401k Plan data: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST plan

I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST
Plan identification number	001

I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.

401k Sponsoring company profile

TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

Employer identification number (EIN): 411735205

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 WAYNE MAHONEY DANIEL OSTERTAG 2018-10-15
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 ROYCE JACKSON ROYCE JACKSON 2015-07-14
001 2012-01-01 WAYNE MAHONEY ROYCE JACKSON 2013-10-15
001 2011-01-01 WAYNE MAHONEY ROYCE JACKSON 2012-10-15
001 2010-01-01 WAYNE MAHONEY ROYCE JACKSON 2011-10-15
001 2009-01-01 WAYNE MAHONEY ROYCE JACKSON 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	WAYNE MAHONEY	DANIEL OSTERTAG	2018-10-15
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	ROYCE JACKSON	ROYCE JACKSON	2015-07-14
001	2012-01-01	WAYNE MAHONEY	ROYCE JACKSON	2013-10-15
001	2011-01-01	WAYNE MAHONEY	ROYCE JACKSON	2012-10-15
001	2010-01-01	WAYNE MAHONEY	ROYCE JACKSON	2011-10-15
001	2009-01-01	WAYNE MAHONEY	ROYCE JACKSON	2010-10-15

Plan Statistics for I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

401k plan membership statisitcs for I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

Measure Date Value
2022: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 995
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,254
Number of retired or separated participants receiving benefits 2022-01-01 3
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 1,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,269
Number of participants with account balances 2022-01-01 1,269
Number of employers contributing to the scheme 2022-01-01 18
2021: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,319
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 986
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 7
Total participants 2021-01-01 995
Number of participants with account balances 2021-01-01 995
Number of employers contributing to the scheme 2021-01-01 17
2020: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,679
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,313
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 1,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 6
Total participants 2020-01-01 1,319
Number of participants with account balances 2020-01-01 1,319
Number of employers contributing to the scheme 2020-01-01 43
2019: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 968
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,669
Number of retired or separated participants receiving benefits 2019-01-01 2
Number of other retired or separated participants entitled to future benefits 2019-01-01 7
Total of all active and inactive participants 2019-01-01 1,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,679
Number of participants with account balances 2019-01-01 1,291
Number of employers contributing to the scheme 2019-01-01 51
2018: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 555
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 956
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 10
Total of all active and inactive participants 2018-01-01 967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 968
Number of participants with account balances 2018-01-01 878
Number of employers contributing to the scheme 2018-01-01 36
2017: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 501
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 542
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 10
Total of all active and inactive participants 2017-01-01 553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 555
Number of participants with account balances 2017-01-01 533
Number of employers contributing to the scheme 2017-01-01 29
2016: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 472
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 491
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 6
Total of all active and inactive participants 2016-01-01 499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 501
Number of participants with account balances 2016-01-01 488
Number of employers contributing to the scheme 2016-01-01 33
2015: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 455
Number of other retired or separated participants entitled to future benefits 2015-01-01 16
Total of all active and inactive participants 2015-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 472
Number of participants with account balances 2015-01-01 472
Number of employers contributing to the scheme 2015-01-01 33
2014: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 423
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 369
Number of retired or separated participants receiving benefits 2014-01-01 2
Number of other retired or separated participants entitled to future benefits 2014-01-01 62
Total of all active and inactive participants 2014-01-01 433
Total participants 2014-01-01 433
Number of participants with account balances 2014-01-01 437
Number of employers contributing to the scheme 2014-01-01 32
2013: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 347
Number of retired or separated participants receiving benefits 2013-01-01 76
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 423
Number of participants with account balances 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 28
2012: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 320
Number of other retired or separated participants entitled to future benefits 2012-01-01 76
Total of all active and inactive participants 2012-01-01 396
Total participants 2012-01-01 396
Number of participants with account balances 2012-01-01 396
Number of employers contributing to the scheme 2012-01-01 28
2011: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 373
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 318
Number of other retired or separated participants entitled to future benefits 2011-01-01 68
Total of all active and inactive participants 2011-01-01 386
Total participants 2011-01-01 386
Number of participants with account balances 2011-01-01 386
Number of employers contributing to the scheme 2011-01-01 27
2010: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 305
Number of other retired or separated participants entitled to future benefits 2010-01-01 68
Total of all active and inactive participants 2010-01-01 373
Total participants 2010-01-01 373
Number of participants with account balances 2010-01-01 373
Number of employers contributing to the scheme 2010-01-01 25
2009: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 322
Number of other retired or separated participants entitled to future benefits 2009-01-01 58
Total of all active and inactive participants 2009-01-01 380
Total participants 2009-01-01 380
Number of employers contributing to the scheme 2009-01-01 25

