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WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 401k Plan overview

Plan NameWESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN
Plan identification number 002

WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

TRUSTEES OF W. STATES INSULATORS & ALLIED WRKERS PENSION FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF W. STATES INSULATORS & ALLIED WRKERS PENSION FUND
Employer identification number (EIN):510155190
NAIC Classification:238900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01MICHAEL PATTERSON2023-09-14 RICK SUTPHIN2023-09-14
0022021-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RICK JOHNSON JIM KING2018-09-05
0022016-01-01RICK JOHNSON JIM KING2017-10-05
0022015-01-01STAN DANIELSON JIM KING2016-10-04
0022014-01-01STAN DANIELSON JIM KING2015-10-02
0022013-01-01ROBERT W. FULTS STAN DANIELSON2014-10-06
0022012-01-01ROBERT W. FULTS RICKY JOHNSON2013-10-07
0022011-01-01ROBERT W. FULTS STEVEN STEELE2012-09-21
0022010-01-01ROBERT W. FULTS STEVEN STEELE2011-09-30
0022009-01-01RFULTS STEVE STEELE2010-10-06

Plan Statistics for WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN

401k plan membership statisitcs for WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN

Measure Date Value
2022: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-016,643
Total number of active participants reported on line 7a of the Form 55002022-01-016,468
Number of retired or separated participants receiving benefits2022-01-01116
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-016,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-016,676
Number of participants with account balances2022-01-016,053
Number of employers contributing to the scheme2022-01-01218
2021: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-016,512
Total number of active participants reported on line 7a of the Form 55002021-01-016,434
Number of retired or separated participants receiving benefits2021-01-01109
Number of other retired or separated participants entitled to future benefits2021-01-0195
Total of all active and inactive participants2021-01-016,638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-016,641
Number of participants with account balances2021-01-016,053
Number of employers contributing to the scheme2021-01-01181
2020: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-016,386
Total number of active participants reported on line 7a of the Form 55002020-01-016,315
Number of retired or separated participants receiving benefits2020-01-01108
Number of other retired or separated participants entitled to future benefits2020-01-0184
Total of all active and inactive participants2020-01-016,507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-016,512
Number of participants with account balances2020-01-015,995
Number of employers contributing to the scheme2020-01-01215
2019: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-016,104
Total number of active participants reported on line 7a of the Form 55002019-01-016,203
Number of retired or separated participants receiving benefits2019-01-0197
Number of other retired or separated participants entitled to future benefits2019-01-0181
Total of all active and inactive participants2019-01-016,381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-016,386
Number of participants with account balances2019-01-015,913
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
Number of employers contributing to the scheme2019-01-01182
2018: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-015,885
Total number of active participants reported on line 7a of the Form 55002018-01-015,934
Number of retired or separated participants receiving benefits2018-01-0184
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-016,102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-016,104
Number of participants with account balances2018-01-015,707
Number of employers contributing to the scheme2018-01-01176
2017: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-015,700
Total number of active participants reported on line 7a of the Form 55002017-01-015,716
Number of retired or separated participants receiving benefits2017-01-0193
Number of other retired or separated participants entitled to future benefits2017-01-0174
Total of all active and inactive participants2017-01-015,883
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-015,885
Number of participants with account balances2017-01-015,528
Number of employers contributing to the scheme2017-01-01151
2016: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-015,521
Total number of active participants reported on line 7a of the Form 55002016-01-015,549
Number of retired or separated participants receiving benefits2016-01-0180
Number of other retired or separated participants entitled to future benefits2016-01-0170
Total of all active and inactive participants2016-01-015,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-015,700
Number of participants with account balances2016-01-015,418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
Number of employers contributing to the scheme2016-01-01157
2015: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-015,424
Total number of active participants reported on line 7a of the Form 55002015-01-015,373
Number of retired or separated participants receiving benefits2015-01-0179
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-015,519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-015,520
Number of participants with account balances2015-01-015,285
Number of employers contributing to the scheme2015-01-01158
2014: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-015,264
Total number of active participants reported on line 7a of the Form 55002014-01-015,246
Number of retired or separated participants receiving benefits2014-01-0177
Number of other retired or separated participants entitled to future benefits2014-01-0161
Total of all active and inactive participants2014-01-015,384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-015,386
Number of participants with account balances2014-01-015,196
Number of employers contributing to the scheme2014-01-01121
2013: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-015,174
Total number of active participants reported on line 7a of the Form 55002013-01-015,131
Number of retired or separated participants receiving benefits2013-01-0182
Number of other retired or separated participants entitled to future benefits2013-01-0147
Total of all active and inactive participants2013-01-015,260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-015,264
Number of participants with account balances2013-01-015,145
Number of employers contributing to the scheme2013-01-01486
2012: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-015,795
Total number of active participants reported on line 7a of the Form 55002012-01-015,085
Number of retired or separated participants receiving benefits2012-01-0171
Number of other retired or separated participants entitled to future benefits2012-01-0118
