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IRON WORKERS' LOCAL NO. 25 PENSION FUND 401k Plan overview

Plan NameIRON WORKERS' LOCAL NO. 25 PENSION FUND
Plan identification number 001

IRON WORKERS' LOCAL NO. 25 PENSION FUND Benefits

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

401k Sponsoring company profile

BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25 has sponsored the creation of one or more 401k plans.

Company Name:BOARD OF TRUSTEES, IRON WORKERS LOCAL NO. 25
Employer identification number (EIN):386056780
NAIC Classification:236200

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IRON WORKERS' LOCAL NO. 25 PENSION FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-05-01
0012021-05-01
0012020-05-01
0012019-05-01
0012018-05-01
0012017-05-01PATRICK BAKER PATRICK BAKER2019-02-15
0012016-05-01DENNIS KRAMER
0012015-05-01DENNIS KRAMER
0012014-05-01DENNIS KRAMER
0012013-05-01DENNIS KRAMER
0012012-05-01DENNIS KRAMER
0012011-05-01DENNIS KRAMER
0012010-05-01DENNIS KRAMER
0012009-05-01DENNIS KRAMER

Plan Statistics for IRON WORKERS' LOCAL NO. 25 PENSION FUND

401k plan membership statisitcs for IRON WORKERS' LOCAL NO. 25 PENSION FUND

Measure Date Value
2023: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2023 401k membership
Current value of assets2023-04-30564,689,628
Acturial value of assets for funding standard account2023-04-30610,344,986
Accrued liability for plan using immediate gains methods2023-04-30937,204,510
Accrued liability under unit credit cost method2023-04-30937,204,510
RPA 94 current liability2023-04-301,694,891,542
Expected increase in current liability due to benefits accruing during the plan year2023-04-3014,586,736
Expected release from RPA 94 current liability for plan year2023-04-3078,831,806
Expected plan disbursements for the plan year2023-04-3075,248,664
Current value of assets2023-04-30564,689,628
Number of retired participants and beneficiaries receiving payment2023-04-302,555
Current liability for retired participants and beneficiaries receiving payment2023-04-301,146,110,302
Number of terminated vested participants2023-04-30941
Current liability for terminated vested participants2023-04-30193,643,338
Current liability for active participants non vested benefits2023-04-3010,866,036
Current liability for active participants vested benefits2023-04-30344,271,866
Total number of active articipats2023-04-301,648
Current liability for active participants2023-04-30355,137,902
Total participant count with liabilities2023-04-305,144
Total current liabilitoes for participants with libailities2023-04-301,694,891,542
Total employer contributions in plan year2023-04-3056,643,607
Total employee contributions in plan year2023-04-300
Prior year funding deficiency2023-04-300
Employer’s normal cost for plan year as of valuation date2023-04-305,264,367
Prior year credit balance2023-04-3051,309,330
Amortization credits as of valuation date2023-04-3018,417,016
2022: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2022 401k membership
Total participants, beginning-of-year2022-05-015,281
Total number of active participants reported on line 7a of the Form 55002022-05-011,794
Number of retired or separated participants receiving benefits2022-05-011,994
Number of other retired or separated participants entitled to future benefits2022-05-01938
Total of all active and inactive participants2022-05-014,726
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-05-01538
Total participants2022-05-015,264
Number of employers contributing to the scheme2022-05-01225
Current value of assets2022-04-30601,403,083
Acturial value of assets for funding standard account2022-04-30601,403,083
Accrued liability for plan using immediate gains methods2022-04-30949,443,295
Accrued liability under unit credit cost method2022-04-30949,443,295
RPA 94 current liability2022-04-301,695,932,092
Expected increase in current liability due to benefits accruing during the plan year2022-04-3013,762,138
Expected release from RPA 94 current liability for plan year2022-04-3078,997,142
Expected plan disbursements for the plan year2022-04-3075,360,845
Current value of assets2022-04-30604,403,083
Number of retired participants and beneficiaries receiving payment2022-04-302,609
Current liability for retired participants and beneficiaries receiving payment2022-04-301,164,253,016
Number of terminated vested participants2022-04-30901
Current liability for terminated vested participants2022-04-30176,586,803
Current liability for active participants non vested benefits2022-04-3010,846,115
Current liability for active participants vested benefits2022-04-30344,246,158
Total number of active articipats2022-04-301,691
Current liability for active participants2022-04-30355,092,273
Total participant count with liabilities2022-04-305,201
Total current liabilitoes for participants with libailities2022-04-301,695,932,092
Total employer contributions in plan year2022-04-3055,119,229
Total employee contributions in plan year2022-04-300
Prior year funding deficiency2022-04-300
Employer’s normal cost for plan year as of valuation date2022-04-305,162,701
Prior year credit balance2022-04-3042,746,474
Amortization credits as of valuation date2022-04-3018,417,016
2021: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2021 401k membership
Total participants, beginning-of-year2021-05-015,272
Total number of active participants reported on line 7a of the Form 55002021-05-011,766
Number of retired or separated participants receiving benefits2021-05-012,023
Number of other retired or separated participants entitled to future benefits2021-05-01956
Total of all active and inactive participants2021-05-014,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-05-01536
Total participants2021-05-015,281
Number of employers contributing to the scheme2021-05-01226
Current value of assets2021-04-30507,243,595
Acturial value of assets for funding standard account2021-04-30532,946,024
Accrued liability for plan using immediate gains methods2021-04-30912,678,182
Accrued liability under unit credit cost method2021-04-30912,678,182
RPA 94 current liability2021-04-301,620,891,024
Expected increase in current liability due to benefits accruing during the plan year2021-04-3011,843,828
Expected release from RPA 94 current liability for plan year2021-04-3079,865,047
Expected plan disbursements for the plan year2021-04-3075,874,847
Current value of assets2021-04-30507,243,595
Number of retired participants and beneficiaries receiving payment2021-04-302,633
Current liability for retired participants and beneficiaries receiving payment2021-04-301,126,751,185
Number of terminated vested participants2021-04-30906
Current liability for terminated vested participants2021-04-30163,261,942
Current liability for active participants non vested benefits2021-04-3014,564,636
Current liability for active participants vested benefits2021-04-30316,313,261
Total number of active articipats2021-04-301,621
Current liability for active participants2021-04-30330,877,897
Total participant count with liabilities2021-04-305,160
Total current liabilitoes for participants with libailities2021-04-301,620,891,024
Total employer contributions in plan year2021-04-3056,260,784
Total employee contributions in plan year2021-04-300
Prior year funding deficiency2021-04-300
Employer’s normal cost for plan year as of valuation date2021-04-304,883,420
Prior year credit balance2021-04-305,090,399
Amortization credits as of valuation date2021-04-3049,234,773
2020: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2020 401k membership
Total participants, beginning-of-year2020-05-015,257
Total number of active participants reported on line 7a of the Form 55002020-05-011,797
Number of retired or separated participants receiving benefits2020-05-012,022
Number of other retired or separated participants entitled to future benefits2020-05-01920
Total of all active and inactive participants2020-05-014,739
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-05-01533
Total participants2020-05-015,272
Number of employers contributing to the scheme2020-05-01242
Current value of assets2020-04-30526,376,277
Acturial value of assets for funding standard account2020-04-30528,976,678
Accrued liability for plan using immediate gains methods2020-04-30913,646,987
Accrued liability under unit credit cost method2020-04-30913,646,987
RPA 94 current liability2020-04-301,572,982,729
Expected increase in current liability due to benefits accruing during the plan year2020-04-309,979,022
Expected release from RPA 94 current liability for plan year2020-04-3079,258,084
Expected plan disbursements for the plan year2020-04-3075,178,952
Current value of assets2020-04-30526,376,277
Number of retired participants and beneficiaries receiving payment2020-04-302,655
Current liability for retired participants and beneficiaries receiving payment2020-04-301,118,068,124
Number of terminated vested participants2020-04-30884
Current liability for terminated vested participants2020-04-30144,925,697
Current liability for active participants non vested benefits2020-04-3018,193,737
Current liability for active participants vested benefits2020-04-30291,795,171
Total number of active articipats2020-04-301,600
Current liability for active participants2020-04-30309,988,908
Total participant count with liabilities2020-04-305,139
Total current liabilitoes for participants with libailities2020-04-301,572,982,729
Total employer contributions in plan year2020-04-3053,202,332
Total employee contributions in plan year2020-04-300
Prior year funding deficiency2020-04-3022,009,987
Employer’s normal cost for plan year as of valuation date2020-04-304,467,093
Prior year credit balance2020-04-300
Amortization credits as of valuation date2020-04-3049,234,773
2019: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2019 401k membership
Total participants, beginning-of-year2019-05-015,205
Total number of active participants reported on line 7a of the Form 55002019-05-011,729
Number of retired or separated participants receiving benefits2019-05-012,076
Number of other retired or separated participants entitled to future benefits2019-05-01916
Total of all active and inactive participants2019-05-014,721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-05-01536
Total participants2019-05-015,257
Number of employers contributing to the scheme2019-05-01254
Current value of assets2019-04-30524,201,178
Acturial value of assets for funding standard account2019-04-30520,006,893
Accrued liability for plan using immediate gains methods2019-04-30923,355,855
Accrued liability under unit credit cost method2019-04-30923,355,855
RPA 94 current liability2019-04-301,625,350,573
Expected increase in current liability due to benefits accruing during the plan year2019-04-309,091,760
Expected release from RPA 94 current liability for plan year2019-04-3077,233,340
Expected plan disbursements for the plan year2019-04-3078,712,602
Current value of assets2019-04-30524,201,178
Number of retired participants and beneficiaries receiving payment2019-04-302,708
Current liability for retired participants and beneficiaries receiving payment2019-04-301,164,383,182
Number of terminated vested participants2019-04-30878
Current liability for terminated vested participants2019-04-30143,960,201
Current liability for active participants non vested benefits2019-04-3016,823,701
Current liability for active participants vested benefits2019-04-30300,183,489
Total number of active articipats2019-04-301,640
Current liability for active participants2019-04-30317,007,190
Total participant count with liabilities2019-04-305,226
Total current liabilitoes for participants with libailities2019-04-301,625,350,573
Total employer contributions in plan year2019-04-3051,427,558
Total employee contributions in plan year2019-04-300
Prior year funding deficiency2019-04-3037,403,384
Employer’s normal cost for plan year as of valuation date2019-04-304,358,149
Prior year credit balance2019-04-300
Amortization credits as of valuation date2019-04-3049,130,062
2018: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2018 401k membership
Total participants, beginning-of-year2018-05-015,707
Total number of active participants reported on line 7a of the Form 55002018-05-011,686
Number of retired or separated participants receiving benefits2018-05-012,097
Number of other retired or separated participants entitled to future benefits2018-05-01898
Total of all active and inactive participants2018-05-014,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-05-01524
Total participants2018-05-015,205
Number of employers contributing to the scheme2018-05-01219
Current value of assets2018-04-30500,272,071
Acturial value of assets for funding standard account2018-04-30519,339,792
Accrued liability for plan using immediate gains methods2018-04-30930,795,051
Accrued liability under unit credit cost method2018-04-30930,795,051
RPA 94 current liability2018-04-301,569,638,739
Expected increase in current liability due to benefits accruing during the plan year2018-04-308,044,991
Expected release from RPA 94 current liability for plan year2018-04-3077,591,669
Expected plan disbursements for the plan year2018-04-3079,071,134
Current value of assets2018-04-30500,272,071