Measure	Date	Value
2022: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	995
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,254
Number of retired or separated participants receiving benefits	2022-01-01	3
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	1,268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,269
Number of participants with account balances	2022-01-01	1,269
Number of employers contributing to the scheme	2022-01-01	18
2021: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,319
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	986
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	988
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	7
Total participants	2021-01-01	995
Number of participants with account balances	2021-01-01	995
Number of employers contributing to the scheme	2021-01-01	17
2020: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,679
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,313
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	1,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	6
Total participants	2020-01-01	1,319
Number of participants with account balances	2020-01-01	1,319
Number of employers contributing to the scheme	2020-01-01	43
2019: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	968
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,669
Number of retired or separated participants receiving benefits	2019-01-01	2
Number of other retired or separated participants entitled to future benefits	2019-01-01	7
Total of all active and inactive participants	2019-01-01	1,678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,679
Number of participants with account balances	2019-01-01	1,291
Number of employers contributing to the scheme	2019-01-01	51
2018: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	555
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	956
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	10
Total of all active and inactive participants	2018-01-01	967
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	968
Number of participants with account balances	2018-01-01	878
Number of employers contributing to the scheme	2018-01-01	36
2017: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	501
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	542
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	10
Total of all active and inactive participants	2017-01-01	553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	555
Number of participants with account balances	2017-01-01	533
Number of employers contributing to the scheme	2017-01-01	29
2016: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	472
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	491
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	6
Total of all active and inactive participants	2016-01-01	499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	501
Number of participants with account balances	2016-01-01	488
Number of employers contributing to the scheme	2016-01-01	33
2015: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	455
Number of other retired or separated participants entitled to future benefits	2015-01-01	16
Total of all active and inactive participants	2015-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	472
Number of participants with account balances	2015-01-01	472
Number of employers contributing to the scheme	2015-01-01	33
2014: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	423
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	369
Number of retired or separated participants receiving benefits	2014-01-01	2
Number of other retired or separated participants entitled to future benefits	2014-01-01	62
Total of all active and inactive participants	2014-01-01	433
Total participants	2014-01-01	433
Number of participants with account balances	2014-01-01	437
Number of employers contributing to the scheme	2014-01-01	32
2013: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	347
Number of retired or separated participants receiving benefits	2013-01-01	76
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	423
Number of participants with account balances	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	28
2012: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	320
Number of other retired or separated participants entitled to future benefits	2012-01-01	76
Total of all active and inactive participants	2012-01-01	396
Total participants	2012-01-01	396
Number of participants with account balances	2012-01-01	396
Number of employers contributing to the scheme	2012-01-01	28
2011: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	373
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	318
Number of other retired or separated participants entitled to future benefits	2011-01-01	68
Total of all active and inactive participants	2011-01-01	386
Total participants	2011-01-01	386
Number of participants with account balances	2011-01-01	386
Number of employers contributing to the scheme	2011-01-01	27
2010: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	305
Number of other retired or separated participants entitled to future benefits	2010-01-01	68
Total of all active and inactive participants	2010-01-01	373
Total participants	2010-01-01	373
Number of participants with account balances	2010-01-01	373
Number of employers contributing to the scheme	2010-01-01	25
2009: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	322
Number of other retired or separated participants entitled to future benefits	2009-01-01	58
Total of all active and inactive participants	2009-01-01	380
Total participants	2009-01-01	380
Number of employers contributing to the scheme	2009-01-01	25

