401k Plan data: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST plan

U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 401k Plan overview

Plan Name	U.A. LOCAL 125 RETIREMENT PLAN AND TRUST
Plan identification number	002

U.A. LOCAL 125 RETIREMENT PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

BOARD OF TRUSTEES UA LOCAL 125 RETIREMENT SAVINGS PLAN has sponsored the creation of one or more 401k plans.

Company Name: BOARD OF TRUSTEES UA LOCAL 125 RETIREMENT SAVINGS PLAN

Employer identification number (EIN): 421497403

NAIC Classification: 238220
NAIC Description: Plumbing, Heating, and Air-Conditioning Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U.A. LOCAL 125 RETIREMENT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JOE OCKENFELS BRET BRECKE 2018-09-12
002 2016-01-01 JOE OCKENFELS BRET BRECKE 2017-09-19
002 2015-01-01 JOE OCKENFELS BRET BRECKE 2016-09-28
002 2014-01-01 KENNETH BURNS JOE OCKENFELS 2015-09-11
002 2013-01-01 ROBERT HAVLIK KENNETH BURNS 2014-10-14
002 2012-01-01 ROBERT HAVLIK KENNETH BURNS 2013-10-15
002 2011-01-01 DENNIS A. DRAHOS
002 2010-01-01 RAYMOND DOCHTERMAN
002 2009-01-01 RAYHOMD DOCHTERMAN
002 2009-01-01 ROBERT HAVLIK

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JOE OCKENFELS	BRET BRECKE	2018-09-12
002	2016-01-01	JOE OCKENFELS	BRET BRECKE	2017-09-19
002	2015-01-01	JOE OCKENFELS	BRET BRECKE	2016-09-28
002	2014-01-01	KENNETH BURNS	JOE OCKENFELS	2015-09-11
002	2013-01-01	ROBERT HAVLIK	KENNETH BURNS	2014-10-14
002	2012-01-01	ROBERT HAVLIK	KENNETH BURNS	2013-10-15
002	2011-01-01	DENNIS A. DRAHOS
002	2010-01-01	RAYMOND DOCHTERMAN
002	2009-01-01	RAYHOMD DOCHTERMAN
002	2009-01-01	ROBERT HAVLIK

Plan Statistics for U.A. LOCAL 125 RETIREMENT PLAN AND TRUST

401k plan membership statisitcs for U.A. LOCAL 125 RETIREMENT PLAN AND TRUST

Measure Date Value
2022: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,102
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,000
Number of retired or separated participants receiving benefits 2022-01-01 58
Number of other retired or separated participants entitled to future benefits 2022-01-01 119
Total of all active and inactive participants 2022-01-01 1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 1,177
Number of participants with account balances 2022-01-01 1,177
Number of employers contributing to the scheme 2022-01-01 50
2021: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,082
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 957
Number of retired or separated participants receiving benefits 2021-01-01 56
Number of other retired or separated participants entitled to future benefits 2021-01-01 89
Total of all active and inactive participants 2021-01-01 1,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 1,102
Number of participants with account balances 2021-01-01 1,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
Number of employers contributing to the scheme 2021-01-01 48
2020: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,096
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 955
Number of retired or separated participants receiving benefits 2020-01-01 53
Number of other retired or separated participants entitled to future benefits 2020-01-01 74
Total of all active and inactive participants 2020-01-01 1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 1,082
Number of participants with account balances 2020-01-01 1,082
Number of employers contributing to the scheme 2020-01-01 53
2019: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,094
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 978
Number of retired or separated participants receiving benefits 2019-01-01 43
Number of other retired or separated participants entitled to future benefits 2019-01-01 75
Total of all active and inactive participants 2019-01-01 1,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1,096
Number of participants with account balances 2019-01-01 1,096
Number of employers contributing to the scheme 2019-01-01 54
2018: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,105
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 978
Number of retired or separated participants receiving benefits 2018-01-01 38
Number of other retired or separated participants entitled to future benefits 2018-01-01 77
Total of all active and inactive participants 2018-01-01 1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 1,094
Number of participants with account balances 2018-01-01 1,094
Number of employers contributing to the scheme 2018-01-01 52
2017: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,099
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 1,015
Number of retired or separated participants receiving benefits 2017-01-01 34
Number of other retired or separated participants entitled to future benefits 2017-01-01 56
Total of all active and inactive participants 2017-01-01 1,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 1,105
Number of participants with account balances 2017-01-01 1,105
Number of employers contributing to the scheme 2017-01-01 54
2016: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,067
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,006
Number of retired or separated participants receiving benefits 2016-01-01 43
Number of other retired or separated participants entitled to future benefits 2016-01-01 49
Total of all active and inactive participants 2016-01-01 1,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,099
Number of participants with account balances 2016-01-01 1,099
Number of employers contributing to the scheme 2016-01-01 49
2015: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,043
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 986
Number of retired or separated participants receiving benefits 2015-01-01 40
Number of other retired or separated participants entitled to future benefits 2015-01-01 39
Total of all active and inactive participants 2015-01-01 1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 1,067
Number of participants with account balances 2015-01-01 1,067
Number of employers contributing to the scheme 2015-01-01 53
2014: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,002
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 966
Number of retired or separated participants receiving benefits 2014-01-01 42
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,043
Number of participants with account balances 2014-01-01 1,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
Number of employers contributing to the scheme 2014-01-01 49
2013: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,035
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 919
Number of retired or separated participants receiving benefits 2013-01-01 46
Number of other retired or separated participants entitled to future benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 2
Total participants 2013-01-01 1,002
Number of participants with account balances 2013-01-01 1,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
Number of employers contributing to the scheme 2013-01-01 59
2012: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,036
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 956
Number of retired or separated participants receiving benefits 2012-01-01 38
Number of other retired or separated participants entitled to future benefits 2012-01-01 40
Total of all active and inactive participants 2012-01-01 1,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 1,035
Number of participants with account balances 2012-01-01 1,035
Number of employers contributing to the scheme 2012-01-01 67
2011: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,050
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 962
Number of retired or separated participants receiving benefits 2011-01-01 42
Number of other retired or separated participants entitled to future benefits 2011-01-01 31
Total of all active and inactive participants 2011-01-01 1,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 1,036
Number of participants with account balances 2011-01-01 1,036
Number of employers contributing to the scheme 2011-01-01 71
2010: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,057
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 969
Number of retired or separated participants receiving benefits 2010-01-01 45
Number of other retired or separated participants entitled to future benefits 2010-01-01 36
Total of all active and inactive participants 2010-01-01 1,050
Total participants 2010-01-01 1,050
Number of participants with account balances 2010-01-01 1,050
Number of employers contributing to the scheme 2010-01-01 63
2009: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,079
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 985
Number of retired or separated participants receiving benefits 2009-01-01 39
Number of other retired or separated participants entitled to future benefits 2009-01-01 32
Total of all active and inactive participants 2009-01-01 1,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 1,057
Number of participants with account balances 2009-01-01 1,057
Number of employers contributing to the scheme 2009-01-01 63

