01-0110,182
Number of employers contributing to the scheme2015-01-01521
2014: IRON WORKERS' MID-AMERICA PENSION PLAN 2014 401k membership
Current value of assets2014-12-31585,715,185
Acturial value of assets for funding standard account2014-12-31605,764,049
Accrued liability for plan using immediate gains methods2014-12-31809,388,089
Accrued liability under unit credit cost method2014-12-31736,449,274
RPA 94 current liability2014-12-311,306,139,454
Expected increase in current liability due to benefits accruing during the plan year2014-12-3134,411,026
Expected release from RPA 94 current liability for plan year2014-12-3149,114,266
Expected plan disbursements for the plan year2014-12-3151,114,266
Current value of assets2014-12-31585,715,185
Number of retired participants and beneficiaries receiving payment2014-12-314,736
Current liability for retired participants and beneficiaries receiving payment2014-12-31616,670,683
Number of terminated vested participants2014-12-311,860
Current liability for terminated vested participants2014-12-31107,459,489
Current liability for active participants non vested benefits2014-12-3166,786,173
Current liability for active participants vested benefits2014-12-31515,223,109
Total number of active articipats2014-12-313,155
Current liability for active participants2014-12-31582,009,282
Total participant count with liabilities2014-12-319,751
Total current liabilitoes for participants with libailities2014-12-311,306,139,454
Total employer contributions in plan year2014-12-3137,490,414
Total employee contributions in plan year2014-12-310
Prior year funding deficiency2014-12-310
Employer’s normal cost for plan year as of valuation date2014-12-3110,602,005
Prior year credit balance2014-12-3184,085,314
Amortization credits as of valuation date2014-12-3123,231,612
Total participants, beginning-of-year2014-01-0110,023
Total number of active participants reported on line 7a of the Form 55002014-01-013,460
Number of retired or separated participants receiving benefits2014-01-013,808
Number of other retired or separated participants entitled to future benefits2014-01-011,806
Total of all active and inactive participants2014-01-019,074
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01977
Total participants2014-01-0110,051
Number of employers contributing to the scheme2014-01-01550
2013: IRON WORKERS' MID-AMERICA PENSION PLAN 2013 401k membership
Current value of assets2013-12-31518,969,634
Acturial value of assets for funding standard account2013-12-31577,404,223
Accrued liability for plan using immediate gains methods2013-12-31784,756,778
Accrued liability under unit credit cost method2013-12-31712,461,744
RPA 94 current liability2013-12-311,240,451,620
Expected increase in current liability due to benefits accruing during the plan year2013-12-3133,616,160
Expected release from RPA 94 current liability for plan year2013-12-3146,851,343
Expected plan disbursements for the plan year2013-12-3148,851,343
Current value of assets2013-12-31518,969,634
Number of retired participants and beneficiaries receiving payment2013-12-314,680
Current liability for retired participants and beneficiaries receiving payment2013-12-31574,314,582
Number of terminated vested participants2013-12-311,848
Current liability for terminated vested participants2013-12-3197,014,936
Current liability for active participants non vested benefits2013-12-3167,944,251
Current liability for active participants vested benefits2013-12-31501,177,851
Total number of active articipats2013-12-313,299
Current liability for active participants2013-12-31569,122,102
Total participant count with liabilities2013-12-319,827
Total current liabilitoes for participants with libailities2013-12-311,240,451,620
Total employer contributions in plan year2013-12-3136,676,884
Total employee contributions in plan year2013-12-310
Prior year funding deficiency2013-12-310
Employer’s normal cost for plan year as of valuation date2013-12-3110,814,525
Prior year credit balance2013-12-3178,598,302
Amortization credits as of valuation date2013-12-3123,231,613
Total participants, beginning-of-year2013-01-0110,120
Total number of active participants reported on line 7a of the Form 55002013-01-013,369
Number of retired or separated participants receiving benefits2013-01-013,769
Number of other retired or separated participants entitled to future benefits2013-01-011,893
Total of all active and inactive participants2013-01-019,031
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01992
Total participants2013-01-0110,023
Number of employers contributing to the scheme2013-01-01680
2012: IRON WORKERS' MID-AMERICA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0110,616
Total number of active participants reported on line 7a of the Form 55002012-01-013,533
Number of retired or separated participants receiving benefits2012-01-013,748
Number of other retired or separated participants entitled to future benefits2012-01-011,881
Total of all active and inactive participants2012-01-019,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01958
Total participants2012-01-0110,120
Number of employers contributing to the scheme2012-01-01734
2011: IRON WORKERS' MID-AMERICA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0110,842
Total number of active participants reported on line 7a of the Form 55002011-01-013,913
Number of retired or separated participants receiving benefits2011-01-013,814
Number of other retired or separated participants entitled to future benefits2011-01-011,957
Total of all active and inactive participants2011-01-019,684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01932
Total participants2011-01-0110,616
Number of employers contributing to the scheme2011-01-01848
2009: IRON WORKERS' MID-AMERICA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0111,252
Total number of active participants reported on line 7a of the Form 55002009-01-014,694
Number of retired or separated participants receiving benefits2009-01-013,666
Number of other retired or separated participants entitled to future benefits2009-01-011,971
Total of all active and inactive participants2009-01-0110,331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01883
Total participants2009-01-0111,214
Number of employers contributing to the scheme2009-01-01645

Financial Data on IRON WORKERS' MID-AMERICA PENSION PLAN

Measure Date Value
2022 : IRON WORKERS' MID-AMERICA PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$993,718
Total unrealized appreciation/depreciation of assets2022-12-31$993,718
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$971,993
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,198,914
Total income from all sources (including contributions)2022-12-31$-33,486,625
Total loss/gain on sale of assets2022-12-31$-5,581,757
Total of all expenses incurred2022-12-31$70,302,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$65,214,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$53,037,077
Value of total assets at end of year2022-12-31$844,318,916
Value of total assets at beginning of year2022-12-31$948,334,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,087,580
Total income from rents2022-12-31$115,289
Total interest from all sources2022-12-31$255,226
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$10,911,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$10,828,276
Administrative expenses professional fees incurred2022-12-31$415,818
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,034,092
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,269,217
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$1,722,527
Other income not declared elsewhere2022-12-31$20,131,799
Administrative expenses (other) incurred2022-12-31$1,747,589
Liabilities. Value of operating payables at end of year2022-12-31$971,993
Liabilities. Value of operating payables at beginning of year2022-12-31$1,198,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-103,788,862
Value of net assets at end of year (total assets less liabilities)2022-12-31$843,346,923
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$947,135,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$123,801,312
Assets. partnership/joint venture interests at beginning of year2022-12-31$156,175,640
Investment advisory and management fees2022-12-31$2,924,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$349,609,145
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$120,624,059
Interest earned on other investments2022-12-31$7,805
Income. Interest from US Government securities2022-12-31$99,339
Income. Interest from corporate debt instruments2022-12-31$113,072
Value of interest in common/collective trusts at end of year2022-12-31$340,020,870