Number of retired participants and beneficiaries receiving payment2018-04-302,736
Current liability for retired participants and beneficiaries receiving payment2018-04-301,138,492,891
Number of terminated vested participants2018-04-30900
Current liability for terminated vested participants2018-04-30140,706,040
Current liability for active participants non vested benefits2018-04-3018,164,786
Current liability for active participants vested benefits2018-04-30272,275,022
Total number of active articipats2018-04-301,496
Current liability for active participants2018-04-30290,439,808
Total participant count with liabilities2018-04-305,132
Total current liabilitoes for participants with libailities2018-04-301,569,638,739
Total employer contributions in plan year2018-04-3056,563,862
Total employee contributions in plan year2018-04-300
Prior year funding deficiency2018-04-3048,312,432
Employer’s normal cost for plan year as of valuation date2018-04-304,154,660
Prior year credit balance2018-04-300
Amortization credits as of valuation date2018-04-3048,468,652
2017: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2017 401k membership
Total participants, beginning-of-year2017-05-015,570
Total number of active participants reported on line 7a of the Form 55002017-05-011,700
Number of retired or separated participants receiving benefits2017-05-011,979
Number of other retired or separated participants entitled to future benefits2017-05-01903
Total of all active and inactive participants2017-05-014,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-05-011,125
Total participants2017-05-015,707
Number of employers contributing to the scheme2017-05-01189
Current value of assets2017-04-30470,777,894
Acturial value of assets for funding standard account2017-04-30524,066,812
Accrued liability for plan using immediate gains methods2017-04-30929,908,817
Accrued liability under unit credit cost method2017-04-30929,908,817
RPA 94 current liability2017-04-301,529,105,482
Expected increase in current liability due to benefits accruing during the plan year2017-04-306,118,306
Expected release from RPA 94 current liability for plan year2017-04-3077,462,822
Expected plan disbursements for the plan year2017-04-3078,912,822
Current value of assets2017-04-30470,777,894
Number of retired participants and beneficiaries receiving payment2017-04-302,701
Current liability for retired participants and beneficiaries receiving payment2017-04-301,135,291,459
Number of terminated vested participants2017-04-30846
Current liability for terminated vested participants2017-04-30118,213,560
Current liability for active participants non vested benefits2017-04-305,290,688
Current liability for active participants vested benefits2017-04-30270,309,775
Total number of active articipats2017-04-301,561
Current liability for active participants2017-04-30275,600,463
Total participant count with liabilities2017-04-305,108
Total current liabilitoes for participants with libailities2017-04-301,529,105,482
Total employer contributions in plan year2017-04-3051,416,610
Total employee contributions in plan year2017-04-300
Prior year funding deficiency2017-04-3045,284,248
Employer’s normal cost for plan year as of valuation date2017-04-303,626,517
Amortization credits as of valuation date2017-04-3048,468,652
2016: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2016 401k membership
Total participants, beginning-of-year2016-05-015,570
Total number of active participants reported on line 7a of the Form 55002016-05-011,560
Number of retired or separated participants receiving benefits2016-05-011,997
Number of other retired or separated participants entitled to future benefits2016-05-01917
Total of all active and inactive participants2016-05-014,474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-05-011,096
Total participants2016-05-015,570
Number of employers contributing to the scheme2016-05-01188
Current value of assets2016-04-30503,869,333
Acturial value of assets for funding standard account2016-04-30541,860,900
Accrued liability for plan using immediate gains methods2016-04-30904,964,564
Accrued liability under unit credit cost method2016-04-30904,964,564
RPA 94 current liability2016-04-301,516,992,900
Expected increase in current liability due to benefits accruing during the plan year2016-04-305,790,426
Expected release from RPA 94 current liability for plan year2016-04-3078,021,759
Expected plan disbursements for the plan year2016-04-3079,371,759
Current value of assets2016-04-30503,869,333
Number of retired participants and beneficiaries receiving payment2016-04-302,581
Current liability for retired participants and beneficiaries receiving payment2016-04-301,152,087,052
Number of terminated vested participants2016-04-30831
Current liability for terminated vested participants2016-04-30102,619,132
Current liability for active participants non vested benefits2016-04-306,855,739
Current liability for active participants vested benefits2016-04-30255,430,977
Total number of active articipats2016-04-301,531
Current liability for active participants2016-04-30262,286,716
Total participant count with liabilities2016-04-304,943
Total current liabilitoes for participants with libailities2016-04-301,516,992,900
Total employer contributions in plan year2016-04-3048,995,501
Total employee contributions in plan year2016-04-300
Prior year funding deficiency2016-04-3043,514,197
Employer’s normal cost for plan year as of valuation date2016-04-303,447,973
Prior year credit balance2016-04-300
Amortization credits as of valuation date2016-04-3048,468,651
2015: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2015 401k membership
Total participants, beginning-of-year2015-05-015,421
Total number of active participants reported on line 7a of the Form 55002015-05-011,491
Number of retired or separated participants receiving benefits2015-05-012,012
Number of other retired or separated participants entitled to future benefits2015-05-01921
Total of all active and inactive participants2015-05-014,424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-05-011,061
Total participants2015-05-015,485
Number of employers contributing to the scheme2015-05-01175
Current value of assets2015-04-30496,261,917
Acturial value of assets for funding standard account2015-04-30548,557,830
Accrued liability for plan using immediate gains methods2015-04-30911,113,100
Accrued liability under unit credit cost method2015-04-30911,113,100
RPA 94 current liability2015-04-301,487,503,760
Expected increase in current liability due to benefits accruing during the plan year2015-04-305,275,421
Expected release from RPA 94 current liability for plan year2015-04-3078,069,243
Expected plan disbursements for the plan year2015-04-3079,319,243
Current value of assets2015-04-30496,261,917
Number of retired participants and beneficiaries receiving payment2015-04-302,703
Current liability for retired participants and beneficiaries receiving payment2015-04-301,147,167,033
Number of terminated vested participants2015-04-30865
Current liability for terminated vested participants2015-04-3098,169,273
Current liability for active participants non vested benefits2015-04-309,860,004
Current liability for active participants vested benefits2015-04-30232,307,450
Total number of active articipats2015-04-301,507
Current liability for active participants2015-04-30242,167,454
Total participant count with liabilities2015-04-305,075
Total current liabilitoes for participants with libailities2015-04-301,487,503,760
Total employer contributions in plan year2015-04-3047,068,013
Total employee contributions in plan year2015-04-300
Prior year funding deficiency2015-04-3040,640,475
Employer’s normal cost for plan year as of valuation date2015-04-303,252,942
Prior year credit balance2015-04-300
Amortization credits as of valuation date2015-04-3048,468,652
2014: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2014 401k membership
Total participants, beginning-of-year2014-05-015,378
Total number of active participants reported on line 7a of the Form 55002014-05-011,429
Number of retired or separated participants receiving benefits2014-05-012,026
Number of other retired or separated participants entitled to future benefits2014-05-01940
Total of all active and inactive participants2014-05-014,395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-05-011,026
Total participants2014-05-015,421
Number of employers contributing to the scheme2014-05-01163
Current value of assets2014-04-30476,995,881
Acturial value of assets for funding standard account2014-04-30552,157,788
Accrued liability for plan using immediate gains methods2014-04-30922,650,425
Accrued liability under unit credit cost method2014-04-30922,650,425
RPA 94 current liability2014-04-301,504,929,638
Expected increase in current liability due to benefits accruing during the plan year2014-04-304,963,185
Expected release from RPA 94 current liability for plan year2014-04-3079,078,060
Expected plan disbursements for the plan year2014-04-3080,328,060
Current value of assets2014-04-30476,995,881
Number of retired participants and beneficiaries receiving payment2014-04-302,785
Current liability for retired participants and beneficiaries receiving payment2014-04-301,176,894,138
Number of terminated vested participants2014-04-30833
Current liability for terminated vested participants2014-04-3090,348,770
Current liability for active participants non vested benefits2014-04-3012,214,753
Current liability for active participants vested benefits2014-04-30225,471,977
Total number of active articipats2014-04-301,531
Current liability for active participants2014-04-30237,686,730
Total participant count with liabilities2014-04-305,149
Total current liabilitoes for participants with libailities2014-04-301,504,929,638
Total employer contributions in plan year2014-04-3039,668,641
Total employee contributions in plan year2014-04-300
Prior year funding deficiency2014-04-3030,804,801
Employer’s normal cost for plan year as of valuation date2014-04-303,134,134
Prior year credit balance2014-04-300
Amortization credits as of valuation date2014-04-3047,364,871
2013: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2013 401k membership
Total participants, beginning-of-year2013-05-015,378
Total number of active participants reported on line 7a of the Form 55002013-05-011,361
Number of retired or separated participants receiving benefits2013-05-012,038
Number of other retired or separated participants entitled to future benefits2013-05-01984
Total of all active and inactive participants2013-05-014,383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-05-01995
Total participants2013-05-015,378
Number of employers contributing to the scheme2013-05-01168
2012: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2012 401k membership
Total participants, beginning-of-year2012-05-015,442
Total number of active participants reported on line 7a of the Form 55002012-05-011,380
Number of retired or separated participants receiving benefits2012-05-012,093
Number of other retired or separated participants entitled to future benefits2012-05-01942
Total of all active and inactive participants2012-05-014,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-05-01963
Total participants2012-05-015,378
Number of employers contributing to the scheme2012-05-01177
2011: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2011 401k membership
Total participants, beginning-of-year2011-05-015,469
Total number of active participants reported on line 7a of the Form 55002011-05-011,471
Number of retired or separated participants receiving benefits2011-05-012,084
Number of other retired or separated participants entitled to future benefits2011-05-01961
Total of all active and inactive participants2011-05-014,516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-05-01926
Total participants2011-05-015,442
Number of employers contributing to the scheme2011-05-01185
2010: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2010 401k membership
Total participants, beginning-of-year2010-05-015,486
Total number of active participants reported on line 7a of the Form 55002010-05-011,411
Number of retired or separated participants receiving benefits2010-05-012,105
Number of other retired or separated participants entitled to future benefits2010-05-011,057
Total of all active and inactive participants2010-05-014,573
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-05-01896
Total participants2010-05-015,469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-05-0115
Number of employers contributing to the scheme2010-05-01185
2009: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2009 401k membership
Total participants, beginning-of-year2009-05-015,507
Total number of active participants reported on line 7a of the Form 55002009-05-011,610
Number of retired or separated participants receiving benefits2009-05-012,094
Number of other retired or separated participants entitled to future benefits2009-05-01918
Total of all active and inactive participants2009-05-014,622
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-05-01864
Total participants2009-05-015,486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-05-010
Number of employers contributing to the scheme2009-05-01185