Financial Data on I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

Measure	Date	Value
2022 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-3,027,914
Total of all expenses incurred	2022-12-31	$2,407,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,240,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,512,977
Value of total assets at end of year	2022-12-31	$23,103,128
Value of total assets at beginning of year	2022-12-31	$28,538,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$166,530
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,970,990
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,970,990
Administrative expenses professional fees incurred	2022-12-31	$8,692
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$575,548
Other income not declared elsewhere	2022-12-31	$90,690
Administrative expenses (other) incurred	2022-12-31	$9,322
Total non interest bearing cash at end of year	2022-12-31	$116,843
Total non interest bearing cash at beginning of year	2022-12-31	$26,045
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-5,434,921
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,103,128
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$28,538,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$45,345
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,847,547
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$26,903,962
Value of interest in common/collective trusts at end of year	2022-12-31	$2,138,738
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,608,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-6,617,640
Net investment gain or loss from common/collective trusts	2022-12-31	$15,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$937,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,240,477
Contract administrator fees	2022-12-31	$103,171
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2022-12-31	320043599
2021 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,195,657
Total of all expenses incurred	2021-12-31	$1,414,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,217,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$492,290
Value of total assets at end of year	2021-12-31	$28,538,049
Value of total assets at beginning of year	2021-12-31	$25,757,122
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$197,153
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,295,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,295,984
Administrative expenses professional fees incurred	2021-12-31	$23,992
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$157,906
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$75,061
Other income not declared elsewhere	2021-12-31	$60,738
Administrative expenses (other) incurred	2021-12-31	$13,213
Total non interest bearing cash at end of year	2021-12-31	$26,045
Total non interest bearing cash at beginning of year	2021-12-31	$29,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,780,927
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$28,538,049
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$25,757,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$47,863
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$26,903,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$24,163,341
Value of interest in common/collective trusts at end of year	2021-12-31	$1,608,042
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,564,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,339,141
Net investment gain or loss from common/collective trusts	2021-12-31	$7,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$259,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,217,577
Contract administrator fees	2021-12-31	$112,085
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2021-12-31	320043599
2020 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$4,216,552
Total of all expenses incurred	2020-12-31	$3,761,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,542,893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$405,249
Value of total assets at end of year	2020-12-31	$25,757,122
Value of total assets at beginning of year	2020-12-31	$25,301,756
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$218,293
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,504,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,504,214
Administrative expenses professional fees incurred	2020-12-31	$55,110
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$175,228
Other income not declared elsewhere	2020-12-31	$58,312
Administrative expenses (other) incurred	2020-12-31	$8,822
Total non interest bearing cash at end of year	2020-12-31	$29,662
Total non interest bearing cash at beginning of year	2020-12-31	$103,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$455,366
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$25,757,122
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$25,301,756
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$50,189
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$24,163,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$24,309,961
Value of interest in common/collective trusts at end of year	2020-12-31	$1,564,119
Value of interest in common/collective trusts at beginning of year	2020-12-31	$888,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$2,232,454
Net investment gain or loss from common/collective trusts	2020-12-31	$16,323
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$230,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,542,893
Contract administrator fees	2020-12-31	$104,172
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2020-12-31	320043599
2019 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2019 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$11,239
Total income from all sources (including contributions)	2019-12-31	$6,364,369
Total income from all sources (including contributions)	2019-12-31	$6,364,369
Total of all expenses incurred	2019-12-31	$2,222,888
Total of all expenses incurred	2019-12-31	$2,222,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,995,546
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,995,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,561,601
Value of total assets at end of year	2019-12-31	$25,301,756
Value of total assets at beginning of year	2019-12-31	$21,171,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$227,342
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$227,342
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,273,589
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,273,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,273,589
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,273,589
Administrative expenses professional fees incurred	2019-12-31	$31,137
Administrative expenses professional fees incurred	2019-12-31	$31,137
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$1,000,000
Value of fidelity bond cover	2019-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$589,357
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$27,970
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$11,239
Other income not declared elsewhere	2019-12-31	$56,209
Other income not declared elsewhere	2019-12-31	$56,209
Administrative expenses (other) incurred	2019-12-31	$21,669
Administrative expenses (other) incurred	2019-12-31	$21,669