Value of interest in common/collective trusts at beginning of year2022-12-31$509,161,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$7,423,187
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$8,802,073
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$8,802,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$35,010
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$15,547,728
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$16,091,492
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$59,875,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-56,443,243
Net investment gain or loss from common/collective trusts2022-12-31$-57,755,676
Net gain/loss from 103.12 investment entities2022-12-31$849,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$53,037,077
Employer contributions (assets) at end of year2022-12-31$5,216,428
Employer contributions (assets) at beginning of year2022-12-31$5,348,382
Income. Dividends from common stock2022-12-31$83,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$65,214,657
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$65,628
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$34,723,731
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$31,349,500
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$1,365,401
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,426,365
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$195,446,815
Aggregate carrying amount (costs) on sale of assets2022-12-31$201,028,572
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2022-12-31320043599
2021 : IRON WORKERS' MID-AMERICA PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$29,749,241
Total unrealized appreciation/depreciation of assets2021-12-31$29,749,241
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,198,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$907,970
Total income from all sources (including contributions)2021-12-31$190,888,389
Total loss/gain on sale of assets2021-12-31$-7,633,118
Total of all expenses incurred2021-12-31$69,420,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$63,510,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$51,083,986
Value of total assets at end of year2021-12-31$948,334,699
Value of total assets at beginning of year2021-12-31$826,575,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,910,004
Total income from rents2021-12-31$107,609
Total interest from all sources2021-12-31$2,495,763
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,435,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$588,277
Administrative expenses professional fees incurred2021-12-31$399,426
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2021-12-311146406
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,034,092
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$3,729,052
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$1,722,527
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$102,156,316
Other income not declared elsewhere2021-12-31$508,927
Administrative expenses (other) incurred2021-12-31$1,563,535
Liabilities. Value of operating payables at end of year2021-12-31$1,198,914
Liabilities. Value of operating payables at beginning of year2021-12-31$907,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$121,467,814
Value of net assets at end of year (total assets less liabilities)2021-12-31$947,135,785
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$825,667,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$156,175,640
Assets. partnership/joint venture interests at beginning of year2021-12-31$140,114,757
Investment advisory and management fees2021-12-31$3,947,043
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$120,624,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$109,078,626
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$14,928,197
Interest earned on other investments2021-12-31$118,714
Income. Interest from US Government securities2021-12-31$994,347
Income. Interest from corporate debt instruments2021-12-31$1,349,893
Value of interest in common/collective trusts at end of year2021-12-31$509,161,578
Value of interest in common/collective trusts at beginning of year2021-12-31$251,556,651
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$8,802,073
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,572,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,572,197
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$32,809
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$16,091,492
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$3,762,370
Asset value of US Government securities at end of year2021-12-31$59,875,260
Asset value of US Government securities at beginning of year2021-12-31$25,907,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,280,189
Net investment gain or loss from common/collective trusts2021-12-31$91,452,558
Net gain/loss from 103.12 investment entities2021-12-31$1,407,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$51,083,986
Employer contributions (assets) at end of year2021-12-31$5,348,382
Employer contributions (assets) at beginning of year2021-12-31$5,069,180
Income. Dividends from common stock2021-12-31$847,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$63,510,571
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$34,723,731
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$30,935,687
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$31,349,500
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$132,310,948
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,426,365
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,454,818
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$236,842,287
Aggregate carrying amount (costs) on sale of assets2021-12-31$244,475,405
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2021-12-31320043599
2020 : IRON WORKERS' MID-AMERICA PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$24,214,893
Total unrealized appreciation/depreciation of assets2020-12-31$24,214,893
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$907,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,023,102
Total income from all sources (including contributions)2020-12-31$100,778,190
Total loss/gain on sale of assets2020-12-31$12,255,309
Total of all expenses incurred2020-12-31$67,340,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$61,274,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$45,558,046
Value of total assets at end of year2020-12-31$826,575,941
Value of total assets at beginning of year2020-12-31$793,253,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,065,967
Total income from rents2020-12-31$116,387
Total interest from all sources2020-12-31$2,009,245
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,471,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,335,498
Administrative expenses professional fees incurred2020-12-31$516,349
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,729,052
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,123,537
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$102,156,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,135,168
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$229,339
Other income not declared elsewhere2020-12-31$1,592,007
Administrative expenses (other) incurred2020-12-31$1,601,067
Liabilities. Value of operating payables at end of year2020-12-31$907,970
Liabilities. Value of operating payables at beginning of year2020-12-31$793,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$33,437,680
Value of net assets at end of year (total assets less liabilities)2020-12-31$825,667,971
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$792,230,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$140,114,757
Assets. partnership/joint venture interests at beginning of year2020-12-31$111,861,575
Investment advisory and management fees2020-12-31$3,948,551
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$109,078,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$303,973,119
Value of interest in pooled separate accounts at end of year2020-12-31$14,928,197
Value of interest in pooled separate accounts at beginning of year2020-12-31$14,650,084
Interest earned on other investments2020-12-31$132,581
Income. Interest from US Government securities2020-12-31$650,895
Income. Interest from corporate debt instruments2020-12-31$1,210,770
Value of interest in common/collective trusts at end of year2020-12-31$251,556,651
Value of interest in common/collective trusts at beginning of year2020-12-31$162,057,930
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,572,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$6,907,817
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$6,907,817
