401k Plan data: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND plan

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 401k Plan overview

Plan Name	INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND
Plan identification number	001

INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

BOARD OF TRUSTEES IUOE LOCAL 324 RETIREMENT TRUST FUND has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES IUOE LOCAL 324 RETIREMENT TRUST FUND

Employer identification number (EIN): 383685356

NAIC Classification: 237310
NAIC Description: Highway, Street, and Bridge Construction

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 THOMAS BARKER THOMAS SCOTT 2018-10-15
001 2016-01-01 THOMAS BARKER THOMAS SCOTT 2017-10-16
001 2015-01-01 THOMAS BARKER THOMAS SCOTT 2016-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	THOMAS BARKER	THOMAS SCOTT	2018-10-15
001	2016-01-01	THOMAS BARKER	THOMAS SCOTT	2017-10-16
001	2015-01-01	THOMAS BARKER	THOMAS SCOTT	2016-10-13

Plan Statistics for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND

401k plan membership statisitcs for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND

Measure Date Value
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,594
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,743
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 8
Total of all active and inactive participants 2022-01-01 1,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 4
Total participants 2022-01-01 1,760
Number of participants with account balances 2022-01-01 1,314
Number of employers contributing to the scheme 2022-01-01 33
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,442
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,600
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 1,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 8
Total participants 2021-01-01 1,629
Number of participants with account balances 2021-01-01 1,255
Number of employers contributing to the scheme 2021-01-01 27
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,312
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,473
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 17
Total of all active and inactive participants 2020-01-01 1,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 1,495
Number of participants with account balances 2020-01-01 1,155
Number of employers contributing to the scheme 2020-01-01 34
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,403
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,315
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 1,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 1,335
Number of participants with account balances 2019-01-01 1,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
Number of employers contributing to the scheme 2019-01-01 31
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,272
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,435
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 1,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 1,446
Number of participants with account balances 2018-01-01 1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
Number of employers contributing to the scheme 2018-01-01 36
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,166
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,291
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 1,305
Number of participants with account balances 2017-01-01 1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
Number of employers contributing to the scheme 2017-01-01 41
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,071
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,121
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 46
Total of all active and inactive participants 2016-01-01 1,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,169
Number of participants with account balances 2016-01-01 1,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
Number of employers contributing to the scheme 2016-01-01 39
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,018
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,017
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 1,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 1,060
Number of participants with account balances 2015-01-01 985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
Number of employers contributing to the scheme 2015-01-01 41

Measure	Date	Value
2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,594
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,743
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	8
Total of all active and inactive participants	2022-01-01	1,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	4
Total participants	2022-01-01	1,760
Number of participants with account balances	2022-01-01	1,314
Number of employers contributing to the scheme	2022-01-01	33
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,442
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,600
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	1,621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	8
Total participants	2021-01-01	1,629
Number of participants with account balances	2021-01-01	1,255
Number of employers contributing to the scheme	2021-01-01	27
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,312
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,473
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	17
Total of all active and inactive participants	2020-01-01	1,492
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	1,495
Number of participants with account balances	2020-01-01	1,155
Number of employers contributing to the scheme	2020-01-01	34
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,403
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,315
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	1,332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	1,335
Number of participants with account balances	2019-01-01	1,033
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
Number of employers contributing to the scheme	2019-01-01	31
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,272
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,435
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	1,446
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	1,446
Number of participants with account balances	2018-01-01	1,281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
Number of employers contributing to the scheme	2018-01-01	36
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,166
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,291
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	1,303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	1,305
Number of participants with account balances	2017-01-01	1,183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
Number of employers contributing to the scheme	2017-01-01	41
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,071
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,121
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	46
Total of all active and inactive participants	2016-01-01	1,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,169
Number of participants with account balances	2016-01-01	1,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
Number of employers contributing to the scheme	2016-01-01	39
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,018
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,017
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	1,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	1,060
Number of participants with account balances	2015-01-01	985
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
Number of employers contributing to the scheme	2015-01-01	41