Total non interest bearing cash at end of year	2019-12-31	$103,410
Total non interest bearing cash at beginning of year	2019-12-31	$182,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$4,141,481
Value of net income/loss	2019-12-31	$4,141,481
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$25,301,756
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,160,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$55,043
Investment advisory and management fees	2019-12-31	$55,043
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$24,309,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$19,574,794
Value of interest in common/collective trusts at end of year	2019-12-31	$888,385
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,412,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,500
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,458,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,458,432
Net investment gain or loss from common/collective trusts	2019-12-31	$14,538
Net investment gain or loss from common/collective trusts	2019-12-31	$14,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$944,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,995,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,995,546
Contract administrator fees	2019-12-31	$119,493
Contract administrator fees	2019-12-31	$119,493
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm name	2019-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2019-12-31	320043599
Accountancy firm EIN	2019-12-31	320043599
2018 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$11,239
Total income from all sources (including contributions)	2018-12-31	$376,962
Total of all expenses incurred	2018-12-31	$888,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$693,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,581,906
Value of total assets at end of year	2018-12-31	$21,171,514
Value of total assets at beginning of year	2018-12-31	$21,671,694
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$194,987
Total interest from all sources	2018-12-31	$46
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,564,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,564,621
Administrative expenses professional fees incurred	2018-12-31	$55,554
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$619,286
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$11,239
Other income not declared elsewhere	2018-12-31	$52,806
Administrative expenses (other) incurred	2018-12-31	$13,453
Total non interest bearing cash at end of year	2018-12-31	$182,390
Total non interest bearing cash at beginning of year	2018-12-31	$6,079
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-511,419
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,160,275
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$21,671,694
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$52,806
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$19,574,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,656,301
Value of interest in common/collective trusts at end of year	2018-12-31	$1,412,830
Value of interest in common/collective trusts at beginning of year	2018-12-31	$847,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,500
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$162,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$162,165
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,834,492
Net investment gain or loss from common/collective trusts	2018-12-31	$12,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$962,620
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$693,394
Contract administrator fees	2018-12-31	$73,174
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2018-12-31	320043599
2017 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$4,326,695
Total of all expenses incurred	2017-12-31	$651,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$536,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,321,034
Value of total assets at end of year	2017-12-31	$21,671,694
Value of total assets at beginning of year	2017-12-31	$17,996,864
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$115,032
Total interest from all sources	2017-12-31	$51
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$968,053
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$968,053
Administrative expenses professional fees incurred	2017-12-31	$14,841
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$513,589
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$44,673
Other income not declared elsewhere	2017-12-31	$45,031
Administrative expenses (other) incurred	2017-12-31	$16,491
Total non interest bearing cash at end of year	2017-12-31	$6,079
Total non interest bearing cash at beginning of year	2017-12-31	$6,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$3,674,830
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$21,671,694
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$17,996,864
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$45,031
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$20,656,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,011,490
Value of interest in common/collective trusts at end of year	2017-12-31	$847,149
Value of interest in common/collective trusts at beginning of year	2017-12-31	$838,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$162,165
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$140,807
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$140,807
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,983,490
Net investment gain or loss from common/collective trusts	2017-12-31	$9,036
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$762,772
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$536,833
Contract administrator fees	2017-12-31	$38,669
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2017-12-31	320043599
2016 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$2,442,495
Total of all expenses incurred	2016-12-31	$525,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$413,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,176,841
Value of total assets at end of year	2016-12-31	$17,996,864
Value of total assets at beginning of year	2016-12-31	$16,079,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$111,921
Total interest from all sources	2016-12-31	$52
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$587,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$587,120
Administrative expenses professional fees incurred	2016-12-31	$23,733
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$503,934
Other income not declared elsewhere	2016-12-31	$39,363
Administrative expenses (other) incurred	2016-12-31	$8,301
Total non interest bearing cash at end of year	2016-12-31	$6,280
Total non interest bearing cash at beginning of year	2016-12-31	$2,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,917,247
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$17,996,864
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$16,079,617
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$39,382
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,011,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$15,065,600
Value of interest in common/collective trusts at end of year	2016-12-31	$838,287