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$14,999
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$3,762,370
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$25,907,142
Asset value of US Government securities at beginning of year2020-12-31$30,983,238
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-23,875,052
Net investment gain/loss from pooled separate accounts2020-12-31$377,682
Net investment gain or loss from common/collective trusts2020-12-31$35,046,130
Net gain/loss from 103.12 investment entities2020-12-31$12,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$45,558,046
Employer contributions (assets) at end of year2020-12-31$5,069,180
Employer contributions (assets) at beginning of year2020-12-31$4,697,579
Income. Dividends from common stock2020-12-31$2,135,675
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$61,274,543
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$30,935,687
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$37,793,595
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$132,310,948
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$112,557,851
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,454,818
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$1,511,900
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$218,653,083
Aggregate carrying amount (costs) on sale of assets2020-12-31$206,397,774
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2020-12-31320043599
2019 : IRON WORKERS' MID-AMERICA PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$36,765,351
Total unrealized appreciation/depreciation of assets2019-12-31$36,765,351
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,023,102
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$2,792,689
Total income from all sources (including contributions)2019-12-31$171,097,242
Total loss/gain on sale of assets2019-12-31$9,567,825
Total of all expenses incurred2019-12-31$66,223,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$60,065,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$50,222,723
Value of total assets at end of year2019-12-31$793,253,393
Value of total assets at beginning of year2019-12-31$690,149,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,158,514
Total income from rents2019-12-31$127,380
Total interest from all sources2019-12-31$2,550,323
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,950,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$3,021,772
Administrative expenses professional fees incurred2019-12-31$509,559
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,123,537
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$3,347,161
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,135,168
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,201,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$229,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,851,982
Other income not declared elsewhere2019-12-31$490,600
Administrative expenses (other) incurred2019-12-31$1,621,707
Liabilities. Value of operating payables at end of year2019-12-31$793,763
Liabilities. Value of operating payables at beginning of year2019-12-31$940,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$104,873,290
Value of net assets at end of year (total assets less liabilities)2019-12-31$792,230,291
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$687,357,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$111,861,575
Assets. partnership/joint venture interests at beginning of year2019-12-31$105,068,523
Investment advisory and management fees2019-12-31$4,027,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$303,973,119
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$239,604,648
Value of interest in pooled separate accounts at end of year2019-12-31$14,650,084
Value of interest in pooled separate accounts at beginning of year2019-12-31$14,084,895
Interest earned on other investments2019-12-31$162,880
Income. Interest from US Government securities2019-12-31$850,938
Income. Interest from corporate debt instruments2019-12-31$1,410,452
Value of interest in common/collective trusts at end of year2019-12-31$162,057,930
Value of interest in common/collective trusts at beginning of year2019-12-31$157,405,343
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$6,907,817
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$8,463,574
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$8,463,574
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$126,053
Asset value of US Government securities at end of year2019-12-31$30,983,238
Asset value of US Government securities at beginning of year2019-12-31$25,936,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$26,642,275
Net investment gain/loss from pooled separate accounts2019-12-31$727,309
Net investment gain or loss from common/collective trusts2019-12-31$39,052,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$50,222,723
Employer contributions (assets) at end of year2019-12-31$4,697,579
Employer contributions (assets) at beginning of year2019-12-31$5,447,000
Income. Dividends from common stock2019-12-31$1,929,212
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$60,065,438
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$37,793,595
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$38,436,268
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$112,557,851
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$89,565,179
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$1,511,900
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$1,589,030
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$192,721,223
Aggregate carrying amount (costs) on sale of assets2019-12-31$183,153,398
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2019-12-31320043599
2018 : IRON WORKERS' MID-AMERICA PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-9,480,092
Total unrealized appreciation/depreciation of assets2018-12-31$-9,480,092
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,792,689
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,230,798
Total income from all sources (including contributions)2018-12-31$37,006,227
Total loss/gain on sale of assets2018-12-31$991,104
Total of all expenses incurred2018-12-31$63,172,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$57,980,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$50,650,975
Value of total assets at end of year2018-12-31$690,149,690
Value of total assets at beginning of year2018-12-31$715,754,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,192,618
Total income from rents2018-12-31$123,579
Total interest from all sources2018-12-31$2,583,135
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,361,256
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$3,317,397
Administrative expenses professional fees incurred2018-12-31$461,230
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$3,347,161
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$4,106,371
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,201,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$811,493
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,851,982
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,166,101
Other income not declared elsewhere2018-12-31$648,555
Administrative expenses (other) incurred2018-12-31$1,590,422
Liabilities. Value of operating payables at end of year2018-12-31$940,707
Liabilities. Value of operating payables at beginning of year2018-12-31$1,064,697
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-26,166,487
Value of net assets at end of year (total assets less liabilities)2018-12-31$687,357,001
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$713,523,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$105,068,523
Assets. partnership/joint venture interests at beginning of year2018-12-31$83,908,990
Investment advisory and management fees2018-12-31$3,140,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$239,604,648
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$208,862,627
Value of interest in pooled separate accounts at end of year2018-12-31$14,084,895
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,657,489
Interest earned on other investments2018-12-31$177,638
Income. Interest from US Government securities2018-12-31$888,976
Income. Interest from corporate debt instruments2018-12-31$1,507,697
Value of interest in common/collective trusts at end of year2018-12-31$157,405,343
Value of interest in common/collective trusts at beginning of year2018-12-31$186,499,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$8,463,574
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$7,104,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$7,104,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$8,824