Measure	Date	Value
2022: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,102
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,000
Number of retired or separated participants receiving benefits	2022-01-01	58
Number of other retired or separated participants entitled to future benefits	2022-01-01	119
Total of all active and inactive participants	2022-01-01	1,177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	1,177
Number of participants with account balances	2022-01-01	1,177
Number of employers contributing to the scheme	2022-01-01	50
2021: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,082
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	957
Number of retired or separated participants receiving benefits	2021-01-01	56
Number of other retired or separated participants entitled to future benefits	2021-01-01	89
Total of all active and inactive participants	2021-01-01	1,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	1,102
Number of participants with account balances	2021-01-01	1,102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
Number of employers contributing to the scheme	2021-01-01	48
2020: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,096
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	955
Number of retired or separated participants receiving benefits	2020-01-01	53
Number of other retired or separated participants entitled to future benefits	2020-01-01	74
Total of all active and inactive participants	2020-01-01	1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	1,082
Number of participants with account balances	2020-01-01	1,082
Number of employers contributing to the scheme	2020-01-01	53
2019: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,094
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	978
Number of retired or separated participants receiving benefits	2019-01-01	43
Number of other retired or separated participants entitled to future benefits	2019-01-01	75
Total of all active and inactive participants	2019-01-01	1,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1,096
Number of participants with account balances	2019-01-01	1,096
Number of employers contributing to the scheme	2019-01-01	54
2018: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,105
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	978
Number of retired or separated participants receiving benefits	2018-01-01	38
Number of other retired or separated participants entitled to future benefits	2018-01-01	77
Total of all active and inactive participants	2018-01-01	1,093
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	1,094
Number of participants with account balances	2018-01-01	1,094
Number of employers contributing to the scheme	2018-01-01	52
2017: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,099
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	1,015
Number of retired or separated participants receiving benefits	2017-01-01	34
Number of other retired or separated participants entitled to future benefits	2017-01-01	56
Total of all active and inactive participants	2017-01-01	1,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	1,105
Number of participants with account balances	2017-01-01	1,105
Number of employers contributing to the scheme	2017-01-01	54
2016: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,067
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,006
Number of retired or separated participants receiving benefits	2016-01-01	43
Number of other retired or separated participants entitled to future benefits	2016-01-01	49
Total of all active and inactive participants	2016-01-01	1,098
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,099
Number of participants with account balances	2016-01-01	1,099
Number of employers contributing to the scheme	2016-01-01	49
2015: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,043
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	986
Number of retired or separated participants receiving benefits	2015-01-01	40
Number of other retired or separated participants entitled to future benefits	2015-01-01	39
Total of all active and inactive participants	2015-01-01	1,065
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	1,067
Number of participants with account balances	2015-01-01	1,067
Number of employers contributing to the scheme	2015-01-01	53
2014: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,002
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	966
Number of retired or separated participants receiving benefits	2014-01-01	42
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	1,041
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,043
Number of participants with account balances	2014-01-01	1,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
Number of employers contributing to the scheme	2014-01-01	49
2013: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,035
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	919
Number of retired or separated participants receiving benefits	2013-01-01	46
Number of other retired or separated participants entitled to future benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	2
Total participants	2013-01-01	1,002
Number of participants with account balances	2013-01-01	1,002
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
Number of employers contributing to the scheme	2013-01-01	59
2012: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,036
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	956
Number of retired or separated participants receiving benefits	2012-01-01	38
Number of other retired or separated participants entitled to future benefits	2012-01-01	40
Total of all active and inactive participants	2012-01-01	1,034
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	1,035
Number of participants with account balances	2012-01-01	1,035
Number of employers contributing to the scheme	2012-01-01	67
2011: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,050
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	962
Number of retired or separated participants receiving benefits	2011-01-01	42
Number of other retired or separated participants entitled to future benefits	2011-01-01	31
Total of all active and inactive participants	2011-01-01	1,035
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	1,036
Number of participants with account balances	2011-01-01	1,036
Number of employers contributing to the scheme	2011-01-01	71
2010: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,057
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	969
Number of retired or separated participants receiving benefits	2010-01-01	45
Number of other retired or separated participants entitled to future benefits	2010-01-01	36
Total of all active and inactive participants	2010-01-01	1,050
Total participants	2010-01-01	1,050
Number of participants with account balances	2010-01-01	1,050
Number of employers contributing to the scheme	2010-01-01	63
2009: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,079
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	985
Number of retired or separated participants receiving benefits	2009-01-01	39
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	1,056
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	1,057
Number of participants with account balances	2009-01-01	1,057
Number of employers contributing to the scheme	2009-01-01	63