Financial Data on INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND

Measure	Date	Value
2022 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$176,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$248,974
Total income from all sources (including contributions)	2022-12-31	$-3,595,358
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,096,643
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,698,308
Expenses. Certain deemed distributions of participant loans	2022-12-31	$40,032
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,604,978
Value of total assets at end of year	2022-12-31	$48,589,348
Value of total assets at beginning of year	2022-12-31	$56,353,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$358,303
Total interest from all sources	2022-12-31	$35,996
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,834,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,834,769
Administrative expenses professional fees incurred	2022-12-31	$139,856
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,312,813
Participant contributions at end of year	2022-12-31	$195,146
Participant contributions at beginning of year	2022-12-31	$229,053
Participant contributions at end of year	2022-12-31	$112,549
Participant contributions at beginning of year	2022-12-31	$118,838
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$151,998
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$12,641
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$14,953
Other income not declared elsewhere	2022-12-31	$7,085
Administrative expenses (other) incurred	2022-12-31	$89,289
Liabilities. Value of operating payables at end of year	2022-12-31	$176,355
Liabilities. Value of operating payables at beginning of year	2022-12-31	$248,974
Total non interest bearing cash at end of year	2022-12-31	$647,692
Total non interest bearing cash at beginning of year	2022-12-31	$366,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-7,692,001
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$48,412,993
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$56,104,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$45,839,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$53,288,271
Interest on participant loans	2022-12-31	$10,595
Interest earned on other investments	2022-12-31	$25,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,394,493
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,951,297
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,076,867
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	Yes
Contributions received in cash from employer	2022-12-31	$4,140,167
Employer contributions (assets) at end of year	2022-12-31	$387,306
Employer contributions (assets) at beginning of year	2022-12-31	$385,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,698,308
Contract administrator fees	2022-12-31	$129,158
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$248,974
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$170,205
Total income from all sources (including contributions)	2021-12-31	$10,800,926
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,601,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,282,991
Expenses. Certain deemed distributions of participant loans	2021-12-31	$8,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,725,455
Value of total assets at end of year	2021-12-31	$56,353,968
Value of total assets at beginning of year	2021-12-31	$48,076,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$310,103
Total interest from all sources	2021-12-31	$37,919
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,551,885
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,551,885
Administrative expenses professional fees incurred	2021-12-31	$98,877
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,265,089
Participant contributions at end of year	2021-12-31	$229,053
Participant contributions at beginning of year	2021-12-31	$225,212
Participant contributions at end of year	2021-12-31	$118,838
Participant contributions at beginning of year	2021-12-31	$127,274
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$14,953
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$10,430
Other income not declared elsewhere	2021-12-31	$1,320
Administrative expenses (other) incurred	2021-12-31	$79,091
Liabilities. Value of operating payables at end of year	2021-12-31	$248,974
Liabilities. Value of operating payables at beginning of year	2021-12-31	$170,205
Total non interest bearing cash at end of year	2021-12-31	$366,217
Total non interest bearing cash at beginning of year	2021-12-31	$333,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$8,199,181
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$56,104,994
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$47,905,813
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$53,288,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$45,259,370
Interest on participant loans	2021-12-31	$12,096
Interest earned on other investments	2021-12-31	$25,823
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,951,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,752,871
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,483,806
Net investment gain/loss from pooled separate accounts	2021-12-31	$541
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	Yes
Contributions received in cash from employer	2021-12-31	$3,460,366
Employer contributions (assets) at end of year	2021-12-31	$385,339
Employer contributions (assets) at beginning of year	2021-12-31	$367,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,282,991
Contract administrator fees	2021-12-31	$132,135
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2021-12-31	381357951
2020 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$170,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$167,646
Total income from all sources (including contributions)	2020-12-31	$10,868,944
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,503,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,229,538
Expenses. Certain deemed distributions of participant loans	2020-12-31	$22,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,657,169
Value of total assets at end of year	2020-12-31	$48,076,018
Value of total assets at beginning of year	2020-12-31	$39,708,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$251,535
Total interest from all sources	2020-12-31	$48,041
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,310,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,310,570
Administrative expenses professional fees incurred	2020-12-31	$90,528
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,626,074
Participant contributions at end of year	2020-12-31	$225,212
Participant contributions at beginning of year	2020-12-31	$274,501
Participant contributions at end of year	2020-12-31	$127,274
Participant contributions at beginning of year	2020-12-31	$169,914
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$143,091
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$10,430
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$10,186
Other income not declared elsewhere	2020-12-31	$1,936
Administrative expenses (other) incurred	2020-12-31	$64,934