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$20,185,625
Asset value of US Government securities at end of year2018-12-31$25,936,241
Asset value of US Government securities at beginning of year2018-12-31$30,412,100
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-11,576,767
Net investment gain/loss from pooled separate accounts2018-12-31$520,669
Net investment gain or loss from common/collective trusts2018-12-31$-3,125,473
Net gain/loss from 103.12 investment entities2018-12-31$309,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$50,650,975
Employer contributions (assets) at end of year2018-12-31$5,447,000
Employer contributions (assets) at beginning of year2018-12-31$4,964,000
Income. Dividends from common stock2018-12-31$2,043,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$57,980,096
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$38,436,268
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$35,164,840
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$89,565,179
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$118,410,139
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$1,589,030
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$1,666,737
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$186,166,628
Aggregate carrying amount (costs) on sale of assets2018-12-31$185,175,524
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2018-12-31320043599
2017 : IRON WORKERS' MID-AMERICA PENSION PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$21,068,483
Total unrealized appreciation/depreciation of assets2017-12-31$21,068,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,230,798
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,874,547
Total income from all sources (including contributions)2017-12-31$129,429,185
Total loss/gain on sale of assets2017-12-31$5,880,903
Total of all expenses incurred2017-12-31$60,449,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$55,267,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$47,358,875
Value of total assets at end of year2017-12-31$715,754,286
Value of total assets at beginning of year2017-12-31$647,418,649
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,182,339
Total income from rents2017-12-31$117,523
Total interest from all sources2017-12-31$2,479,417
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,950,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,859,919
Administrative expenses professional fees incurred2017-12-31$493,849
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$4,106,371
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,387,948
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$811,493
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$833,187
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,166,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,997,862
Other income not declared elsewhere2017-12-31$427,883
Administrative expenses (other) incurred2017-12-31$1,549,721
Liabilities. Value of operating payables at end of year2017-12-31$1,064,697
Liabilities. Value of operating payables at beginning of year2017-12-31$876,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$68,979,386
Value of net assets at end of year (total assets less liabilities)2017-12-31$713,523,488
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$644,544,102
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$83,908,990
Assets. partnership/joint venture interests at beginning of year2017-12-31$30,408,375
Investment advisory and management fees2017-12-31$3,138,769
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$208,862,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$189,727,845
Value of interest in pooled separate accounts at end of year2017-12-31$13,657,489
Value of interest in pooled separate accounts at beginning of year2017-12-31$13,175,849
Interest earned on other investments2017-12-31$178,000
Income. Interest from US Government securities2017-12-31$906,652
Income. Interest from corporate debt instruments2017-12-31$1,391,207
Value of interest in common/collective trusts at end of year2017-12-31$186,499,774
Value of interest in common/collective trusts at beginning of year2017-12-31$151,354,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$7,104,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$7,727,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$7,727,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,558
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$20,185,625
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$57,168,107
Asset value of US Government securities at end of year2017-12-31$30,412,100
Asset value of US Government securities at beginning of year2017-12-31$33,543,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$20,678,361
Net investment gain/loss from pooled separate accounts2017-12-31$572,142
Net investment gain or loss from common/collective trusts2017-12-31$20,988,856
Net gain/loss from 103.12 investment entities2017-12-31$4,905,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$47,358,875
Employer contributions (assets) at end of year2017-12-31$4,964,000
Employer contributions (assets) at beginning of year2017-12-31$4,644,000
Income. Dividends from common stock2017-12-31$2,090,824
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,267,460
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$35,164,840
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$36,006,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$118,410,139
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$117,711,564
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$1,666,737
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$1,729,263
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$227,652,164
Aggregate carrying amount (costs) on sale of assets2017-12-31$221,771,261
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2017-12-31320043599
2016 : IRON WORKERS' MID-AMERICA PENSION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$16,132,725
Total unrealized appreciation/depreciation of assets2016-12-31$16,132,725
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,730,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,378,724
Total income from all sources (including contributions)2016-12-31$94,426,461
Total loss/gain on sale of assets2016-12-31$1,770,725
Total of all expenses incurred2016-12-31$57,349,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$52,553,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$44,699,158
Value of total assets at end of year2016-12-31$647,274,305
Value of total assets at beginning of year2016-12-31$610,845,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,796,127
Total income from rents2016-12-31$119,030
Total interest from all sources2016-12-31$2,286,208
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,516,863
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,372,904
Assets. Real estate other than employer real property at end of year2016-12-31$1,586,970
Assets. Real estate other than employer real property at beginning of year2016-12-31$1,599,162
Administrative expenses professional fees incurred2016-12-31$465,348
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$3,387,948
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$3,314,398
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$801,874
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$761,868
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,997,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,711,814
Other income not declared elsewhere2016-12-31$1,261,016
Administrative expenses (other) incurred2016-12-31$1,568,649
Liabilities. Value of operating payables at end of year2016-12-31$732,341
Liabilities. Value of operating payables at beginning of year2016-12-31$666,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$37,077,134
Value of net assets at end of year (total assets less liabilities)2016-12-31$644,544,102
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$607,466,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$30,408,375
Assets. partnership/joint venture interests at beginning of year2016-12-31$34,804,819
Investment advisory and management fees2016-12-31$2,762,130
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$189,727,845
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$185,704,220
Value of interest in pooled separate accounts at end of year2016-12-31$13,175,849
Value of interest in pooled separate accounts at beginning of year2016-12-31$12,805,976
Interest earned on other investments2016-12-31$156,857
Income. Interest from US Government securities2016-12-31$840,808