Financial Data on U.A. LOCAL 125 RETIREMENT PLAN AND TRUST

Measure	Date	Value
2022 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$851,267
Total unrealized appreciation/depreciation of assets	2022-12-31	$851,267
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$49,746
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$53,748
Total income from all sources (including contributions)	2022-12-31	$-6,528,795
Total loss/gain on sale of assets	2022-12-31	$1,992
Total of all expenses incurred	2022-12-31	$6,166,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,945,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$9,107,903
Value of total assets at end of year	2022-12-31	$122,658,271
Value of total assets at beginning of year	2022-12-31	$135,357,146
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$220,243
Total interest from all sources	2022-12-31	$438,805
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,602,553
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	$2,555,044
Administrative expenses professional fees incurred	2022-12-31	$97,206
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$3,564,351
Participant contributions at end of year	2022-12-31	$291,878
Participant contributions at beginning of year	2022-12-31	$274,494
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$4,297,895
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$4,557,749
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$383,245
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$11,359
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$12,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$21,253
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$7,843
Other income not declared elsewhere	2022-12-31	$150,635
Administrative expenses (other) incurred	2022-12-31	$16,367
Liabilities. Value of operating payables at end of year	2022-12-31	$28,493
Liabilities. Value of operating payables at beginning of year	2022-12-31	$45,905
Total non interest bearing cash at end of year	2022-12-31	$367,814
Total non interest bearing cash at beginning of year	2022-12-31	$379,359
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	$-12,694,873
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$122,608,525
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$135,303,398
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$1,743,888
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$1,997,721
Investment advisory and management fees	2022-12-31	$72,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$77,445,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$101,920,060
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,279,511
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$6,227,288
Interest earned on other investments	2022-12-31	$78,960
Income. Interest from corporate debt instruments	2022-12-31	$359,845
Value of interest in common/collective trusts at end of year	2022-12-31	$24,886,384
Value of interest in common/collective trusts at beginning of year	2022-12-31	$14,392,084
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$749,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-21,379,657
Net investment gain/loss from pooled separate accounts	2022-12-31	$134,668
Net investment gain or loss from common/collective trusts	2022-12-31	$1,563,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
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	$5,160,307
Employer contributions (assets) at end of year	2022-12-31	$495,195
Employer contributions (assets) at beginning of year	2022-12-31	$421,395
Income. Dividends from common stock	2022-12-31	$47,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,945,835
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$34,170
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$6,089,790
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$5,174,798
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	Yes
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
Aggregate proceeds on sale of assets	2022-12-31	$5,383,495
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$5,381,503
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$1,050,757
Total unrealized appreciation/depreciation of assets	2021-12-31	$1,050,757
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$53,748
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$40,828
Total income from all sources (including contributions)	2021-12-31	$25,970,599
Total loss/gain on sale of assets	2021-12-31	$1,022,600
Total of all expenses incurred	2021-12-31	$5,897,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,713,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,450,466
Value of total assets at end of year	2021-12-31	$135,357,146
Value of total assets at beginning of year	2021-12-31	$115,271,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$184,377
Total interest from all sources	2021-12-31	$414,953
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$5,984,075
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	$5,937,718
Administrative expenses professional fees incurred	2021-12-31	$82,660
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$3,189,582
Participant contributions at end of year	2021-12-31	$274,494
Participant contributions at beginning of year	2021-12-31	$231,625
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$4,557,749
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$4,208,836
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$12,198
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$11,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$7,843
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1,190
Other income not declared elsewhere	2021-12-31	$331,196
Administrative expenses (other) incurred	2021-12-31	$1,047
Liabilities. Value of operating payables at end of year	2021-12-31	$45,905
Liabilities. Value of operating payables at beginning of year	2021-12-31	$39,638
Total non interest bearing cash at end of year	2021-12-31	$379,359
Total non interest bearing cash at beginning of year	2021-12-31	$110,375
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	$20,073,026
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$135,303,398
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$115,230,372
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
Assets. partnership/joint venture interests at end of year	2021-12-31	$1,997,721
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$2,390,437
Investment advisory and management fees	2021-12-31	$72,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$101,920,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$85,643,608
Value of interest in pooled separate accounts at end of year	2021-12-31	$6,227,288
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,584,123
Interest earned on other investments	2021-12-31	$75,138
Income. Interest from corporate debt instruments	2021-12-31	$339,815
Value of interest in common/collective trusts at end of year	2021-12-31	$14,392,084
Value of interest in common/collective trusts at beginning of year	2021-12-31	$11,714,396
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$7,933,144
Net investment gain/loss from pooled separate accounts	2021-12-31	$105,720
Net investment gain or loss from common/collective trusts	2021-12-31	$1,677,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
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	$4,260,884
Employer contributions (assets) at end of year	2021-12-31	$421,395
Employer contributions (assets) at beginning of year	2021-12-31	$423,466
Income. Dividends from common stock	2021-12-31	$46,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,713,196
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$3,534,380
Contract administrator fees	2021-12-31	$28,170
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$5,174,798
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$418,044
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	Yes
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