Liabilities. Value of operating payables at end of year	2020-12-31	$170,205
Liabilities. Value of operating payables at beginning of year	2020-12-31	$167,646
Total non interest bearing cash at end of year	2020-12-31	$333,508
Total non interest bearing cash at beginning of year	2020-12-31	$642,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,365,220
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$47,905,813
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$39,540,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$45,259,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$37,098,585
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,116
Interest on participant loans	2020-12-31	$15,086
Interest earned on other investments	2020-12-31	$32,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,752,871
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,359,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,850,241
Net investment gain/loss from pooled separate accounts	2020-12-31	$987
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,888,004
Employer contributions (assets) at end of year	2020-12-31	$367,353
Employer contributions (assets) at beginning of year	2020-12-31	$151,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,229,538
Contract administrator fees	2020-12-31	$96,073
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2020-12-31	381357951
2019 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$167,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$167,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$165,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$165,895
Total income from all sources (including contributions)	2019-12-31	$11,199,002
Total income from all sources (including contributions)	2019-12-31	$11,199,002
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,811,737
Total of all expenses incurred	2019-12-31	$4,811,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,326,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,326,950
Expenses. Certain deemed distributions of participant loans	2019-12-31	$54,012
Expenses. Certain deemed distributions of participant loans	2019-12-31	$54,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,093,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,093,890
Value of total assets at end of year	2019-12-31	$39,708,239
Value of total assets at end of year	2019-12-31	$39,708,239
Value of total assets at beginning of year	2019-12-31	$33,319,223
Value of total assets at beginning of year	2019-12-31	$33,319,223
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$430,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$430,775
Total interest from all sources	2019-12-31	$21,002
Total interest from all sources	2019-12-31	$21,002
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$919,613
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$919,613
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$919,613
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$919,613
Administrative expenses professional fees incurred	2019-12-31	$94,216
Administrative expenses professional fees incurred	2019-12-31	$94,216
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,420,658
Contributions received from participants	2019-12-31	$1,420,658
Participant contributions at end of year	2019-12-31	$274,501
Participant contributions at end of year	2019-12-31	$274,501
Participant contributions at beginning of year	2019-12-31	$308,981
Participant contributions at beginning of year	2019-12-31	$308,981
Participant contributions at end of year	2019-12-31	$169,914
Participant contributions at end of year	2019-12-31	$169,914
Participant contributions at beginning of year	2019-12-31	$189,623
Participant contributions at beginning of year	2019-12-31	$189,623
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$337,564
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$337,564
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$10,186
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$10,186
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$10,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$10,382
Other income not declared elsewhere	2019-12-31	$180,120
Other income not declared elsewhere	2019-12-31	$180,120
Administrative expenses (other) incurred	2019-12-31	$67,992
Administrative expenses (other) incurred	2019-12-31	$67,992
Liabilities. Value of operating payables at end of year	2019-12-31	$167,646
Liabilities. Value of operating payables at end of year	2019-12-31	$167,646
Liabilities. Value of operating payables at beginning of year	2019-12-31	$165,895
Liabilities. Value of operating payables at beginning of year	2019-12-31	$165,895
Total non interest bearing cash at end of year	2019-12-31	$642,079
Total non interest bearing cash at end of year	2019-12-31	$642,079
Total non interest bearing cash at beginning of year	2019-12-31	$502,041
Total non interest bearing cash at beginning of year	2019-12-31	$502,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$6,387,265
Value of net income/loss	2019-12-31	$6,387,265
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$39,540,593
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$39,540,593
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,153,328
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$33,153,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$237,467
Investment advisory and management fees	2019-12-31	$237,467
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$37,098,585
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$37,098,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$30,635,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$30,635,023
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,116
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,116
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$23,837
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$23,837
Interest on participant loans	2019-12-31	$14,912
Interest on participant loans	2019-12-31	$14,912
Interest earned on other investments	2019-12-31	$6,090
Interest earned on other investments	2019-12-31	$6,090
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,359,679
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,359,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,474,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,474,726
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,982,408
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,982,408
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,969
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,335,668
Contributions received in cash from employer	2019-12-31	$2,335,668
Employer contributions (assets) at end of year	2019-12-31	$151,179
Employer contributions (assets) at end of year	2019-12-31	$151,179
Employer contributions (assets) at beginning of year	2019-12-31	$174,610
Employer contributions (assets) at beginning of year	2019-12-31	$174,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,326,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,326,950
Contract administrator fees	2019-12-31	$31,100
Contract administrator fees	2019-12-31	$31,100
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm name	2019-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2019-12-31	381357951