Income. Interest from corporate debt instruments2016-12-31$1,283,161
Value of interest in common/collective trusts at end of year2016-12-31$151,354,770
Value of interest in common/collective trusts at beginning of year2016-12-31$84,257,641
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$7,727,202
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$7,472,412
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$7,472,412
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$5,382
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$57,168,107
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$35,663,207
Asset value of US Government securities at end of year2016-12-31$33,543,702
Asset value of US Government securities at beginning of year2016-12-31$30,226,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$8,510,642
Net investment gain/loss from pooled separate accounts2016-12-31$457,711
Net investment gain or loss from common/collective trusts2016-12-31$11,567,669
Net gain/loss from 103.12 investment entities2016-12-31$2,104,714
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$44,699,158
Employer contributions (assets) at end of year2016-12-31$4,644,000
Employer contributions (assets) at beginning of year2016-12-31$4,188,000
Income. Dividends from common stock2016-12-31$3,143,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$52,553,200
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$36,006,837
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$36,050,683
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$117,711,564
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$173,966,845
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$29,262
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$29,990
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$287,765,955
Aggregate carrying amount (costs) on sale of assets2016-12-31$285,995,230
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2016-12-31320043599
2015 : IRON WORKERS' MID-AMERICA PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-1,645,238
Total unrealized appreciation/depreciation of assets2015-12-31$-1,645,238
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,378,724
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$749,139
Total income from all sources (including contributions)2015-12-31$49,747,148
Total loss/gain on sale of assets2015-12-31$1,125,690
Total of all expenses incurred2015-12-31$56,418,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$51,175,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$40,975,633
Value of total assets at end of year2015-12-31$610,845,692
Value of total assets at beginning of year2015-12-31$614,887,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,242,738
Total income from rents2015-12-31$116,764
Total interest from all sources2015-12-31$2,187,424
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,940,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,523,803
Assets. Real estate other than employer real property at end of year2015-12-31$1,599,162
Assets. Real estate other than employer real property at beginning of year2015-12-31$1,738,895
Administrative expenses professional fees incurred2015-12-31$470,014
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,314,398
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,006,322
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$761,868
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,723,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,711,814
Other income not declared elsewhere2015-12-31$530,379
Administrative expenses (other) incurred2015-12-31$1,647,321
Liabilities. Value of operating payables at end of year2015-12-31$666,910
Liabilities. Value of operating payables at beginning of year2015-12-31$749,139
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,671,319
Value of net assets at end of year (total assets less liabilities)2015-12-31$607,466,968
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$614,138,287
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$34,804,819
Assets. partnership/joint venture interests at beginning of year2015-12-31$37,038,663
Investment advisory and management fees2015-12-31$3,125,403
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$185,704,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$167,261,241
Value of interest in pooled separate accounts at end of year2015-12-31$12,805,976
Value of interest in pooled separate accounts at beginning of year2015-12-31$12,459,829
Interest earned on other investments2015-12-31$154,814
Income. Interest from US Government securities2015-12-31$772,317
Income. Interest from corporate debt instruments2015-12-31$1,256,018
Value of interest in common/collective trusts at end of year2015-12-31$84,257,641
Value of interest in common/collective trusts at beginning of year2015-12-31$105,976,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$7,472,412
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16,871,550
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16,871,550
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4,275
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$35,663,207
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$31,202,592
Asset value of US Government securities at end of year2015-12-31$30,226,471
Asset value of US Government securities at beginning of year2015-12-31$26,135,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,808,540
Net investment gain/loss from pooled separate accounts2015-12-31$431,507
Net investment gain or loss from common/collective trusts2015-12-31$4,432,339
Net gain/loss from 103.12 investment entities2015-12-31$-1,539,385
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$40,975,633
Employer contributions (assets) at end of year2015-12-31$4,188,000
Employer contributions (assets) at beginning of year2015-12-31$4,194,000
Income. Dividends from common stock2015-12-31$3,416,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$51,175,729
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$36,050,683
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$32,877,345
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$173,966,845
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$173,361,505
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$29,990
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$39,916
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$249,184,620
Aggregate carrying amount (costs) on sale of assets2015-12-31$248,058,930
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2015-12-31320043599
2014 : IRON WORKERS' MID-AMERICA PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$17,581,693
Total unrealized appreciation/depreciation of assets2014-12-31$17,581,693
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$749,139
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$4,628,359
Total income from all sources (including contributions)2014-12-31$81,559,690
Total loss/gain on sale of assets2014-12-31$2,682,125
Total of all expenses incurred2014-12-31$53,136,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$48,084,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$37,490,414
Value of total assets at end of year2014-12-31$614,887,426
Value of total assets at beginning of year2014-12-31$590,343,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,052,510
Total income from rents2014-12-31$119,473
Total interest from all sources2014-12-31$1,971,957
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,515,711
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,199,450
Assets. Real estate other than employer real property at end of year2014-12-31$1,738,895
Assets. Real estate other than employer real property at beginning of year2014-12-31$1,750,564
Administrative expenses professional fees incurred2014-12-31$448,307
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,006,322
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$2,186,849
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,723,690
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$672,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$3,897,843
Other income not declared elsewhere2014-12-31$820,055
Administrative expenses (other) incurred2014-12-31$1,393,441
Liabilities. Value of operating payables at end of year2014-12-31$749,139
Liabilities. Value of operating payables at beginning of year2014-12-31$730,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$28,423,102
Value of net assets at end of year (total assets less liabilities)2014-12-31$614,138,287
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$585,715,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$37,038,663
Assets. partnership/joint venture interests at beginning of year2014-12-31$40,051,142