Aggregate proceeds on sale of assets	2021-12-31	$6,858,289
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$5,835,689
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$-886,483
Total unrealized appreciation/depreciation of assets	2020-12-31	$-886,483
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$40,828
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$50,656
Total income from all sources (including contributions)	2020-12-31	$16,827,718
Total loss/gain on sale of assets	2020-12-31	$-244,189
Total of all expenses incurred	2020-12-31	$6,711,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$6,483,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$6,168,375
Value of total assets at end of year	2020-12-31	$115,271,200
Value of total assets at beginning of year	2020-12-31	$105,164,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$227,856
Total interest from all sources	2020-12-31	$326,760
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$2,953,867
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	$2,904,599
Administrative expenses professional fees incurred	2020-12-31	$102,861
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$2,661,861
Participant contributions at end of year	2020-12-31	$231,625
Participant contributions at beginning of year	2020-12-31	$201,117
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$4,208,836
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$4,034,456
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$11,910
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$17,363
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,520
Other income not declared elsewhere	2020-12-31	$82,330
Administrative expenses (other) incurred	2020-12-31	$24,327
Liabilities. Value of operating payables at end of year	2020-12-31	$39,638
Liabilities. Value of operating payables at beginning of year	2020-12-31	$49,136
Total non interest bearing cash at end of year	2020-12-31	$110,375
Total non interest bearing cash at beginning of year	2020-12-31	$695,537
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	$10,116,066
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$115,230,372
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$105,114,306
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
Assets. partnership/joint venture interests at end of year	2020-12-31	$2,390,437
Assets. partnership/joint venture interests at beginning of year	2020-12-31	$2,938,444
Investment advisory and management fees	2020-12-31	$72,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$85,643,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$78,199,554
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,584,123
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,585,171
Interest earned on other investments	2020-12-31	$66,585
Income. Interest from corporate debt instruments	2020-12-31	$260,175
Value of interest in common/collective trusts at end of year	2020-12-31	$11,714,396
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,132,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$8,736,943
Net investment gain/loss from pooled separate accounts	2020-12-31	$108,270
Net investment gain or loss from common/collective trusts	2020-12-31	$-418,155
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$3,506,514
Employer contributions (assets) at end of year	2020-12-31	$423,466
Employer contributions (assets) at beginning of year	2020-12-31	$420,949
Income. Dividends from common stock	2020-12-31	$49,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$6,483,796
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$3,534,380
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$3,245,437
Contract administrator fees	2020-12-31	$28,168
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$418,044
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$694,383
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	Yes
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
Aggregate proceeds on sale of assets	2020-12-31	$5,594,230
Aggregate carrying amount (costs) on sale of assets	2020-12-31	$5,838,419
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$385,182
Total unrealized appreciation/depreciation of assets	2019-12-31	$385,182
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$50,656
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$24,978
Total income from all sources (including contributions)	2019-12-31	$22,798,776
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$5,166,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,924,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,780,662
Value of total assets at end of year	2019-12-31	$105,164,962
Value of total assets at beginning of year	2019-12-31	$87,507,354
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$241,998
Total interest from all sources	2019-12-31	$235,353
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$5,505,579
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	$5,449,119
Administrative expenses professional fees incurred	2019-12-31	$137,507
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,775,601
Participant contributions at end of year	2019-12-31	$201,117
Participant contributions at beginning of year	2019-12-31	$196,509
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$4,034,456
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$3,737,501
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$81,833
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$17,363
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$11,074
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,520
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$4,471
Other income not declared elsewhere	2019-12-31	$86,022
Administrative expenses (other) incurred	2019-12-31	$20,241
Liabilities. Value of operating payables at end of year	2019-12-31	$49,136
Liabilities. Value of operating payables at beginning of year	2019-12-31	$20,507
Total non interest bearing cash at end of year	2019-12-31	$695,537
Total non interest bearing cash at beginning of year	2019-12-31	$162,944
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	$17,631,930
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$105,114,306
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$87,482,376
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 leases to which the plan was party in default or uncollectible	2019-12-31	No
Assets. partnership/joint venture interests at end of year	2019-12-31	$2,938,444
Assets. partnership/joint venture interests at beginning of year	2019-12-31	$4,217,643
Investment advisory and management fees	2019-12-31	$57,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$78,199,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$62,225,049
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,585,171
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,466,417
Income. Interest from corporate debt instruments	2019-12-31	$235,353
Value of interest in common/collective trusts at end of year	2019-12-31	$10,132,551
Value of interest in common/collective trusts at beginning of year	2019-12-31	$8,986,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$174,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$174,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$8,862,675
Net investment gain/loss from pooled separate accounts	2019-12-31	$97,363
Net investment gain or loss from common/collective trusts	2019-12-31	$845,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	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
Contributions received in cash from employer	2019-12-31	$3,923,228
Employer contributions (assets) at end of year	2019-12-31	$420,949
Employer contributions (assets) at beginning of year	2019-12-31	$499,263
Income. Dividends from common stock	2019-12-31	$56,460
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,924,848
Asset. Corporate debt instrument debt (other) at end of year	2019-12-31	$3,245,437
Asset. Corporate debt instrument debt (other) at beginning of year	2019-12-31	$2,830,288
Contract administrator fees	2019-12-31	$27,000