Financial Data on IRON WORKERS' LOCAL NO. 25 PENSION FUND

Measure Date Value
2023 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-04-30$744,373
Total unrealized appreciation/depreciation of assets2023-04-30$744,373
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$10,049,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-04-30$9,550,226
Total income from all sources (including contributions)2023-04-30$58,839,216
Total loss/gain on sale of assets2023-04-30$-2,504,440
Total of all expenses incurred2023-04-30$78,331,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-04-30$74,486,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-04-30$56,643,607
Value of total assets at end of year2023-04-30$555,247,455
Value of total assets at beginning of year2023-04-30$574,239,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-04-30$3,845,222
Total interest from all sources2023-04-30$935,199
Total dividends received (eg from common stock, registered investment company shares)2023-04-30$831,551
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-04-30$810,551
Administrative expenses professional fees incurred2023-04-30$734,151
Was this plan covered by a fidelity bond2023-04-30Yes
Value of fidelity bond cover2023-04-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2023-04-30No
Assets. Other investments not covered elsewhere at end of year2023-04-30$3,205,817
Assets. Other investments not covered elsewhere at beginning of year2023-04-30$3,866,093
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-04-30$403,041
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-04-30$579,959
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-04-30$7,919,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-04-30$8,480,656
Other income not declared elsewhere2023-04-30$586,226
Administrative expenses (other) incurred2023-04-30$801,850
Liabilities. Value of operating payables at end of year2023-04-30$2,130,107
Liabilities. Value of operating payables at beginning of year2023-04-30$1,069,570
Total non interest bearing cash at end of year2023-04-30$11,881,663
Total non interest bearing cash at beginning of year2023-04-30$17,278,515
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30No
Value of net income/loss2023-04-30$-19,492,121
Value of net assets at end of year (total assets less liabilities)2023-04-30$545,197,507
Value of net assets at beginning of year (total assets less liabilities)2023-04-30$564,689,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2023-04-30$52,869
Were any leases to which the plan was party in default or uncollectible2023-04-30No
Assets. partnership/joint venture interests at end of year2023-04-30$118,311,591
Assets. partnership/joint venture interests at beginning of year2023-04-30$57,105,413
Investment advisory and management fees2023-04-30$2,004,010
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-04-30$29,296,166
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-04-30$33,410,508
Value of interest in pooled separate accounts at end of year2023-04-30$15,540,522
Value of interest in pooled separate accounts at beginning of year2023-04-30$16,703,761
Income. Interest from corporate debt instruments2023-04-30$872,587
Value of interest in common/collective trusts at end of year2023-04-30$234,555,225
Value of interest in common/collective trusts at beginning of year2023-04-30$286,155,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-04-30$9,547,047
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-04-30$8,139,288
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-04-30$8,139,288
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-04-30$62,612
Assets. Value of investments in 103.12 investment entities at end of year2023-04-30$100,283,912
Assets. Value of investments in 103.12 investment entities at beginning of year2023-04-30$112,478,640
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-04-30$-3,913,095
Net investment gain/loss from pooled separate accounts2023-04-30$-1,203,522
Net investment gain or loss from common/collective trusts2023-04-30$2,420,028
Net gain/loss from 103.12 investment entities2023-04-30$4,299,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-04-30Yes
Was there a failure to transmit to the plan any participant contributions2023-04-30No
Has the plan failed to provide any benefit when due under the plan2023-04-30No
Contributions received in cash from employer2023-04-30$56,643,607
Employer contributions (assets) at end of year2023-04-30$10,343,999
Employer contributions (assets) at beginning of year2023-04-30$5,344,380
Income. Dividends from common stock2023-04-30$21,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-04-30$74,486,115
Asset. Corporate debt instrument debt (other) at end of year2023-04-30$21,417,493
Asset. Corporate debt instrument debt (other) at beginning of year2023-04-30$32,723,850
Contract administrator fees2023-04-30$305,211
Assets. Corporate common stocks other than exployer securities at end of year2023-04-30$379,890
Assets. Corporate common stocks other than exployer securities at beginning of year2023-04-30$372,963
Assets. Value of buildings and other operty used in plan operation at end of year2023-04-30$81,089
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-04-30$81,089
Did the plan have assets held for investment2023-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-04-30No
Aggregate proceeds on sale of assets2023-04-30$99,833,384
Aggregate carrying amount (costs) on sale of assets2023-04-30$102,337,824
Opinion of an independent qualified public accountant for this plan2023-04-30Unqualified
Accountancy firm name2023-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2023-04-30381357951
2022 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-04-30$803,685
Total unrealized appreciation/depreciation of assets2022-04-30$803,685
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$9,550,226
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-04-30$8,487,156
Total income from all sources (including contributions)2022-04-30$41,673,548
Total loss/gain on sale of assets2022-04-30$1,765,272
Total of all expenses incurred2022-04-30$78,387,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-04-30$74,247,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-04-30$55,119,229
Value of total assets at end of year2022-04-30$574,239,854
Value of total assets at beginning of year2022-04-30$609,890,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-04-30$4,139,232
Total interest from all sources2022-04-30$1,308,282
Total dividends received (eg from common stock, registered investment company shares)2022-04-30$767,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-04-30$744,315
Administrative expenses professional fees incurred2022-04-30$1,003,582
Was this plan covered by a fidelity bond2022-04-30Yes
Value of fidelity bond cover2022-04-30$3,000,000
Were there any nonexempt tranactions with any party-in-interest2022-04-30No
Assets. Other investments not covered elsewhere at end of year2022-04-30$3,866,093
Assets. Other investments not covered elsewhere at beginning of year2022-04-30$5,150,305
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-04-30$579,959
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-04-30$654,071
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-04-30$8,480,656
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-04-30$6,880,553
Other income not declared elsewhere2022-04-30$497,522
Administrative expenses (other) incurred2022-04-30$751,721
Liabilities. Value of operating payables at end of year2022-04-30$1,069,570
Liabilities. Value of operating payables at beginning of year2022-04-30$1,606,603
Total non interest bearing cash at end of year2022-04-30$17,278,515
Total non interest bearing cash at beginning of year2022-04-30$15,077,983
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30No
Value of net income/loss2022-04-30$-36,713,455
Value of net assets at end of year (total assets less liabilities)2022-04-30$564,689,628
Value of net assets at beginning of year (total assets less liabilities)2022-04-30$601,403,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2022-04-30$164,056
Were any leases to which the plan was party in default or uncollectible2022-04-30No
Assets. partnership/joint venture interests at end of year2022-04-30$57,105,413
Assets. partnership/joint venture interests at beginning of year2022-04-30$45,000,574
Investment advisory and management fees2022-04-30$2,075,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-04-30$33,410,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-04-30$42,532,816
Value of interest in pooled separate accounts at end of year2022-04-30$16,703,761
Value of interest in pooled separate accounts at beginning of year2022-04-30$28,140,716
Income. Interest from corporate debt instruments2022-04-30$1,307,414
Value of interest in common/collective trusts at end of year2022-04-30$286,155,395
Value of interest in common/collective trusts at beginning of year2022-04-30$299,990,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-04-30$8,139,288
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-04-30$8,760,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-04-30$8,760,123
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-04-30$868
Assets. Value of investments in 103.12 investment entities at end of year2022-04-30$112,478,640
Assets. Value of investments in 103.12 investment entities at beginning of year2022-04-30$118,635,284
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-04-30$-6,163,975
Net investment gain/loss from pooled separate accounts2022-04-30$7,750,107
Net investment gain or loss from common/collective trusts2022-04-30$-17,836,963
Net gain/loss from 103.12 investment entities2022-04-30$-2,337,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-04-30Yes
Was there a failure to transmit to the plan any participant contributions2022-04-30No
Has the plan failed to provide any benefit when due under the plan2022-04-30No
Contributions received in cash from employer2022-04-30$55,119,229
Employer contributions (assets) at end of year2022-04-30$5,344,380
Employer contributions (assets) at beginning of year2022-04-30$3,678,784
Income. Dividends from common stock2022-04-30$23,668
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-04-30$74,247,771
Asset. Corporate debt instrument debt (other) at end of year2022-04-30$32,723,850
Asset. Corporate debt instrument debt (other) at beginning of year2022-04-30$41,664,062
Contract administrator fees2022-04-30$308,376
Assets. Corporate common stocks other than exployer securities at end of year2022-04-30$372,963
Assets. Corporate common stocks other than exployer securities at beginning of year2022-04-30$523,974
Assets. Value of buildings and other operty used in plan operation at end of year2022-04-30$81,089
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-04-30$81,089
Did the plan have assets held for investment2022-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-04-30No
Aggregate proceeds on sale of assets2022-04-30$78,060,328
Aggregate carrying amount (costs) on sale of assets2022-04-30$76,295,056
Opinion of an independent qualified public accountant for this plan2022-04-30Unqualified
Accountancy firm name2022-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2022-04-30381357951
2021 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-04-30$818,724
Total unrealized appreciation/depreciation of assets2021-04-30$818,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$8,487,156
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-04-30$3,769,761
Total income from all sources (including contributions)2021-04-30$172,394,469
Total loss/gain on sale of assets2021-04-30$3,216,960
Total of all expenses incurred2021-04-30$78,234,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-04-30$74,676,721
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-04-30$55,258,766
Value of total assets at end of year2021-04-30$609,890,239
Value of total assets at beginning of year2021-04-30$511,013,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-04-30$3,558,260
Total interest from all sources2021-04-30$1,316,731
Total dividends received (eg from common stock, registered investment company shares)2021-04-30$713,465
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-04-30$577,930
Administrative expenses professional fees incurred2021-04-30$635,082
Was this plan covered by a fidelity bond2021-04-30Yes
Value of fidelity bond cover2021-04-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-04-30$0
Were there any nonexempt tranactions with any party-in-interest2021-04-30No
Assets. Other investments not covered elsewhere at end of year2021-04-30$5,150,305
Assets. Other investments not covered elsewhere at beginning of year2021-04-30$24,677,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-04-30$654,071
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-04-30$869,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-04-30$6,880,553
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-04-30$2,846,976
Other income not declared elsewhere2021-04-30$-550,860
Administrative expenses (other) incurred2021-04-30$553,383
Liabilities. Value of operating payables at end of year2021-04-30$1,606,603
Liabilities. Value of operating payables at beginning of year2021-04-30$922,785
Total non interest bearing cash at end of year2021-04-30$15,077,983
Total non interest bearing cash at beginning of year2021-04-30$421,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30No
Value of net income/loss2021-04-30$94,159,488
Value of net assets at end of year (total assets less liabilities)2021-04-30$601,403,083
Value of net assets at beginning of year (total assets less liabilities)2021-04-30$507,243,595
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2021-04-30$148,357
Were any leases to which the plan was party in default or uncollectible2021-04-30No
Assets. partnership/joint venture interests at end of year2021-04-30$45,000,574
Assets. partnership/joint venture interests at beginning of year2021-04-30$36,257,926
Investment advisory and management fees2021-04-30$2,061,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-04-30$42,532,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-04-30$35,020,540
Value of interest in pooled separate accounts at end of year2021-04-30$28,140,716
Value of interest in pooled separate accounts at beginning of year2021-04-30$28,279,406
Interest earned on other investments2021-04-30$1,184
Income. Interest from corporate debt instruments2021-04-30$1,314,419
Value of interest in common/collective trusts at end of year2021-04-30$299,990,458
Value of interest in common/collective trusts at beginning of year2021-04-30$253,392,734
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-04-30$8,760,123
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-04-30$15,940,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-04-30$15,940,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-04-30$1,128