Value of interest in common/collective trusts at beginning of year	2016-12-31	$851,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$140,807
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$160,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$160,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$637,807
Net investment gain or loss from common/collective trusts	2016-12-31	$1,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$672,907
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$413,327
Contract administrator fees	2016-12-31	$40,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2016-12-31	320043599
2015 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$975,592
Total of all expenses incurred	2015-12-31	$1,616,987
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,515,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$970,719
Value of total assets at end of year	2015-12-31	$16,079,617
Value of total assets at beginning of year	2015-12-31	$16,721,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$101,518
Total interest from all sources	2015-12-31	$46
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$763,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$763,779
Administrative expenses professional fees incurred	2015-12-31	$21,877
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$416,401
Other income not declared elsewhere	2015-12-31	$40,740
Administrative expenses (other) incurred	2015-12-31	$9,182
Total non interest bearing cash at end of year	2015-12-31	$2,018
Total non interest bearing cash at beginning of year	2015-12-31	$918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-641,395
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$16,079,617
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,721,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$40,680
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$15,065,600
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,709,936
Value of interest in common/collective trusts at end of year	2015-12-31	$851,527
Value of interest in common/collective trusts at beginning of year	2015-12-31	$895,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$160,472
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$115,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$115,027
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-796,769
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$554,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,515,469
Contract administrator fees	2015-12-31	$29,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2015-12-31	320043599
2014 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2014 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$10,571
Total income from all sources (including contributions)	2014-12-31	$2,141,084
Total of all expenses incurred	2014-12-31	$563,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$476,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,007,505
Value of total assets at end of year	2014-12-31	$16,721,012
Value of total assets at beginning of year	2014-12-31	$15,153,910
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$86,578
Total interest from all sources	2014-12-31	$73
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$655,139
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$655,139
Administrative expenses professional fees incurred	2014-12-31	$2,727
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$413,048
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,821
Other income not declared elsewhere	2014-12-31	$36,911
Administrative expenses (other) incurred	2014-12-31	$13,271
Liabilities. Value of operating payables at beginning of year	2014-12-31	$10,571
Total non interest bearing cash at end of year	2014-12-31	$918
Total non interest bearing cash at beginning of year	2014-12-31	$7,169
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,577,673
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$16,721,012
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,143,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$36,911
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$15,709,936
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,040,774
Value of interest in common/collective trusts at end of year	2014-12-31	$895,131
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$115,027
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$105,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$105,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$73
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$425,731
Net investment gain or loss from common/collective trusts	2014-12-31	$15,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$590,636
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$476,833
Contract administrator fees	2014-12-31	$33,669
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LEGACY PROFESSIONALS LLP
Accountancy firm EIN	2014-12-31	320043599
2013 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$2,030,448
Total unrealized appreciation/depreciation of assets	2013-12-31	$2,030,448
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$10,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$10,571
Total income from all sources (including contributions)	2013-12-31	$3,267,942
Total of all expenses incurred	2013-12-31	$534,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$472,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$888,165
Value of total assets at end of year	2013-12-31	$15,153,910
Value of total assets at beginning of year	2013-12-31	$12,420,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$61,750
Total interest from all sources	2013-12-31	$132
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$349,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$6,600
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$364,109
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$19,600
Administrative expenses (other) incurred	2013-12-31	$37,724
Liabilities. Value of operating payables at end of year	2013-12-31	$10,571
Liabilities. Value of operating payables at beginning of year	2013-12-31	$10,571
Total non interest bearing cash at end of year	2013-12-31	$7,169
Total non interest bearing cash at beginning of year	2013-12-31	$5,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,733,578
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,143,339
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,409,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,040,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$12,292,105
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$105,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$122,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$122,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$504,456
Income. Dividends from common stock	2013-12-31	$349,197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$472,614
Contract administrator fees	2013-12-31	$17,426
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BOYUM & BARENSCHEER, PLLP
Accountancy firm EIN	2013-12-31	416192096
2012 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$1,037,884
Total unrealized appreciation/depreciation of assets	2012-12-31	$1,037,884
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$10,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$14,562