Assets. Corporate common stocks other than exployer securities at end of year	2019-12-31	$694,383
Assets. Corporate common stocks other than exployer securities at beginning of year	2019-12-31	$0
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-448,157
Total unrealized appreciation/depreciation of assets	2018-12-31	$-448,157
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$24,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$9,592
Total income from all sources (including contributions)	2018-12-31	$128,707
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$4,824,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,681,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$6,402,424
Value of total assets at end of year	2018-12-31	$87,507,354
Value of total assets at beginning of year	2018-12-31	$92,188,010
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$143,034
Total interest from all sources	2018-12-31	$212,281
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$4,954,238
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	$4,954,238
Administrative expenses professional fees incurred	2018-12-31	$58,330
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,612,000
Participant contributions at end of year	2018-12-31	$196,509
Participant contributions at beginning of year	2018-12-31	$169,027
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$3,737,501
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$4,060,338
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$11,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$37,333
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$4,471
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$1,205
Other income not declared elsewhere	2018-12-31	$56,750
Administrative expenses (other) incurred	2018-12-31	$15,704
Liabilities. Value of operating payables at end of year	2018-12-31	$20,507
Liabilities. Value of operating payables at beginning of year	2018-12-31	$8,387
Total non interest bearing cash at end of year	2018-12-31	$162,944
Total non interest bearing cash at beginning of year	2018-12-31	$189,205
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	$-4,696,042
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$87,482,376
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$92,178,418
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
Assets. partnership/joint venture interests at end of year	2018-12-31	$4,217,643
Assets. partnership/joint venture interests at beginning of year	2018-12-31	$8,011,348
Investment advisory and management fees	2018-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$62,225,049
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$73,411,386
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,466,417
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$3,761,285
Income. Interest from corporate debt instruments	2018-12-31	$212,281
Value of interest in common/collective trusts at end of year	2018-12-31	$8,986,611
Value of interest in common/collective trusts at beginning of year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$174,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,106,877
Net investment gain/loss from pooled separate accounts	2018-12-31	$71,437
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,013,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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	$3,790,424
Employer contributions (assets) at end of year	2018-12-31	$499,263
Employer contributions (assets) at beginning of year	2018-12-31	$325,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,681,715
Asset. Corporate debt instrument debt (other) at end of year	2018-12-31	$2,830,288
Asset. Corporate debt instrument debt (other) at beginning of year	2018-12-31	$2,222,460
Contract administrator fees	2018-12-31	$27,000
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$732,538
Total unrealized appreciation/depreciation of assets	2017-12-31	$732,538
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$9,592
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$101,347
Total income from all sources (including contributions)	2017-12-31	$18,132,178
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,569,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,418,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,888,302
Value of total assets at end of year	2017-12-31	$92,188,010
Value of total assets at beginning of year	2017-12-31	$79,717,397
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$151,727
Total interest from all sources	2017-12-31	$115,194
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$4,148,956
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	$4,148,956
Administrative expenses professional fees incurred	2017-12-31	$65,099
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,457,962
Participant contributions at end of year	2017-12-31	$169,027
Participant contributions at beginning of year	2017-12-31	$191,776
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$4,060,338
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$3,736,291
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$50,455
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$37,333
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$10,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$1,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$86,301
Other income not declared elsewhere	2017-12-31	$37,676
Administrative expenses (other) incurred	2017-12-31	$17,628
Liabilities. Value of operating payables at end of year	2017-12-31	$8,387
Liabilities. Value of operating payables at beginning of year	2017-12-31	$15,046
Total non interest bearing cash at end of year	2017-12-31	$189,205
Total non interest bearing cash at beginning of year	2017-12-31	$138,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$12,562,368
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$92,178,418
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$79,616,050
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$8,011,348
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$5,948,025
Investment advisory and management fees	2017-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$73,411,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$64,593,636
Value of interest in pooled separate accounts at end of year	2017-12-31	$3,761,285
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,686,377
Income. Interest from corporate debt instruments	2017-12-31	$115,194
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,142,171
Net investment gain/loss from pooled separate accounts	2017-12-31	$67,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
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	$3,379,885
Employer contributions (assets) at end of year	2017-12-31	$325,628
Employer contributions (assets) at beginning of year	2017-12-31	$381,201
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,418,083
Asset. Corporate debt instrument debt (other) at end of year	2017-12-31	$2,222,460
Asset. Corporate debt instrument debt (other) at beginning of year	2017-12-31	$1,030,486
Contract administrator fees	2017-12-31	$27,000
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$541,509
Total unrealized appreciation/depreciation of assets	2016-12-31	$541,509
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$101,347
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$163,579
Total income from all sources (including contributions)	2016-12-31	$10,597,955
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,500,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$5,337,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,705,553
Value of total assets at end of year	2016-12-31	$79,717,397
Value of total assets at beginning of year	2016-12-31	$74,682,526
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$163,167
Total interest from all sources	2016-12-31	$128,123
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$2,533,603
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	$2,533,603