Assets. Value of investments in 103.12 investment entities at end of year2021-04-30$118,635,284
Assets. Value of investments in 103.12 investment entities at beginning of year2021-04-30$67,655,892
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-04-30$12,353,661
Net investment gain/loss from pooled separate accounts2021-04-30$798,783
Net investment gain or loss from common/collective trusts2021-04-30$66,948,279
Net gain/loss from 103.12 investment entities2021-04-30$31,519,960
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-04-30Yes
Was there a failure to transmit to the plan any participant contributions2021-04-30No
Has the plan failed to provide any benefit when due under the plan2021-04-30No
Contributions received in cash from employer2021-04-30$55,258,766
Employer contributions (assets) at end of year2021-04-30$3,678,784
Employer contributions (assets) at beginning of year2021-04-30$5,397,737
Income. Dividends from common stock2021-04-30$135,535
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-04-30$74,676,721
Asset. Corporate debt instrument debt (other) at end of year2021-04-30$41,664,062
Asset. Corporate debt instrument debt (other) at beginning of year2021-04-30$36,875,238
Contract administrator fees2021-04-30$308,449
Assets. Corporate common stocks other than exployer securities at end of year2021-04-30$523,974
Assets. Corporate common stocks other than exployer securities at beginning of year2021-04-30$6,145,303
Assets. Value of buildings and other operty used in plan operation at end of year2021-04-30$81,089
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-04-30$80,225
Did the plan have assets held for investment2021-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-04-30No
Aggregate proceeds on sale of assets2021-04-30$137,537,442
Aggregate carrying amount (costs) on sale of assets2021-04-30$134,320,482
Opinion of an independent qualified public accountant for this plan2021-04-30Unqualified
Accountancy firm name2021-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2021-04-30381357951
2020 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-04-30$-3,515,123
Total unrealized appreciation/depreciation of assets2020-04-30$-3,515,123
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$3,769,761
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-04-30$4,691,696
Total income from all sources (including contributions)2020-04-30$59,967,879
Total loss/gain on sale of assets2020-04-30$4,837,356
Total of all expenses incurred2020-04-30$79,100,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-04-30$75,163,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-04-30$53,202,332
Value of total assets at end of year2020-04-30$511,013,356
Value of total assets at beginning of year2020-04-30$531,067,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-04-30$3,937,114
Total interest from all sources2020-04-30$1,590,989
Total dividends received (eg from common stock, registered investment company shares)2020-04-30$1,044,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-04-30$957,729
Administrative expenses professional fees incurred2020-04-30$732,969
Was this plan covered by a fidelity bond2020-04-30Yes
Value of fidelity bond cover2020-04-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2020-04-30No
Assets. Other investments not covered elsewhere at end of year2020-04-30$24,677,594
Assets. Other investments not covered elsewhere at beginning of year2020-04-30$30,054,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-04-30$869,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-04-30$275,628
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-04-30$2,846,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-04-30$3,737,587
Other income not declared elsewhere2020-04-30$-361,126
Administrative expenses (other) incurred2020-04-30$897,192
Liabilities. Value of operating payables at end of year2020-04-30$922,785
Liabilities. Value of operating payables at beginning of year2020-04-30$954,109
Total non interest bearing cash at end of year2020-04-30$421,361
Total non interest bearing cash at beginning of year2020-04-30$388,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30No
Value of net income/loss2020-04-30$-19,132,632
Value of net assets at end of year (total assets less liabilities)2020-04-30$507,243,595
Value of net assets at beginning of year (total assets less liabilities)2020-04-30$526,376,227
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-04-30$352,737
Were any leases to which the plan was party in default or uncollectible2020-04-30No
Assets. partnership/joint venture interests at end of year2020-04-30$36,257,926
Assets. partnership/joint venture interests at beginning of year2020-04-30$34,283,191
Investment advisory and management fees2020-04-30$1,981,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-04-30$35,020,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-04-30$35,222,058
Value of interest in pooled separate accounts at end of year2020-04-30$28,279,406
Value of interest in pooled separate accounts at beginning of year2020-04-30$27,887,639
Interest on participant loans2020-04-30$31,262
Interest earned on other investments2020-04-30$-11,086
Income. Interest from corporate debt instruments2020-04-30$1,458,911
Value of interest in common/collective trusts at end of year2020-04-30$253,392,734
Value of interest in common/collective trusts at beginning of year2020-04-30$243,533,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-04-30$15,940,143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-04-30$42,475,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-04-30$42,475,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-04-30$111,902
Assets. Value of investments in 103.12 investment entities at end of year2020-04-30$67,655,892
Assets. Value of investments in 103.12 investment entities at beginning of year2020-04-30$63,445,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-04-30$-3,206,455
Net investment gain/loss from pooled separate accounts2020-04-30$1,266,153
Net investment gain or loss from common/collective trusts2020-04-30$4,276,459
Net gain/loss from 103.12 investment entities2020-04-30$833,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-04-30Yes
Was there a failure to transmit to the plan any participant contributions2020-04-30No
Has the plan failed to provide any benefit when due under the plan2020-04-30No
Contributions received in cash from employer2020-04-30$53,202,332
Employer contributions (assets) at end of year2020-04-30$5,397,737
Employer contributions (assets) at beginning of year2020-04-30$7,184,606
Income. Dividends from common stock2020-04-30$86,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-04-30$75,163,397
Asset. Corporate debt instrument debt (other) at end of year2020-04-30$36,875,238
Asset. Corporate debt instrument debt (other) at beginning of year2020-04-30$38,867,588
Contract administrator fees2020-04-30$325,052
Assets. Corporate common stocks other than exployer securities at end of year2020-04-30$6,145,303
Assets. Corporate common stocks other than exployer securities at beginning of year2020-04-30$7,333,067
Assets. Value of buildings and other operty used in plan operation at end of year2020-04-30$80,225
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-04-30$116,886
Did the plan have assets held for investment2020-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-04-30No
Aggregate proceeds on sale of assets2020-04-30$148,101,076
Aggregate carrying amount (costs) on sale of assets2020-04-30$143,263,720
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-04-30No
Opinion of an independent qualified public accountant for this plan2020-04-30Unqualified
Accountancy firm name2020-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2020-04-30381357951
2019 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-04-30$-107,087,024
Total unrealized appreciation/depreciation of assets2019-04-30$-107,087,024
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$4,691,696
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-04-30$13,654,049
Total income from all sources (including contributions)2019-04-30$81,107,253
Total loss/gain on sale of assets2019-04-30$33,560,431
Total of all expenses incurred2019-04-30$78,932,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-04-30$75,572,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-04-30$51,427,558
Value of total assets at end of year2019-04-30$531,067,923
Value of total assets at beginning of year2019-04-30$537,855,227
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-04-30$3,359,697
Total interest from all sources2019-04-30$441,644
Total dividends received (eg from common stock, registered investment company shares)2019-04-30$3,939,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-04-30$2,116,302
Administrative expenses professional fees incurred2019-04-30$1,150,660
Was this plan covered by a fidelity bond2019-04-30Yes
Value of fidelity bond cover2019-04-30$1,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-04-30$0
Were there any nonexempt tranactions with any party-in-interest2019-04-30No
Assets. Other investments not covered elsewhere at end of year2019-04-30$30,054,655
Assets. Other investments not covered elsewhere at beginning of year2019-04-30$158,394,539
Income. Received or receivable in cash from other sources (including rollovers)2019-04-30$248,159
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-04-30$275,628
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-04-30$1,401,929
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-04-30$3,737,587
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-04-30$13,430,196
Other income not declared elsewhere2019-04-30$-1,707,947
Administrative expenses (other) incurred2019-04-30$718,691
Liabilities. Value of operating payables at end of year2019-04-30$954,109
Liabilities. Value of operating payables at beginning of year2019-04-30$223,853
Total non interest bearing cash at end of year2019-04-30$388,374
Total non interest bearing cash at beginning of year2019-04-30$4,146,953
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30No
Value of net income/loss2019-04-30$2,175,049
Value of net assets at end of year (total assets less liabilities)2019-04-30$526,376,227
Value of net assets at beginning of year (total assets less liabilities)2019-04-30$524,201,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-04-30$236,655
Were any leases to which the plan was party in default or uncollectible2019-04-30No
Assets. partnership/joint venture interests at end of year2019-04-30$34,283,191
Assets. partnership/joint venture interests at beginning of year2019-04-30$63,574,794
Investment advisory and management fees2019-04-30$1,282,904
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-04-30$35,222,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-04-30$71,954,343
Value of interest in pooled separate accounts at end of year2019-04-30$27,887,639
Value of interest in pooled separate accounts at beginning of year2019-04-30$27,181,088
Interest on participant loans2019-04-30$28,388
Interest earned on other investments2019-04-30$80
Income. Interest from corporate debt instruments2019-04-30$233,596
Value of interest in common/collective trusts at end of year2019-04-30$243,533,266
Value of interest in common/collective trusts at beginning of year2019-04-30$63,988,706
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-04-30$42,475,211
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-04-30$4,785,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-04-30$4,785,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-04-30$179,580
Assets. Value of investments in 103.12 investment entities at end of year2019-04-30$63,445,754
Assets. Value of investments in 103.12 investment entities at beginning of year2019-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-04-30$86,263,446
Net investment gain/loss from pooled separate accounts2019-04-30$1,919,811
Net investment gain or loss from common/collective trusts2019-04-30$8,904,006
Net gain/loss from 103.12 investment entities2019-04-30$3,445,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-04-30Yes
Was there a failure to transmit to the plan any participant contributions2019-04-30No
Has the plan failed to provide any benefit when due under the plan2019-04-30No
Contributions received in cash from employer2019-04-30$51,179,399
Employer contributions (assets) at end of year2019-04-30$7,184,606
Employer contributions (assets) at beginning of year2019-04-30$8,132,810
Income. Dividends from common stock2019-04-30$1,823,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-04-30$75,572,507
Asset. Corporate debt instrument debt (other) at end of year2019-04-30$38,867,588
Asset. Corporate debt instrument debt (other) at beginning of year2019-04-30$3,342
Contract administrator fees2019-04-30$207,442
Assets. Corporate common stocks other than exployer securities at end of year2019-04-30$7,333,067
Assets. Corporate common stocks other than exployer securities at beginning of year2019-04-30$134,148,006
Assets. Value of buildings and other operty used in plan operation at end of year2019-04-30$116,886
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-04-30$142,765
Did the plan have assets held for investment2019-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-04-30No
Aggregate proceeds on sale of assets2019-04-30$236,645,493
Aggregate carrying amount (costs) on sale of assets2019-04-30$203,085,062
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-04-30No
Opinion of an independent qualified public accountant for this plan2019-04-30Unqualified
Accountancy firm name2019-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2019-04-30381357951
2018 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-04-30$8,431,466
Total unrealized appreciation/depreciation of assets2018-04-30$8,431,466
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$13,654,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-04-30$8,067,298
Total income from all sources (including contributions)2018-04-30$104,423,699
Total loss/gain on sale of assets2018-04-30$9,659,904
Total of all expenses incurred2018-04-30$80,494,592
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-04-30$75,918,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-04-30$56,563,862
Value of total assets at end of year2018-04-30$537,855,227
Value of total assets at beginning of year2018-04-30$508,339,369
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-04-30$4,576,104
Total interest from all sources2018-04-30$530,523
Total dividends received (eg from common stock, registered investment company shares)2018-04-30$2,687,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-04-30$1,177,155
Administrative expenses professional fees incurred2018-04-30$445,963
Was this plan covered by a fidelity bond2018-04-30Yes
Value of fidelity bond cover2018-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-04-30$0