Investment advisory and management fees2014-12-31$3,210,762
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$167,261,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$172,277,341
Value of interest in pooled separate accounts at end of year2014-12-31$12,459,829
Value of interest in pooled separate accounts at beginning of year2014-12-31$12,020,097
Interest earned on other investments2014-12-31$123,955
Income. Interest from US Government securities2014-12-31$632,374
Income. Interest from corporate debt instruments2014-12-31$1,212,415
Value of interest in common/collective trusts at end of year2014-12-31$105,976,319
Value of interest in common/collective trusts at beginning of year2014-12-31$99,623,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16,871,550
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$5,844,103
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$5,844,103
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$3,213
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$31,202,592
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$31,659,788
Asset value of US Government securities at end of year2014-12-31$26,135,559
Asset value of US Government securities at beginning of year2014-12-31$24,585,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$7,070,176
Net investment gain/loss from pooled separate accounts2014-12-31$522,160
Net investment gain or loss from common/collective trusts2014-12-31$7,243,123
Net gain/loss from 103.12 investment entities2014-12-31$-457,197
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$37,490,414
Employer contributions (assets) at end of year2014-12-31$4,194,000
Employer contributions (assets) at beginning of year2014-12-31$3,311,000
Income. Dividends from common stock2014-12-31$3,316,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$48,084,078
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$32,877,345
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$31,807,904
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$173,361,505
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$164,540,011
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$39,916
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$13,854
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$244,703,067
Aggregate carrying amount (costs) on sale of assets2014-12-31$242,020,942
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2014-12-31320043599
2013 : IRON WORKERS' MID-AMERICA PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$36,617,388
Total unrealized appreciation/depreciation of assets2013-12-31$36,617,388
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,628,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,649,005
Total income from all sources (including contributions)2013-12-31$116,675,564
Total loss/gain on sale of assets2013-12-31$7,353,464
Total of all expenses incurred2013-12-31$49,930,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$45,101,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$36,676,884
Value of total assets at end of year2013-12-31$590,343,544
Value of total assets at beginning of year2013-12-31$523,618,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,828,937
Total income from rents2013-12-31$118,846
Total interest from all sources2013-12-31$1,768,653
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,880,403
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$3,360,109
Assets. Real estate other than employer real property at end of year2013-12-31$1,750,564
Assets. Real estate other than employer real property at beginning of year2013-12-31$1,771,065
Administrative expenses professional fees incurred2013-12-31$411,344
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$2,186,849
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$1,993,521
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$672,383
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$556,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$3,897,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,438,290
Other income not declared elsewhere2013-12-31$660,787
Administrative expenses (other) incurred2013-12-31$1,447,015
Liabilities. Value of operating payables at end of year2013-12-31$730,516
Liabilities. Value of operating payables at beginning of year2013-12-31$1,210,715
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$79,753
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$66,745,551
Value of net assets at end of year (total assets less liabilities)2013-12-31$585,715,185
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$518,969,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$40,051,142
Assets. partnership/joint venture interests at beginning of year2013-12-31$38,453,641
Investment advisory and management fees2013-12-31$2,970,578
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$172,277,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$151,341,336
Value of interest in pooled separate accounts at end of year2013-12-31$12,020,097
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,695,129
Interest earned on other investments2013-12-31$104,010
Income. Interest from US Government securities2013-12-31$456,348
Income. Interest from corporate debt instruments2013-12-31$1,198,220
Value of interest in common/collective trusts at end of year2013-12-31$99,623,123
Value of interest in common/collective trusts at beginning of year2013-12-31$88,449,005
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$5,844,103
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$10,594,914
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$10,594,914
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$10,075
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$31,659,788
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$26,152,138
Asset value of US Government securities at end of year2013-12-31$24,585,385
Asset value of US Government securities at beginning of year2013-12-31$25,350,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$11,609,969
Net investment gain/loss from pooled separate accounts2013-12-31$404,902
Net investment gain or loss from common/collective trusts2013-12-31$13,376,650
Net gain/loss from 103.12 investment entities2013-12-31$2,207,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$36,676,884
Employer contributions (assets) at end of year2013-12-31$3,311,000
Employer contributions (assets) at beginning of year2013-12-31$4,720,000
Income. Dividends from common stock2013-12-31$2,520,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$45,101,076
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$31,807,904
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$31,308,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$164,540,011
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$131,116,091
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$13,854
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$37,226
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$209,222,262
Aggregate carrying amount (costs) on sale of assets2013-12-31$201,868,798
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 name2013-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2013-12-31320043599
2012 : IRON WORKERS' MID-AMERICA PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$16,668,412
Total unrealized appreciation/depreciation of assets2012-12-31$16,668,412
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,649,005
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,398,120
Total income from all sources (including contributions)2012-12-31$95,826,841
Total loss/gain on sale of assets2012-12-31$5,027,628
Total of all expenses incurred2012-12-31$47,808,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$43,265,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$40,734,487
Value of total assets at end of year2012-12-31$523,618,639
Value of total assets at beginning of year2012-12-31$475,349,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,542,923
Total income from rents2012-12-31$121,280
Total interest from all sources2012-12-31$1,735,646
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,713,671
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$2,149,627
Assets. Real estate other than employer real property at end of year2012-12-31$1,771,065
Assets. Real estate other than employer real property at beginning of year2012-12-31$2,414,351
Administrative expenses professional fees incurred2012-12-31$469,500
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$1,993,521
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$1,948,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$556,051
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$581,748