Total of all active and inactive participants2012-01-015,174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-015,174
Number of participants with account balances2012-01-015,115
Number of employers contributing to the scheme2012-01-01408
2011: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016,032
Total number of active participants reported on line 7a of the Form 55002011-01-012,929
Number of retired or separated participants receiving benefits2011-01-0186
Number of other retired or separated participants entitled to future benefits2011-01-012,777
Total of all active and inactive participants2011-01-015,792
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-015,795
Number of participants with account balances2011-01-015,647
Number of employers contributing to the scheme2011-01-01293
2010: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016,124
Total number of active participants reported on line 7a of the Form 55002010-01-013,519
Number of retired or separated participants receiving benefits2010-01-0180
Number of other retired or separated participants entitled to future benefits2010-01-012,431
Total of all active and inactive participants2010-01-016,030
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-016,032
Number of participants with account balances2010-01-015,862
Number of employers contributing to the scheme2010-01-01291
2009: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-015,591
Total number of active participants reported on line 7a of the Form 55002009-01-013,915
Number of retired or separated participants receiving benefits2009-01-0180
Number of other retired or separated participants entitled to future benefits2009-01-012,128
Total of all active and inactive participants2009-01-016,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-016,124
Number of participants with account balances2009-01-015,928
Number of employers contributing to the scheme2009-01-01285

Financial Data on WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN

Measure Date Value
2022 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$42,260
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$57,245
Total income from all sources (including contributions)2022-12-31$-36,035,977
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$22,056,249
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,966,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$23,780,544
Value of total assets at end of year2022-12-31$383,741,855
Value of total assets at beginning of year2022-12-31$441,849,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,089,391
Total interest from all sources2022-12-31$1,157,411
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$5,304,301
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$5,304,301
Administrative expenses professional fees incurred2022-12-31$257,052
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,100,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$21,939
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$18,904
Other income not declared elsewhere2022-12-31$152,515
Administrative expenses (other) incurred2022-12-31$418,006
Liabilities. Value of operating payables at end of year2022-12-31$42,260
Liabilities. Value of operating payables at beginning of year2022-12-31$57,245
Total non interest bearing cash at end of year2022-12-31$1,001,457
Total non interest bearing cash at beginning of year2022-12-31$1,636,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-58,092,226
Value of net assets at end of year (total assets less liabilities)2022-12-31$383,699,595
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$441,791,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$74,092
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$318,852,517
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$378,130,279
Interest earned on other investments2022-12-31$1,155,878
Value of interest in common/collective trusts at end of year2022-12-31$6,427,395
Value of interest in common/collective trusts at beginning of year2022-12-31$6,899,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$340,741
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$339,207
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$339,207
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,533
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$15,819,619
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$16,945,609
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$39,276,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$35,698,504
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-65,301,344
Net investment gain or loss from common/collective trusts2022-12-31$-1,699,940
Net gain/loss from 103.12 investment entities2022-12-31$570,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$23,780,544
Employer contributions (assets) at end of year2022-12-31$2,001,750
Employer contributions (assets) at beginning of year2022-12-31$2,180,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,966,858
Contract administrator fees2022-12-31$340,241
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WITHUMSMITH+BROWN, PC
Accountancy firm EIN2022-12-31222027092
2021 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$57,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,768
Total income from all sources (including contributions)2021-12-31$71,236,615
Total of all expenses incurred2021-12-31$20,863,964
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$19,948,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$23,530,648
Value of total assets at end of year2021-12-31$441,849,066
Value of total assets at beginning of year2021-12-31$391,433,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$915,029
Total interest from all sources2021-12-31$1,088,530
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$11,713,890
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$11,713,890
Administrative expenses professional fees incurred2021-12-31$153,631
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,100,000
If this is an individual account plan, was there a blackout period2021-12-31No
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$23,530,648
Amount contributed by the employer to the plan for this plan year2021-12-31$23,530,648
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$18,904
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$19,434
Other income not declared elsewhere2021-12-31$5,024
Administrative expenses (other) incurred2021-12-31$380,273
Liabilities. Value of operating payables at end of year2021-12-31$57,245
Liabilities. Value of operating payables at beginning of year2021-12-31$14,768
Total non interest bearing cash at end of year2021-12-31$1,636,448
Total non interest bearing cash at beginning of year2021-12-31$177,491
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$50,372,651
Value of net assets at end of year (total assets less liabilities)2021-12-31$441,791,821
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$391,419,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$54,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$378,130,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$322,264,569