Were there any nonexempt tranactions with any party-in-interest2018-04-30No
Assets. Other investments not covered elsewhere at end of year2018-04-30$158,394,539
Assets. Other investments not covered elsewhere at beginning of year2018-04-30$176,592,282
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-04-30$1,401,929
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-04-30$1,943,369
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-04-30$13,430,196
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-04-30$7,844,987
Other income not declared elsewhere2018-04-30$1,286,613
Administrative expenses (other) incurred2018-04-30$1,000,332
Liabilities. Value of operating payables at end of year2018-04-30$223,853
Liabilities. Value of operating payables at beginning of year2018-04-30$222,311
Total non interest bearing cash at end of year2018-04-30$4,146,953
Total non interest bearing cash at beginning of year2018-04-30$523,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30No
Value of net income/loss2018-04-30$23,929,107
Value of net assets at end of year (total assets less liabilities)2018-04-30$524,201,178
Value of net assets at beginning of year (total assets less liabilities)2018-04-30$500,272,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-04-30$501,065
Were any leases to which the plan was party in default or uncollectible2018-04-30No
Assets. partnership/joint venture interests at end of year2018-04-30$63,574,794
Assets. partnership/joint venture interests at beginning of year2018-04-30$58,516,094
Investment advisory and management fees2018-04-30$3,129,809
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-04-30$71,954,343
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-04-30$40,065,374
Value of interest in pooled separate accounts at end of year2018-04-30$27,181,088
Value of interest in pooled separate accounts at beginning of year2018-04-30$26,167,968
Interest earned on other investments2018-04-30$455,515
Income. Interest from corporate debt instruments2018-04-30$319
Value of interest in common/collective trusts at end of year2018-04-30$63,988,706
Value of interest in common/collective trusts at beginning of year2018-04-30$42,921,206
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-04-30$4,785,952
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-04-30$12,788,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-04-30$12,788,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-04-30$74,689
Assets. Value of investments in 103.12 investment entities at end of year2018-04-30$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-04-30$16,299,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-04-30$21,066,956
Net investment gain/loss from pooled separate accounts2018-04-30$2,236,040
Net investment gain or loss from common/collective trusts2018-04-30$2,062,620
Net gain/loss from 103.12 investment entities2018-04-30$-101,403
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-04-30Yes
Was there a failure to transmit to the plan any participant contributions2018-04-30No
Has the plan failed to provide any benefit when due under the plan2018-04-30No
Contributions received in cash from employer2018-04-30$56,563,862
Employer contributions (assets) at end of year2018-04-30$8,132,810
Employer contributions (assets) at beginning of year2018-04-30$7,607,152
Income. Dividends from common stock2018-04-30$1,509,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-04-30$75,918,488
Asset. Corporate debt instrument debt (other) at end of year2018-04-30$3,342
Asset. Corporate debt instrument debt (other) at beginning of year2018-04-30$9,973
Assets. Corporate common stocks other than exployer securities at end of year2018-04-30$134,148,006
Assets. Corporate common stocks other than exployer securities at beginning of year2018-04-30$124,736,285
Assets. Value of buildings and other operty used in plan operation at end of year2018-04-30$142,765
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-04-30$169,094
Did the plan have assets held for investment2018-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-04-30No
Aggregate proceeds on sale of assets2018-04-30$48,867,283
Aggregate carrying amount (costs) on sale of assets2018-04-30$39,207,379
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-04-30No
Opinion of an independent qualified public accountant for this plan2018-04-30Unqualified
Accountancy firm name2018-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2018-04-30381357951
2017 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-04-30$299,395
Unrealized appreciation/depreciation of other (non real estate) assets2017-04-30$40,705,109
Total unrealized appreciation/depreciation of assets2017-04-30$41,004,504
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$8,067,298
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-04-30$17,345,453
Total income from all sources (including contributions)2017-04-30$110,544,880
Total loss/gain on sale of assets2017-04-30$12,049,792
Total of all expenses incurred2017-04-30$81,050,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-04-30$76,572,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-04-30$51,416,610
Value of total assets at end of year2017-04-30$508,339,369
Value of total assets at beginning of year2017-04-30$488,123,347
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-04-30$4,478,264
Total interest from all sources2017-04-30$617,244
Total dividends received (eg from common stock, registered investment company shares)2017-04-30$2,572,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-04-30$1,060,526
Administrative expenses professional fees incurred2017-04-30$428,694
Was this plan covered by a fidelity bond2017-04-30Yes
Value of fidelity bond cover2017-04-30$500,000
Were there any nonexempt tranactions with any party-in-interest2017-04-30No
Assets. Other investments not covered elsewhere at end of year2017-04-30$176,592,282
Assets. Other investments not covered elsewhere at beginning of year2017-04-30$179,159,765
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-04-30$1,943,369
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-04-30$4,021,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-04-30$7,844,987
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-04-30$17,045,962
Other income not declared elsewhere2017-04-30$136,122
Administrative expenses (other) incurred2017-04-30$1,083,535
Liabilities. Value of operating payables at end of year2017-04-30$222,311
Liabilities. Value of operating payables at beginning of year2017-04-30$299,491
Total non interest bearing cash at end of year2017-04-30$523,083
Total non interest bearing cash at beginning of year2017-04-30$2,251,399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30No
Value of net income/loss2017-04-30$29,494,177
Value of net assets at end of year (total assets less liabilities)2017-04-30$500,272,071
Value of net assets at beginning of year (total assets less liabilities)2017-04-30$470,777,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-04-30$1,273,497
Were any leases to which the plan was party in default or uncollectible2017-04-30No
Assets. partnership/joint venture interests at end of year2017-04-30$58,516,094
Assets. partnership/joint venture interests at beginning of year2017-04-30$50,467,139
Investment advisory and management fees2017-04-30$2,966,035
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-04-30$40,065,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-04-30$38,876,881
Value of interest in pooled separate accounts at end of year2017-04-30$26,167,968
Value of interest in pooled separate accounts at beginning of year2017-04-30$27,583,040
Interest earned on other investments2017-04-30$607,427
Income. Interest from corporate debt instruments2017-04-30$859
Value of interest in common/collective trusts at end of year2017-04-30$42,921,206
Value of interest in common/collective trusts at beginning of year2017-04-30$47,096,601
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-04-30$12,788,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-04-30$8,643,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-04-30$8,643,754
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-04-30$8,958
Assets. Value of investments in 103.12 investment entities at end of year2017-04-30$16,299,081
Assets. Value of investments in 103.12 investment entities at beginning of year2017-04-30$16,276,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-04-30$131,815
Net investment gain/loss from pooled separate accounts2017-04-30$2,268,332
Net investment gain or loss from common/collective trusts2017-04-30$323,394
Net gain/loss from 103.12 investment entities2017-04-30$24,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-04-30Yes
Was there a failure to transmit to the plan any participant contributions2017-04-30No
Has the plan failed to provide any benefit when due under the plan2017-04-30No
Contributions received in cash from employer2017-04-30$51,416,610
Employer contributions (assets) at end of year2017-04-30$7,607,152
Employer contributions (assets) at beginning of year2017-04-30$7,557,851
Income. Dividends from common stock2017-04-30$1,512,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-04-30$76,572,439
Asset. Corporate debt instrument debt (other) at end of year2017-04-30$9,973
Asset. Corporate debt instrument debt (other) at beginning of year2017-04-30$19,055
Assets. Corporate common stocks other than exployer securities at end of year2017-04-30$124,736,285
Assets. Corporate common stocks other than exployer securities at beginning of year2017-04-30$105,973,733
Assets. Value of buildings and other operty used in plan operation at end of year2017-04-30$169,094
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-04-30$196,055
Did the plan have assets held for investment2017-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-04-30No
Aggregate proceeds on sale of assets2017-04-30$76,576,074
Aggregate carrying amount (costs) on sale of assets2017-04-30$64,526,282
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-04-30No
Opinion of an independent qualified public accountant for this plan2017-04-30Unqualified
Accountancy firm name2017-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2017-04-30381357951
2016 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-04-30$-278,032
Unrealized appreciation/depreciation of other (non real estate) assets2016-04-30$-14,376,517
Total unrealized appreciation/depreciation of assets2016-04-30$-14,654,549
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$17,345,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-04-30$2,465,456
Total income from all sources (including contributions)2016-04-30$48,536,129
Total loss/gain on sale of assets2016-04-30$7,708,356
Total of all expenses incurred2016-04-30$81,627,568
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-04-30$77,149,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-04-30$48,995,501
Value of total assets at end of year2016-04-30$488,123,347
Value of total assets at beginning of year2016-04-30$506,334,789
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-04-30$4,477,942
Total interest from all sources2016-04-30$731,352
Total dividends received (eg from common stock, registered investment company shares)2016-04-30$4,052,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-04-30$2,482,564
Administrative expenses professional fees incurred2016-04-30$377,274
Was this plan covered by a fidelity bond2016-04-30Yes
Value of fidelity bond cover2016-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-04-30$0
Were there any nonexempt tranactions with any party-in-interest2016-04-30No
Assets. Other investments not covered elsewhere at end of year2016-04-30$179,159,765
Assets. Other investments not covered elsewhere at beginning of year2016-04-30$169,766,347
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-04-30$4,021,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-04-30$552,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-04-30$17,045,962
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-04-30$1,628,111
Other income not declared elsewhere2016-04-30$45,944
Administrative expenses (other) incurred2016-04-30$1,076,574
Liabilities. Value of operating payables at end of year2016-04-30$299,491
Liabilities. Value of operating payables at beginning of year2016-04-30$837,345
Total non interest bearing cash at end of year2016-04-30$2,251,399
Total non interest bearing cash at beginning of year2016-04-30$570,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30No
Value of net income/loss2016-04-30$-33,091,439
Value of net assets at end of year (total assets less liabilities)2016-04-30$470,777,894
Value of net assets at beginning of year (total assets less liabilities)2016-04-30$503,869,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-04-30$1,454,886
Were any leases to which the plan was party in default or uncollectible2016-04-30No
Assets. partnership/joint venture interests at end of year2016-04-30$50,467,139
Assets. partnership/joint venture interests at beginning of year2016-04-30$50,099,297
Investment advisory and management fees2016-04-30$3,024,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-04-30$38,876,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-04-30$41,930,878
Value of interest in pooled separate accounts at end of year2016-04-30$27,583,040
Value of interest in pooled separate accounts at beginning of year2016-04-30$29,943,200
Interest earned on other investments2016-04-30$726,776
Income. Interest from corporate debt instruments2016-04-30$994
Value of interest in common/collective trusts at end of year2016-04-30$47,096,601
Value of interest in common/collective trusts at beginning of year2016-04-30$45,444,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-04-30$8,643,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-04-30$12,056,752
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-04-30$12,056,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-04-30$3,582
Assets. Value of investments in 103.12 investment entities at end of year2016-04-30$16,276,465
Assets. Value of investments in 103.12 investment entities at beginning of year2016-04-30$17,061,683
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-04-30$-1,423,923
Net investment gain/loss from pooled separate accounts2016-04-30$3,516,226
Net investment gain or loss from common/collective trusts2016-04-30$239,343
Net gain/loss from 103.12 investment entities2016-04-30$-675,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-04-30Yes
Was there a failure to transmit to the plan any participant contributions2016-04-30No
Has the plan failed to provide any benefit when due under the plan2016-04-30No
Contributions received in cash from employer2016-04-30$48,995,501
Employer contributions (assets) at end of year2016-04-30$7,557,851
Employer contributions (assets) at beginning of year2016-04-30$4,937,330
Income. Dividends from common stock2016-04-30$1,570,327