Total income from all sources (including contributions)	2012-12-31	$2,271,424
Total of all expenses incurred	2012-12-31	$722,587
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$657,860
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$883,014
Value of total assets at end of year	2012-12-31	$12,420,332
Value of total assets at beginning of year	2012-12-31	$10,875,486
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$64,727
Total interest from all sources	2012-12-31	$245
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$350,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$350,281
Administrative expenses professional fees incurred	2012-12-31	$6,400
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$370,649
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$19,283
Administrative expenses (other) incurred	2012-12-31	$38,978
Liabilities. Value of operating payables at end of year	2012-12-31	$10,571
Liabilities. Value of operating payables at beginning of year	2012-12-31	$14,562
Total non interest bearing cash at end of year	2012-12-31	$5,563
Total non interest bearing cash at beginning of year	2012-12-31	$2,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,548,837
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,409,761
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$10,860,924
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$12,292,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,771,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$122,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$101,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$101,830
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$493,082
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$657,860
Contract administrator fees	2012-12-31	$19,349
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JUDD,OSTERMANN & DEMRO LTD
Accountancy firm EIN	2012-12-31	411462873
2011 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-180,065
Total unrealized appreciation/depreciation of assets	2011-12-31	$-180,065
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$14,562
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,357
Total income from all sources (including contributions)	2011-12-31	$938,938
Total of all expenses incurred	2011-12-31	$879,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$821,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$866,486
Value of total assets at end of year	2011-12-31	$10,875,486
Value of total assets at beginning of year	2011-12-31	$10,811,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$58,118
Total interest from all sources	2011-12-31	$125
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$252,392
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$252,392
Administrative expenses professional fees incurred	2011-12-31	$6,200
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$371,453
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$18,560
Administrative expenses (other) incurred	2011-12-31	$34,864
Liabilities. Value of operating payables at end of year	2011-12-31	$14,562
Liabilities. Value of operating payables at beginning of year	2011-12-31	$9,357
Total non interest bearing cash at end of year	2011-12-31	$2,632
Total non interest bearing cash at beginning of year	2011-12-31	$4,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$59,108
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$10,860,924
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$10,801,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,771,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,715,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$101,830
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$91,114
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$91,114
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$125
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$476,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$821,712
Contract administrator fees	2011-12-31	$17,054
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JUDD, OSTERMANN & DEMRO LTD
Accountancy firm EIN	2011-12-31	411462873
2010 : I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$9,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$8,667
Total income from all sources (including contributions)	2010-12-31	$1,954,882
Total of all expenses incurred	2010-12-31	$366,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$289,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$781,734
Value of total assets at end of year	2010-12-31	$10,811,173
Value of total assets at beginning of year	2010-12-31	$9,222,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$77,246
Total interest from all sources	2010-12-31	$280
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$226,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$226,774
Administrative expenses professional fees incurred	2010-12-31	$6,200
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$347,622
Other income not declared elsewhere	2010-12-31	$18,950
Administrative expenses (other) incurred	2010-12-31	$54,702
Liabilities. Value of operating payables at end of year	2010-12-31	$9,357
Liabilities. Value of operating payables at beginning of year	2010-12-31	$8,667
Total non interest bearing cash at end of year	2010-12-31	$4,977
Total non interest bearing cash at beginning of year	2010-12-31	$933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,588,475
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$10,801,816
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$9,213,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,715,082
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$9,132,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$91,114
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$89,048
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$89,048
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$280
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$927,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$434,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$289,161
Contract administrator fees	2010-12-31	$16,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JUDD OSTERMANN & DEMRO
Accountancy firm EIN	2010-12-31	411462873

Form 5500 Responses for I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST

2022: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Multi-employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Multi-employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Multi-employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Multi-employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Multi-employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Multi-employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Multi-employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Multi-employer plan
2011-01-01	Plan is a collectively bargained plan	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Multi-employer plan
2010-01-01	Plan is a collectively bargained plan	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan is a collectively bargained plan	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	TRUSTEES OF I.A.T.S.E. LOCAL 13 RETIREMENT PLAN & TRUST
Employer identification number (EIN):	411735205
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services