Interest earned on other investments2021-12-31$1,088,191
Value of interest in common/collective trusts at end of year2021-12-31$6,899,785
Value of interest in common/collective trusts at beginning of year2021-12-31$13,327,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$339,207
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$338,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$338,868
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$339
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$16,945,609
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$14,325,394
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$35,698,504
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$38,997,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$31,406,728
Net investment gain or loss from common/collective trusts2021-12-31$-86,598
Net gain/loss from 103.12 investment entities2021-12-31$3,578,393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$23,530,648
Employer contributions (assets) at end of year2021-12-31$2,180,330
Employer contributions (assets) at beginning of year2021-12-31$1,983,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$19,948,935
Contract administrator fees2021-12-31$326,820
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WITHUM SMITH & BROWN, PC
Accountancy firm EIN2021-12-31222027092
2020 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$12,479
Total income from all sources (including contributions)2020-12-31$63,521,309
Total of all expenses incurred2020-12-31$19,352,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$18,275,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,962,461
Value of total assets at end of year2020-12-31$391,433,938
Value of total assets at beginning of year2020-12-31$347,262,454
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,076,518
Total interest from all sources2020-12-31$1,273,937
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,684,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,684,403
Administrative expenses professional fees incurred2020-12-31$170,264
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$21,962,461
Amount contributed by the employer to the plan for this plan year2020-12-31$21,962,461
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$19,434
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,850,800
Other income not declared elsewhere2020-12-31$4,258
Administrative expenses (other) incurred2020-12-31$548,382
Liabilities. Value of operating payables at end of year2020-12-31$14,768
Liabilities. Value of operating payables at beginning of year2020-12-31$12,479
Total non interest bearing cash at end of year2020-12-31$177,491
Total non interest bearing cash at beginning of year2020-12-31$67,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$44,169,195
Value of net assets at end of year (total assets less liabilities)2020-12-31$391,419,170
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$347,249,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$43,622
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$322,264,569
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$286,849,170
Interest earned on other investments2020-12-31$1,273,131
Value of interest in common/collective trusts at end of year2020-12-31$13,327,437
Value of interest in common/collective trusts at beginning of year2020-12-31$11,741,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$338,868
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$338,062
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$338,062
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$806
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$14,325,394
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$12,228,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$38,997,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$32,505,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$31,604,515
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$929,598
Net gain/loss from 103.12 investment entities2020-12-31$62,137
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,962,461
Employer contributions (assets) at end of year2020-12-31$1,983,395
Employer contributions (assets) at beginning of year2020-12-31$1,681,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$18,275,596
Contract administrator fees2020-12-31$314,250
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LINDQUIST LLP
Accountancy firm EIN2020-12-31522385296
2019 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$24,508
Total income from all sources (including contributions)2019-12-31$72,970,390
Total of all expenses incurred2019-12-31$15,327,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,401,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$22,884,957
Value of total assets at end of year2019-12-31$347,262,454
Value of total assets at beginning of year2019-12-31$289,632,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$926,003
Total interest from all sources2019-12-31$1,071,893
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,261,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,261,031
Administrative expenses professional fees incurred2019-12-31$219,282
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,100,000
If this is an individual account plan, was there a blackout period2019-12-31No
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$22,884,957
Amount contributed by the employer to the plan for this plan year2019-12-31$22,884,957
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,850,800
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,644,477
Other income not declared elsewhere2019-12-31$132,870
Administrative expenses (other) incurred2019-12-31$357,037
Liabilities. Value of operating payables at end of year2019-12-31$12,479
Liabilities. Value of operating payables at beginning of year2019-12-31$24,508
Total non interest bearing cash at end of year2019-12-31$67,815
Total non interest bearing cash at beginning of year2019-12-31$98,404
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$57,642,425
Value of net assets at end of year (total assets less liabilities)2019-12-31$347,249,975
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$289,607,550
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$46,740
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$286,849,170
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$246,925,801
Value of interest in pooled separate accounts at beginning of year2019-12-31$9,378,802
Interest earned on other investments2019-12-31$1,069,085
Value of interest in common/collective trusts at end of year2019-12-31$11,741,730
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$338,062
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$335,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$335,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$2,808
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$12,228,276
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$32,505,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$29,470,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$38,029,106