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-04-30$77,149,626
Asset. Corporate debt instrument debt (other) at end of year2016-04-30$19,055
Asset. Corporate debt instrument debt (other) at beginning of year2016-04-30$26,487
Assets. Corporate common stocks other than exployer securities at end of year2016-04-30$105,973,733
Assets. Corporate common stocks other than exployer securities at beginning of year2016-04-30$133,721,524
Assets. Value of buildings and other operty used in plan operation at end of year2016-04-30$196,055
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-04-30$223,765
Did the plan have assets held for investment2016-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-04-30No
Aggregate proceeds on sale of assets2016-04-30$54,223,743
Aggregate carrying amount (costs) on sale of assets2016-04-30$46,515,387
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-04-30No
Opinion of an independent qualified public accountant for this plan2016-04-30Unqualified
Accountancy firm name2016-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2016-04-30381357951
2015 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-04-30$567,542
Unrealized appreciation/depreciation of other (non real estate) assets2015-04-30$9,000,632
Total unrealized appreciation/depreciation of assets2015-04-30$9,568,174
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$2,465,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-04-30$7,008,970
Total income from all sources (including contributions)2015-04-30$89,767,982
Total loss/gain on sale of assets2015-04-30$24,952,604
Total of all expenses incurred2015-04-30$82,160,566
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-04-30$77,953,815
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-04-30$47,068,013
Value of total assets at end of year2015-04-30$506,334,789
Value of total assets at beginning of year2015-04-30$503,270,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-04-30$4,206,751
Total interest from all sources2015-04-30$887,139
Total dividends received (eg from common stock, registered investment company shares)2015-04-30$3,535,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-04-30$1,769,193
Administrative expenses professional fees incurred2015-04-30$461,439
Was this plan covered by a fidelity bond2015-04-30Yes
Value of fidelity bond cover2015-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-04-30$0
Were there any nonexempt tranactions with any party-in-interest2015-04-30No
Assets. Other investments not covered elsewhere at end of year2015-04-30$169,766,347
Assets. Other investments not covered elsewhere at beginning of year2015-04-30$183,927,242
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-04-30$552,931
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-04-30$629,583
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-04-30$1,628,111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-04-30$6,177,394
Other income not declared elsewhere2015-04-30$61,296
Administrative expenses (other) incurred2015-04-30$983,318
Liabilities. Value of operating payables at end of year2015-04-30$837,345
Liabilities. Value of operating payables at beginning of year2015-04-30$831,576
Total non interest bearing cash at end of year2015-04-30$570,532
Total non interest bearing cash at beginning of year2015-04-30$617,492
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30No
Value of net income/loss2015-04-30$7,607,416
Value of net assets at end of year (total assets less liabilities)2015-04-30$503,869,333
Value of net assets at beginning of year (total assets less liabilities)2015-04-30$496,261,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-04-30$2,104,558
Were any leases to which the plan was party in default or uncollectible2015-04-30No
Assets. partnership/joint venture interests at end of year2015-04-30$50,099,297
Assets. partnership/joint venture interests at beginning of year2015-04-30$42,943,695
Investment advisory and management fees2015-04-30$2,761,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-04-30$41,930,878
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-04-30$51,484,246
Value of interest in pooled separate accounts at end of year2015-04-30$29,943,200
Value of interest in pooled separate accounts at beginning of year2015-04-30$26,327,841
Interest earned on other investments2015-04-30$853,082
Income. Interest from corporate debt instruments2015-04-30$1,583
Value of interest in common/collective trusts at end of year2015-04-30$45,444,063
Value of interest in common/collective trusts at beginning of year2015-04-30$48,007,303
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-04-30$12,056,752
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-04-30$12,309,425
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-04-30$12,309,425
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-04-30$32,474
Assets. Value of investments in 103.12 investment entities at end of year2015-04-30$17,061,683
Assets. Value of investments in 103.12 investment entities at beginning of year2015-04-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-04-30$-270,678
Net investment gain/loss from pooled separate accounts2015-04-30$3,615,359
Net investment gain or loss from common/collective trusts2015-04-30$-265
Net gain/loss from 103.12 investment entities2015-04-30$351,319
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-04-30Yes
Was there a failure to transmit to the plan any participant contributions2015-04-30No
Has the plan failed to provide any benefit when due under the plan2015-04-30No
Contributions received in cash from employer2015-04-30$47,068,013
Employer contributions (assets) at end of year2015-04-30$4,937,330
Employer contributions (assets) at beginning of year2015-04-30$4,813,099
Income. Dividends from common stock2015-04-30$1,765,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-04-30$77,953,815
Asset. Corporate debt instrument debt (other) at end of year2015-04-30$26,487
Asset. Corporate debt instrument debt (other) at beginning of year2015-04-30$37,447
Assets. Corporate common stocks other than exployer securities at end of year2015-04-30$133,721,524
Assets. Corporate common stocks other than exployer securities at beginning of year2015-04-30$131,919,928
Assets. Value of buildings and other operty used in plan operation at end of year2015-04-30$223,765
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-04-30$253,586
Did the plan have assets held for investment2015-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-04-30No
Aggregate proceeds on sale of assets2015-04-30$115,386,520
Aggregate carrying amount (costs) on sale of assets2015-04-30$90,433,916
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-04-30No
Opinion of an independent qualified public accountant for this plan2015-04-30Unqualified
Accountancy firm name2015-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2015-04-30381357951
2014 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-04-30$-1,529,101
Unrealized appreciation/depreciation of other (non real estate) assets2014-04-30$43,341,917
Total unrealized appreciation/depreciation of assets2014-04-30$41,812,816
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$7,008,970
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-04-30$5,466,038
Total income from all sources (including contributions)2014-04-30$102,099,491
Total loss/gain on sale of assets2014-04-30$12,176,434
Total of all expenses incurred2014-04-30$82,833,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-04-30$78,782,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-04-30$39,668,641
Value of total assets at end of year2014-04-30$503,270,887
Value of total assets at beginning of year2014-04-30$482,461,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-04-30$4,050,854
Total interest from all sources2014-04-30$1,115,958
Total dividends received (eg from common stock, registered investment company shares)2014-04-30$2,922,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-04-30$928,875
Administrative expenses professional fees incurred2014-04-30$434,871
Was this plan covered by a fidelity bond2014-04-30Yes
Value of fidelity bond cover2014-04-30$500,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-04-30260290
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-04-30$0
Were there any nonexempt tranactions with any party-in-interest2014-04-30No
Assets. Other investments not covered elsewhere at end of year2014-04-30$183,927,242
Assets. Other investments not covered elsewhere at beginning of year2014-04-30$202,731,705
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-04-30$629,583
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-04-30$924,823
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-04-30$6,177,394
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-04-30$4,400,142
Administrative expenses (other) incurred2014-04-30$963,106
Liabilities. Value of operating payables at end of year2014-04-30$831,576
Liabilities. Value of operating payables at beginning of year2014-04-30$1,065,896
Total non interest bearing cash at end of year2014-04-30$617,492
Total non interest bearing cash at beginning of year2014-04-30$615,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30No
Value of net income/loss2014-04-30$19,266,036
Value of net assets at end of year (total assets less liabilities)2014-04-30$496,261,917
Value of net assets at beginning of year (total assets less liabilities)2014-04-30$476,995,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-04-30$2,859,136
Were any leases to which the plan was party in default or uncollectible2014-04-30No
Assets. partnership/joint venture interests at end of year2014-04-30$42,943,695
Assets. partnership/joint venture interests at beginning of year2014-04-30$35,591,495
Investment advisory and management fees2014-04-30$2,652,877
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-04-30$51,484,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-04-30$39,110,936
Value of interest in pooled separate accounts at end of year2014-04-30$26,327,841
Value of interest in pooled separate accounts at beginning of year2014-04-30$23,311,251
Interest earned on other investments2014-04-30$1,065,231
Income. Interest from US Government securities2014-04-30$27,640
Income. Interest from corporate debt instruments2014-04-30$23,086
Value of interest in common/collective trusts at end of year2014-04-30$48,007,303
Value of interest in common/collective trusts at beginning of year2014-04-30$45,425,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-04-30$12,309,425
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-04-30$11,600,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-04-30$11,600,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-04-30$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-04-30$-1,028,612
Net investment gain/loss from pooled separate accounts2014-04-30$3,150,783
Net investment gain or loss from common/collective trusts2014-04-30$2,280,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-04-30Yes
Was there a failure to transmit to the plan any participant contributions2014-04-30No
Has the plan failed to provide any benefit when due under the plan2014-04-30No
Contributions received in cash from employer2014-04-30$39,668,641
Employer contributions (assets) at end of year2014-04-30$4,813,099
Employer contributions (assets) at beginning of year2014-04-30$4,814,820
Income. Dividends from common stock2014-04-30$1,993,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-04-30$78,782,601
Asset. Corporate debt instrument debt (other) at end of year2014-04-30$37,447
Asset. Corporate debt instrument debt (other) at beginning of year2014-04-30$70,194
Assets. Corporate common stocks other than exployer securities at end of year2014-04-30$131,919,928
Assets. Corporate common stocks other than exployer securities at beginning of year2014-04-30$117,977,310
Assets. Value of buildings and other operty used in plan operation at end of year2014-04-30$253,586
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-04-30$287,278
Did the plan have assets held for investment2014-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-04-30No
Aggregate proceeds on sale of assets2014-04-30$96,390,048
Aggregate carrying amount (costs) on sale of assets2014-04-30$84,213,614
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-04-30No
Opinion of an independent qualified public accountant for this plan2014-04-30Unqualified
Accountancy firm name2014-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2014-04-30381357951
2013 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-04-30$32,145,408
Total unrealized appreciation/depreciation of assets2013-04-30$32,145,408
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$5,466,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-04-30$22,101,661
Total income from all sources (including contributions)2013-04-30$98,517,861
Total loss/gain on sale of assets2013-04-30$807,723
Total of all expenses incurred2013-04-30$83,452,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-04-30$79,158,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-04-30$41,684,871
Value of total assets at end of year2013-04-30$482,461,919
Value of total assets at beginning of year2013-04-30$484,031,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-04-30$4,294,106
Total interest from all sources2013-04-30$1,819,940
Total dividends received (eg from common stock, registered investment company shares)2013-04-30$4,559,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-04-30No
Administrative expenses professional fees incurred2013-04-30$421,829
Was this plan covered by a fidelity bond2013-04-30Yes
Value of fidelity bond cover2013-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-04-30$0
Were there any nonexempt tranactions with any party-in-interest2013-04-30No
Assets. Other investments not covered elsewhere at end of year2013-04-30$202,731,705
Assets. Other investments not covered elsewhere at beginning of year2013-04-30$96,908,525
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-04-30$924,823
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-04-30$3,834,808
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-04-30$4,400,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-04-30$20,858,311
Other income not declared elsewhere2013-04-30$5,765,373
Administrative expenses (other) incurred2013-04-30$923,155
Liabilities. Value of operating payables at end of year2013-04-30$1,065,896
Liabilities. Value of operating payables at beginning of year2013-04-30$1,243,350
Total non interest bearing cash at end of year2013-04-30$615,822
Total non interest bearing cash at beginning of year2013-04-30$677,185
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30No
Value of net income/loss2013-04-30$15,065,739
Value of net assets at end of year (total assets less liabilities)2013-04-30$476,995,881