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,438,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$2,743,590
Other income not declared elsewhere2012-12-31$1,078,361
Administrative expenses (other) incurred2012-12-31$1,460,520
Liabilities. Value of operating payables at end of year2012-12-31$1,210,715
Liabilities. Value of operating payables at beginning of year2012-12-31$1,654,530
Total non interest bearing cash at end of year2012-12-31$79,753
Total non interest bearing cash at beginning of year2012-12-31$239,198
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$48,018,669
Value of net assets at end of year (total assets less liabilities)2012-12-31$518,969,634
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$470,950,965
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$38,453,641
Assets. partnership/joint venture interests at beginning of year2012-12-31$42,107,326
Investment advisory and management fees2012-12-31$2,612,903
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$151,341,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$174,493,990
Value of interest in pooled separate accounts at end of year2012-12-31$11,695,129
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,265,841
Interest earned on other investments2012-12-31$83,491
Income. Interest from US Government securities2012-12-31$593,865
Income. Interest from corporate debt instruments2012-12-31$1,040,630
Value of interest in common/collective trusts at end of year2012-12-31$88,449,005
Value of interest in common/collective trusts at beginning of year2012-12-31$64,968,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$10,594,914
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,993,117
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,993,117
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17,660
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$26,152,138
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$12,684,366
Asset value of US Government securities at end of year2012-12-31$25,350,446
Asset value of US Government securities at beginning of year2012-12-31$20,522,043
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$14,866,068
Net investment gain/loss from pooled separate accounts2012-12-31$506,849
Net investment gain or loss from common/collective trusts2012-12-31$7,580,712
Net gain/loss from 103.12 investment entities2012-12-31$2,793,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$40,734,487
Employer contributions (assets) at end of year2012-12-31$4,720,000
Employer contributions (assets) at beginning of year2012-12-31$4,717,000
Income. Dividends from common stock2012-12-31$2,564,044
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$43,265,249
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$31,308,323
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$21,864,036
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$131,116,091
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$113,496,043
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$37,226
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$52,848
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$211,704,382
Aggregate carrying amount (costs) on sale of assets2012-12-31$206,676,754
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 name2012-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2012-12-31320043599
2011 : IRON WORKERS' MID-AMERICA PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,426,939
Total unrealized appreciation/depreciation of assets2011-12-31$1,426,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,398,120
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,522,315
Total income from all sources (including contributions)2011-12-31$52,085,456
Total loss/gain on sale of assets2011-12-31$439,082
Total of all expenses incurred2011-12-31$46,099,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$41,549,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$36,604,146
Value of total assets at end of year2011-12-31$475,349,085
Value of total assets at beginning of year2011-12-31$469,487,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,550,293
Total income from rents2011-12-31$132,775
Total interest from all sources2011-12-31$1,891,480
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,523,643
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$2,391,219
Assets. Real estate other than employer real property at end of year2011-12-31$2,414,351
Assets. Real estate other than employer real property at beginning of year2011-12-31$2,428,808
Administrative expenses professional fees incurred2011-12-31$459,139
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$1,948,220
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$3,535,490
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$581,748
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$621,500
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$2,743,590
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$3,465,134
Other income not declared elsewhere2011-12-31$922,349
Administrative expenses (other) incurred2011-12-31$1,499,755
Liabilities. Value of operating payables at end of year2011-12-31$1,654,530
Liabilities. Value of operating payables at beginning of year2011-12-31$1,057,181
Total non interest bearing cash at end of year2011-12-31$239,198
Total non interest bearing cash at beginning of year2011-12-31$336,265
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$5,985,541
Value of net assets at end of year (total assets less liabilities)2011-12-31$470,950,965
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$464,965,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$42,107,326
Assets. partnership/joint venture interests at beginning of year2011-12-31$23,832,241
Investment advisory and management fees2011-12-31$2,591,399
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$174,493,990
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$163,519,052
Value of interest in pooled separate accounts at end of year2011-12-31$11,265,841
Value of interest in pooled separate accounts at beginning of year2011-12-31$10,906,187
Interest earned on other investments2011-12-31$115,013
Income. Interest from US Government securities2011-12-31$729,093
Income. Interest from corporate debt instruments2011-12-31$1,026,534
Value of interest in common/collective trusts at end of year2011-12-31$64,968,958
Value of interest in common/collective trusts at beginning of year2011-12-31$64,266,043
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,993,117
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,608,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,608,063
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$20,840
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$12,684,366
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$15,611,199
Asset value of US Government securities at end of year2011-12-31$20,522,043
Asset value of US Government securities at beginning of year2011-12-31$24,381,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$1,180,809
Net investment gain/loss from pooled separate accounts2011-12-31$434,407
Net investment gain or loss from common/collective trusts2011-12-31$4,347,978
Net gain/loss from 103.12 investment entities2011-12-31$181,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$36,604,146
Employer contributions (assets) at end of year2011-12-31$4,717,000
Employer contributions (assets) at beginning of year2011-12-31$4,378,000
Income. Dividends from common stock2011-12-31$2,132,424
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$41,549,622
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$21,864,036
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$25,513,083
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$113,496,043
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$124,472,757
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$52,848
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$77,669
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 appraiser2011-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$210,157,416
Aggregate carrying amount (costs) on sale of assets2011-12-31$209,718,334
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 name2011-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2011-12-31320043599
2010 : IRON WORKERS' MID-AMERICA PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$18,139,624
Total unrealized appreciation/depreciation of assets2010-12-31$18,139,624
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,522,315
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,677,193
Total income from all sources (including contributions)2010-12-31$91,344,378