Net investment gain/loss from pooled separate accounts2019-12-31$464,422
Net investment gain or loss from common/collective trusts2019-12-31$754,773
Net gain/loss from 103.12 investment entities2019-12-31$371,338
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$22,884,957
Employer contributions (assets) at end of year2019-12-31$1,681,571
Employer contributions (assets) at beginning of year2019-12-31$1,778,928
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,401,962
Contract administrator fees2019-12-31$302,944
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31LINDQUIST LLP
Accountancy firm EIN2019-12-31522385296
2018 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$24,508
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,707
Total income from all sources (including contributions)2018-12-31$8,026,503
Total of all expenses incurred2018-12-31$18,266,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$17,668,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$19,933,309
Value of total assets at end of year2018-12-31$289,632,058
Value of total assets at beginning of year2018-12-31$299,863,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$598,576
Total interest from all sources2018-12-31$974,565
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$8,905,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$8,905,366
Administrative expenses professional fees incurred2018-12-31$220,139
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,100,000
If this is an individual account plan, was there a blackout period2018-12-31No
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$19,933,309
Amount contributed by the employer to the plan for this plan year2018-12-31$19,933,309
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,644,477
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,652,030
Other income not declared elsewhere2018-12-31$189,383
Administrative expenses (other) incurred2018-12-31$40,850
Liabilities. Value of operating payables at end of year2018-12-31$24,508
Liabilities. Value of operating payables at beginning of year2018-12-31$15,707
Total non interest bearing cash at end of year2018-12-31$98,404
Total non interest bearing cash at beginning of year2018-12-31$62,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-10,240,485
Value of net assets at end of year (total assets less liabilities)2018-12-31$289,607,550
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$299,848,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$44,949
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$246,925,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$270,899,801
Value of interest in pooled separate accounts at end of year2018-12-31$9,378,802
Interest earned on other investments2018-12-31$973,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$335,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$333,960
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$333,960
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$29,470,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$25,405,070
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-22,196,126
Net investment gain/loss from pooled separate accounts2018-12-31$220,006
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$19,933,309
Employer contributions (assets) at end of year2018-12-31$1,778,928
Employer contributions (assets) at beginning of year2018-12-31$1,509,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$17,668,412
Contract administrator fees2018-12-31$292,638
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31LINDQUIST LLP
Accountancy firm EIN2018-12-31522385296
2017 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$15,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$31,091
Total income from all sources (including contributions)2017-12-31$50,905,679
Total of all expenses incurred2017-12-31$13,607,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,038,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,382,638
Value of total assets at end of year2017-12-31$299,863,742
Value of total assets at beginning of year2017-12-31$262,580,931
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$569,380
Total interest from all sources2017-12-31$993,049
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$8,758,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$8,758,478
Administrative expenses professional fees incurred2017-12-31$196,566
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,100,000
If this is an individual account plan, was there a blackout period2017-12-31No
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$17,382,638
Amount contributed by the employer to the plan for this plan year2017-12-31$17,382,638
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,652,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,294,003
Other income not declared elsewhere2017-12-31$190,413
Administrative expenses (other) incurred2017-12-31$42,745
Liabilities. Value of operating payables at end of year2017-12-31$15,707
Liabilities. Value of operating payables at beginning of year2017-12-31$31,091
Total non interest bearing cash at end of year2017-12-31$62,982
Total non interest bearing cash at beginning of year2017-12-31$48,230
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$37,298,195
Value of net assets at end of year (total assets less liabilities)2017-12-31$299,848,035
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$262,549,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$44,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$270,899,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$233,143,673
Interest earned on other investments2017-12-31$992,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$333,960
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$333,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$333,294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$25,405,070
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$26,313,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$23,581,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$17,382,638
Employer contributions (assets) at end of year2017-12-31$1,509,899
Employer contributions (assets) at beginning of year2017-12-31$1,447,963
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,038,104
Contract administrator fees2017-12-31$285,983
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31LINDQUIST LLP
Accountancy firm EIN2017-12-31522385296
2016 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$31,091
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$19,141
Total income from all sources (including contributions)2016-12-31$32,641,935
Total of all expenses incurred2016-12-31$13,536,375
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$12,957,117
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$15,274,841
Value of total assets at end of year2016-12-31$262,580,931
Value of total assets at beginning of year2016-12-31$243,463,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$579,258