Value of net assets at beginning of year (total assets less liabilities)2013-04-30$461,930,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-04-30$4,126,667
Were any leases to which the plan was party in default or uncollectible2013-04-30No
Assets. partnership/joint venture interests at end of year2013-04-30$35,591,495
Assets. partnership/joint venture interests at beginning of year2013-04-30$33,191,364
Investment advisory and management fees2013-04-30$2,949,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-04-30$39,110,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-04-30$36,013,269
Value of interest in pooled separate accounts at end of year2013-04-30$23,311,251
Value of interest in pooled separate accounts at beginning of year2013-04-30$22,626,645
Interest earned on other investments2013-04-30$1,371,863
Income. Interest from US Government securities2013-04-30$348,849
Income. Interest from corporate debt instruments2013-04-30$98,145
Value of interest in common/collective trusts at end of year2013-04-30$45,425,944
Value of interest in common/collective trusts at beginning of year2013-04-30$23,454,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-04-30$11,600,341
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-04-30$11,454,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-04-30$11,454,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-04-30$1,083
Asset value of US Government securities at end of year2013-04-30$0
Asset value of US Government securities at beginning of year2013-04-30$14,675,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-04-30$9,982,374
Net investment gain/loss from pooled separate accounts2013-04-30$2,526,262
Net investment gain or loss from common/collective trusts2013-04-30$-773,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-04-30Yes
Was there a failure to transmit to the plan any participant contributions2013-04-30No
Has the plan failed to provide any benefit when due under the plan2013-04-30No
Contributions received in cash from employer2013-04-30$41,684,871
Employer contributions (assets) at end of year2013-04-30$4,814,820
Employer contributions (assets) at beginning of year2013-04-30$3,778,587
Income. Dividends from common stock2013-04-30$4,559,137
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-04-30$79,158,016
Asset. Corporate debt instrument debt (other) at end of year2013-04-30$70,194
Asset. Corporate debt instrument debt (other) at beginning of year2013-04-30$7,804,683
Assets. Corporate common stocks other than exployer securities at end of year2013-04-30$117,977,310
Assets. Corporate common stocks other than exployer securities at beginning of year2013-04-30$229,290,808
Assets. Value of buildings and other operty used in plan operation at end of year2013-04-30$287,278
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-04-30$320,969
Did the plan have assets held for investment2013-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-04-30No
Aggregate proceeds on sale of assets2013-04-30$239,684,783
Aggregate carrying amount (costs) on sale of assets2013-04-30$238,877,060
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-04-30No
Opinion of an independent qualified public accountant for this plan2013-04-30Unqualified
Accountancy firm name2013-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2013-04-30381357951
2012 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-04-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$22,101,661
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-04-30$56,937,249
Total income from all sources (including contributions)2012-04-30$39,917,750
Total loss/gain on sale of assets2012-04-30$-19,892,520
Total of all expenses incurred2012-04-30$82,250,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-04-30$78,441,981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-04-30$39,656,575
Value of total assets at end of year2012-04-30$484,031,803
Value of total assets at beginning of year2012-04-30$561,199,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-04-30$3,808,054
Total interest from all sources2012-04-30$3,316,717
Total dividends received (eg from common stock, registered investment company shares)2012-04-30$3,513,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-04-30$57,510
Administrative expenses professional fees incurred2012-04-30$430,182
Was this plan covered by a fidelity bond2012-04-30Yes
Value of fidelity bond cover2012-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-04-30$0
Were there any nonexempt tranactions with any party-in-interest2012-04-30No
Assets. Other investments not covered elsewhere at end of year2012-04-30$96,908,525
Assets. Other investments not covered elsewhere at beginning of year2012-04-30$142,991,128
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-04-30$3,834,808
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-04-30$2,454,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-04-30$20,858,311
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-04-30$55,388,858
Other income not declared elsewhere2012-04-30$2,734,182
Administrative expenses (other) incurred2012-04-30$874,972
Liabilities. Value of operating payables at end of year2012-04-30$1,243,350
Liabilities. Value of operating payables at beginning of year2012-04-30$1,548,391
Total non interest bearing cash at end of year2012-04-30$677,185
Total non interest bearing cash at beginning of year2012-04-30$4,428,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30No
Value of net income/loss2012-04-30$-42,332,285
Value of net assets at end of year (total assets less liabilities)2012-04-30$461,930,142
Value of net assets at beginning of year (total assets less liabilities)2012-04-30$504,262,427
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-04-30Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-04-30$3,837,157
Were any leases to which the plan was party in default or uncollectible2012-04-30No
Assets. partnership/joint venture interests at end of year2012-04-30$33,191,364
Assets. partnership/joint venture interests at beginning of year2012-04-30$32,465,621
Investment advisory and management fees2012-04-30$2,502,900
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-04-30$36,013,269
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-04-30$20,016,718
Value of interest in pooled separate accounts at end of year2012-04-30$22,626,645
Value of interest in pooled separate accounts at beginning of year2012-04-30$19,745,801
Interest earned on other investments2012-04-30$2,269,179
Income. Interest from US Government securities2012-04-30$564,576
Income. Interest from corporate debt instruments2012-04-30$482,962
Value of interest in common/collective trusts at end of year2012-04-30$23,454,707
Value of interest in common/collective trusts at beginning of year2012-04-30$35,447,536
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-04-30$11,454,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-04-30$13,166,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-04-30$13,166,078
Asset value of US Government securities at end of year2012-04-30$14,675,333
Asset value of US Government securities at beginning of year2012-04-30$13,576,566
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-04-30$12,691,902
Net investment gain/loss from pooled separate accounts2012-04-30$2,774,634
Net investment gain or loss from common/collective trusts2012-04-30$-4,877,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-04-30Yes
Was there a failure to transmit to the plan any participant contributions2012-04-30No
Has the plan failed to provide any benefit when due under the plan2012-04-30No
Contributions received in cash from employer2012-04-30$39,656,575
Employer contributions (assets) at end of year2012-04-30$3,778,587
Employer contributions (assets) at beginning of year2012-04-30$4,288,219
Income. Dividends from common stock2012-04-30$3,456,109
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-04-30$78,441,981
Asset. Corporate debt instrument debt (other) at end of year2012-04-30$7,804,683
Asset. Corporate debt instrument debt (other) at beginning of year2012-04-30$10,332,014
Assets. Corporate common stocks other than exployer securities at end of year2012-04-30$229,290,808
Assets. Corporate common stocks other than exployer securities at beginning of year2012-04-30$261,916,489
Assets. Value of buildings and other operty used in plan operation at end of year2012-04-30$320,969
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-04-30$370,355
Did the plan have assets held for investment2012-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-04-30No
Aggregate proceeds on sale of assets2012-04-30$276,851,743
Aggregate carrying amount (costs) on sale of assets2012-04-30$296,744,263
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-04-30No
Opinion of an independent qualified public accountant for this plan2012-04-30Unqualified
Accountancy firm name2012-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2012-04-30381357951
2011 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-04-30$0
Total transfer of assets from this plan2011-04-30$49,563
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$56,937,249
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-04-30$31,287,884
Total income from all sources (including contributions)2011-04-30$103,634,465
Total loss/gain on sale of assets2011-04-30$4,437,393
Total of all expenses incurred2011-04-30$82,666,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-04-30$78,306,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-04-30$34,454,347
Value of total assets at end of year2011-04-30$561,199,676
Value of total assets at beginning of year2011-04-30$514,631,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-04-30$4,360,375
Total interest from all sources2011-04-30$9,149,037
Total dividends received (eg from common stock, registered investment company shares)2011-04-30$5,253,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-04-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-04-30$1,612,309
Administrative expenses professional fees incurred2011-04-30$584,099
Was this plan covered by a fidelity bond2011-04-30Yes
Value of fidelity bond cover2011-04-30$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-04-30$0
Were there any nonexempt tranactions with any party-in-interest2011-04-30No
Assets. Other investments not covered elsewhere at end of year2011-04-30$142,991,128
Assets. Other investments not covered elsewhere at beginning of year2011-04-30$111,700,730
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-04-30$2,454,542
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-04-30$529,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-04-30$55,388,858
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-04-30$30,037,431
Other income not declared elsewhere2011-04-30$16,880,085
Administrative expenses (other) incurred2011-04-30$882,962
Liabilities. Value of operating payables at end of year2011-04-30$1,548,391
Liabilities. Value of operating payables at beginning of year2011-04-30$1,250,453
Total non interest bearing cash at end of year2011-04-30$4,428,609
Total non interest bearing cash at beginning of year2011-04-30$11,841,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30No
Value of net income/loss2011-04-30$20,967,953
Value of net assets at end of year (total assets less liabilities)2011-04-30$504,262,427
Value of net assets at beginning of year (total assets less liabilities)2011-04-30$483,344,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-04-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-04-30No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-04-30$4,260,394
Were any leases to which the plan was party in default or uncollectible2011-04-30No
Assets. partnership/joint venture interests at end of year2011-04-30$32,465,621
Assets. partnership/joint venture interests at beginning of year2011-04-30$47,611,599
Investment advisory and management fees2011-04-30$2,893,314
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-04-30$20,016,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-04-30$20,628,989
Value of interest in pooled separate accounts at end of year2011-04-30$19,745,801
Value of interest in pooled separate accounts at beginning of year2011-04-30$16,493,592
Interest earned on other investments2011-04-30$7,896,152
Income. Interest from US Government securities2011-04-30$620,653
Income. Interest from corporate debt instruments2011-04-30$632,225
Value of interest in common/collective trusts at end of year2011-04-30$35,447,536
Value of interest in common/collective trusts at beginning of year2011-04-30$32,844,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-04-30$13,166,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-04-30$6,679,650
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-04-30$6,679,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-04-30$7
Asset value of US Government securities at end of year2011-04-30$13,576,566
Asset value of US Government securities at beginning of year2011-04-30$15,281,601
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-04-30$34,951,080
Net investment gain/loss from pooled separate accounts2011-04-30$3,252,210
Net investment gain or loss from common/collective trusts2011-04-30$-4,742,986
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-04-30Yes
Was there a failure to transmit to the plan any participant contributions2011-04-30No
Has the plan failed to provide any benefit when due under the plan2011-04-30No
Contributions received in cash from employer2011-04-30$34,454,347
Employer contributions (assets) at end of year2011-04-30$4,288,219
Employer contributions (assets) at beginning of year2011-04-30$3,817,670
Income. Dividends from common stock2011-04-30$3,640,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-04-30$78,306,137
Asset. Corporate debt instrument debt (other) at end of year2011-04-30$10,332,014
Asset. Corporate debt instrument debt (other) at beginning of year2011-04-30$10,510,196
Assets. Corporate common stocks other than exployer securities at end of year2011-04-30$261,916,489
Assets. Corporate common stocks other than exployer securities at beginning of year2011-04-30$236,296,449
Assets. Value of buildings and other operty used in plan operation at end of year2011-04-30$370,355
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-04-30$395,221
Did the plan have assets held for investment2011-04-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-04-30Yes
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-04-30No
Aggregate proceeds on sale of assets2011-04-30$248,856,983
Aggregate carrying amount (costs) on sale of assets2011-04-30$244,419,590
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-04-30No
Opinion of an independent qualified public accountant for this plan2011-04-30Unqualified
Accountancy firm name2011-04-30PLANTE & MORAN, PLLC
Accountancy firm EIN2011-04-30381357951
2010 : IRON WORKERS' LOCAL NO. 25 PENSION FUND 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-04-30$0