Administrative expenses professional fees incurred	2016-12-31	$78,797
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,427,327
Participant contributions at end of year	2016-12-31	$191,776
Participant contributions at beginning of year	2016-12-31	$179,273
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$3,736,291
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$5,767,800
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$80,056
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$10,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$10,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$86,301
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$155,323
Other income not declared elsewhere	2016-12-31	$22,399
Administrative expenses (other) incurred	2016-12-31	$14,429
Liabilities. Value of operating payables at end of year	2016-12-31	$15,046
Liabilities. Value of operating payables at beginning of year	2016-12-31	$8,256
Total non interest bearing cash at end of year	2016-12-31	$138,933
Total non interest bearing cash at beginning of year	2016-12-31	$124,688
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	$5,097,103
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$79,616,050
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$74,518,947
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
Assets. partnership/joint venture interests at end of year	2016-12-31	$5,948,025
Assets. partnership/joint venture interests at beginning of year	2016-12-31	$5,568,840
Investment advisory and management fees	2016-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$64,593,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$57,552,911
Value of interest in pooled separate accounts at end of year	2016-12-31	$3,686,377
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$3,633,107
Income. Interest from corporate debt instruments	2016-12-31	$128,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,608,245
Net investment gain/loss from pooled separate accounts	2016-12-31	$58,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$3,198,170
Employer contributions (assets) at end of year	2016-12-31	$381,201
Employer contributions (assets) at beginning of year	2016-12-31	$452,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$5,337,685
Asset. Corporate debt instrument debt (other) at end of year	2016-12-31	$1,030,486
Asset. Corporate debt instrument debt (other) at beginning of year	2016-12-31	$1,392,752
Contract administrator fees	2016-12-31	$27,941
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	Yes
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	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-502,926
Total unrealized appreciation/depreciation of assets	2015-12-31	$-502,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$163,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$247,951
Total income from all sources (including contributions)	2015-12-31	$4,079,404
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$6,433,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$6,284,580
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$5,499,996
Value of total assets at end of year	2015-12-31	$74,682,526
Value of total assets at beginning of year	2015-12-31	$77,120,514
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$148,440
Total interest from all sources	2015-12-31	$110,859
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,827,629
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	$1,827,629
Administrative expenses professional fees incurred	2015-12-31	$66,214
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,413,646
Participant contributions at end of year	2015-12-31	$179,273
Participant contributions at beginning of year	2015-12-31	$181,579
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$5,767,800
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$5,633,268
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$9,825
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$10,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$8,295
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$155,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$217,612
Other income not declared elsewhere	2015-12-31	$23,319
Administrative expenses (other) incurred	2015-12-31	$12,285
Liabilities. Value of operating payables at end of year	2015-12-31	$8,256
Liabilities. Value of operating payables at beginning of year	2015-12-31	$30,339
Total non interest bearing cash at end of year	2015-12-31	$124,688
Total non interest bearing cash at beginning of year	2015-12-31	$130,032
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	$-2,353,616
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$74,518,947
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$76,872,563
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
Assets. partnership/joint venture interests at end of year	2015-12-31	$5,568,840
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$4,785,588
Investment advisory and management fees	2015-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$57,552,911
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$59,656,156
Value of interest in pooled separate accounts at end of year	2015-12-31	$3,633,107
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$3,967,250
Income. Interest from corporate debt instruments	2015-12-31	$110,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-2,911,518
Net investment gain/loss from pooled separate accounts	2015-12-31	$32,045
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,076,525
Employer contributions (assets) at end of year	2015-12-31	$452,483
Employer contributions (assets) at beginning of year	2015-12-31	$460,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$6,284,580
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$1,392,752
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$2,297,606
Contract administrator fees	2015-12-31	$27,941
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	Unqualified
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$537,797
Total unrealized appreciation/depreciation of assets	2014-12-31	$537,797
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$247,951
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$24,478
Total income from all sources (including contributions)	2014-12-31	$8,444,877
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$6,690,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$6,531,793
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$4,893,810
Value of total assets at end of year	2014-12-31	$77,120,514
Value of total assets at beginning of year	2014-12-31	$75,142,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$158,876
Total interest from all sources	2014-12-31	$107,409
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$2,473,045
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	$2,473,045
Administrative expenses professional fees incurred	2014-12-31	$74,606
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$750,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,349,355
Participant contributions at end of year	2014-12-31	$181,579
Participant contributions at beginning of year	2014-12-31	$154,178
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$5,633,268
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$5,319,094
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$8,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$5,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$217,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$20,807
Other income not declared elsewhere	2014-12-31	$30,802
Administrative expenses (other) incurred	2014-12-31	$14,329
Liabilities. Value of operating payables at end of year	2014-12-31	$30,339
Liabilities. Value of operating payables at beginning of year	2014-12-31	$3,671
Total non interest bearing cash at end of year	2014-12-31	$130,032
Total non interest bearing cash at beginning of year	2014-12-31	$0
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	$1,754,208