Total interest from all sources2016-12-31$649,163
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,510,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$7,510,380
Administrative expenses professional fees incurred2016-12-31$176,037
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,100,000
If this is an individual account plan, was there a blackout period2016-12-31No
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$15,274,841
Amount contributed by the employer to the plan for this plan year2016-12-31$15,274,841
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$1,294,003
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$49,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$11,340
Other income not declared elsewhere2016-12-31$96,802
Administrative expenses (other) incurred2016-12-31$39,976
Liabilities. Value of operating payables at end of year2016-12-31$31,091
Liabilities. Value of operating payables at beginning of year2016-12-31$7,801
Total non interest bearing cash at end of year2016-12-31$48,230
Total non interest bearing cash at beginning of year2016-12-31$1,166,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$19,105,560
Value of net assets at end of year (total assets less liabilities)2016-12-31$262,549,840
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$243,444,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$46,095
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$233,143,673
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$217,702,302
Interest earned on other investments2016-12-31$648,447
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$333,294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$332,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$332,578
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$26,313,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$22,997,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,110,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$15,274,841
Employer contributions (assets) at end of year2016-12-31$1,447,963
Employer contributions (assets) at beginning of year2016-12-31$1,214,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$12,957,117
Contract administrator fees2016-12-31$317,150
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LINDQUIST LLP
Accountancy firm EIN2016-12-31522385296
2015 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$19,141
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$835
Total income from all sources (including contributions)2015-12-31$9,138,674
Total of all expenses incurred2015-12-31$13,661,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,094,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$13,695,437
Value of total assets at end of year2015-12-31$243,463,421
Value of total assets at beginning of year2015-12-31$247,967,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$567,098
Total interest from all sources2015-12-31$682,441
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$8,038,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$8,038,556
Administrative expenses professional fees incurred2015-12-31$167,104
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,100,000
If this is an individual account plan, was there a blackout period2015-12-31No
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$13,695,437
Amount contributed by the employer to the plan for this plan year2015-12-31$13,695,437
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$49,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$69,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$11,340
Other income not declared elsewhere2015-12-31$149,557
Administrative expenses (other) incurred2015-12-31$33,703
Liabilities. Value of operating payables at end of year2015-12-31$7,801
Liabilities. Value of operating payables at beginning of year2015-12-31$835
Total non interest bearing cash at end of year2015-12-31$1,166,699
Total non interest bearing cash at beginning of year2015-12-31$1,046,345
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-4,522,546
Value of net assets at end of year (total assets less liabilities)2015-12-31$243,444,280
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$247,966,826
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$45,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$217,702,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$223,153,541
Interest earned on other investments2015-12-31$681,833
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$332,578
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$331,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$331,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$22,997,494
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$22,389,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,427,317
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,695,437
Employer contributions (assets) at end of year2015-12-31$1,214,987
Employer contributions (assets) at beginning of year2015-12-31$977,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,094,122
Contract administrator fees2015-12-31$320,500
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LINDQUIST LLP
Accountancy firm EIN2015-12-31522385296
2014 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78,353
Total income from all sources (including contributions)2014-12-31$25,891,425
Total of all expenses incurred2014-12-31$11,669,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,095,411
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$12,422,654
Value of total assets at end of year2014-12-31$247,967,661
Value of total assets at beginning of year2014-12-31$233,822,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$573,807
Total interest from all sources2014-12-31$545,415
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,907,228
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$8,907,228
Administrative expenses professional fees incurred2014-12-31$173,674
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,100,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$12,422,654
Amount contributed by the employer to the plan for this plan year2014-12-31$12,422,654
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$69,212
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$61,060
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$40,251
Other income not declared elsewhere2014-12-31$167,320
Administrative expenses (other) incurred2014-12-31$32,491
Liabilities. Value of operating payables at end of year2014-12-31$835
Liabilities. Value of operating payables at beginning of year2014-12-31$38,102
Total non interest bearing cash at end of year2014-12-31$1,046,345
Total non interest bearing cash at beginning of year2014-12-31$881,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$14,222,207
Value of net assets at end of year (total assets less liabilities)2014-12-31$247,966,826
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$233,744,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$42,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$223,153,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$209,005,413