Form 5500 Responses for IRON WORKERS' LOCAL NO. 25 PENSION FUND

2022: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2022 form 5500 responses
2022-05-01Type of plan entityMulti-employer plan
2022-05-01Submission has been amendedNo
2022-05-01This submission is the final filingNo
2022-05-01This return/report is a short plan year return/report (less than 12 months)No
2022-05-01Plan is a collectively bargained planYes
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan funding arrangement – TrustYes
2022-05-01Plan benefit arrangement – InsuranceYes
2022-05-01Plan benefit arrangement - TrustYes
2021: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2021 form 5500 responses
2021-05-01Type of plan entityMulti-employer plan
2021-05-01Submission has been amendedNo
2021-05-01This submission is the final filingNo
2021-05-01This return/report is a short plan year return/report (less than 12 months)No
2021-05-01Plan is a collectively bargained planYes
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan funding arrangement – TrustYes
2021-05-01Plan benefit arrangement – InsuranceYes
2021-05-01Plan benefit arrangement - TrustYes
2020: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2020 form 5500 responses
2020-05-01Type of plan entityMulti-employer plan
2020-05-01Submission has been amendedNo
2020-05-01This submission is the final filingNo
2020-05-01This return/report is a short plan year return/report (less than 12 months)No
2020-05-01Plan is a collectively bargained planYes
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan funding arrangement – TrustYes
2020-05-01Plan benefit arrangement – InsuranceYes
2020-05-01Plan benefit arrangement - TrustYes
2019: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2019 form 5500 responses
2019-05-01Type of plan entityMulti-employer plan
2019-05-01Submission has been amendedNo
2019-05-01This submission is the final filingNo
2019-05-01This return/report is a short plan year return/report (less than 12 months)No
2019-05-01Plan is a collectively bargained planYes
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan funding arrangement – TrustYes
2019-05-01Plan benefit arrangement – InsuranceYes
2019-05-01Plan benefit arrangement - TrustYes
2018: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2018 form 5500 responses
2018-05-01Type of plan entityMulti-employer plan
2018-05-01Submission has been amendedNo
2018-05-01This submission is the final filingNo
2018-05-01This return/report is a short plan year return/report (less than 12 months)No
2018-05-01Plan is a collectively bargained planYes
2018-05-01Plan funding arrangement – InsuranceYes
2018-05-01Plan funding arrangement – TrustYes
2018-05-01Plan benefit arrangement – InsuranceYes
2018-05-01Plan benefit arrangement - TrustYes
2017: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2017 form 5500 responses
2017-05-01Type of plan entityMulti-employer plan
2017-05-01Submission has been amendedNo
2017-05-01This submission is the final filingNo
2017-05-01This return/report is a short plan year return/report (less than 12 months)No
2017-05-01Plan is a collectively bargained planYes
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan funding arrangement – TrustYes
2017-05-01Plan benefit arrangement – InsuranceYes
2017-05-01Plan benefit arrangement - TrustYes
2016: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2016 form 5500 responses
2016-05-01Type of plan entityMulti-employer plan
2016-05-01Submission has been amendedNo
2016-05-01This submission is the final filingNo
2016-05-01This return/report is a short plan year return/report (less than 12 months)No
2016-05-01Plan is a collectively bargained planYes
2016-05-01Plan funding arrangement – InsuranceYes
2016-05-01Plan funding arrangement – TrustYes
2016-05-01Plan benefit arrangement – InsuranceYes
2016-05-01Plan benefit arrangement - TrustYes
2015: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2015 form 5500 responses
2015-05-01Type of plan entityMulti-employer plan
2015-05-01Submission has been amendedNo
2015-05-01This submission is the final filingNo
2015-05-01This return/report is a short plan year return/report (less than 12 months)No
2015-05-01Plan is a collectively bargained planYes
2015-05-01Plan funding arrangement – InsuranceYes
2015-05-01Plan funding arrangement – TrustYes
2015-05-01Plan benefit arrangement – InsuranceYes
2015-05-01Plan benefit arrangement - TrustYes
2014: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2014 form 5500 responses
2014-05-01Type of plan entityMulti-employer plan
2014-05-01Submission has been amendedNo
2014-05-01This submission is the final filingNo
2014-05-01This return/report is a short plan year return/report (less than 12 months)No
2014-05-01Plan is a collectively bargained planYes
2014-05-01Plan funding arrangement – InsuranceYes
2014-05-01Plan funding arrangement – TrustYes
2014-05-01Plan benefit arrangement – InsuranceYes
2014-05-01Plan benefit arrangement - TrustYes
2013: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2013 form 5500 responses
2013-05-01Type of plan entityMulti-employer plan
2013-05-01Submission has been amendedNo
2013-05-01This submission is the final filingNo
2013-05-01This return/report is a short plan year return/report (less than 12 months)No
2013-05-01Plan is a collectively bargained planYes
2013-05-01Plan funding arrangement – InsuranceYes
2013-05-01Plan funding arrangement – TrustYes
2013-05-01Plan benefit arrangement – InsuranceYes
2013-05-01Plan benefit arrangement - TrustYes
2012: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2012 form 5500 responses
2012-05-01Type of plan entityMulti-employer plan
2012-05-01Submission has been amendedNo
2012-05-01This submission is the final filingNo
2012-05-01This return/report is a short plan year return/report (less than 12 months)No
2012-05-01Plan is a collectively bargained planYes
2012-05-01Plan funding arrangement – InsuranceYes
2012-05-01Plan funding arrangement – TrustYes
2012-05-01Plan benefit arrangement – InsuranceYes
2012-05-01Plan benefit arrangement - TrustYes
2011: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2011 form 5500 responses
2011-05-01Type of plan entityMulti-employer plan
2011-05-01Submission has been amendedNo
2011-05-01This submission is the final filingNo
2011-05-01This return/report is a short plan year return/report (less than 12 months)No
2011-05-01Plan is a collectively bargained planYes
2011-05-01Plan funding arrangement – InsuranceYes
2011-05-01Plan funding arrangement – TrustYes
2011-05-01Plan benefit arrangement – InsuranceYes
2011-05-01Plan benefit arrangement - TrustYes
2010: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2010 form 5500 responses
2010-05-01Type of plan entityMulti-employer plan
2010-05-01Submission has been amendedYes
2010-05-01This submission is the final filingNo
2010-05-01This return/report is a short plan year return/report (less than 12 months)No
2010-05-01Plan is a collectively bargained planYes
2010-05-01Plan funding arrangement – InsuranceYes
2010-05-01Plan funding arrangement – TrustYes
2010-05-01Plan benefit arrangement – InsuranceYes
2010-05-01Plan benefit arrangement - TrustYes
2009: IRON WORKERS' LOCAL NO. 25 PENSION FUND 2009 form 5500 responses
2009-05-01Type of plan entityMulti-employer plan
2009-05-01Submission has been amendedNo
2009-05-01This submission is the final filingNo
2009-05-01This return/report is a short plan year return/report (less than 12 months)No
2009-05-01Plan is a collectively bargained planYes
2009-05-01Plan funding arrangement – InsuranceYes
2009-05-01Plan funding arrangement – TrustYes
2009-05-01Plan benefit arrangement – InsuranceYes
2009-05-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5264
Insurance policy start date2022-05-01
Insurance policy end date2023-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5281
Insurance policy start date2021-05-01
Insurance policy end date2022-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5272
Insurance policy start date2020-05-01
Insurance policy end date2021-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5257
Insurance policy start date2019-05-01
Insurance policy end date2020-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5205
Insurance policy start date2018-05-01
Insurance policy end date2019-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5707
Insurance policy start date2017-05-01
Insurance policy end date2018-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5485
Insurance policy start date2015-05-01
Insurance policy end date2016-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5421
Insurance policy start date2014-05-01
Insurance policy end date2015-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5378
Insurance policy start date2013-05-01
Insurance policy end date2014-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5378
Insurance policy start date2012-05-01
Insurance policy end date2013-04-30
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5442
Insurance policy start date2011-05-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number6-14767
Policy instance 1
Insurance contract or identification number6-14767
Number of Individuals Covered5469
Insurance policy start date2010-05-01
Insurance policy end date2011-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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

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