Accountancy firm EIN	2019-12-31	381357951
2018 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$165,895
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$243,371
Total income from all sources (including contributions)	2018-12-31	$2,127,211
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,700,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,225,674
Expenses. Certain deemed distributions of participant loans	2018-12-31	$36,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,846,708
Value of total assets at end of year	2018-12-31	$33,319,223
Value of total assets at beginning of year	2018-12-31	$33,969,804
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$437,754
Total interest from all sources	2018-12-31	$45,531
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,030,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,030,291
Administrative expenses professional fees incurred	2018-12-31	$80,559
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,684,980
Participant contributions at end of year	2018-12-31	$308,981
Participant contributions at beginning of year	2018-12-31	$436,907
Participant contributions at end of year	2018-12-31	$189,623
Participant contributions at beginning of year	2018-12-31	$150,860
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$53,350
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$10,382
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$9,554
Other income not declared elsewhere	2018-12-31	$217,774
Administrative expenses (other) incurred	2018-12-31	$20,652
Liabilities. Value of operating payables at end of year	2018-12-31	$165,895
Liabilities. Value of operating payables at beginning of year	2018-12-31	$243,371
Total non interest bearing cash at end of year	2018-12-31	$502,041
Total non interest bearing cash at beginning of year	2018-12-31	$549,423
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-573,105
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$33,153,328
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$33,726,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$40,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$30,635,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$31,626,210
Value of interest in pooled separate accounts at end of year	2018-12-31	$23,837
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$19,205
Interest earned on other investments	2018-12-31	$26,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,474,726
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,026,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,011,662
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,431
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,108,378
Employer contributions (assets) at end of year	2018-12-31	$174,610
Employer contributions (assets) at beginning of year	2018-12-31	$170,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,225,674
Contract administrator fees	2018-12-31	$295,893
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2018-12-31	381357951
2017 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$243,371
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$30,380
Total income from all sources (including contributions)	2017-12-31	$8,249,157
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,727,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,228,200
Expenses. Certain deemed distributions of participant loans	2017-12-31	$47,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,362,437
Value of total assets at end of year	2017-12-31	$33,969,804
Value of total assets at beginning of year	2017-12-31	$28,234,689
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$451,085
Total interest from all sources	2017-12-31	$41,156
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$812,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$812,356
Administrative expenses professional fees incurred	2017-12-31	$84,844
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,439,529
Participant contributions at end of year	2017-12-31	$436,907
Participant contributions at beginning of year	2017-12-31	$391,325
Participant contributions at end of year	2017-12-31	$150,860
Participant contributions at beginning of year	2017-12-31	$119,315
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$951
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$27,715
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$9,554
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$8,755
Other income not declared elsewhere	2017-12-31	$183,881
Administrative expenses (other) incurred	2017-12-31	$23,340
Liabilities. Value of operating payables at end of year	2017-12-31	$243,371
Liabilities. Value of operating payables at beginning of year	2017-12-31	$30,380
Total non interest bearing cash at end of year	2017-12-31	$549,423
Total non interest bearing cash at beginning of year	2017-12-31	$308,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,522,124
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$33,726,433
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$28,204,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$36,226
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$31,626,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$10,219,712
Interest on participant loans	2017-12-31	$19,974
Interest earned on other investments	2017-12-31	$21,182
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$15,574,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,026,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,436,638
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,179,835
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,874
Net investment gain or loss from common/collective trusts	2017-12-31	$667,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,895,193
Employer contributions (assets) at end of year	2017-12-31	$170,811
Employer contributions (assets) at beginning of year	2017-12-31	$175,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,228,200
Contract administrator fees	2017-12-31	$306,675
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2017-12-31	381357951
2016 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$30,380
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$8,679
Total income from all sources (including contributions)	2016-12-31	$5,421,173
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,264,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,543,925
Expenses. Certain deemed distributions of participant loans	2016-12-31	$201,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,220,012
Value of total assets at end of year	2016-12-31	$28,234,689
Value of total assets at beginning of year	2016-12-31	$26,055,823
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$519,060
Total interest from all sources	2016-12-31	$42,131
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$243,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$243,887
Administrative expenses professional fees incurred	2016-12-31	$92,772
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,288,543
Participant contributions at end of year	2016-12-31	$391,325
Participant contributions at beginning of year	2016-12-31	$540,479