Interest earned on other investments2014-12-31$544,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$331,970
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$331,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$331,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$640
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$22,389,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$22,731,114
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,848,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$12,422,654
Employer contributions (assets) at end of year2014-12-31$977,575
Employer contributions (assets) at beginning of year2014-12-31$812,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,095,411
Contract administrator fees2014-12-31$324,862
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LINDQUIST LLP
Accountancy firm EIN2014-12-31522385296
2013 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$78,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$59,864
Total income from all sources (including contributions)2013-12-31$33,137,783
Total of all expenses incurred2013-12-31$12,606,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$11,988,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$12,380,104
Value of total assets at end of year2013-12-31$233,822,972
Value of total assets at beginning of year2013-12-31$213,273,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$618,370
Total interest from all sources2013-12-31$527,662
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$7,202,650
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$7,202,650
Administrative expenses professional fees incurred2013-12-31$178,638
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$12,380,104
Amount contributed by the employer to the plan for this plan year2013-12-31$12,380,104
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$61,060
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$53,507
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$40,251
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$54,387
Other income not declared elsewhere2013-12-31$166,809
Administrative expenses (other) incurred2013-12-31$52,273
Liabilities. Value of operating payables at end of year2013-12-31$38,102
Liabilities. Value of operating payables at beginning of year2013-12-31$5,477
Total non interest bearing cash at end of year2013-12-31$881,237
Total non interest bearing cash at beginning of year2013-12-31$966,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,531,163
Value of net assets at end of year (total assets less liabilities)2013-12-31$233,744,619
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$213,213,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$45,796
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$209,005,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$186,915,986
Interest earned on other investments2013-12-31$526,875
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$331,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$445,543
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$445,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$22,731,114
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$23,940,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,860,558
Net investment gain or loss from common/collective trusts2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$12,380,104
Employer contributions (assets) at end of year2013-12-31$812,818
Employer contributions (assets) at beginning of year2013-12-31$951,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$11,988,250
Contract administrator fees2013-12-31$341,663
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LINDQUIST LLP
Accountancy firm EIN2013-12-31522385296
2012 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-845,193
Total unrealized appreciation/depreciation of assets2012-12-31$-845,193
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$59,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,531
Total income from all sources (including contributions)2012-12-31$29,136,566
Total of all expenses incurred2012-12-31$12,415,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,731,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,813,002
Value of total assets at end of year2012-12-31$213,273,320
Value of total assets at beginning of year2012-12-31$196,519,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$684,035
Total interest from all sources2012-12-31$299,435
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$6,352,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$6,352,419
Administrative expenses professional fees incurred2012-12-31$202,323
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,100,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$10,813,002
Amount contributed by the employer to the plan for this plan year2012-12-31$10,813,002
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$53,507
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$91,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$54,387
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$19,778
Other income not declared elsewhere2012-12-31$198,446
Administrative expenses (other) incurred2012-12-31$35,043
Liabilities. Value of operating payables at end of year2012-12-31$5,477
Liabilities. Value of operating payables at beginning of year2012-12-31$7,753
Total non interest bearing cash at end of year2012-12-31$966,152
Total non interest bearing cash at beginning of year2012-12-31$730,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$16,721,185
Value of net assets at end of year (total assets less liabilities)2012-12-31$213,213,456
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$196,492,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$76,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$186,915,986
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$168,877,449
Interest earned on other investments2012-12-31$298,431
Value of interest in common/collective trusts at beginning of year2012-12-31$25,614,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$445,543
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$513,799
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$513,799
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$23,940,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,030,563
Net investment gain or loss from common/collective trusts2012-12-31$287,894
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,813,002
Employer contributions (assets) at end of year2012-12-31$951,747
Employer contributions (assets) at beginning of year2012-12-31$692,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,731,346
Contract administrator fees2012-12-31$370,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LINDQUIST LLP
Accountancy firm EIN2012-12-31522385296
2011 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,531
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$10,069