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$76,872,563
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$75,118,355
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
Assets. partnership/joint venture interests at end of year	2014-12-31	$4,785,588
Assets. partnership/joint venture interests at beginning of year	2014-12-31	$941,230
Investment advisory and management fees	2014-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$59,656,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$61,643,656
Value of interest in pooled separate accounts at end of year	2014-12-31	$3,967,250
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,500,696
Income. Interest from corporate debt instruments	2014-12-31	$107,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$89,353
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$89,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$340,628
Net investment gain/loss from pooled separate accounts	2014-12-31	$61,386
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	Yes
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	$2,544,455
Employer contributions (assets) at end of year	2014-12-31	$460,740
Employer contributions (assets) at beginning of year	2014-12-31	$200,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$6,531,793
Asset. Corporate debt instrument debt (other) at end of year	2014-12-31	$2,297,606
Asset. Corporate debt instrument debt (other) at beginning of year	2014-12-31	$2,288,322
Contract administrator fees	2014-12-31	$27,941
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	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$806,259
Total unrealized appreciation/depreciation of assets	2013-12-31	$806,259
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$24,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$16,876
Total income from all sources (including contributions)	2013-12-31	$13,820,054
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$4,128,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$3,974,920
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,948,459
Value of total assets at end of year	2013-12-31	$75,142,833
Value of total assets at beginning of year	2013-12-31	$65,444,171
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$154,074
Total interest from all sources	2013-12-31	$103,594
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$1,861,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$1,861,630
Administrative expenses professional fees incurred	2013-12-31	$69,727
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$750,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,006,605
Participant contributions at end of year	2013-12-31	$154,178
Participant contributions at beginning of year	2013-12-31	$153,482
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$5,319,094
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$1,033,805
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$5,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$7,538
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$20,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$2,792
Other income not declared elsewhere	2013-12-31	$7,781
Administrative expenses (other) incurred	2013-12-31	$14,406
Liabilities. Value of operating payables at end of year	2013-12-31	$3,671
Liabilities. Value of operating payables at beginning of year	2013-12-31	$14,084
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	$9,691,060
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$75,118,355
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$65,427,295
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
Assets. partnership/joint venture interests at end of year	2013-12-31	$941,230
Assets. partnership/joint venture interests at beginning of year	2013-12-31	$0
Investment advisory and management fees	2013-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$61,643,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$57,023,822
Value of interest in pooled separate accounts at end of year	2013-12-31	$4,500,696
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,024,371
Income. Interest from corporate debt instruments	2013-12-31	$103,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$89,353
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$232,168
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$232,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$7,096,605
Net investment gain/loss from pooled separate accounts	2013-12-31	$-4,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
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	$1,941,854
Employer contributions (assets) at end of year	2013-12-31	$200,443
Employer contributions (assets) at beginning of year	2013-12-31	$140,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$3,974,920
Asset. Corporate debt instrument debt (other) at end of year	2013-12-31	$2,288,322
Asset. Corporate debt instrument debt (other) at beginning of year	2013-12-31	$1,828,208
Contract administrator fees	2013-12-31	$27,941
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	Unqualified
Accountancy firm name	2013-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2013-12-31	410746749
2012 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$33,787
Total unrealized appreciation/depreciation of assets	2012-12-31	$33,787
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$16,876
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$20,567
Total income from all sources (including contributions)	2012-12-31	$11,819,339
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$3,172,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$3,028,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,050,591
Value of total assets at end of year	2012-12-31	$65,444,171
Value of total assets at beginning of year	2012-12-31	$56,801,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$143,843
Total interest from all sources	2012-12-31	$99,307
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$1,799,337
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	$1,799,337
Administrative expenses professional fees incurred	2012-12-31	$59,587
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$750,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$2,097,134
Participant contributions at end of year	2012-12-31	$153,482
Participant contributions at beginning of year	2012-12-31	$158,548
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$1,033,805
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$953,392
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$7,538
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$30,073
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$2,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$1,586
Other income not declared elsewhere	2012-12-31	$19,812
Administrative expenses (other) incurred	2012-12-31	$13,556
Liabilities. Value of operating payables at end of year	2012-12-31	$14,084
Liabilities. Value of operating payables at beginning of year	2012-12-31	$18,981
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	$8,646,522
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$65,427,295
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$56,780,773
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
Investment advisory and management fees	2012-12-31	$43,700
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$57,023,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$49,964,397
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,024,371
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Income. Interest from corporate debt instruments	2012-12-31	$99,307
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$232,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$288,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$288,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$5,192,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$5,559,527
Net investment gain/loss from pooled separate accounts	2012-12-31	$256,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