Participant contributions at end of year	2016-12-31	$119,315
Participant contributions at beginning of year	2016-12-31	$109,075
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$951
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$11,237
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$85,886
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$8,755
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$49,417
Other income not declared elsewhere	2016-12-31	$150,882
Administrative expenses (other) incurred	2016-12-31	$37,079
Liabilities. Value of operating payables at end of year	2016-12-31	$30,380
Liabilities. Value of operating payables at beginning of year	2016-12-31	$8,679
Total non interest bearing cash at end of year	2016-12-31	$308,478
Total non interest bearing cash at beginning of year	2016-12-31	$181,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,157,165
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$28,204,309
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$26,047,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$82,220
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$10,219,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$5,969,830
Interest on participant loans	2016-12-31	$21,025
Interest earned on other investments	2016-12-31	$21,106
Value of interest in common/collective trusts at end of year	2016-12-31	$15,574,024
Value of interest in common/collective trusts at beginning of year	2016-12-31	$17,846,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,436,638
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,121,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$303,410
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,011
Net investment gain or loss from common/collective trusts	2016-12-31	$1,459,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,845,583
Employer contributions (assets) at end of year	2016-12-31	$175,491
Employer contributions (assets) at beginning of year	2016-12-31	$225,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,543,925
Contract administrator fees	2016-12-31	$306,989
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2016-12-31	381357951
2015 : INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$8,679
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$10,915
Total income from all sources (including contributions)	2015-12-31	$1,960,020
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,944,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,338,386
Expenses. Certain deemed distributions of participant loans	2015-12-31	$138,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,606,719
Value of total assets at end of year	2015-12-31	$26,055,823
Value of total assets at beginning of year	2015-12-31	$28,042,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$467,804
Total interest from all sources	2015-12-31	$42,408
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$224,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$224,198
Administrative expenses professional fees incurred	2015-12-31	$108,176
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,296,320
Participant contributions at end of year	2015-12-31	$540,479
Participant contributions at beginning of year	2015-12-31	$729,705
Participant contributions at end of year	2015-12-31	$109,075
Participant contributions at beginning of year	2015-12-31	$92,569
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$11,237
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$1,828
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,331
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$49,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$51,197
Other income not declared elsewhere	2015-12-31	$221,369
Administrative expenses (other) incurred	2015-12-31	$25,181
Liabilities. Value of operating payables at end of year	2015-12-31	$8,679
Liabilities. Value of operating payables at beginning of year	2015-12-31	$10,915
Total non interest bearing cash at end of year	2015-12-31	$181,779
Total non interest bearing cash at beginning of year	2015-12-31	$132,683
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,984,907
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$26,047,144
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$28,032,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$5,969,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$4,744,381
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$43,877
Interest on participant loans	2015-12-31	$28,335
Interest earned on other investments	2015-12-31	$14,073
Value of interest in common/collective trusts at end of year	2015-12-31	$17,846,599
Value of interest in common/collective trusts at beginning of year	2015-12-31	$20,933,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,121,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,219,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-259,602
Net investment gain/loss from pooled separate accounts	2015-12-31	$-924
Net investment gain or loss from common/collective trusts	2015-12-31	$-874,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,301,068
Employer contributions (assets) at end of year	2015-12-31	$225,889
Employer contributions (assets) at beginning of year	2015-12-31	$93,195
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,338,386
Contract administrator fees	2015-12-31	$334,447
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2015-12-31	381357951

Form 5500 Responses for INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND

2022: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 324 RETIREMENT TRUST FUND 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893515-087

Policy instance

Insurance contract or identification number	893515-087
Number of Individuals Covered	32
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893515-087

Policy instance

Insurance contract or identification number	893515-087
Number of Individuals Covered	32
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893515-087

Policy instance

Insurance contract or identification number	893515-087
Number of Individuals Covered	33
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893515-087

Policy instance

Insurance contract or identification number	893515-087
Number of Individuals Covered	26
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893515-087

Policy instance

Insurance contract or identification number	893515-087
Number of Individuals Covered	34
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893515-087

Policy instance

Insurance contract or identification number	893515-087
Number of Individuals Covered	29
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

IUOE-001

Policy instance

Insurance contract or identification number	IUOE-001
Number of Individuals Covered	28
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $3,339
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,339
Insurance broker organization code?	3
Insurance broker name	AUSDAL FINANCIAL PARTNERS

Potentially related plans

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	BOARD OF TRUSTEES IUOE LOCAL 324 RETIREMENT TRUST FUND
Employer identification number (EIN):	383685356
NAIC Classification:	237310
NAIC Description:	Highway, Street, and Bridge Construction