Total income from all sources (including contributions)2011-12-31$12,024,928
Total of all expenses incurred2011-12-31$11,688,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$11,128,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,147,406
Value of total assets at end of year2011-12-31$196,519,802
Value of total assets at beginning of year2011-12-31$196,166,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$560,239
Total interest from all sources2011-12-31$1,178
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,166,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,166,906
Administrative expenses professional fees incurred2011-12-31$132,092
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,100,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$9,147,406
Amount contributed by the employer to the plan for this plan year2011-12-31$9,147,406
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$91,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$59,192
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$19,778
Other income not declared elsewhere2011-12-31$149,933
Administrative expenses (other) incurred2011-12-31$37,165
Liabilities. Value of operating payables at end of year2011-12-31$7,753
Liabilities. Value of operating payables at beginning of year2011-12-31$10,069
Total non interest bearing cash at end of year2011-12-31$730,141
Total non interest bearing cash at beginning of year2011-12-31$940,801
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$335,979
Value of net assets at end of year (total assets less liabilities)2011-12-31$196,492,271
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$196,156,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$43,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$168,877,449
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$84,102,559
Value of interest in common/collective trusts at end of year2011-12-31$25,614,387
Value of interest in common/collective trusts at beginning of year2011-12-31$109,751,580
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$513,799
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$402,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$402,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,286,612
Net investment gain or loss from common/collective trusts2011-12-31$3,846,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,147,406
Employer contributions (assets) at end of year2011-12-31$692,899
Employer contributions (assets) at beginning of year2011-12-31$909,275
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$11,128,710
Contract administrator fees2011-12-31$347,482
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LINDQUIST LLP
Accountancy firm EIN2011-12-31522385296
2010 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$10,069
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$67,385
Total income from all sources (including contributions)2010-12-31$27,934,478
Total of all expenses incurred2010-12-31$9,794,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$9,238,373
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$9,634,816
Value of total assets at end of year2010-12-31$196,166,361
Value of total assets at beginning of year2010-12-31$178,083,990
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$556,418
Total interest from all sources2010-12-31$2,879
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,132,891
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,132,891
Administrative expenses professional fees incurred2010-12-31$143,772
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$9,634,816
Amount contributed by the employer to the plan for this plan year2010-12-31$9,634,816
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$59,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$102,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$50,065
Other income not declared elsewhere2010-12-31$131,307
Administrative expenses (other) incurred2010-12-31$38,019
Liabilities. Value of operating payables at end of year2010-12-31$10,069
Liabilities. Value of operating payables at beginning of year2010-12-31$17,320
Total non interest bearing cash at end of year2010-12-31$940,801
Total non interest bearing cash at beginning of year2010-12-31$794,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$18,139,687
Value of net assets at end of year (total assets less liabilities)2010-12-31$196,156,292
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$178,016,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$40,808
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$84,102,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$64,069,218
Value of interest in common/collective trusts at end of year2010-12-31$109,751,580
Value of interest in common/collective trusts at beginning of year2010-12-31$111,784,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$402,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$510,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$510,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$2,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$6,497,758
Net investment gain or loss from common/collective trusts2010-12-31$9,534,827
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$9,634,816
Employer contributions (assets) at end of year2010-12-31$909,275
Employer contributions (assets) at beginning of year2010-12-31$823,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$9,238,373
Contract administrator fees2010-12-31$333,819
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LINDQUIST LLP
Accountancy firm EIN2010-12-31522385296
2009 : WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$10,719,163
Amount contributed by the employer to the plan for this plan year2009-12-31$10,719,163

Form 5500 Responses for WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN

2022: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Submission has been amendedYes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: WESTERN STATES INSULATORS AND ALLIED WORKERS INDIVIDUAL ACCOUNT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number780597-01
Policy instance 1
Insurance contract or identification number780597-01
Number of Individuals Covered6676
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered6641
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered6512
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number030587
Policy instance 2
Insurance contract or identification number030587
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-28
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered6386
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered5885
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered5520
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered5386
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered5264
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 60853
Policy instance 1
Insurance contract or identification numberMR 60853
Number of Individuals Covered5174
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker name

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