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	$1,953,457
Employer contributions (assets) at end of year	2012-12-31	$140,777
Employer contributions (assets) at beginning of year	2012-12-31	$214,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$3,028,974
Asset. Corporate debt instrument debt (other) at end of year	2012-12-31	$1,828,208
Asset. Corporate debt instrument debt (other) at beginning of year	2012-12-31	$0
Contract administrator fees	2012-12-31	$27,000
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2012-12-31	410746749
2011 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-11,564
Total unrealized appreciation/depreciation of assets	2011-12-31	$-11,564
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$20,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$1,730
Total income from all sources (including contributions)	2011-12-31	$3,511,054
Total of all expenses incurred	2011-12-31	$3,637,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$3,507,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,814,477
Value of total assets at end of year	2011-12-31	$56,801,340
Value of total assets at beginning of year	2011-12-31	$56,909,057
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$129,951
Total interest from all sources	2011-12-31	$102,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$58,074
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$750,000
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	$1,928,063
Participant contributions at end of year	2011-12-31	$158,548
Participant contributions at beginning of year	2011-12-31	$155,737
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$953,392
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$852,647
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$30,073
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$6,882
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$1,586
Administrative expenses (other) incurred	2011-12-31	$9,401
Liabilities. Value of operating payables at end of year	2011-12-31	$18,981
Liabilities. Value of operating payables at beginning of year	2011-12-31	$1,730
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	$-126,554
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$56,780,773
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$56,907,327
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
Investment advisory and management fees	2011-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$49,964,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$51,733,880
Interest earned on other investments	2011-12-31	$102,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$288,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$297,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$297,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$5,192,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$3,683,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-394,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$1,886,414
Employer contributions (assets) at end of year	2011-12-31	$214,296
Employer contributions (assets) at beginning of year	2011-12-31	$178,738
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$3,507,657
Contract administrator fees	2011-12-31	$20,476
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2011-12-31	410746749
2010 : U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$159,950
Total unrealized appreciation/depreciation of assets	2010-12-31	$159,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,730
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$53,776
Total income from all sources (including contributions)	2010-12-31	$9,914,401
Total of all expenses incurred	2010-12-31	$2,693,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,583,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,957,447
Value of total assets at end of year	2010-12-31	$56,909,057
Value of total assets at beginning of year	2010-12-31	$49,740,301
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$110,435
Total interest from all sources	2010-12-31	$93,399
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$33,199
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$750,000
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	$2,108,248
Participant contributions at end of year	2010-12-31	$155,737
Participant contributions at beginning of year	2010-12-31	$160,657
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$852,647
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$1,003,919
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$6,882
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$5,800
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$13,200
Other income not declared elsewhere	2010-12-31	$478
Administrative expenses (other) incurred	2010-12-31	$8,236
Liabilities. Value of operating payables at end of year	2010-12-31	$1,730
Liabilities. Value of operating payables at beginning of year	2010-12-31	$40,576
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	$7,220,802
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$56,907,327
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$49,686,525
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
Investment advisory and management fees	2010-12-31	$42,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$51,733,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$43,738,204
Interest earned on other investments	2010-12-31	$92,777
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$297,886
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$615,265
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$615,265
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$622
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$3,683,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,014,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,703,127
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	$1,849,199
Employer contributions (assets) at end of year	2010-12-31	$178,738
Employer contributions (assets) at beginning of year	2010-12-31	$201,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,583,164
Contract administrator fees	2010-12-31	$27,000
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	CLIFTON GUNDERSON LLP
Accountancy firm EIN	2010-12-31	370802863

Form 5500 Responses for U.A. LOCAL 125 RETIREMENT PLAN AND TRUST

2022: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Multi-employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Multi-employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	Yes
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Multi-employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	Yes
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: U.A. LOCAL 125 RETIREMENT PLAN AND 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: U.A. LOCAL 125 RETIREMENT PLAN AND TRUST 2009 form 5500 responses
2009-01-01	Type of plan entity	Multi-employer plan
2009-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31500

Policy instance

Insurance contract or identification number	31500
Number of Individuals Covered	1177
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31500

Policy instance

Insurance contract or identification number	31500
Number of Individuals Covered	1102
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31500

Policy instance

Insurance contract or identification number	31500
Number of Individuals Covered	1082
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31500

Policy instance

Insurance contract or identification number	31500
Number of Individuals Covered	1096
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31500

Policy instance

Insurance contract or identification number	31500
Number of Individuals Covered	1105
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	BOARD OF TRUSTEES UA LOCAL 125 RETIREMENT SAVINGS PLAN
Employer identification number (EIN):	421497403
NAIC Classification:	238220
NAIC Description:	Plumbing, Heating, and Air-Conditioning Contractors