Total loss/gain on sale of assets2010-12-31$2,779,261
Total of all expenses incurred2010-12-31$43,248,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$38,903,131
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$33,901,160
Value of total assets at end of year2010-12-31$469,487,739
Value of total assets at beginning of year2010-12-31$441,546,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,345,418
Total income from rents2010-12-31$128,627
Total interest from all sources2010-12-31$2,537,753
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,465,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,611,410
Assets. Real estate other than employer real property at end of year2010-12-31$2,428,808
Assets. Real estate other than employer real property at beginning of year2010-12-31$2,448,196
Administrative expenses professional fees incurred2010-12-31$435,321
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
Assets. Other investments not covered elsewhere at end of year2010-12-31$3,535,490
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$18,777,072
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$621,500
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$859,249
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$3,465,134
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$24,135,139
Other income not declared elsewhere2010-12-31$1,746,744
Administrative expenses (other) incurred2010-12-31$1,486,177
Liabilities. Value of operating payables at end of year2010-12-31$1,057,181
Liabilities. Value of operating payables at beginning of year2010-12-31$542,054
Total non interest bearing cash at end of year2010-12-31$336,265
Total non interest bearing cash at beginning of year2010-12-31$464,719
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$48,095,829
Value of net assets at end of year (total assets less liabilities)2010-12-31$464,965,424
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$416,869,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$23,832,241
Assets. partnership/joint venture interests at beginning of year2010-12-31$15,976,764
Investment advisory and management fees2010-12-31$2,423,920
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$163,519,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$119,528,138
Value of interest in pooled separate accounts at end of year2010-12-31$10,906,187
Value of interest in pooled separate accounts at beginning of year2010-12-31$10,954,439
Interest earned on other investments2010-12-31$179,347
Income. Interest from US Government securities2010-12-31$825,926
Income. Interest from corporate debt instruments2010-12-31$1,520,984
Value of interest in common/collective trusts at end of year2010-12-31$64,266,043
Value of interest in common/collective trusts at beginning of year2010-12-31$51,219,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,608,063
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$21,276,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$21,276,666
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$11,496
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$15,611,199
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$25,916,231
Asset value of US Government securities at end of year2010-12-31$24,381,382
Asset value of US Government securities at beginning of year2010-12-31$31,734,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$15,909,755
Net investment gain/loss from pooled separate accounts2010-12-31$30,263
Net investment gain or loss from common/collective trusts2010-12-31$9,014,410
Net gain/loss from 103.12 investment entities2010-12-31$3,690,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$33,901,160
Employer contributions (assets) at end of year2010-12-31$4,378,000
Employer contributions (assets) at beginning of year2010-12-31$2,855,000
Income. Dividends from common stock2010-12-31$1,854,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$38,903,131
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$25,513,083
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$39,539,479
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$124,472,757
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$99,893,707
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$77,669
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$103,443
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 appraiser2010-12-31Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$233,449,847
Aggregate carrying amount (costs) on sale of assets2010-12-31$230,670,586
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 name2010-12-31LEGACY PROFESSIONALS LLP
Accountancy firm EIN2010-12-31320043599

Form 5500 Responses for IRON WORKERS' MID-AMERICA PENSION PLAN

2022: IRON WORKERS' MID-AMERICA PENSION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS' MID-AMERICA PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS' MID-AMERICA PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS' MID-AMERICA PENSION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS' MID-AMERICA PENSION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS' MID-AMERICA PENSION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS' MID-AMERICA PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS' MID-AMERICA PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS' MID-AMERICA PENSION 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 filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS' MID-AMERICA PENSION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS' MID-AMERICA PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Submission has been amendedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS' MID-AMERICA PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS' MID-AMERICA PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered9792
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8397
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?0
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered9863
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $99,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees99568
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10108
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $96,984
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees96984
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10058
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $93,263
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees93263
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10084
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $90,502
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees90502
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10059
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,256
Total amount of fees paid to insurance companyUSD $85,359
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,256
Amount paid for insurance broker fees85359
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10051
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7,006
Total amount of fees paid to insurance companyUSD $82,428
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,006
Amount paid for insurance broker fees82428
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10023
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $6,794
Total amount of fees paid to insurance companyUSD $79,934
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,794
Amount paid for insurance broker fees79934
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10120
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $6,593
Total amount of fees paid to insurance companyUSD $77,561
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,593
Amount paid for insurance broker fees77561
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
Insurance broker nameULLICO INVESTMENT COMPANY
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10616
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,354
Total amount of fees paid to insurance companyUSD $74,752
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE UNION LABOR LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 52414 )
Policy contract numberGA-01211
Policy instance 1
Insurance contract or identification numberGA-01211
Number of Individuals Covered10842
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,674
Total amount of fees paid to insurance companyUSD $78,515
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,674
Amount paid for insurance broker fees78515
Additional information about fees paid to insurance brokerINVESTMENT MANAGEMENT FEE
Insurance broker organization code?7
Insurance broker nameULLICO INVESTMENT COMPANY

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